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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-166- 6.69% |
$72.9K - $87.1K
|
2.31K
$1.07M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-166- 16.23% |
$72.9K - $87.1K
|
857
$396K
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-167- 10.77% |
$73.3K - $87.6K
|
1.38K
$639K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-167- 7.85% |
$73.3K - $87.6K
|
1.96K
$905K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-167- 4.79% |
$73.3K - $87.6K
|
3.32K
$1.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-168- 24.03% |
$73.8K - $88.1K
|
531
$245K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-168- 21.65% |
$73.8K - $88.1K
|
608
$281K
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-168- 3.24% |
$73.8K - $88.1K
|
5.01K
$2.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-169- 6.69% |
$74.2K - $88.7K
|
2.36K
$1.09M
|
|
|
Jul 09, 2024
Q2 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-170- 2.87% |
$74.7K - $89.2K
|
5.76K
$2.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-170- 3.98% |
$74.7K - $89.2K
|
4.11K
$1.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-173- 1.93% |
$76K - $90.8K
|
8.78K
$4.05M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-173- 10.5% |
$76K - $90.8K
|
1.48K
$681K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-174- 6.29% |
$76.4K - $91.3K
|
2.59K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-174- 0.85% |
$76.4K - $91.3K
|
20.2K
$9.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-176- 1.42% |
$77.3K - $92.3K
|
12.2K
$5.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-176- 0.32% |
$77.3K - $92.3K
|
55.5K
$25.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-176- 11.76% |
$77.3K - $92.3K
|
1.32K
$610K
|
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-176- 14.14% |
$77.3K - $92.3K
|
1.07K
$493K
|
|
|
Jan 10, 2025
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-176- 12.38% |
$77.3K - $92.3K
|
1.25K
$575K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-178- 21.09% |
$78.2K - $93.4K
|
666
$307K
|
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
SELL
|
- |
-179- 2.05% |
$78.6K - $93.9K
|
8.57K
$3.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-180- 2.83% |
$79.1K - $94.4K
|
6.18K
$2.85M
|
|
|
Jul 16, 2024
Q2 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-182- 2.44% |
$79.9K - $95.5K
|
7.27K
$3.35M
|
|
|
Jul 23, 2024
Q2 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-182- 3.37% |
$79.9K - $95.5K
|
5.22K
$2.41M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-184- 0.92% |
$80.8K - $96.5K
|
19.7K
$9.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-185- 4.23% |
$81.3K - $97.1K
|
4.19K
$1.93M
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-187- 5.57% |
$82.1K - $98.1K
|
3.17K
$1.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-187- 0.95% |
$82.1K - $98.1K
|
19.5K
$8.99M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-188- 4.48% |
$82.6K - $98.6K
|
4.01K
$1.85M
|
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-188- 1.53% |
$82.6K - $98.6K
|
12.1K
$5.58M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-190- 4.13% |
$83.4K - $99.7K
|
4.41K
$2.04M
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-191- 1.47% |
$83.9K - $100K
|
12.8K
$5.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-191- 1.99% |
$83.9K - $100K
|
9.4K
$4.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-194- 28.28% |
$85.2K - $102K
|
492
$227K
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-195- 0.18% |
$85.6K - $102K
|
111K
$51.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-196- 3.8% |
$86.1K - $103K
|
4.96K
$2.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-200- 16.72% |
$87.8K - $105K
|
996
$460K
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-200- 17.78% |
$87.8K - $105K
|
925
$427K
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-203- 9.36% |
$89.2K - $106K
|
1.97K
$907K
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
SELL
|
- |
-204- 1.62% |
$89.6K - $107K
|
12.4K
$5.71M
|
|
|
Jul 12, 2024
Q2 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-205- 4.47% |
$90K - $108K
|
4.38K
$2.02M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-205- 1.77% |
$90K - $108K
|
11.4K
$5.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-207- 15.69% |
$90.9K - $109K
|
1.11K
$513K
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-210- 2.0% |
$92.2K - $110K
|
10.3K
$4.75M
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-214- 47.35% |
$94K - $112K
|
238
$110K
|
|
|
Jul 16, 2024
Q2 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-217- 1.57% |
$95.3K - $114K
|
13.6K
$6.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-218- 12.32% |
$95.7K - $114K
|
1.55K
$716K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-220- 3.69% |
$96.6K - $115K
|
5.75K
$2.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-220- 5.04% |
$96.6K - $115K
|
4.14K
$1.91M
|