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 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-36- 4.69% |
$15.8K - $18.9K
|
732
$338K
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-36- 6.58% |
$15.8K - $18.9K
|
511
$236K
|
|
Aug 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-36- 0.95% |
$15.8K - $18.9K
|
3.75K
$1.73M
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-36- 6.51% |
$15.8K - $18.9K
|
517
$239K
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-36- 1.47% |
$15.8K - $18.9K
|
2.41K
$1.11M
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-37- 0.08% |
$16.3K - $19.4K
|
44.2K
$20.4M
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-37- 9.89% |
$16.3K - $19.4K
|
337
$156K
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-38- 0.61% |
$16.7K - $19.9K
|
6.18K
$2.85M
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-38- 6.52% |
$16.7K - $19.9K
|
545
$252K
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
SELL
|
- |
-38- 5.36% |
$16.7K - $19.9K
|
671
$310K
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-38- 0.85% |
$16.7K - $19.9K
|
4.44K
$2.05M
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-38- 12.54% |
$16.7K - $19.9K
|
265
$122K
|
|
Feb 11, 2025
Q2 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-38- 0.62% |
$16.7K - $19.9K
|
6.07K
$2.8M
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-39- 4.4% |
$17.1K - $20.5K
|
848
$391K
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-39- 1.59% |
$17.1K - $20.5K
|
2.41K
$1.11M
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-39- 7.47% |
$17.1K - $20.5K
|
483
$223K
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-39- 0.98% |
$17.1K - $20.5K
|
3.95K
$1.82M
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-39- 2.96% |
$17.1K - $20.5K
|
1.28K
$590K
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-39- 0.96% |
$17.1K - $20.5K
|
4.02K
$1.85M
|
|
Feb 20, 2025
Q2 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-39- 4.2% |
$17.1K - $20.5K
|
889
$410K
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-40- 81.63% |
$17.6K - $21K
|
9
$4.15K
|
|
Jul 19, 2024
Q2 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-40- 2.84% |
$17.6K - $21K
|
1.37K
$632K
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-40- 16.67% |
$17.6K - $21K
|
200
$92.3K
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-40- 1.51% |
$17.6K - $21K
|
2.61K
$1.2M
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-40- 5.49% |
$17.6K - $21K
|
689
$318K
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-40- 8.83% |
$17.6K - $21K
|
413
$191K
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-41- 1.18% |
$18K - $21.5K
|
3.44K
$1.59M
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-41- 5.5% |
$18K - $21.5K
|
705
$325K
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-42- 5.03% |
$18.4K - $22K
|
793
$366K
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-43- 5.26% |
$18.9K - $22.6K
|
774
$357K
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-43- 1.9% |
$18.9K - $22.6K
|
2.22K
$1.02M
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-43- 1.18% |
$18.9K - $22.6K
|
3.62K
$1.67M
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-43- 6.29% |
$18.9K - $22.6K
|
641
$296K
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-44- 1.0% |
$19.3K - $23.1K
|
4.37K
$2.02M
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-44- 4.25% |
$19.3K - $23.1K
|
991
$457K
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-45- 6.73% |
$19.8K - $23.6K
|
624
$288K
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-45- 5.81% |
$19.8K - $23.6K
|
730
$337K
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-45- 0.89% |
$19.8K - $23.6K
|
5.02K
$2.32M
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-45- 7.15% |
$19.8K - $23.6K
|
584
$270K
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-45- 0.63% |
$19.8K - $23.6K
|
7.07K
$3.26M
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-46- 4.14% |
$20.2K - $24.1K
|
1.06K
$491K
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-46- 7.31% |
$20.2K - $24.1K
|
583
$269K
|
|
Jul 23, 2024
Q2 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-46- 1.41% |
$20.2K - $24.1K
|
3.21K
$1.48M
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-46- 5.98% |
$20.2K - $24.1K
|
723
$334K
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-47- 3.24% |
$20.6K - $24.7K
|
1.4K
$648K
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-47- 2.58% |
$20.6K - $24.7K
|
1.78K
$820K
|
|
Aug 06, 2024
Q2 2024
|
Windward Capital Management CO
|
SELL
|
- |
-47- 9.98% |
$20.6K - $24.7K
|
424
$196K
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-47- 1.75% |
$20.6K - $24.7K
|
2.65K
$1.22M
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-47- 9.33% |
$20.6K - $24.7K
|
457
$211K
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
SELL
|
- |
-48- 24.24% |
$21.1K - $25.2K
|
150
$69.2K
|