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 13, 2024
Q2 2024
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-997- 30.64% |
$438K - $523K
|
2.26K
$1.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-999- 1.37% |
$439K - $524K
|
71.7K
$33.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-1K- 40.0% |
$439K - $525K
|
1.5K
$692K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-1.01K- 12.39% |
$442K - $528K
|
7.12K
$3.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-1.01K- 70.57% |
$442K - $528K
|
420
$194K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.01K- 42.36% |
$442K - $528K
|
1.37K
$632K
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.02K- 1.93% |
$447K - $534K
|
51.7K
$23.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Barings LLC
|
SELL
|
- |
-1.03K- 14.58% |
$450K - $538K
|
6.01K
$2.77M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.03K- 61.77% |
$451K - $538K
|
635
$293K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.03K- 2.99% |
$454K - $542K
|
33.6K
$15.5M
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.04K- 3.44% |
$457K - $546K
|
29.2K
$13.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-1.06K- 1.76% |
$465K - $555K
|
59.2K
$27.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.09K- 40.9% |
$480K - $574K
|
1.58K
$730K
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.1K- 6.84% |
$481K - $574K
|
14.9K
$6.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Savoie Capital LLC
Chicago, IL |
SELL
|
- |
-1.1K- 52.38% |
$483K - $577K
|
1K
$462K
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.11K- 4.9% |
$488K - $583K
|
21.5K
$9.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.12K- 24.53% |
$492K - $588K
|
3.45K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.13K- 4.45% |
$495K - $591K
|
24.2K
$11.2M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-1.15K- 3.25% |
$505K - $603K
|
34.2K
$15.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.16K- 6.3% |
$507K - $606K
|
17.2K
$7.93M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.16K- 27.81% |
$510K - $609K
|
3.01K
$1.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-1.21K- 3.76% |
$529K - $632K
|
30.9K
$14.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.21K- 7.0% |
$531K - $634K
|
16.1K
$7.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-1.22K- 56.02% |
$534K - $637K
|
954
$440K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.23K- 8.63% |
$540K - $645K
|
13K
$6.01M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.24K- 3.29% |
$542K - $648K
|
36.3K
$16.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.25K- 28.22% |
$547K - $654K
|
3.17K
$1.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.25K- 1.96% |
$549K - $655K
|
62.4K
$28.8M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.25K- 15.74% |
$549K - $656K
|
6.69K
$3.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.25K- 69.23% |
$550K - $657K
|
557
$257K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.27K- 9.28% |
$558K - $667K
|
12.4K
$5.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-1.27K- 1.45% |
$559K - $667K
|
86.7K
$40M
|
|
|
Aug 13, 2024
Q2 2024
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-1.27K- 2.11% |
$559K - $668K
|
58.9K
$27.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-1.29K- 19.25% |
$565K - $675K
|
5.4K
$2.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.29K- 4.49% |
$568K - $678K
|
27.5K
$12.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.3K- 34.26% |
$569K - $679K
|
2.49K
$1.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.31K- 8.2% |
$576K - $688K
|
14.7K
$6.78M
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
SELL
|
- |
-1.31K- 3.33% |
$577K - $689K
|
38.2K
$17.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.32K- 10.25% |
$580K - $693K
|
11.6K
$5.33M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.33K- 33.2% |
$583K - $697K
|
2.67K
$1.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.35K- 11.11% |
$592K - $707K
|
10.8K
$4.98M
|
|
|
Aug 08, 2024
Q2 2024
|
Ns Partners LTD
|
SELL
|
- |
-1.36K- 1.66% |
$597K - $713K
|
80.3K
$37.1M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-1.37K- 3.17% |
$600K - $717K
|
41.8K
$19.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-1.38K- 31.31% |
$606K - $723K
|
3.03K
$1.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.38K- 63.16% |
$607K - $725K
|
806
$372K
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-1.38K- 36.46% |
$608K - $726K
|
2.41K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.39K- 58.76% |
$610K - $728K
|
974
$450K
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.4K- 52.11% |
$614K - $733K
|
1.29K
$593K
|
|
|
Jul 22, 2024
Q2 2024
|
Consolidated Investment Group LLC
|
SELL
|
- |
-1.4K- 8.47% |
$615K - $734K
|
15.1K
$6.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-1.41K- 37.38% |
$621K - $741K
|
2.37K
$1.09M
|