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 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-924- 27.84% |
$337K - $389K
|
2.4K
$1.41M
|
|
Aug 04, 2021
Q2 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-925- 2.34% |
$337K - $389K
|
38.7K
$22.8M
|
|
Aug 13, 2021
Q2 2021
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-929- 1.1% |
$338K - $391K
|
83.9K
$49.4M
|
|
Aug 13, 2021
Q2 2021
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-937Closed |
$341K - $394K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Arrow Financial Corp
|
SELL
|
- |
-944- 5.62% |
$344K - $397K
|
15.8K
$9.34M
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-951- 8.29% |
$347K - $400K
|
10.5K
$6.19M
|
|
Aug 13, 2021
Q2 2021
|
Clarity Financial LLC
|
SELL
|
- |
-960Closed |
$350K - $404K
|
0
$0
|
|
Nov 18, 2022
Q2 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-960- 4.51% |
$350K - $404K
|
20.3K
$12M
|
|
Jul 14, 2021
Q2 2021
|
Wedge Capital Management L L P
|
SELL
|
- |
-964- 4.27% |
$351K - $406K
|
21.6K
$12.7M
|
|
Jul 26, 2021
Q2 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-967- 2.97% |
$352K - $407K
|
31.6K
$18.6M
|
|
Jul 26, 2021
Q2 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-972- 8.15% |
$354K - $409K
|
11K
$6.45M
|
|
Aug 05, 2021
Q2 2021
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-975- 24.53% |
$355K - $410K
|
3K
$1.77M
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-977- 9.56% |
$356K - $411K
|
9.24K
$5.45M
|
|
Aug 16, 2021
Q2 2021
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-982- 4.76% |
$358K - $413K
|
19.6K
$11.6M
|
|
Jul 26, 2021
Q2 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-985- 0.68% |
$359K - $415K
|
143K
$84.3M
|
|
Aug 13, 2021
Q2 2021
|
Prosight Management, LP
Dallas, TX |
SELL
|
- |
-1K- 16.67% |
$364K - $421K
|
5K
$2.95M
|
|
Aug 13, 2021
Q2 2021
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1K- 1.7% |
$364K - $421K
|
57.8K
$34.1M
|
|
Jul 27, 2021
Q2 2021
|
Regions Financial Corp
|
SELL
|
- |
-1K- 0.54% |
$365K - $421K
|
183K
$108M
|
|
Jul 28, 2021
Q2 2021
|
Bt Wealth Management LLC
|
SELL
|
- |
-1.02KClosed |
$370K - $428K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1.02KClosed |
$370K - $428K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Bailard, Inc.
|
SELL
|
- |
-1.03K- 1.41% |
$376K - $434K
|
71.9K
$42.3M
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.04K- 18.54% |
$377K - $436K
|
4.55K
$2.68M
|
|
Aug 12, 2021
Q2 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.04K- 34.42% |
$379K - $437K
|
1.98K
$1.17M
|
|
Aug 05, 2021
Q2 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.04K- 8.87% |
$380K - $439K
|
10.7K
$6.31M
|
|
Jul 19, 2021
Q2 2021
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1.05K- 1.24% |
$384K - $444K
|
83.7K
$49.3M
|
|
Aug 11, 2021
Q2 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-1.06KClosed |
$388K - $448K
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.07K- 3.5% |
$391K - $452K
|
29.6K
$17.4M
|
|
Jul 27, 2021
Q2 2021
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1.08K- 0.68% |
$392K - $452K
|
157K
$92.4M
|
|
Aug 13, 2021
Q2 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.09K- 8.63% |
$398K - $460K
|
11.6K
$6.82M
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.09K- 1.14% |
$398K - $460K
|
94.9K
$55.9M
|
|
Aug 16, 2021
Q2 2021
|
Js Capital Management LLC
New York, NY |
SELL
|
- |
-1.1KClosed |
$401K - $463K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-1.1K- 3.35% |
$401K - $463K
|
31.7K
$18.7M
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.1K- 6.4% |
$401K - $463K
|
16.1K
$9.48M
|
|
Jul 08, 2021
Q2 2021
|
Centre Asset Management, LLC
|
SELL
|
- |
-1.11K- 19.07% |
$404K - $467K
|
4.71K
$2.77M
|
|
Jul 20, 2021
Q2 2021
|
Sol Capital Management CO
|
SELL
|
- |
-1.11K- 6.88% |
$404K - $467K
|
15K
$8.85M
|
|
Jul 29, 2021
Q2 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.13K- 11.97% |
$413K - $477K
|
8.34K
$4.91M
|
|
Jul 14, 2021
Q2 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.14K- 4.43% |
$414K - $479K
|
24.5K
$14.4M
|
|
Jul 29, 2021
Q2 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.14KClosed |
$416K - $481K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-1.14K- 0.58% |
$417K - $481K
|
195K
$115M
|
|
Aug 12, 2021
Q2 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-1.15KClosed |
$419K - $484K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Tredje Ap Fonden
|
SELL
|
- |
-1.2K- 0.91% |
$437K - $505K
|
130K
$76.8M
|
|
Aug 06, 2021
Q2 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.2K- 83.69% |
$438K - $505K
|
234
$138K
|
|
Aug 06, 2021
Q2 2021
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-1.23K- 2.63% |
$447K - $516K
|
45.4K
$26.7M
|
|
Jul 13, 2021
Q2 2021
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.24K- 1.71% |
$451K - $521K
|
71.3K
$42M
|
|
Jul 20, 2021
Q2 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.24K- 3.89% |
$451K - $521K
|
30.6K
$18M
|
|
Aug 10, 2021
Q2 2021
|
Coastline Trust CO
|
SELL
|
- |
-1.24K- 8.55% |
$452K - $522K
|
13.3K
$7.81M
|
|
Aug 16, 2021
Q2 2021
|
Apogem Capital LLC
New York, NY |
SELL
|
- |
-1.26KClosed |
$459K - $530K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Seeyond
Paris, I0 |
SELL
|
- |
-1.28K- 16.69% |
$465K - $537K
|
6.37K
$3.75M
|
|
Aug 05, 2021
Q2 2021
|
Harry Burn
Sound Shore Management Inc
|
SELL
|
- |
-1.28K- 0.76% |
$467K - $540K
|
168K
$99M
|
|
Aug 03, 2021
Q2 2021
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-1.29KClosed |
$469K - $541K
|
0
$0
|