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 16, 2021
Q2 2021
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-83- 0.23% |
$30.2K - $34.9K
|
36.7K
$21.3M
|
|
Aug 13, 2021
Q2 2021
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-83- 16.87% |
$30.2K - $34.9K
|
409
$237K
|
|
Jul 22, 2021
Q2 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-85- 3.36% |
$31K - $35.8K
|
2.44K
$1.42M
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-86- 7.39% |
$31.3K - $36.2K
|
1.08K
$625K
|
|
Aug 05, 2021
Q2 2021
|
Sterling Investment Management, LLC
|
SELL
|
- |
-87- 3.02% |
$31.7K - $36.6K
|
2.79K
$1.62M
|
|
Aug 10, 2021
Q2 2021
|
Andesa Financial Management Inc.
|
SELL
|
- |
-87- 3.86% |
$31.7K - $36.6K
|
2.17K
$1.26M
|
|
Feb 22, 2022
Q2 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-87- 4.32% |
$31.7K - $36.6K
|
1.93K
$1.12M
|
|
Aug 13, 2021
Q2 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-87- 1.3% |
$31.7K - $36.6K
|
6.61K
$3.84M
|
|
Aug 10, 2021
Q2 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-89- 0.87% |
$32.4K - $37.5K
|
10.1K
$5.86M
|
|
Jul 22, 2021
Q2 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-90- 17.18% |
$32.8K - $37.9K
|
434
$252K
|
|
Jul 14, 2021
Q2 2021
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-91- 1.04% |
$33.2K - $38.3K
|
8.66K
$5.03M
|
|
Aug 02, 2021
Q2 2021
|
Redwood Investments, LLC
|
SELL
|
- |
-95- 11.06% |
$34.6K - $40K
|
764
$444K
|
|
Aug 10, 2021
Q2 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-95- 9.48% |
$34.6K - $40K
|
907
$527K
|
|
Jul 22, 2021
Q2 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-95- 1.53% |
$34.6K - $40K
|
6.12K
$3.55M
|
|
Jul 30, 2021
Q2 2021
|
Eads & Heald Wealth Management
|
SELL
|
- |
-97- 1.95% |
$35.3K - $40.8K
|
4.88K
$2.84M
|
|
Aug 02, 2021
Q2 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-98- 20.16% |
$35.7K - $41.2K
|
388
$225K
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-99- 3.3% |
$36.1K - $41.7K
|
2.9K
$1.68M
|
|
Jul 15, 2021
Q2 2021
|
Field & Main Bank
|
SELL
|
- |
-100- 1.1% |
$36.4K - $42.1K
|
8.97K
$5.21M
|
|
Jul 22, 2021
Q2 2021
|
Veracity Capital LLC
|
SELL
|
- |
-100- 9.23% |
$36.4K - $42.1K
|
983
$571K
|
|
Aug 11, 2021
Q2 2021
|
Tobam
|
SELL
|
- |
-100- 3.16% |
$36.4K - $42.1K
|
3.07K
$1.78M
|
|
Aug 06, 2021
Q2 2021
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-100- 0.88% |
$36.4K - $42.1K
|
11.3K
$6.54M
|
|
Jul 30, 2021
Q2 2021
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 2.6% |
$36.4K - $42.1K
|
3.75K
$2.17M
|
|
Jul 29, 2021
Q2 2021
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-100- 3.09% |
$36.4K - $42.1K
|
3.14K
$1.82M
|
|
Aug 13, 2021
Q2 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-101- 1.85% |
$36.8K - $42.5K
|
5.36K
$3.11M
|
|
Aug 05, 2021
Q2 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-102- 2.44% |
$37.2K - $42.9K
|
4.08K
$2.37M
|
|
Aug 16, 2021
Q2 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-102- 0.28% |
$37.2K - $42.9K
|
36.3K
$21.1M
|
|
Aug 13, 2021
Q2 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-103- 1.6% |
$37.5K - $43.4K
|
6.32K
$3.67M
|
|
Aug 09, 2021
Q2 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-103- 5.72% |
$37.5K - $43.4K
|
1.7K
$986K
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-103- 2.29% |
$37.5K - $43.4K
|
4.4K
$2.55M
|
|
Jul 09, 2021
Q2 2021
|
Mcia Inc
|
SELL
|
- |
-104- 3.29% |
$37.9K - $43.8K
|
3.06K
$1.78M
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-104- 0.87% |
$37.9K - $43.8K
|
11.8K
$6.85M
|
|
Jul 19, 2021
Q2 2021
|
Renasant Bank
|
SELL
|
- |
-106- 2.03% |
$38.6K - $44.6K
|
5.11K
$2.97M
|
|
Aug 10, 2021
Q2 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-106- 10.62% |
$38.6K - $44.6K
|
892
$518K
|
|
Jul 16, 2021
Q2 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-107- 0.46% |
$39K - $45K
|
23K
$13.3M
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-108Closed |
$39.4K - $45.5K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-109- 0.68% |
$39.7K - $45.9K
|
15.8K
$9.2M
|
|
Aug 11, 2021
Q2 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-110- 6.05% |
$40.1K - $46.3K
|
1.71K
$992K
|
|
Jul 21, 2021
Q2 2021
|
Patron Partners, LLC
|
SELL
|
- |
-110- 6.71% |
$40.1K - $46.3K
|
1.53K
$888K
|
|
Aug 16, 2021
Q2 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-110- 1.3% |
$40.1K - $46.3K
|
8.32K
$4.83M
|
|
Jul 12, 2021
Q2 2021
|
Burns J W & CO Inc
|
SELL
|
- |
-111- 1.9% |
$40.4K - $46.7K
|
5.72K
$3.32M
|
|
Jul 26, 2021
Q2 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-111- 2.05% |
$40.4K - $46.7K
|
5.29K
$3.07M
|
|
Aug 13, 2021
Q2 2021
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-112- 12.42% |
$40.8K - $47.1K
|
790
$459K
|
|
Aug 13, 2021
Q2 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-114- 8.74% |
$41.5K - $48K
|
1.19K
$691K
|
|
Aug 11, 2021
Q2 2021
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-114- 9.28% |
$41.5K - $48K
|
1.12K
$647K
|
|
Jul 13, 2021
Q2 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-116- 0.14% |
$42.3K - $48.8K
|
85.4K
$49.6M
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-116- 0.35% |
$42.3K - $48.8K
|
32.7K
$19M
|
|
Aug 11, 2021
Q2 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-116- 6.7% |
$42.3K - $48.8K
|
1.62K
$938K
|
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-116- 6.7% |
$42.3K - $48.8K
|
1.62K
$938K
|
|
Aug 10, 2021
Q2 2021
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-118- 4.22% |
$43K - $49.7K
|
2.68K
$1.56M
|
|
Jul 12, 2021
Q2 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-120- 2.26% |
$43.7K - $50.5K
|
5.19K
$3.01M
|