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 11, 2021
Q2 2021
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-9- 0.17% |
$3.28K - $3.79K
|
5.36K
$3.09M
|
|
Jul 20, 2021
Q2 2021
|
Old Port Advisors
|
SELL
|
- |
-10- 0.87% |
$3.64K - $4.21K
|
1.14K
$656K
|
|
Jul 14, 2021
Q2 2021
|
Veery Capital, LLC
|
SELL
|
- |
-10- 1.13% |
$3.64K - $4.21K
|
875
$505K
|
|
Aug 13, 2021
Q2 2021
|
Congress Park Capital LLC
|
SELL
|
- |
-10- 1.62% |
$3.64K - $4.21K
|
607
$350K
|
|
Jul 12, 2021
Q2 2021
|
Dagco, Inc.
|
SELL
|
- |
-10- 0.48% |
$3.64K - $4.21K
|
2.06K
$1.19M
|
|
Jul 21, 2021
Q2 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-10- 0.56% |
$3.64K - $4.21K
|
1.78K
$1.03M
|
|
Jul 29, 2021
Q2 2021
|
Beck Bode, LLC
|
SELL
|
- |
-10- 1.22% |
$3.64K - $4.21K
|
812
$469K
|
|
Aug 11, 2021
Q2 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-10- 50.0% |
$3.64K - $4.21K
|
10
$5.77K
|
|
Jul 20, 2021
Q2 2021
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-10- 0.55% |
$3.64K - $4.21K
|
1.79K
$1.03M
|
|
Aug 16, 2021
Q2 2021
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-10- 0.75% |
$3.64K - $4.21K
|
1.32K
$763K
|
|
Jul 30, 2021
Q2 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-10- 1.31% |
$3.64K - $4.21K
|
753
$435K
|
|
Aug 02, 2021
Q2 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-10- 0.32% |
$3.64K - $4.21K
|
3.13K
$1.8M
|
|
Aug 11, 2021
Q2 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-10- 25.0% |
$3.64K - $4.21K
|
30
$17.3K
|
|
Jul 06, 2021
Q2 2021
|
Summit Financial Group, Inc.
|
SELL
|
- |
-11- 1.28% |
$4.01K - $4.63K
|
851
$491K
|
|
Aug 04, 2021
Q2 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-11- 0.41% |
$4.01K - $4.63K
|
2.69K
$1.55M
|
|
Jul 30, 2021
Q2 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-11- 1.78% |
$4.01K - $4.63K
|
608
$351K
|
|
Aug 17, 2021
Q2 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-11- 0.28% |
$4.01K - $4.63K
|
3.87K
$2.24M
|
|
Jul 07, 2021
Q2 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-12- 0.03% |
$4.37K - $5.05K
|
36.2K
$20.9M
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-12- 2.19% |
$4.37K - $5.05K
|
536
$309K
|
|
Jul 09, 2021
Q2 2021
|
Hemington Wealth Management
|
SELL
|
- |
-12- 1.05% |
$4.37K - $5.05K
|
1.13K
$650K
|
|
Jul 19, 2021
Q2 2021
|
Wendell David Associates Inc
|
SELL
|
- |
-13- 1.88% |
$4.74K - $5.47K
|
679
$392K
|
|
Aug 10, 2021
Q2 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-13- 2.27% |
$4.74K - $5.47K
|
559
$323K
|
|
Aug 16, 2021
Q2 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-13- 0.74% |
$4.74K - $5.47K
|
1.75K
$1.01M
|
|
Jul 26, 2021
Q2 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-13- 0.84% |
$4.74K - $5.47K
|
1.53K
$885K
|
|
Aug 12, 2021
Q2 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-13- 0.26% |
$4.74K - $5.47K
|
4.97K
$2.87M
|
|
Jul 13, 2021
Q2 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-13- 3.66% |
$4.74K - $5.47K
|
342
$197K
|
|
Jul 13, 2021
Q2 2021
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-14- 0.61% |
$5.1K - $5.89K
|
2.27K
$1.31M
|
|
Aug 05, 2021
Q2 2021
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-14- 0.19% |
$5.1K - $5.89K
|
7.54K
$4.35M
|
|
Aug 13, 2021
Q2 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-14- 0.5% |
$5.1K - $5.89K
|
2.77K
$1.6M
|
|
Feb 11, 2022
Q2 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-14- 0.73% |
$5.1K - $5.89K
|
1.91K
$1.1M
|
|
Jul 27, 2021
Q2 2021
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-15- 1.78% |
$5.47K - $6.31K
|
827
$477K
|
|
Jul 28, 2021
Q2 2021
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-15- 0.46% |
$5.47K - $6.31K
|
3.25K
$1.87M
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-15Closed |
$5.47K - $6.31K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-15- 1.1% |
$5.47K - $6.31K
|
1.35K
$780K
|
|
Aug 06, 2021
Q2 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-15- 0.44% |
$5.47K - $6.31K
|
3.36K
$1.94M
|
|
Aug 11, 2021
Q2 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-15- 0.04% |
$5.47K - $6.31K
|
34K
$19.6M
|
|
Sep 10, 2024
Q2 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-15- 0.9% |
$5.47K - $6.31K
|
1.65K
$951K
|
|
Jul 22, 2021
Q2 2021
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-16- 0.7% |
$5.83K - $6.73K
|
2.26K
$1.3M
|
|
Aug 13, 2021
Q2 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-17- 1.76% |
$6.19K - $7.16K
|
947
$546K
|
|
Jul 14, 2021
Q2 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-17- 0.12% |
$6.19K - $7.16K
|
14.6K
$8.4M
|
|
Aug 03, 2021
Q2 2021
|
Forbes J M & CO LLP
|
SELL
|
- |
-17- 0.06% |
$6.19K - $7.16K
|
27.3K
$15.8M
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-17- 0.14% |
$6.19K - $7.16K
|
12.2K
$7.02M
|
|
Aug 02, 2021
Q2 2021
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-18- 0.35% |
$6.56K - $7.58K
|
5.18K
$2.99M
|
|
Aug 05, 2021
Q2 2021
|
Hyman Charles D
|
SELL
|
- |
-18- 0.25% |
$6.56K - $7.58K
|
7.08K
$4.08M
|
|
Jul 27, 2021
Q2 2021
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-18- 0.23% |
$6.56K - $7.58K
|
7.79K
$4.5M
|
|
Aug 06, 2021
Q2 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-18- 2.38% |
$6.56K - $7.58K
|
738
$426K
|
|
Aug 13, 2021
Q2 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-18- 0.21% |
$6.56K - $7.58K
|
8.73K
$5.04M
|
|
Jul 23, 2021
Q2 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-18- 1.71% |
$6.56K - $7.58K
|
1.04K
$598K
|
|
Jul 19, 2021
Q2 2021
|
First United Bank & Trust
|
SELL
|
- |
-19- 1.97% |
$6.92K - $8K
|
944
$545K
|
|
Aug 10, 2021
Q2 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-19- 0.16% |
$6.92K - $8K
|
11.7K
$6.73M
|