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
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.41K+ 65.67% |
$620K - $741K
|
3.56K
$1.99M
|
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
1.4KNew |
$615K - $734K
|
1.4K
$781K
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
BUY
|
- |
1.4K+ 69.95% |
$614K - $734K
|
3.4K
$1.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.38K+ 8.92% |
$607K - $726K
|
16.9K
$9.42M
|
|
|
Jul 17, 2024
Q2 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
1.37K+ 6.91% |
$600K - $717K
|
21.1K
$11.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.36K+ 0.51% |
$599K - $715K
|
268K
$150M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.36K+ 3.24% |
$598K - $714K
|
43.4K
$24.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.36K+ 12.15% |
$597K - $713K
|
12.6K
$7M
|
|
|
Aug 13, 2024
Q2 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
1.35K+ 0.92% |
$594K - $710K
|
149K
$83.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.35KNew |
$591K - $706K
|
1.35K
$750K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.34K+ 0.33% |
$590K - $705K
|
406K
$226M
|
|
|
Jul 10, 2024
Q2 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
1.34KNew |
$589K - $704K
|
1.34K
$749K
|
|
|
Jul 30, 2024
Q2 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
1.34K+ 3.29% |
$589K - $704K
|
42.1K
$23.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.33K+ 8.12% |
$582K - $696K
|
17.7K
$9.85M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.32K+ 4.51% |
$581K - $694K
|
30.6K
$17.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.31K+ 6.4% |
$575K - $687K
|
21.8K
$12.2M
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
1.3K+ 0.5% |
$571K - $682K
|
264K
$147M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.28K+ 14.79% |
$563K - $673K
|
9.96K
$5.56M
|
|
|
Jul 25, 2024
Q2 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
1.28K+ 3.56% |
$560K - $669K
|
37.1K
$20.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.28K+ 3.64% |
$560K - $669K
|
36.3K
$20.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
1.27K+ 7.68% |
$559K - $667K
|
17.8K
$9.94M
|
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
1.26K+ 4.52% |
$555K - $663K
|
29.2K
$16.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
1.26K+ 1.35% |
$554K - $662K
|
94.4K
$52.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.26K+ 7.68% |
$553K - $661K
|
17.6K
$9.84M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.25K+ 1.13% |
$550K - $657K
|
112K
$62.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.25K+ 9.02% |
$547K - $654K
|
15.1K
$8.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.24K+ 4.27% |
$545K - $651K
|
30.3K
$16.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
1.23K+ 3.07% |
$539K - $644K
|
41.3K
$23M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.21KNew |
$532K - $636K
|
1.21K
$676K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.2K+ 3.11% |
$528K - $631K
|
39.8K
$22.2M
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.2KNew |
$527K - $630K
|
1.2K
$669K
|
|
|
Jul 24, 2024
Q2 2024
|
Suncoast Equity Management
|
BUY
|
- |
1.19K+ 1.84% |
$521K - $623K
|
65.6K
$36.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
1.19K+ 15.42% |
$521K - $623K
|
8.89K
$4.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.18K+ 122.26% |
$519K - $620K
|
2.15K
$1.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.18K+ 12.25% |
$517K - $618K
|
10.8K
$6.02M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.18KNew |
$516K - $617K
|
1.18K
$656K
|
|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.16K+ 15.15% |
$508K - $606K
|
8.79K
$4.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.15K+ 19.46% |
$504K - $602K
|
7.05K
$3.93M
|
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.13K+ 18.09% |
$496K - $592K
|
7.37K
$4.11M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.12K+ 0.48% |
$492K - $588K
|
235K
$131M
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.11KNew |
$488K - $583K
|
1.11K
$620K
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.11KNew |
$488K - $582K
|
1.11K
$619K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.11KNew |
$485K - $580K
|
1.11K
$616K
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.1K+ 87.03% |
$483K - $577K
|
2.36K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
1.1KNew |
$483K - $577K
|
1.1K
$614K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.07KNew |
$471K - $562K
|
1.07K
$598K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.07K+ 8.54% |
$470K - $561K
|
13.6K
$7.58M
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.06K+ 7.06% |
$467K - $558K
|
16.1K
$9M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.06KNew |
$466K - $556K
|
1.06K
$591K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.04K+ 34.32% |
$459K - $548K
|
4.09K
$2.28M
|