Purchases and Sales Made in Q2 2024 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
33+ 1.38% |
$14.5K - $17.3K
|
2.42K
$1.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
33+ 1.93% |
$14.5K - $17.3K
|
1.74K
$812K
|
|
|
Jul 29, 2024
Q2 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
33+ 0.22% |
$14.5K - $17.3K
|
15.3K
$7.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
33+ 5.96% |
$14.5K - $17.3K
|
587
$274K
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
32+ 0.45% |
$14.1K - $16.8K
|
7.16K
$3.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
32+ 1.2% |
$14.1K - $16.8K
|
2.69K
$1.25M
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
32+ 0.77% |
$14.1K - $16.8K
|
4.18K
$1.95M
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
32+ 5.27% |
$14.1K - $16.8K
|
639
$298K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
31+ 0.26% |
$13.6K - $16.3K
|
12.2K
$5.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
BUY
|
- |
31+ 1.43% |
$13.6K - $16.3K
|
2.2K
$1.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
30+ 0.33% |
$13.2K - $15.7K
|
9.09K
$4.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
30+ 1.24% |
$13.2K - $15.7K
|
2.45K
$1.14M
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
30+ 6.51% |
$13.2K - $15.7K
|
491
$229K
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
30+ 2.09% |
$13.2K - $15.7K
|
1.47K
$685K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
30+ 2.71% |
$13.2K - $15.7K
|
1.14K
$531K
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
29+ 2.76% |
$12.7K - $15.2K
|
1.08K
$504K
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
29+ 0.85% |
$12.7K - $15.2K
|
3.45K
$1.61M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
29+ 12.95% |
$12.7K - $15.2K
|
253
$118K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
29+ 2.62% |
$12.7K - $15.2K
|
1.14K
$529K
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
29+ 1.05% |
$12.7K - $15.2K
|
2.79K
$1.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
BUY
|
- |
28+ 2.11% |
$12.3K - $14.7K
|
1.35K
$631K
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
28+ 0.78% |
$12.3K - $14.7K
|
3.63K
$1.69M
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
BUY
|
- |
27+ 3.41% |
$11.9K - $14.2K
|
819
$382K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
27New |
$11.9K - $14.2K
|
27
$12.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
26+ 1.75% |
$11.4K - $13.6K
|
1.51K
$705K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
26+ 3.71% |
$11.4K - $13.6K
|
727
$339K
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
26+ 1.69% |
$11.4K - $13.6K
|
1.57K
$730K
|
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
26+ 0.19% |
$11.4K - $13.6K
|
13.8K
$6.44M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
25+ 1.58% |
$11K - $13.1K
|
1.61K
$749K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
25+ 4.44% |
$11K - $13.1K
|
588
$274K
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
BUY
|
- |
25+ 0.51% |
$11K - $13.1K
|
4.88K
$2.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
25New |
$11K - $13.1K
|
25
$11.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
25+ 4.91% |
$11K - $13.1K
|
534
$249K
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
25+ 0.87% |
$11K - $13.1K
|
2.88K
$1.35M
|
|
|
Aug 05, 2024
Q2 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
25+ 3.31% |
$11K - $13.1K
|
781
$364K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
25+ 3.1% |
$11K - $13.1K
|
831
$388K
|
|
|
Aug 13, 2024
Q2 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
25+ 3.3% |
$11K - $13.1K
|
782
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
25+ 3.54% |
$11K - $13.1K
|
732
$341K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
24+ 0.38% |
$10.5K - $12.6K
|
6.38K
$2.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
24+ 3.81% |
$10.5K - $12.6K
|
654
$305K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
24+ 2.06% |
$10.5K - $12.6K
|
1.19K
$556K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
23+ 17.56% |
$10.1K - $12.1K
|
154
$71.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
23+ 4.69% |
$10.1K - $12.1K
|
513
$239K
|
|
|
Aug 08, 2024
Q2 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
23+ 4.36% |
$10.1K - $12.1K
|
551
$257K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
23+ 5.41% |
$10.1K - $12.1K
|
448
$209K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
23+ 0.2% |
$10.1K - $12.1K
|
11.5K
$5.35M
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
23+ 1.45% |
$10.1K - $12.1K
|
1.61K
$752K
|
|
|
Jan 29, 2025
Q2 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
23+ 4.88% |
$10.1K - $12.1K
|
494
$230K
|
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
22New |
$9.66K - $11.5K
|
22
$10.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
22+ 3.94% |
$9.66K - $11.5K
|
581
$271K
|