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
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-478- 22.2% |
$174K - $201K
|
1.68K
$972K
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-479Closed |
$175K - $202K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-479- 3.51% |
$175K - $202K
|
13.2K
$7.65M
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-486Closed |
$177K - $205K
|
0
$0
|
|
Jul 09, 2021
Q2 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-489- 8.12% |
$178K - $206K
|
5.53K
$3.21M
|
|
Aug 05, 2021
Q2 2021
|
Armstrong Shaw Associates Inc
|
SELL
|
- |
-489- 3.17% |
$178K - $206K
|
14.9K
$8.67M
|
|
Aug 13, 2021
Q2 2021
|
Leuthold Group, LLC
|
SELL
|
- |
-492- 1.71% |
$179K - $207K
|
28.3K
$16.5M
|
|
Jul 23, 2021
Q2 2021
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-500- 0.38% |
$182K - $210K
|
132K
$76.4M
|
|
Aug 11, 2021
Q2 2021
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-500- 4.79% |
$182K - $210K
|
9.95K
$5.78M
|
|
Aug 10, 2021
Q2 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-500- 23.61% |
$182K - $210K
|
1.62K
$939K
|
|
Aug 11, 2021
Q2 2021
|
Barings LLC
|
SELL
|
- |
-502- 2.76% |
$183K - $211K
|
17.7K
$10.3M
|
|
Aug 09, 2021
Q2 2021
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-507- 45.72% |
$185K - $213K
|
602
$349K
|
|
Jul 23, 2021
Q2 2021
|
Braun Stacey Associates Inc
|
SELL
|
- |
-511- 0.74% |
$186K - $215K
|
68.6K
$39.8M
|
|
Aug 11, 2021
Q2 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-514- 31.42% |
$187K - $216K
|
1.12K
$651K
|
|
Aug 16, 2021
Q2 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-516- 8.72% |
$188K - $217K
|
5.4K
$3.14M
|
|
Aug 06, 2021
Q2 2021
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-522- 1.17% |
$190K - $220K
|
44.1K
$25.6M
|
|
Apr 19, 2024
Q2 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-524- 3.4% |
$191K - $221K
|
14.9K
$8.64M
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-530- 91.38% |
$193K - $223K
|
50
$29K
|
|
Jul 20, 2021
Q2 2021
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-532- 26.99% |
$194K - $224K
|
1.44K
$835K
|
|
Aug 16, 2021
Q2 2021
|
Jeereddi Investments, LP
Los Angeles, CA |
SELL
|
- |
-532- 29.56% |
$194K - $224K
|
1.27K
$736K
|
|
Aug 11, 2021
Q2 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-539- 3.27% |
$196K - $227K
|
15.9K
$9.26M
|
|
Aug 13, 2021
Q2 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-550Closed |
$200K - $231K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-557- 1.67% |
$203K - $234K
|
32.8K
$19.1M
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-558Closed |
$203K - $235K
|
0
$0
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-562- 12.35% |
$205K - $237K
|
3.99K
$2.32M
|
|
Jul 21, 2021
Q2 2021
|
Eagle Capital Management, LLC
|
SELL
|
- |
-568- 3.5% |
$207K - $239K
|
15.7K
$9.1M
|
|
Aug 13, 2021
Q2 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-571Closed |
$208K - $240K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Distillate Capital Partners LLC
|
SELL
|
- |
-573- 3.0% |
$209K - $241K
|
18.5K
$10.8M
|
|
Aug 10, 2021
Q2 2021
|
Heron Bay Capital Management
|
SELL
|
- |
-575- 24.64% |
$210K - $242K
|
1.76K
$1.02M
|
|
Jul 28, 2021
Q2 2021
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-580Closed |
$211K - $244K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-582Closed |
$212K - $245K
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Trh Financial, LLC
|
SELL
|
- |
-582Closed |
$212K - $245K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
SELL
|
- |
-583- 7.04% |
$212K - $245K
|
7.7K
$4.47M
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-584- 9.33% |
$213K - $246K
|
5.67K
$3.29M
|
|
Jul 14, 2021
Q2 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-589- 17.98% |
$215K - $248K
|
2.69K
$1.56M
|
|
Jul 27, 2021
Q2 2021
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-601Closed |
$219K - $253K
|
0
$0
|
|
Jul 09, 2021
Q2 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-605- 0.68% |
$220K - $255K
|
87.8K
$51M
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-610- 2.09% |
$222K - $257K
|
28.6K
$16.6M
|
|
Aug 04, 2021
Q2 2021
|
Motco
|
SELL
|
- |
-611- 2.96% |
$223K - $257K
|
20K
$11.6M
|
|
Aug 16, 2021
Q2 2021
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-611Closed |
$223K - $257K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-614- 17.67% |
$224K - $258K
|
2.86K
$1.66M
|
|
Jul 26, 2021
Q2 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-618Closed |
$225K - $260K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-621- 2.19% |
$226K - $261K
|
27.7K
$16.1M
|
|
Jul 29, 2021
Q2 2021
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-633- 4.47% |
$231K - $266K
|
13.5K
$7.86M
|
|
Aug 10, 2021
Q2 2021
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-646- 0.54% |
$235K - $272K
|
120K
$69.5M
|
|
Aug 06, 2021
Q2 2021
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-649Closed |
$236K - $273K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Parkside Investments, LLC
|
SELL
|
- |
-652- 4.67% |
$238K - $274K
|
13.3K
$7.73M
|
|
Aug 04, 2021
Q2 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-659- 25.49% |
$240K - $277K
|
1.93K
$1.12M
|
|
Aug 11, 2021
Q2 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-662- 6.51% |
$241K - $279K
|
9.5K
$5.52M
|
|
Aug 03, 2021
Q2 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-662- 18.9% |
$241K - $279K
|
2.84K
$1.65M
|