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 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-83- 0.46% |
$36.5K - $43.5K
|
17.9K
$8.27M
|
|
|
Jul 24, 2024
Q2 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-83- 5.04% |
$36.5K - $43.5K
|
1.56K
$721K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-83- 4.7% |
$36.5K - $43.5K
|
1.68K
$777K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-83- 48.54% |
$36.5K - $43.5K
|
88
$40.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
SELL
|
- |
-84- 12.28% |
$36.9K - $44.1K
|
600
$277K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-84- 5.0% |
$36.9K - $44.1K
|
1.6K
$737K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-85- 6.64% |
$37.3K - $44.6K
|
1.2K
$552K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-86- 4.44% |
$37.8K - $45.1K
|
1.85K
$854K
|
|
|
Sep 30, 2024
Q2 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-87- 23.71% |
$38.2K - $45.6K
|
280
$129K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-88- 58.67% |
$38.6K - $46.2K
|
62
$28.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-88- 12.77% |
$38.6K - $46.2K
|
601
$277K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-88- 2.05% |
$38.6K - $46.2K
|
4.21K
$1.94M
|
|
|
Jul 12, 2024
Q2 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-90- 8.75% |
$39.5K - $47.2K
|
938
$433K
|
|
|
Aug 14, 2024
Q2 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-90- 1.25% |
$39.5K - $47.2K
|
7.11K
$3.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-90- 5.73% |
$39.5K - $47.2K
|
1.48K
$684K
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-90- 6.51% |
$39.5K - $47.2K
|
1.29K
$596K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-91- 3.01% |
$40K - $47.7K
|
2.93K
$1.35M
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-91- 14.49% |
$40K - $47.7K
|
537
$248K
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-91- 9.67% |
$40K - $47.7K
|
850
$392K
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-91- 2.89% |
$40K - $47.7K
|
3.06K
$1.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-91- 15.56% |
$40K - $47.7K
|
494
$228K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-92- 0.71% |
$40.4K - $48.3K
|
12.8K
$5.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-93- 4.09% |
$40.8K - $48.8K
|
2.18K
$1.01M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-93- 59.24% |
$40.8K - $48.8K
|
64
$29.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-94- 4.06% |
$41.3K - $49.3K
|
2.22K
$1.03M
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-94- 12.02% |
$41.3K - $49.3K
|
688
$318K
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-94- 7.06% |
$41.3K - $49.3K
|
1.24K
$571K
|
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-94- 1.08% |
$41.3K - $49.3K
|
8.58K
$3.96M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-96- 12.58% |
$42.2K - $50.4K
|
667
$308K
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-96- 3.68% |
$42.2K - $50.4K
|
2.51K
$1.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-96- 11.85% |
$42.2K - $50.4K
|
714
$330K
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-96- 1.31% |
$42.2K - $50.4K
|
7.26K
$3.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-96- 13.56% |
$42.2K - $50.4K
|
612
$282K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-97- 16.36% |
$42.6K - $50.9K
|
496
$229K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-97- 0.39% |
$42.6K - $50.9K
|
24.9K
$11.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-97- 6.18% |
$42.6K - $50.9K
|
1.47K
$679K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-99- 2.81% |
$43.5K - $51.9K
|
3.43K
$1.58M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 9.81% |
$43.9K - $52.5K
|
919
$424K
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-100- 11.38% |
$43.9K - $52.5K
|
779
$360K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-100- 1.77% |
$43.9K - $52.5K
|
5.54K
$2.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-100- 12.33% |
$43.9K - $52.5K
|
711
$328K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-100- 6.52% |
$43.9K - $52.5K
|
1.43K
$661K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-101- 8.58% |
$44.4K - $53K
|
1.08K
$497K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-103- 1.01% |
$45.2K - $54K
|
10.1K
$4.65M
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-103- 15.12% |
$45.2K - $54K
|
578
$267K
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-103- 0.97% |
$45.2K - $54K
|
10.5K
$4.86M
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-104- 4.29% |
$45.7K - $54.6K
|
2.32K
$1.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-104- 13.07% |
$45.7K - $54.6K
|
692
$319K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-104- 1.51% |
$45.7K - $54.6K
|
6.79K
$3.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-105- 4.05% |
$46.1K - $55.1K
|
2.49K
$1.15M
|