Purchases and Sales Made in Q2 2021 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q2 2021. The information is specifically focused on institutions that hold shares of UNITEDHEALTH GROUP INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
1+ 0.0% |
$364 - $421
|
42.9K
$24.7M
|
|
Jul 23, 2021
Q2 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$364 - $421
|
1.22K
$704K
|
|
Aug 06, 2021
Q2 2021
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1+ 0.13% |
$364 - $421
|
744
$429K
|
|
Aug 10, 2021
Q2 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1+ 0.01% |
$364 - $421
|
9.04K
$5.22M
|
|
Aug 05, 2021
Q2 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.37% |
$364 - $421
|
269
$155K
|
|
Aug 09, 2021
Q2 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
1+ 0.05% |
$364 - $421
|
1.9K
$1.1M
|
|
Jul 19, 2021
Q2 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1+ 0.1% |
$364 - $421
|
1.02K
$589K
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1+ 0.03% |
$364 - $421
|
3.48K
$2.01M
|
|
Jul 28, 2021
Q2 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1+ 0.78% |
$364 - $421
|
130
$75K
|
|
Aug 16, 2021
Q2 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
1+ 0.14% |
$364 - $421
|
710
$410K
|
|
Jul 22, 2021
Q2 2021
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1- 0.04% |
$364 - $421
|
2.63K
$1.52M
|
|
Jul 29, 2021
Q2 2021
|
First American Trust, Fsb
|
SELL
|
- |
-1- 0.1% |
$364 - $421
|
981
$566K
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1- 1.47% |
$364 - $421
|
67
$38.7K
|
|
Aug 13, 2021
Q2 2021
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-1- 0.15% |
$364 - $421
|
671
$387K
|
|
Aug 10, 2021
Q2 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1- 2.7% |
$364 - $421
|
36
$20.8K
|
|
Aug 16, 2021
Q2 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1- -0.0% |
$364 - $421
|
21.7K
$12.5M
|
|
May 15, 2024
Q2 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1- 0.11% |
$364 - $421
|
895
$516K
|
|
Aug 03, 2021
Q2 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-2- 0.19% |
$729 - $842
|
1.08K
$622K
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2- 2.99% |
$729 - $842
|
65
$37.5K
|
|
Aug 13, 2021
Q2 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2- 0.11% |
$729 - $842
|
1.82K
$1.05M
|
|
Aug 16, 2021
Q2 2021
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-2- -0.0% |
$729 - $842
|
41.8K
$24.1M
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3- 0.89% |
$1.09K - $1.26K
|
335
$193K
|
|
Nov 30, 2021
Q2 2021
|
Morgan Jess S & CO Inc
|
SELL
|
- |
-3- 0.03% |
$1.09K - $1.26K
|
10.3K
$5.92M
|
|
Aug 05, 2021
Q2 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-3- 0.45% |
$1.09K - $1.26K
|
664
$383K
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-3- 0.2% |
$1.09K - $1.26K
|
1.51K
$871K
|
|
Aug 16, 2021
Q2 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-3- 0.08% |
$1.09K - $1.26K
|
3.62K
$2.09M
|
|
Aug 17, 2021
Q2 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3- 0.09% |
$1.09K - $1.26K
|
3.17K
$1.83M
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3- 0.27% |
$1.09K - $1.26K
|
1.1K
$634K
|
|
Jul 19, 2021
Q2 2021
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-4- 0.44% |
$1.46K - $1.68K
|
909
$525K
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-4- 0.16% |
$1.46K - $1.68K
|
2.47K
$1.43M
|
|
Aug 04, 2021
Q2 2021
|
Trellis Advisors, LLC
|
SELL
|
- |
-4- 0.5% |
$1.46K - $1.68K
|
792
$457K
|
|
Jul 28, 2021
Q2 2021
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-5- 0.11% |
$1.82K - $2.1K
|
4.39K
$2.53M
|
|
Aug 13, 2021
Q2 2021
|
First City Capital Management, Inc.
|
SELL
|
- |
-5- 0.33% |
$1.82K - $2.1K
|
1.49K
$860K
|
|
Aug 05, 2021
Q2 2021
|
Citizens National Bank Trust Department
|
SELL
|
- |
-5- 0.03% |
$1.82K - $2.1K
|
17.6K
$10.2M
|
|
Aug 16, 2021
Q2 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-5- 0.77% |
$1.82K - $2.1K
|
642
$370K
|
|
Aug 10, 2021
Q2 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-5- 8.33% |
$1.82K - $2.1K
|
55
$31.7K
|
|
Aug 11, 2021
Q2 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.79% |
$2.19K - $2.53K
|
752
$434K
|
|
Aug 09, 2021
Q2 2021
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-6- 0.24% |
$2.19K - $2.53K
|
2.47K
$1.42M
|
|
Aug 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-6- 3.23% |
$2.19K - $2.53K
|
180
$104K
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-6- 0.8% |
$2.19K - $2.53K
|
743
$429K
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-6- 6.32% |
$2.19K - $2.53K
|
89
$51.4K
|
|
Aug 16, 2021
Q2 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-7- 0.73% |
$2.55K - $2.95K
|
955
$551K
|
|
Jul 15, 2021
Q2 2021
|
Stolper CO
|
SELL
|
- |
-8- 0.05% |
$2.91K - $3.37K
|
17.1K
$9.85M
|
|
Aug 05, 2021
Q2 2021
|
Sargent Investment Group, LLC
|
SELL
|
- |
-8- 0.37% |
$2.91K - $3.37K
|
2.16K
$1.25M
|
|
Aug 12, 2021
Q2 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-8- 1.41% |
$2.91K - $3.37K
|
561
$324K
|
|
Aug 16, 2021
Q2 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8- 0.35% |
$2.91K - $3.37K
|
2.26K
$1.3M
|
|
Dec 19, 2023
Q2 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-8- 0.72% |
$2.91K - $3.37K
|
1.11K
$641K
|
|
Jul 19, 2021
Q2 2021
|
Country Trust Bank
|
SELL
|
- |
-9- 0.7% |
$3.28K - $3.79K
|
1.28K
$738K
|
|
Aug 09, 2021
Q2 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-9- 0.04% |
$3.28K - $3.79K
|
23.2K
$13.4M
|
|
Aug 02, 2021
Q2 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-9- 1.95% |
$3.28K - $3.79K
|
453
$261K
|