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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
259+ 1.63% |
$114K - $136K
|
16.2K
$4.95M
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
257+ 3.83% |
$113K - $135K
|
6.97K
$2.13M
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
257+ 2.19% |
$113K - $135K
|
12K
$3.66M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
257+ 1.17% |
$113K - $135K
|
22.3K
$6.81M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
257+ 4.98% |
$113K - $135K
|
5.42K
$1.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
256+ 7.9% |
$112K - $134K
|
3.5K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
256+ 36.89% |
$112K - $134K
|
950
$290K
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
256+ 2.28% |
$112K - $134K
|
11.5K
$3.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
254+ 11.72% |
$112K - $133K
|
2.42K
$740K
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
253+ 12.35% |
$111K - $133K
|
2.3K
$703K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
252+ 3.75% |
$111K - $132K
|
6.97K
$2.13M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
252+ 20.03% |
$111K - $132K
|
1.51K
$461K
|
|
|
Aug 07, 2024
Q2 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
250+ 18.23% |
$110K - $131K
|
1.62K
$495K
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
BUY
|
- |
248+ 1.52% |
$109K - $130K
|
16.6K
$5.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
247New |
$108K - $130K
|
247
$75.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
246+ 7.37% |
$108K - $129K
|
3.58K
$1.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
245+ 8.08% |
$108K - $129K
|
3.28K
$1M
|
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
242+ 27.31% |
$106K - $127K
|
1.13K
$345K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
242+ 2.79% |
$106K - $127K
|
8.9K
$2.72M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
239+ 14.48% |
$105K - $125K
|
1.89K
$577K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
237+ 3.01% |
$104K - $124K
|
8.11K
$2.48M
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
236+ 4.99% |
$104K - $124K
|
4.97K
$1.52M
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
235+ 7.54% |
$103K - $123K
|
3.35K
$1.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
235+ 13.64% |
$103K - $123K
|
1.96K
$598K
|
|
|
Jul 08, 2024
Q2 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
234+ 0.77% |
$103K - $123K
|
30.5K
$9.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
234+ 9.92% |
$103K - $123K
|
2.59K
$793K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
233+ 5.01% |
$102K - $122K
|
4.89K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
232+ 6.92% |
$102K - $122K
|
3.59K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
232+ 5.23% |
$102K - $122K
|
4.67K
$1.43M
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
231+ 2.12% |
$101K - $121K
|
11.1K
$3.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
231+ 19.14% |
$101K - $121K
|
1.44K
$439K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
230+ 11.86% |
$101K - $121K
|
2.17K
$663K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
230+ 3.55% |
$101K - $121K
|
6.72K
$2.05M
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
228+ 3.71% |
$100K - $120K
|
6.37K
$1.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
228+ 9.12% |
$100K - $120K
|
2.73K
$834K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
227+ 54.83% |
$99.7K - $119K
|
641
$196K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
224+ 2.93% |
$98.4K - $118K
|
7.86K
$2.4M
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
223+ 29.11% |
$97.9K - $117K
|
989
$302K
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
223+ 17.67% |
$97.9K - $117K
|
1.49K
$454K
|
|
|
Aug 14, 2024
Q2 2024
|
Nbw Capital LLC
|
BUY
|
- |
221+ 2.57% |
$97.1K - $116K
|
8.83K
$2.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
220+ 0.56% |
$96.6K - $115K
|
39.8K
$12.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
220+ 4.59% |
$96.6K - $115K
|
5.01K
$1.53M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
219+ 26.81% |
$96.2K - $115K
|
1.04K
$317K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
219+ 1.31% |
$96.2K - $115K
|
16.9K
$5.17M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
218+ 42.25% |
$95.7K - $114K
|
734
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
218+ 12.45% |
$95.7K - $114K
|
1.97K
$602K
|
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
BUY
|
- |
217+ 2.82% |
$95.3K - $114K
|
7.9K
$2.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
217+ 4.04% |
$95.3K - $114K
|
5.59K
$1.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
216+ 21.09% |
$94.9K - $113K
|
1.24K
$379K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
215+ 52.06% |
$94.4K - $113K
|
628
$192K
|