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 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-135- 0.75% |
$59.3K - $70.8K
|
17.8K
$8.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-135- 20.58% |
$59.3K - $70.8K
|
521
$240K
|
|
|
Aug 08, 2024
Q2 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-135- 3.55% |
$59.3K - $70.8K
|
3.67K
$1.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-135- 5.73% |
$59.3K - $70.8K
|
2.22K
$1.02M
|
|
|
Aug 02, 2024
Q2 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-136- 0.62% |
$59.7K - $71.3K
|
21.7K
$10M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
SELL
|
- |
-136- 2.74% |
$59.7K - $71.3K
|
4.82K
$2.23M
|
|
|
Oct 15, 2024
Q2 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-136- 1.34% |
$59.7K - $71.3K
|
10K
$4.62M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-138- 10.56% |
$60.6K - $72.4K
|
1.17K
$540K
|
|
|
Aug 13, 2024
Q2 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-138- 1.9% |
$60.6K - $72.4K
|
7.14K
$3.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-139- 0.93% |
$61K - $72.9K
|
14.8K
$6.81M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-140- 8.48% |
$61.5K - $73.4K
|
1.51K
$697K
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-140- 20.44% |
$61.5K - $73.4K
|
545
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-141- 9.97% |
$61.9K - $74K
|
1.27K
$588K
|
|
|
Aug 07, 2024
Q2 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-143- 1.69% |
$62.8K - $75K
|
8.3K
$3.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-145- 21.08% |
$63.7K - $76.1K
|
543
$251K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-147- 23.98% |
$64.6K - $77.1K
|
466
$215K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-148- 7.63% |
$65K - $77.6K
|
1.79K
$827K
|
|
|
Aug 02, 2024
Q2 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-148- 6.4% |
$65K - $77.6K
|
2.17K
$999K
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-148- 0.11% |
$65K - $77.6K
|
140K
$64.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-148- 3.28% |
$65K - $77.6K
|
4.37K
$2.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-149- 1.32% |
$65.4K - $78.2K
|
11.1K
$5.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-149- 4.39% |
$65.4K - $78.2K
|
3.25K
$1.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-150- 4.35% |
$65.9K - $78.7K
|
3.3K
$1.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-150- 2.28% |
$65.9K - $78.7K
|
6.42K
$2.96M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-150- 12.73% |
$65.9K - $78.7K
|
1.03K
$474K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-150- 2.71% |
$65.9K - $78.7K
|
5.39K
$2.49M
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-150- 8.63% |
$65.9K - $78.7K
|
1.59K
$733K
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-150- 7.61% |
$65.9K - $78.7K
|
1.82K
$840K
|
|
|
Aug 12, 2024
Q2 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-150- 3.06% |
$65.9K - $78.7K
|
4.75K
$2.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-151- 10.49% |
$66.3K - $79.2K
|
1.29K
$594K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-152- 12.61% |
$66.8K - $79.7K
|
1.05K
$486K
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-152- 1.86% |
$66.8K - $79.7K
|
8.01K
$3.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-153- 1.3% |
$67.2K - $80.3K
|
11.6K
$5.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-153- 23.36% |
$67.2K - $80.3K
|
502
$232K
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-154- 10.27% |
$67.6K - $80.8K
|
1.35K
$621K
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-155- 7.34% |
$68.1K - $81.3K
|
1.96K
$904K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-155- 0.15% |
$68.1K - $81.3K
|
104K
$48M
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-155- 13.03% |
$68.1K - $81.3K
|
1.04K
$478K
|
|
|
Aug 13, 2024
Q2 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-157- 0.88% |
$69K - $82.4K
|
17.7K
$8.17M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-157- 4.0% |
$69K - $82.4K
|
3.77K
$1.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-158- 4.3% |
$69.4K - $82.9K
|
3.52K
$1.62M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-159- 1.44% |
$69.8K - $83.4K
|
10.9K
$5.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-159- 1.13% |
$69.8K - $83.4K
|
14K
$6.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-162- 0.62% |
$71.2K - $85K
|
25.8K
$11.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
SELL
|
- |
-163- 3.92% |
$71.6K - $85.5K
|
3.99K
$1.84M
|
|
|
Aug 02, 2024
Q2 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-163- 4.89% |
$71.6K - $85.5K
|
3.17K
$1.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-163- 0.39% |
$71.6K - $85.5K
|
41.9K
$19.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-164- 1.17% |
$72K - $86K
|
13.9K
$6.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-164- 2.11% |
$72K - $86K
|
7.62K
$3.52M
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-165- 3.52% |
$72.5K - $86.6K
|
4.52K
$2.09M
|