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 29, 2021
Q2 2021
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-36- 5.31% |
$13.1K - $15.2K
|
642
$373K
|
|
Aug 13, 2021
Q2 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-36- 0.22% |
$13.1K - $15.2K
|
16K
$9.29M
|
|
Aug 09, 2021
Q2 2021
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-36- 0.61% |
$13.1K - $15.2K
|
5.89K
$3.42M
|
|
Jul 21, 2021
Q2 2021
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-36- 2.49% |
$13.1K - $15.2K
|
1.41K
$819K
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-37Closed |
$13.5K - $15.6K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-37- 2.19% |
$13.5K - $15.6K
|
1.65K
$958K
|
|
Jul 29, 2021
Q2 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-39- 1.2% |
$14.2K - $16.4K
|
3.21K
$1.86M
|
|
Aug 06, 2021
Q2 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-39- 0.35% |
$14.2K - $16.4K
|
11K
$6.39M
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-39- 7.4% |
$14.2K - $16.4K
|
488
$283K
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-40- 2.24% |
$14.6K - $16.8K
|
1.74K
$1.01M
|
|
Aug 19, 2021
Q2 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-40- 8.23% |
$14.6K - $16.8K
|
446
$259K
|
|
Aug 12, 2021
Q2 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-41Closed |
$14.9K - $17.3K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-41- 2.04% |
$14.9K - $17.3K
|
1.97K
$1.14M
|
|
Aug 05, 2021
Q2 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-42- 5.26% |
$15.3K - $17.7K
|
756
$439K
|
|
Aug 16, 2021
Q2 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-42- 3.31% |
$15.3K - $17.7K
|
1.23K
$712K
|
|
Aug 16, 2021
Q2 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-43- 3.28% |
$15.7K - $18.1K
|
1.27K
$737K
|
|
Aug 16, 2021
Q2 2021
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-43- 0.69% |
$15.7K - $18.1K
|
6.18K
$3.59M
|
|
Aug 16, 2021
Q2 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-43- 1.77% |
$15.7K - $18.1K
|
2.39K
$1.39M
|
|
Aug 03, 2021
Q2 2021
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-44- 0.3% |
$16K - $18.5K
|
14.8K
$8.57M
|
|
Aug 13, 2021
Q2 2021
|
Mirova
Paris, I0 |
SELL
|
- |
-44- 1.18% |
$16K - $18.5K
|
3.69K
$2.14M
|
|
Oct 13, 2022
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-44- 3.15% |
$16K - $18.5K
|
1.35K
$784K
|
|
Jul 20, 2021
Q2 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-45- 5.77% |
$16.4K - $18.9K
|
735
$427K
|
|
Aug 11, 2021
Q2 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-45- 1.28% |
$16.4K - $18.9K
|
3.47K
$2.02M
|
|
Mar 28, 2023
Q2 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-45- 7.64% |
$16.4K - $18.9K
|
544
$316K
|
|
Aug 10, 2023
Q2 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-45- 44.12% |
$16.4K - $18.9K
|
57
$33.1K
|
|
Jul 27, 2021
Q2 2021
|
Ledyard National Bank
|
SELL
|
- |
-46- 0.18% |
$16.8K - $19.4K
|
26.2K
$15.2M
|
|
Jul 12, 2021
Q2 2021
|
Cooper Financial Group
|
SELL
|
- |
-47- 7.57% |
$17.1K - $19.8K
|
574
$333K
|
|
Jul 22, 2021
Q2 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-47- 28.14% |
$17.1K - $19.8K
|
120
$69.7K
|
|
Aug 12, 2021
Q2 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-48- 0.3% |
$17.5K - $20.2K
|
15.9K
$9.24M
|
|
Aug 16, 2021
Q2 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-48- 3.05% |
$17.5K - $20.2K
|
1.53K
$886K
|
|
Jul 08, 2021
Q2 2021
|
Renaissance Investment Group LLC
|
SELL
|
- |
-50- 2.82% |
$18.2K - $21K
|
1.72K
$999K
|
|
Aug 16, 2021
Q2 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-50- 1.5% |
$18.2K - $21K
|
3.29K
$1.91M
|
|
Jul 28, 2021
Q2 2021
|
Mcrae Capital Management Inc
|
SELL
|
- |
-50- 5.56% |
$18.2K - $21K
|
850
$493K
|
|
Aug 12, 2021
Q2 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-50- 2.79% |
$18.2K - $21K
|
1.74K
$1.01M
|
|
Aug 16, 2021
Q2 2021
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-50- 1.19% |
$18.2K - $21K
|
4.14K
$2.4M
|
|
Apr 05, 2024
Q2 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-50- 8.5% |
$18.2K - $21K
|
538
$312K
|
|
Jul 29, 2021
Q2 2021
|
Round Table Services, LLC
|
SELL
|
- |
-51- 8.54% |
$18.6K - $21.5K
|
546
$317K
|
|
Jul 13, 2021
Q2 2021
|
Legacy Advisors, LLC
|
SELL
|
- |
-51- 8.42% |
$18.6K - $21.5K
|
555
$322K
|
|
Aug 02, 2021
Q2 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-51- 76.12% |
$18.6K - $21.5K
|
16
$9.29K
|
|
Jul 26, 2021
Q2 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-52- 0.26% |
$18.9K - $21.9K
|
19.7K
$11.5M
|
|
Jan 28, 2022
Q2 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-52- 7.76% |
$18.9K - $21.9K
|
618
$359K
|
|
Jul 21, 2021
Q2 2021
|
Covenant Asset Management, LLC
|
SELL
|
- |
-53- 0.57% |
$19.3K - $22.3K
|
9.2K
$5.34M
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-53- 0.51% |
$19.3K - $22.3K
|
10.4K
$6.02M
|
|
Aug 13, 2021
Q2 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-53- 0.44% |
$19.3K - $22.3K
|
11.9K
$6.92M
|
|
Aug 13, 2021
Q2 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-53- 2.72% |
$19.3K - $22.3K
|
1.89K
$1.1M
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-54- 5.34% |
$19.7K - $22.7K
|
958
$556K
|
|
Jul 15, 2021
Q2 2021
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-54- 4.99% |
$19.7K - $22.7K
|
1.03K
$597K
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-55- 1.49% |
$20K - $23.1K
|
3.63K
$2.1M
|
|
Aug 04, 2021
Q2 2021
|
Leo Brokerage, LLC
|
SELL
|
- |
-56- 7.43% |
$20.4K - $23.6K
|
698
$405K
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
SELL
|
- |
-56- 0.83% |
$20.4K - $23.6K
|
6.72K
$3.9M
|