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 12, 2024
Q2 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
245+ 8.08% |
$108K - $129K
|
3.28K
$2.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
242+ 27.31% |
$106K - $127K
|
1.13K
$695K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
242+ 2.79% |
$106K - $127K
|
8.9K
$5.48M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
239+ 14.48% |
$105K - $125K
|
1.89K
$1.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
237+ 3.01% |
$104K - $124K
|
8.11K
$5M
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
236+ 4.99% |
$104K - $124K
|
4.97K
$3.06M
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
235+ 7.54% |
$103K - $123K
|
3.35K
$2.06M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
235+ 13.64% |
$103K - $123K
|
1.96K
$1.21M
|
|
|
Jul 08, 2024
Q2 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
234+ 0.77% |
$103K - $123K
|
30.5K
$18.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
234+ 9.92% |
$103K - $123K
|
2.59K
$1.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
233+ 5.01% |
$102K - $122K
|
4.89K
$3.01M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
232+ 6.92% |
$102K - $122K
|
3.59K
$2.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
232+ 5.23% |
$102K - $122K
|
4.67K
$2.88M
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
231+ 2.12% |
$101K - $121K
|
11.1K
$6.84M
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
231+ 19.14% |
$101K - $121K
|
1.44K
$886K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
230+ 11.86% |
$101K - $121K
|
2.17K
$1.34M
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
230+ 3.55% |
$101K - $121K
|
6.72K
$4.14M
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
228+ 3.71% |
$100K - $120K
|
6.37K
$3.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
228+ 9.12% |
$100K - $120K
|
2.73K
$1.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
227+ 54.83% |
$99.7K - $119K
|
641
$395K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
224+ 2.93% |
$98.4K - $118K
|
7.86K
$4.84M
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
223+ 29.11% |
$97.9K - $117K
|
989
$609K
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
223+ 17.67% |
$97.9K - $117K
|
1.49K
$914K
|
|
|
Aug 14, 2024
Q2 2024
|
Nbw Capital LLC
|
BUY
|
- |
221+ 2.57% |
$97.1K - $116K
|
8.83K
$5.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
220+ 0.56% |
$96.6K - $115K
|
39.8K
$24.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
220+ 4.59% |
$96.6K - $115K
|
5.01K
$3.09M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
219+ 26.81% |
$96.2K - $115K
|
1.04K
$638K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
219+ 1.31% |
$96.2K - $115K
|
16.9K
$10.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
218+ 42.25% |
$95.7K - $114K
|
734
$452K
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
218+ 12.45% |
$95.7K - $114K
|
1.97K
$1.21M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
BUY
|
- |
217+ 2.82% |
$95.3K - $114K
|
7.9K
$4.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
217+ 4.04% |
$95.3K - $114K
|
5.59K
$3.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
216+ 21.09% |
$94.9K - $113K
|
1.24K
$764K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
215+ 52.06% |
$94.4K - $113K
|
628
$387K
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
214+ 28.72% |
$94K - $112K
|
959
$591K
|
|
|
Sep 23, 2024
Q2 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
214+ 4.98% |
$94K - $112K
|
4.51K
$2.78M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
213+ 4.5% |
$93.5K - $112K
|
4.95K
$3.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
BUY
|
- |
210+ 3.0% |
$92.2K - $110K
|
7.2K
$4.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
210+ 5.42% |
$92.2K - $110K
|
4.09K
$2.52M
|
|
|
Aug 14, 2024
Q2 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
209+ 18.85% |
$91.8K - $110K
|
1.32K
$812K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
208+ 1.8% |
$91.4K - $109K
|
11.7K
$7.23M
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
208+ 2.56% |
$91.4K - $109K
|
8.35K
$5.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
208+ 3.66% |
$91.4K - $109K
|
5.89K
$3.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
205+ 27.97% |
$90K - $108K
|
938
$578K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
205+ 2.38% |
$90K - $108K
|
8.81K
$5.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
203+ 3.74% |
$89.2K - $106K
|
5.63K
$3.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
202+ 3.35% |
$88.7K - $106K
|
6.24K
$3.84M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
201New |
$88.3K - $105K
|
201
$124K
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
200+ 26.32% |
$87.8K - $105K
|
960
$591K
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
200+ 4.41% |
$87.8K - $105K
|
4.74K
$2.92M
|