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 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-6- 0.14% |
$2.64K - $3.15K
|
4.17K
$1.92M
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-6- 0.66% |
$2.64K - $3.15K
|
905
$418K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-6- 0.54% |
$2.64K - $3.15K
|
1.11K
$511K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-6- 2.05% |
$2.64K - $3.15K
|
286
$132K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-6- 0.27% |
$2.64K - $3.15K
|
2.2K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-6- 50.0% |
$2.64K - $3.15K
|
6
$2.77K
|
|
|
Aug 13, 2024
Q2 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-6- 0.37% |
$2.64K - $3.15K
|
1.62K
$749K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-6- 0.22% |
$2.64K - $3.15K
|
2.75K
$1.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-7- 0.46% |
$3.07K - $3.67K
|
1.53K
$707K
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-7- 1.29% |
$3.07K - $3.67K
|
537
$248K
|
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-7- 10.94% |
$3.07K - $3.67K
|
57
$26.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-7- 0.7% |
$3.07K - $3.67K
|
998
$461K
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-7- 1.05% |
$3.07K - $3.67K
|
659
$304K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-7- 0.14% |
$3.07K - $3.67K
|
4.96K
$2.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-7- 1.53% |
$3.07K - $3.67K
|
450
$208K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-7- 1.04% |
$3.07K - $3.67K
|
669
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-7- 1.29% |
$3.07K - $3.67K
|
536
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-7- 0.44% |
$3.07K - $3.67K
|
1.6K
$738K
|
|
|
Sep 16, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-7- 0.52% |
$3.07K - $3.67K
|
1.34K
$618K
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-8- 0.23% |
$3.51K - $4.2K
|
3.4K
$1.57M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.84% |
$3.51K - $4.2K
|
947
$437K
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-8- 1.3% |
$3.51K - $4.2K
|
606
$280K
|
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-8- 0.35% |
$3.51K - $4.2K
|
2.3K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-8- 0.35% |
$3.51K - $4.2K
|
2.31K
$1.06M
|
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-8- 0.32% |
$3.51K - $4.2K
|
2.51K
$1.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-9- 0.42% |
$3.95K - $4.72K
|
2.13K
$984K
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-9- 1.07% |
$3.95K - $4.72K
|
832
$384K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-9- 0.54% |
$3.95K - $4.72K
|
1.65K
$762K
|
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
SELL
|
- |
-9- 0.27% |
$3.95K - $4.72K
|
3.33K
$1.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-9- 1.1% |
$3.95K - $4.72K
|
812
$375K
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-9- 1.87% |
$3.95K - $4.72K
|
473
$218K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-9- 1.87% |
$3.95K - $4.72K
|
473
$218K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-10- 4.57% |
$4.39K - $5.25K
|
209
$96.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-10- 1.29% |
$4.39K - $5.25K
|
767
$354K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-10- 0.68% |
$4.39K - $5.25K
|
1.46K
$674K
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-10- 2.04% |
$4.39K - $5.25K
|
479
$221K
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
SELL
|
- |
-10- 0.92% |
$4.39K - $5.25K
|
1.08K
$498K
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-10- 0.91% |
$4.39K - $5.25K
|
1.08K
$500K
|
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-10- 2.92% |
$4.39K - $5.25K
|
333
$154K
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-10- 1.61% |
$4.39K - $5.25K
|
611
$282K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-10- 7.46% |
$4.39K - $5.25K
|
124
$57.2K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-10- 0.42% |
$4.39K - $5.25K
|
2.37K
$1.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-10- 35.71% |
$4.39K - $5.25K
|
18
$8.31K
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-10- 0.14% |
$4.39K - $5.25K
|
6.92K
$3.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-10- 0.23% |
$4.39K - $5.25K
|
4.38K
$2.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-11- 1.52% |
$4.83K - $5.77K
|
711
$328K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-11- 0.54% |
$4.83K - $5.77K
|
2.04K
$942K
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-11- 1.59% |
$4.83K - $5.77K
|
682
$315K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-11- 0.95% |
$4.83K - $5.77K
|
1.15K
$530K
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-11- 1.13% |
$4.83K - $5.77K
|
960
$443K
|