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 10, 2021
Q2 2021
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.63K+ 10.55% |
$593K - $685K
|
17.1K
$10M
|
|
Aug 06, 2021
Q2 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.63K+ 0.41% |
$592K - $684K
|
398K
$234M
|
|
Aug 04, 2021
Q2 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.62K+ 11.78% |
$592K - $684K
|
15.4K
$9.08M
|
|
Aug 04, 2021
Q2 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
1.61K+ 3.7% |
$587K - $678K
|
45.1K
$26.6M
|
|
Aug 10, 2021
Q2 2021
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.6K+ 8.81% |
$582K - $672K
|
19.7K
$11.6M
|
|
Aug 13, 2021
Q2 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.57K+ 74.1% |
$572K - $661K
|
3.69K
$2.17M
|
|
Aug 09, 2021
Q2 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.57K+ 91.42% |
$571K - $659K
|
3.28K
$1.93M
|
|
Jul 16, 2021
Q2 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
1.56K+ 9.75% |
$568K - $656K
|
17.5K
$10.3M
|
|
Aug 06, 2021
Q2 2021
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
1.56K+ 1.46% |
$568K - $656K
|
108K
$63.8M
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO
|
BUY
|
- |
1.54K+ 2.05% |
$562K - $649K
|
77K
$45.4M
|
|
Jul 19, 2021
Q2 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.53K+ 10.82% |
$556K - $642K
|
15.6K
$9.21M
|
|
Jul 26, 2021
Q2 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.52K+ 210.25% |
$553K - $639K
|
2.24K
$1.32M
|
|
Aug 16, 2021
Q2 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1.52K+ 31.92% |
$552K - $638K
|
6.27K
$3.69M
|
|
Aug 09, 2021
Q2 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.52K+ 5.73% |
$552K - $638K
|
28K
$16.5M
|
|
Aug 13, 2021
Q2 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.49K+ 5.36% |
$543K - $628K
|
29.3K
$17.3M
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.47K+ 19.65% |
$535K - $618K
|
8.94K
$5.27M
|
|
Aug 18, 2021
Q2 2021
|
Meyer Handelman CO
|
BUY
|
- |
1.47KNew |
$534K - $617K
|
1.47K
$864K
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.46K+ 1.4% |
$532K - $614K
|
106K
$62.5M
|
|
Aug 10, 2021
Q2 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.46K+ 10.3% |
$530K - $612K
|
15.6K
$9.18M
|
|
Aug 11, 2021
Q2 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.45K+ 0.56% |
$529K - $611K
|
258K
$152M
|
|
Aug 12, 2021
Q2 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.45K+ 0.66% |
$528K - $610K
|
220K
$130M
|
|
Aug 02, 2021
Q2 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.45K+ 8.68% |
$527K - $609K
|
18.1K
$10.7M
|
|
Jul 22, 2021
Q2 2021
|
Welch & Forbes LLC
|
BUY
|
- |
1.45K+ 46.21% |
$527K - $608K
|
4.57K
$2.69M
|
|
Aug 03, 2021
Q2 2021
|
Avestar Capital, LLC
|
BUY
|
- |
1.44K+ 25.29% |
$525K - $606K
|
7.14K
$4.2M
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.44K+ 1.11% |
$524K - $605K
|
131K
$77.1M
|
|
Aug 09, 2021
Q2 2021
|
Gam Holding Ag
|
BUY
|
- |
1.43K+ 2.89% |
$520K - $601K
|
50.8K
$29.9M
|
|
Jul 19, 2021
Q2 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
1.4K+ 10.1% |
$512K - $591K
|
15.3K
$9.02M
|
|
Jul 19, 2021
Q2 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
1.4K+ 1.19% |
$512K - $591K
|
119K
$70.1M
|
|
Feb 13, 2024
Q2 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.4K+ 1.19% |
$512K - $591K
|
119K
$70.1M
|
|
Jul 21, 2021
Q2 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.4K+ 2.69% |
$509K - $588K
|
53.2K
$31.4M
|
|
Jul 26, 2021
Q2 2021
|
Berkshire Bank
|
BUY
|
- |
1.4K+ 74.84% |
$508K - $587K
|
3.26K
$1.92M
|
|
Jul 26, 2021
Q2 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.37K+ 9.29% |
$500K - $578K
|
16.1K
$9.51M
|
|
Jul 30, 2021
Q2 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.37KNew |
$500K - $577K
|
1.37K
$808K
|
|
Aug 09, 2021
Q2 2021
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
1.37K+ 0.46% |
$498K - $575K
|
295K
$174M
|
|
Aug 13, 2021
Q2 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
1.36K+ 1531.46% |
$497K - $574K
|
1.45K
$855K
|
|
Aug 06, 2021
Q2 2021
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.35KNew |
$491K - $567K
|
1.35K
$794K
|
|
Aug 02, 2021
Q2 2021
|
Novare Capital Management LLC
|
BUY
|
- |
1.34K+ 3.03% |
$488K - $564K
|
45.5K
$26.8M
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.33K+ 15.04% |
$486K - $561K
|
10.2K
$6.01M
|
|
Aug 13, 2021
Q2 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.32K+ 3.72% |
$481K - $555K
|
36.7K
$21.6M
|
|
Aug 13, 2021
Q2 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.31K+ 8.22% |
$477K - $551K
|
17.2K
$10.2M
|
|
Aug 13, 2021
Q2 2021
|
Karp Capital Management Corp
|
BUY
|
- |
1.3K+ 13.42% |
$474K - $548K
|
11K
$6.48M
|
|
Aug 09, 2021
Q2 2021
|
Hemenway Trust CO LLC
|
BUY
|
- |
1.29K+ 3.2% |
$471K - $544K
|
41.7K
$24.6M
|
|
Aug 16, 2021
Q2 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.28K+ 8.43% |
$467K - $540K
|
16.5K
$9.72M
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.28K+ 16.09% |
$467K - $540K
|
9.25K
$5.45M
|
|
Aug 11, 2021
Q2 2021
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.27K+ 1.71% |
$461K - $533K
|
75.2K
$44.3M
|
|
Aug 12, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.26KNew |
$458K - $529K
|
1.26K
$741K
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.25K+ 12.07% |
$457K - $528K
|
11.6K
$6.86M
|
|
Jul 29, 2021
Q2 2021
|
Banco Santander, S.A.
|
BUY
|
- |
1.25K+ 1.51% |
$455K - $526K
|
84.3K
$49.7M
|
|
Aug 06, 2021
Q2 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
1.25K+ 27.75% |
$455K - $525K
|
5.75K
$3.38M
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.25KNew |
$454K - $525K
|
1.25K
$735K
|