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 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
165+ 4.93% |
$72.5K - $86.6K
|
3.51K
$1.84M
|
|
|
Aug 06, 2024
Q2 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
165+ 2.39% |
$72.5K - $86.6K
|
7.06K
$3.7M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
163+ 2.64% |
$71.6K - $85.5K
|
6.34K
$3.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
163+ 4.52% |
$71.6K - $85.5K
|
3.77K
$1.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
163+ 17.58% |
$71.6K - $85.5K
|
1.09K
$572K
|
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
163+ 1.61% |
$71.6K - $85.5K
|
10.3K
$5.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
162+ 17.4% |
$71.2K - $85K
|
1.09K
$573K
|
|
|
Jul 23, 2024
Q2 2024
|
Scharf Investments, LLC
|
BUY
|
- |
161+ 4.32% |
$70.7K - $84.5K
|
3.89K
$2.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
161New |
$70.7K - $84.5K
|
161
$84.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
160+ 26.53% |
$70.3K - $83.9K
|
763
$400K
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
159+ 1.38% |
$69.8K - $83.4K
|
11.6K
$6.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
158+ 12.56% |
$69.4K - $82.9K
|
1.42K
$743K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
158+ 6.05% |
$69.4K - $82.9K
|
2.77K
$1.45M
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
157+ 4.74% |
$69K - $82.4K
|
3.47K
$1.82M
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
156+ 2.64% |
$68.5K - $81.8K
|
6.07K
$3.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
156+ 1.32% |
$68.5K - $81.8K
|
11.9K
$6.26M
|
|
|
Jul 18, 2024
Q2 2024
|
Jlb & Associates Inc
|
BUY
|
- |
155+ 0.41% |
$68.1K - $81.3K
|
37.9K
$19.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
154+ 0.93% |
$67.6K - $80.8K
|
16.8K
$8.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
154+ 14.75% |
$67.6K - $80.8K
|
1.2K
$628K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
153+ 2.26% |
$67.2K - $80.3K
|
6.93K
$3.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
153+ 0.37% |
$67.2K - $80.3K
|
41.9K
$22M
|
|
|
Jul 12, 2024
Q2 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
152+ 3.41% |
$66.8K - $79.7K
|
4.62K
$2.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Groesbeck Investment Management Corp
|
BUY
|
- |
150+ 3.9% |
$65.9K - $78.7K
|
4K
$2.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
150+ 10.03% |
$65.9K - $78.7K
|
1.65K
$863K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
150+ 5.85% |
$65.9K - $78.7K
|
2.71K
$1.42M
|
|
|
Aug 06, 2024
Q2 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
150+ 8.62% |
$65.9K - $78.7K
|
1.89K
$991K
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
150+ 14.19% |
$65.9K - $78.7K
|
1.21K
$633K
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
150+ 14.22% |
$65.9K - $78.7K
|
1.21K
$632K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
149+ 16.46% |
$65.4K - $78.2K
|
1.05K
$553K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
149+ 3.78% |
$65.4K - $78.2K
|
4.1K
$2.15M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
149+ 0.21% |
$65.4K - $78.2K
|
72.3K
$37.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
146+ 3.4% |
$64.1K - $76.6K
|
4.45K
$2.33M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
146+ 4.0% |
$64.1K - $76.6K
|
3.8K
$1.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
146+ 13.93% |
$64.1K - $76.6K
|
1.19K
$626K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
146+ 2.34% |
$64.1K - $76.6K
|
6.39K
$3.35M
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
144+ 11.09% |
$63.2K - $75.5K
|
1.44K
$756K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
143+ 1.82% |
$62.8K - $75K
|
7.99K
$4.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
BUY
|
- |
143+ 2.25% |
$62.8K - $75K
|
6.5K
$3.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
143+ 0.28% |
$62.8K - $75K
|
51.3K
$26.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
143+ 0.55% |
$62.8K - $75K
|
26.1K
$13.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
142+ 3.41% |
$62.4K - $74.5K
|
4.3K
$2.26M
|
|
|
Jul 18, 2024
Q2 2024
|
Verde Capital Management
|
BUY
|
- |
142+ 21.45% |
$62.4K - $74.5K
|
804
$422K
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
142+ 3.43% |
$62.4K - $74.5K
|
4.28K
$2.24M
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
141+ 6.37% |
$61.9K - $74K
|
2.36K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
141+ 3.57% |
$61.9K - $74K
|
4.09K
$2.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
141+ 0.14% |
$61.9K - $74K
|
101K
$53.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
140+ 4.9% |
$61.5K - $73.4K
|
3K
$1.57M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
140+ 14.26% |
$61.5K - $73.4K
|
1.12K
$589K
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
140+ 1.01% |
$61.5K - $73.4K
|
14.1K
$7.38M
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
140+ 16.71% |
$61.5K - $73.4K
|
978
$513K
|