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 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-332- 5.17% |
$146K - $174K
|
6.09K
$2.81M
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-335- 44.79% |
$147K - $176K
|
413
$191K
|
|
|
Jul 25, 2024
Q2 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-336- 2.31% |
$148K - $176K
|
14.2K
$6.57M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-338- 15.67% |
$148K - $177K
|
1.82K
$840K
|
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-340- 13.0% |
$149K - $178K
|
2.28K
$1.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-340- 30.38% |
$149K - $178K
|
779
$360K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-340- 10.87% |
$149K - $178K
|
2.79K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-340- 11.05% |
$149K - $178K
|
2.74K
$1.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-343- 0.55% |
$151K - $180K
|
62.3K
$28.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-343- 8.1% |
$151K - $180K
|
3.89K
$1.79M
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
SELL
|
- |
-346- 1.49% |
$152K - $182K
|
22.9K
$10.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-346- 39.95% |
$152K - $182K
|
520
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-348Closed |
$153K - $183K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-349- 2.94% |
$153K - $183K
|
11.5K
$5.32M
|
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
SELL
|
- |
-350- 28.34% |
$154K - $184K
|
885
$408K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-350- 4.96% |
$154K - $184K
|
6.71K
$3.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-350- 0.39% |
$154K - $184K
|
88.3K
$40.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-351- 25.2% |
$154K - $184K
|
1.04K
$481K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-352- 5.78% |
$155K - $185K
|
5.74K
$2.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-353- 2.77% |
$155K - $185K
|
12.4K
$5.72M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-354- 11.76% |
$155K - $186K
|
2.66K
$1.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-357- 3.27% |
$157K - $187K
|
10.6K
$4.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-357- 0.92% |
$157K - $187K
|
38.5K
$17.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-361- 16.2% |
$159K - $189K
|
1.87K
$862K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-361- 9.57% |
$159K - $189K
|
3.41K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-366- 1.97% |
$161K - $192K
|
18.2K
$8.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-368- 15.41% |
$162K - $193K
|
2.02K
$932K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-369- 23.27% |
$162K - $194K
|
1.22K
$562K
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-370- 24.31% |
$163K - $194K
|
1.15K
$532K
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-375- 0.55% |
$165K - $197K
|
67.9K
$31.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-375- 33.19% |
$165K - $197K
|
755
$348K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-375- 7.08% |
$165K - $197K
|
4.92K
$2.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-375- 1.2% |
$165K - $197K
|
30.8K
$14.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-375- 4.91% |
$165K - $197K
|
7.26K
$3.35M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-378- 1.06% |
$166K - $198K
|
35.3K
$16.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-378- 8.12% |
$166K - $198K
|
4.28K
$1.97M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-379- 4.86% |
$166K - $199K
|
7.42K
$3.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-385- 13.9% |
$169K - $202K
|
2.38K
$1.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-389- 1.2% |
$171K - $204K
|
32K
$14.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-391- 14.13% |
$172K - $205K
|
2.38K
$1.1M
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-394- 16.52% |
$173K - $207K
|
1.99K
$919K
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-394- 4.66% |
$173K - $207K
|
8.05K
$3.72M
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-395- 5.88% |
$173K - $207K
|
6.33K
$2.92M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-396- 2.17% |
$174K - $208K
|
17.9K
$8.26M
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-399- 21.3% |
$175K - $209K
|
1.47K
$680K
|
|
|
Aug 14, 2024
Q2 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-400- 4.48% |
$176K - $210K
|
8.54K
$3.94M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-402- 7.13% |
$177K - $211K
|
5.23K
$2.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-403- 1.56% |
$177K - $211K
|
25.4K
$11.7M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-407- 25.81% |
$179K - $214K
|
1.17K
$540K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-407- 2.35% |
$179K - $214K
|
16.9K
$7.8M
|