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
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
299+ 4.32% |
$131K - $157K
|
7.23K
$4.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
299+ 26.74% |
$131K - $157K
|
1.42K
$873K
|
|
|
Jul 11, 2024
Q2 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
295+ 2.2% |
$130K - $155K
|
13.7K
$8.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Dempze Nancy E
|
BUY
|
- |
294+ 4.13% |
$129K - $154K
|
7.42K
$4.57M
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
294+ 2.92% |
$129K - $154K
|
10.4K
$6.38M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
291+ 58.08% |
$128K - $153K
|
792
$488K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
289+ 4.46% |
$127K - $152K
|
6.77K
$4.17M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
288+ 20.98% |
$126K - $151K
|
1.66K
$1.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
288+ 2.71% |
$126K - $151K
|
10.9K
$6.73M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
288+ 9.08% |
$126K - $151K
|
3.46K
$2.13M
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
284+ 2.07% |
$125K - $149K
|
14K
$8.63M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
282+ 0.58% |
$124K - $148K
|
48.5K
$29.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
BUY
|
- |
282+ 4.09% |
$124K - $148K
|
7.18K
$4.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
282+ 2.87% |
$124K - $148K
|
10.1K
$6.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
281+ 11.68% |
$123K - $147K
|
2.69K
$1.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
277+ 22.65% |
$122K - $145K
|
1.5K
$924K
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
276+ 8.53% |
$121K - $145K
|
3.51K
$2.16M
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
276+ 3.89% |
$121K - $145K
|
7.37K
$4.54M
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
275+ 17.17% |
$121K - $144K
|
1.88K
$1.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
274+ 2.23% |
$120K - $144K
|
12.6K
$7.75M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
272+ 3.01% |
$119K - $143K
|
9.31K
$5.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
272+ 30.12% |
$119K - $143K
|
1.18K
$724K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
270+ 12.18% |
$119K - $142K
|
2.49K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
270+ 15.82% |
$119K - $142K
|
1.98K
$1.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
266+ 0.51% |
$117K - $140K
|
52.3K
$32.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
266+ 36.74% |
$117K - $140K
|
990
$610K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
266+ 9.17% |
$117K - $140K
|
3.17K
$1.95M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
264+ 6.77% |
$116K - $139K
|
4.16K
$2.56M
|
|
|
Aug 02, 2024
Q2 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
264+ 2.4% |
$116K - $139K
|
11.3K
$6.94M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
263+ 29.29% |
$116K - $138K
|
1.16K
$715K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
263+ 2.58% |
$116K - $138K
|
10.4K
$6.43M
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
261+ 23.14% |
$115K - $137K
|
1.39K
$855K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
261+ 18.18% |
$115K - $137K
|
1.7K
$1.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
260+ 14.62% |
$114K - $136K
|
2.04K
$1.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
259+ 1.63% |
$114K - $136K
|
16.2K
$9.97M
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
257+ 3.83% |
$113K - $135K
|
6.97K
$4.29M
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
257+ 2.19% |
$113K - $135K
|
12K
$7.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
257+ 1.17% |
$113K - $135K
|
22.3K
$13.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
257+ 4.98% |
$113K - $135K
|
5.42K
$3.34M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
256+ 7.9% |
$112K - $134K
|
3.5K
$2.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
256+ 36.89% |
$112K - $134K
|
950
$585K
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
256+ 2.28% |
$112K - $134K
|
11.5K
$7.06M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
254+ 11.72% |
$112K - $133K
|
2.42K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
253+ 12.35% |
$111K - $133K
|
2.3K
$1.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
252+ 3.75% |
$111K - $132K
|
6.97K
$4.29M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
252+ 20.03% |
$111K - $132K
|
1.51K
$930K
|
|
|
Aug 07, 2024
Q2 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
250+ 18.23% |
$110K - $131K
|
1.62K
$998K
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
BUY
|
- |
248+ 1.52% |
$109K - $130K
|
16.6K
$10.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
247New |
$108K - $130K
|
247
$152K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
246+ 7.37% |
$108K - $129K
|
3.58K
$2.21M
|