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 |
---|---|---|---|---|---|---|---|
Jul 23, 2021
Q2 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-20- 1.3% |
$7.29K - $8.42K
|
1.52K
$880K
|
|
Aug 05, 2021
Q2 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-20- 2.48% |
$7.29K - $8.42K
|
788
$457K
|
|
Jul 27, 2021
Q2 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-20- 0.19% |
$7.29K - $8.42K
|
10.6K
$6.18M
|
|
Aug 13, 2021
Q2 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-20- 0.68% |
$7.29K - $8.42K
|
2.9K
$1.69M
|
|
Aug 11, 2021
Q2 2021
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-20- 3.01% |
$7.29K - $8.42K
|
645
$374K
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-22- 0.25% |
$8.02K - $9.26K
|
8.86K
$5.14M
|
|
Aug 06, 2021
Q2 2021
|
Leisure Capital Management
|
SELL
|
- |
-23- 0.7% |
$8.38K - $9.68K
|
3.28K
$1.9M
|
|
Jul 06, 2021
Q2 2021
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-24- 0.07% |
$8.74K - $10.1K
|
34.8K
$20.2M
|
|
Jul 14, 2021
Q2 2021
|
Hnp Capital LLC
|
SELL
|
- |
-24- 0.73% |
$8.74K - $10.1K
|
3.28K
$1.9M
|
|
Aug 02, 2021
Q2 2021
|
Citizens & Northern Corp
|
SELL
|
- |
-24- 2.44% |
$8.74K - $10.1K
|
961
$558K
|
|
Jul 16, 2021
Q2 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-24- 0.37% |
$8.74K - $10.1K
|
6.55K
$3.8M
|
|
Aug 09, 2021
Q2 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-24- 0.73% |
$8.74K - $10.1K
|
3.28K
$1.9M
|
|
Aug 12, 2021
Q2 2021
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-25- 2.72% |
$9.11K - $10.5K
|
895
$520K
|
|
Aug 02, 2021
Q2 2021
|
Corundum Group, Inc.
|
SELL
|
- |
-25- 3.38% |
$9.11K - $10.5K
|
714
$415K
|
|
Aug 16, 2021
Q2 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-25- 1.93% |
$9.11K - $10.5K
|
1.27K
$738K
|
|
Aug 06, 2021
Q2 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-25- 4.17% |
$9.11K - $10.5K
|
575
$334K
|
|
Aug 12, 2021
Q2 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-25- 0.96% |
$9.11K - $10.5K
|
2.59K
$1.5M
|
|
Jul 27, 2021
Q2 2021
|
Ade, LLC
|
SELL
|
- |
-26Closed |
$9.47K - $10.9K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Monte Financial Group, LLC
|
SELL
|
- |
-26- 1.03% |
$9.47K - $10.9K
|
2.51K
$1.46M
|
|
Aug 02, 2021
Q2 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-26- 1.83% |
$9.47K - $10.9K
|
1.39K
$809K
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-26Closed |
$9.47K - $10.9K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-26- 1.7% |
$9.47K - $10.9K
|
1.5K
$872K
|
|
Jul 02, 2021
Q2 2021
|
Farmers Trust CO
|
SELL
|
- |
-27- 2.92% |
$9.84K - $11.4K
|
897
$521K
|
|
Aug 10, 2021
Q2 2021
|
Scott & Selber, Inc.
|
SELL
|
- |
-27- 0.31% |
$9.84K - $11.4K
|
8.73K
$5.07M
|
|
Aug 16, 2021
Q2 2021
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-27- 1.38% |
$9.84K - $11.4K
|
1.93K
$1.12M
|
|
Aug 16, 2021
Q2 2021
|
Cypress Capital, LLC
|
SELL
|
- |
-28- 0.69% |
$10.2K - $11.8K
|
4.06K
$2.35M
|
|
Aug 13, 2021
Q2 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-29- 0.95% |
$10.6K - $12.2K
|
3.02K
$1.75M
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-30- 2.39% |
$10.9K - $12.6K
|
1.22K
$711K
|
|
Aug 13, 2021
Q2 2021
|
Plancorp, LLC
|
SELL
|
- |
-30- 0.27% |
$10.9K - $12.6K
|
11.2K
$6.48M
|
|
Aug 13, 2021
Q2 2021
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-30- 4.94% |
$10.9K - $12.6K
|
577
$335K
|
|
Jul 15, 2021
Q2 2021
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-31- 4.73% |
$11.3K - $13K
|
625
$363K
|
|
Jul 19, 2021
Q2 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-31- 0.32% |
$11.3K - $13K
|
9.63K
$5.59M
|
|
Aug 03, 2021
Q2 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-31Closed |
$11.3K - $13K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-31- 5.18% |
$11.3K - $13K
|
568
$330K
|
|
Aug 04, 2021
Q2 2021
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-31- 3.97% |
$11.3K - $13K
|
749
$435K
|
|
Aug 12, 2021
Q2 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-31- 2.18% |
$11.3K - $13K
|
1.39K
$808K
|
|
Jul 08, 2021
Q2 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-32- 1.05% |
$11.7K - $13.5K
|
3.01K
$1.74M
|
|
Aug 12, 2021
Q2 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-33- 0.19% |
$12K - $13.9K
|
17.6K
$10.2M
|
|
Aug 03, 2021
Q2 2021
|
Community Bank, N.A.
|
SELL
|
- |
-33- 0.41% |
$12K - $13.9K
|
7.97K
$4.63M
|
|
Jul 22, 2021
Q2 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-33- 7.67% |
$12K - $13.9K
|
397
$230K
|
|
Jul 28, 2021
Q2 2021
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-34- 0.39% |
$12.4K - $14.3K
|
8.78K
$5.1M
|
|
Aug 12, 2021
Q2 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-34- 0.7% |
$12.4K - $14.3K
|
4.85K
$2.82M
|
|
Jul 09, 2021
Q2 2021
|
Adviser Investments LLC
|
SELL
|
- |
-35- 2.52% |
$12.8K - $14.7K
|
1.35K
$786K
|
|
Aug 03, 2021
Q2 2021
|
Reliant Investment Management, LLC
|
SELL
|
- |
-35- 0.26% |
$12.8K - $14.7K
|
13.3K
$7.71M
|
|
Aug 11, 2021
Q2 2021
|
Curated Wealth Partners LLC
|
SELL
|
- |
-35- 4.56% |
$12.8K - $14.7K
|
733
$426K
|
|
Aug 02, 2021
Q2 2021
|
Bank Ozk
|
SELL
|
- |
-35- 2.65% |
$12.8K - $14.7K
|
1.29K
$746K
|
|
Jul 19, 2021
Q2 2021
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-35- 6.28% |
$12.8K - $14.7K
|
522
$303K
|
|
Aug 06, 2021
Q2 2021
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-35- 2.28% |
$12.8K - $14.7K
|
1.5K
$871K
|
|
Aug 02, 2021
Q2 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-35Closed |
$12.8K - $14.7K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-35- 0.38% |
$12.8K - $14.7K
|
9.14K
$5.31M
|