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 15, 2021
Q2 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-56- 2.83% |
$20.4K - $23.6K
|
1.92K
$1.12M
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-58- 2.72% |
$21.1K - $24.4K
|
2.07K
$1.2M
|
|
Aug 13, 2021
Q2 2021
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-60- 0.92% |
$21.9K - $25.3K
|
6.44K
$3.74M
|
|
Jul 20, 2021
Q2 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-60- 4.14% |
$21.9K - $25.3K
|
1.39K
$807K
|
|
Jul 28, 2021
Q2 2021
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-60- 0.67% |
$21.9K - $25.3K
|
8.9K
$5.17M
|
|
Jul 30, 2021
Q2 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-60- 6.05% |
$21.9K - $25.3K
|
931
$540K
|
|
Jul 28, 2021
Q2 2021
|
Family Legacy, Inc.
|
SELL
|
- |
-61- 0.73% |
$22.2K - $25.7K
|
8.26K
$4.8M
|
|
Jul 27, 2021
Q2 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-61- 0.95% |
$22.2K - $25.7K
|
6.39K
$3.71M
|
|
Jul 23, 2021
Q2 2021
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-61- 4.44% |
$22.2K - $25.7K
|
1.31K
$763K
|
|
Aug 12, 2021
Q2 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-61- 2.6% |
$22.2K - $25.7K
|
2.29K
$1.33M
|
|
Aug 04, 2021
Q2 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-62- 0.39% |
$22.6K - $26.1K
|
15.9K
$9.24M
|
|
Jul 14, 2021
Q2 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-62- 0.33% |
$22.6K - $26.1K
|
18.5K
$10.8M
|
|
Aug 26, 2021
Q2 2021
|
Curran Financial Partners, LLC
|
SELL
|
- |
-62- 8.79% |
$22.6K - $26.1K
|
643
$373K
|
|
Aug 16, 2021
Q2 2021
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-62- 0.98% |
$22.6K - $26.1K
|
6.28K
$3.64M
|
|
Jul 27, 2021
Q2 2021
|
First National Bank Of Hutchinson
|
SELL
|
- |
-63- 6.23% |
$23K - $26.5K
|
948
$550K
|
|
Aug 11, 2021
Q2 2021
|
Harfst & Associates, Inc.
|
SELL
|
- |
-63- 2.1% |
$23K - $26.5K
|
2.94K
$1.71M
|
|
Jul 27, 2021
Q2 2021
|
Keeler T Homas Management LLC
|
SELL
|
- |
-64- 0.55% |
$23.3K - $26.9K
|
11.5K
$6.67M
|
|
Jul 21, 2021
Q2 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-65- 0.49% |
$23.7K - $27.4K
|
13.2K
$7.67M
|
|
Aug 13, 2021
Q2 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-65- 7.59% |
$23.7K - $27.4K
|
791
$459K
|
|
Jul 09, 2021
Q2 2021
|
Savior LLC
|
SELL
|
- |
-66- 20.69% |
$24K - $27.8K
|
253
$147K
|
|
Jul 02, 2021
Q2 2021
|
Thomasville National Bank
|
SELL
|
- |
-67- 4.02% |
$24.4K - $28.2K
|
1.6K
$929K
|
|
Jul 29, 2021
Q2 2021
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-67- 7.47% |
$24.4K - $28.2K
|
830
$482K
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-67- 1.95% |
$24.4K - $28.2K
|
3.37K
$1.96M
|
|
Aug 16, 2021
Q2 2021
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-67- 1.19% |
$24.4K - $28.2K
|
5.55K
$3.22M
|
|
Aug 13, 2021
Q2 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-69- 1.91% |
$25.1K - $29K
|
3.54K
$2.05M
|
|
Aug 13, 2021
Q2 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-69- 2.61% |
$25.1K - $29K
|
2.58K
$1.5M
|
|
Jul 26, 2021
Q2 2021
|
Beacon Financial Group
|
SELL
|
- |
-70- 1.52% |
$25.5K - $29.5K
|
4.53K
$2.63M
|
|
Aug 05, 2021
Q2 2021
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-70- 9.26% |
$25.5K - $29.5K
|
686
$398K
|
|
Jul 28, 2021
Q2 2021
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-71- 0.69% |
$25.9K - $29.9K
|
10.2K
$5.92M
|
|
Jul 16, 2021
Q2 2021
|
Lantz Financial LLC
|
SELL
|
- |
-72- 8.98% |
$26.2K - $30.3K
|
730
$424K
|
|
Aug 09, 2021
Q2 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-72- 34.62% |
$26.2K - $30.3K
|
136
$79K
|
|
May 31, 2023
Q2 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-72- 10.67% |
$26.2K - $30.3K
|
603
$350K
|
|
Jul 16, 2021
Q2 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-75- 7.69% |
$27.3K - $31.6K
|
900
$522K
|
|
Jul 21, 2021
Q2 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-75- 1.02% |
$27.3K - $31.6K
|
7.3K
$4.24M
|
|
Aug 03, 2021
Q2 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-75- 2.09% |
$27.3K - $31.6K
|
3.51K
$2.04M
|
|
Aug 12, 2021
Q2 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-75- 2.25% |
$27.3K - $31.6K
|
3.26K
$1.89M
|
|
Aug 12, 2021
Q2 2021
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-76- 0.3% |
$27.7K - $32K
|
25.4K
$14.7M
|
|
Aug 16, 2021
Q2 2021
|
Heron Financial Group, LLC
|
SELL
|
- |
-77- 2.07% |
$28.1K - $32.4K
|
3.65K
$2.12M
|
|
Aug 04, 2021
Q2 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-78- 0.6% |
$28.4K - $32.8K
|
12.9K
$7.49M
|
|
Aug 16, 2021
Q2 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-78- 2.02% |
$28.4K - $32.8K
|
3.79K
$2.2M
|
|
Aug 02, 2021
Q2 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-79- 1.7% |
$28.8K - $33.3K
|
4.58K
$2.66M
|
|
Aug 06, 2021
Q2 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-79- 0.85% |
$28.8K - $33.3K
|
9.21K
$5.35M
|
|
Jul 30, 2021
Q2 2021
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-80- 0.81% |
$29.1K - $33.7K
|
9.83K
$5.71M
|
|
Aug 12, 2021
Q2 2021
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-80- 5.41% |
$29.1K - $33.7K
|
1.4K
$813K
|
|
Aug 13, 2021
Q2 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-81- 2.53% |
$29.5K - $34.1K
|
3.13K
$1.81M
|
|
Jul 15, 2021
Q2 2021
|
First Financial Corp
|
SELL
|
- |
-82- 7.55% |
$29.9K - $34.5K
|
1K
$583K
|
|
Jul 28, 2021
Q2 2021
|
Grove Bank & Trust
|
SELL
|
- |
-82- 1.05% |
$29.9K - $34.5K
|
7.71K
$4.48M
|
|
Aug 02, 2021
Q2 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-82- 3.14% |
$29.9K - $34.5K
|
2.53K
$1.47M
|
|
Aug 11, 2021
Q2 2021
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-83- 10.71% |
$30.2K - $34.9K
|
692
$402K
|
|
Aug 04, 2021
Q2 2021
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-83- 11.2% |
$30.2K - $34.9K
|
658
$382K
|