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 12, 2021
Q2 2021
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-120- 11.7% |
$43.7K - $50.5K
|
906
$526K
|
|
Aug 13, 2021
Q2 2021
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-120- 1.99% |
$43.7K - $50.5K
|
5.91K
$3.43M
|
|
Jul 06, 2021
Q2 2021
|
Fulton Bank, N.A.
|
SELL
|
- |
-123- 0.65% |
$44.8K - $51.8K
|
18.7K
$10.9M
|
|
Jul 27, 2021
Q2 2021
|
Seelaus Asset Management LLC
|
SELL
|
- |
-123- 4.24% |
$44.8K - $51.8K
|
2.78K
$1.61M
|
|
Jul 29, 2021
Q2 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-124- 5.47% |
$45.2K - $52.2K
|
2.14K
$1.24M
|
|
Aug 03, 2021
Q2 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-124- 0.88% |
$45.2K - $52.2K
|
14K
$8.11M
|
|
Aug 11, 2021
Q2 2021
|
Washington Capital Management Inc
|
SELL
|
- |
-125- 3.63% |
$45.5K - $52.6K
|
3.32K
$1.92M
|
|
Aug 13, 2021
Q2 2021
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-125- 3.12% |
$45.5K - $52.6K
|
3.88K
$2.25M
|
|
Aug 16, 2021
Q2 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-126- 1.19% |
$45.9K - $53K
|
10.5K
$6.08M
|
|
Jul 21, 2021
Q2 2021
|
Centric Wealth Management
|
SELL
|
- |
-127- 1.99% |
$46.3K - $53.5K
|
6.27K
$3.64M
|
|
Aug 13, 2021
Q2 2021
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-128- 1.5% |
$46.6K - $53.9K
|
8.38K
$4.87M
|
|
Aug 16, 2021
Q2 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-128- 1.71% |
$46.6K - $53.9K
|
7.38K
$4.28M
|
|
Aug 11, 2021
Q2 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-129- 2.1% |
$47K - $54.3K
|
6K
$3.48M
|
|
Sep 10, 2021
Q2 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-129- 5.81% |
$47K - $54.3K
|
2.09K
$1.21M
|
|
Jul 19, 2021
Q2 2021
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-135- 4.94% |
$49.2K - $56.8K
|
2.6K
$1.51M
|
|
Aug 02, 2021
Q2 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-135- 1.0% |
$49.2K - $56.8K
|
13.4K
$7.78M
|
|
Jul 26, 2021
Q2 2021
|
First Merchants Corp
|
SELL
|
- |
-137- 0.6% |
$49.9K - $57.7K
|
22.8K
$13.3M
|
|
Jul 23, 2021
Q2 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-137- 1.59% |
$49.9K - $57.7K
|
8.48K
$4.92M
|
|
Jul 27, 2021
Q2 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-139- 11.44% |
$50.6K - $58.5K
|
1.08K
$625K
|
|
Aug 11, 2021
Q2 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-139- 2.16% |
$50.6K - $58.5K
|
6.29K
$3.65M
|
|
Jul 28, 2021
Q2 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-139Closed |
$50.6K - $58.5K
|
0
$0
|
|
Nov 15, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-141- 1.2% |
$51.4K - $59.3K
|
11.7K
$6.76M
|
|
Aug 13, 2021
Q2 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-141- 1.73% |
$51.4K - $59.3K
|
8.03K
$4.66M
|
|
Jul 23, 2021
Q2 2021
|
Cubic Asset Management, LLC
|
SELL
|
- |
-142- 0.73% |
$51.7K - $59.8K
|
19.2K
$11.2M
|
|
Jul 29, 2021
Q2 2021
|
Everett Harris & CO
|
SELL
|
- |
-143- 8.29% |
$52.1K - $60.2K
|
1.58K
$918K
|
|
Jul 27, 2021
Q2 2021
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-143- 1.6% |
$52.1K - $60.2K
|
8.77K
$5.09M
|
|
Aug 16, 2021
Q2 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-143- 5.46% |
$52.1K - $60.2K
|
2.48K
$1.44M
|
|
Aug 16, 2021
Q2 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-144- 0.77% |
$52.5K - $60.6K
|
18.6K
$10.8M
|
|
Aug 13, 2021
Q2 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-144- 1.45% |
$52.5K - $60.6K
|
9.79K
$5.68M
|
|
Aug 09, 2021
Q2 2021
|
Cadence Bank Na
|
SELL
|
- |
-145- 5.42% |
$52.8K - $61K
|
2.53K
$1.47M
|
|
Jul 28, 2021
Q2 2021
|
Nbt Bank N A
|
SELL
|
- |
-146- 1.1% |
$53.2K - $61.4K
|
13.1K
$7.59M
|
|
Jul 29, 2021
Q2 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-146- 13.28% |
$53.2K - $61.4K
|
953
$553K
|
|
Aug 12, 2021
Q2 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-148- 2.32% |
$53.9K - $62.3K
|
6.23K
$3.62M
|
|
Jul 22, 2021
Q2 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-148- 3.0% |
$53.9K - $62.3K
|
4.78K
$2.78M
|
|
Jul 19, 2021
Q2 2021
|
Eidelman Virant Capital
|
SELL
|
- |
-150- 10.53% |
$54.7K - $63.1K
|
1.28K
$740K
|
|
Aug 09, 2021
Q2 2021
|
Puzo Michael J
|
SELL
|
- |
-150- 1.3% |
$54.7K - $63.1K
|
11.4K
$6.62M
|
|
Jul 27, 2021
Q2 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-150- 0.73% |
$54.7K - $63.1K
|
20.3K
$11.8M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-150- 9.37% |
$54.7K - $63.1K
|
1.45K
$842K
|
|
Jul 27, 2021
Q2 2021
|
Optas, LLC
|
SELL
|
- |
-153- 3.27% |
$55.7K - $64.4K
|
4.53K
$2.63M
|
|
Aug 12, 2021
Q2 2021
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-153- 8.2% |
$55.7K - $64.4K
|
1.71K
$994K
|
|
Feb 22, 2022
Q2 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-153- 22.14% |
$55.7K - $64.4K
|
538
$312K
|
|
Aug 02, 2021
Q2 2021
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-155- 3.64% |
$56.5K - $65.2K
|
4.1K
$2.38M
|
|
Aug 10, 2021
Q2 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-155- 2.32% |
$56.5K - $65.2K
|
6.52K
$3.78M
|
|
Aug 02, 2021
Q2 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-157- 9.94% |
$57.2K - $66.1K
|
1.42K
$826K
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-157Closed |
$57.2K - $66.1K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-157- 2.37% |
$57.2K - $66.1K
|
6.48K
$3.76M
|
|
Jul 21, 2021
Q2 2021
|
Sky Investment Group LLC
|
SELL
|
- |
-159- 1.54% |
$57.9K - $66.9K
|
10.2K
$5.91M
|
|
Jul 23, 2021
Q2 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-160- 9.07% |
$58.3K - $67.3K
|
1.61K
$932K
|
|
Aug 05, 2021
Q2 2021
|
Franklin Street Advisors Inc
|
SELL
|
- |
-160- 5.77% |
$58.3K - $67.3K
|
2.61K
$1.52M
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-160- 6.63% |
$58.3K - $67.3K
|
2.25K
$1.31M
|