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 05, 2021
Q2 2021
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
BUY
|
- |
2.27K+ 2.16% |
$825K - $953K
|
107K
$63.1M
|
|
Aug 06, 2021
Q2 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.25KNew |
$821K - $949K
|
2.25K
$1.33M
|
|
Aug 11, 2021
Q2 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.22K+ 14.38% |
$810K - $936K
|
17.7K
$10.4M
|
|
Aug 12, 2021
Q2 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.19K+ 3.49% |
$799K - $923K
|
65K
$38.3M
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.16K+ 3.56% |
$788K - $910K
|
62.9K
$37M
|
|
Aug 17, 2021
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.16K+ 233.77% |
$787K - $909K
|
3.08K
$1.82M
|
|
Aug 09, 2021
Q2 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
2.15K+ 0.47% |
$785K - $907K
|
457K
$269M
|
|
Aug 03, 2021
Q2 2021
|
Provident Trust CO
|
BUY
|
- |
2.15K+ 0.18% |
$783K - $904K
|
1.2M
$705M
|
|
Aug 11, 2021
Q2 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.11K+ 22.0% |
$769K - $888K
|
11.7K
$6.9M
|
|
Jul 28, 2021
Q2 2021
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
2.11K+ 31.82% |
$767K - $886K
|
8.72K
$5.14M
|
|
Aug 19, 2021
Q2 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.1K+ 1.91% |
$764K - $883K
|
112K
$65.9M
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.1K+ 9.15% |
$764K - $883K
|
25K
$14.7M
|
|
Aug 17, 2021
Q2 2021
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2.09K+ 50.4% |
$761K - $879K
|
6.23K
$3.67M
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.05K+ 41060.0% |
$748K - $864K
|
2.06K
$1.21M
|
|
Sep 01, 2021
Q2 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.04K+ 36.68% |
$742K - $857K
|
7.59K
$4.47M
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.02K+ 15.61% |
$737K - $851K
|
15K
$8.83M
|
|
Jul 23, 2021
Q2 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2.01K+ 3.08% |
$732K - $846K
|
67.2K
$39.6M
|
|
Jul 20, 2022
Q2 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
2K+ 21.07% |
$729K - $842K
|
11.5K
$6.77M
|
|
Aug 06, 2021
Q2 2021
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
2K+ 4.36% |
$729K - $842K
|
47.9K
$28.2M
|
|
Aug 16, 2021
Q2 2021
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
2KNew |
$729K - $842K
|
2K
$1.18M
|
|
Mar 10, 2023
Q2 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
2K+ 21.07% |
$729K - $842K
|
11.5K
$6.77M
|
|
Aug 13, 2021
Q2 2021
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
1.99K+ 5.95% |
$724K - $836K
|
35.4K
$20.8M
|
|
Aug 13, 2021
Q2 2021
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
1.97K+ 4.18% |
$718K - $829K
|
49.1K
$28.9M
|
|
Aug 11, 2021
Q2 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.97K+ 10.04% |
$717K - $829K
|
21.6K
$12.7M
|
|
Aug 06, 2021
Q2 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.97K+ 10.67% |
$716K - $827K
|
20.4K
$12M
|
|
Aug 16, 2021
Q2 2021
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.94KNew |
$706K - $815K
|
1.94K
$1.14M
|
|
Aug 16, 2021
Q2 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.92K+ 28.94% |
$700K - $809K
|
8.56K
$5.04M
|
|
Aug 02, 2021
Q2 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.86K+ 19.0% |
$679K - $785K
|
11.7K
$6.88M
|
|
Aug 13, 2021
Q2 2021
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.85KNew |
$676K - $780K
|
1.85K
$1.09M
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.83K+ 29.72% |
$666K - $769K
|
7.98K
$4.7M
|
|
Aug 16, 2021
Q2 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.82KNew |
$664K - $767K
|
1.82K
$1.07M
|
|
Jul 19, 2021
Q2 2021
|
Addenda Capital Inc.
|
BUY
|
- |
1.82K+ 5.91% |
$662K - $764K
|
32.5K
$19.2M
|
|
Aug 11, 2021
Q2 2021
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.81K+ 27.59% |
$659K - $761K
|
8.36K
$4.93M
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.8K+ 3.26% |
$657K - $758K
|
57.1K
$33.7M
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.79KNew |
$653K - $754K
|
1.79K
$1.06M
|
|
Jul 19, 2021
Q2 2021
|
Mai Capital Management
|
BUY
|
- |
1.76K+ 1.9% |
$643K - $742K
|
94.4K
$55.6M
|
|
Jul 14, 2021
Q2 2021
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.75K+ 13.81% |
$638K - $737K
|
14.4K
$8.51M
|
|
Aug 16, 2021
Q2 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.75K+ 7.24% |
$637K - $736K
|
25.9K
$15.3M
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.75KNew |
$636K - $734K
|
1.75K
$1.03M
|
|
Aug 10, 2021
Q2 2021
|
Inverness Counsel LLC
|
BUY
|
- |
1.72K+ 1.09% |
$627K - $725K
|
160K
$94.4M
|
|
Aug 16, 2021
Q2 2021
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
BUY
|
- |
1.71KNew |
$624K - $721K
|
1.71K
$1.01M
|
|
Aug 12, 2021
Q2 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
1.7K+ 1215.0% |
$620K - $716K
|
1.84K
$1.08M
|
|
Aug 16, 2021
Q2 2021
|
Codex Capital, L.L.C.
New York, NY |
BUY
|
- |
1.7KNew |
$619K - $716K
|
1.7K
$1M
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.7K+ 25.78% |
$618K - $714K
|
8.28K
$4.88M
|
|
Aug 16, 2021
Q2 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.67K+ 715.38% |
$610K - $705K
|
1.91K
$1.12M
|
|
Aug 16, 2021
Q2 2021
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
1.67K+ 16.13% |
$608K - $702K
|
12K
$7.08M
|
|
Aug 06, 2021
Q2 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.67K+ 28.53% |
$608K - $702K
|
7.52K
$4.43M
|
|
Aug 16, 2021
Q2 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.66K+ 3.75% |
$604K - $698K
|
45.9K
$27.1M
|
|
Jul 21, 2021
Q2 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.65KNew |
$599K - $692K
|
1.65K
$969K
|
|
Aug 05, 2021
Q2 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.63K+ 6.27% |
$593K - $685K
|
27.6K
$16.3M
|