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 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
139+ 0.54% |
$61K - $72.9K
|
26K
$13.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
138+ 17.51% |
$60.6K - $72.4K
|
926
$486K
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
138+ 4.17% |
$60.6K - $72.4K
|
3.45K
$1.81M
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
136+ 11.18% |
$59.7K - $71.3K
|
1.35K
$709K
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
136+ 3.36% |
$59.7K - $71.3K
|
4.18K
$2.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
136+ 11.07% |
$59.7K - $71.3K
|
1.37K
$716K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
135New |
$59.3K - $70.8K
|
135
$70.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
135+ 1.08% |
$59.3K - $70.8K
|
12.6K
$6.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
134+ 0.81% |
$58.9K - $70.3K
|
16.7K
$8.77M
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
133+ 11.28% |
$58.4K - $69.8K
|
1.31K
$688K
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
133+ 18.95% |
$58.4K - $69.8K
|
835
$438K
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
132+ 0.6% |
$58K - $69.3K
|
22.1K
$11.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
132+ 4.55% |
$58K - $69.3K
|
3.03K
$1.59M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
132+ 20.25% |
$58K - $69.3K
|
784
$411K
|
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
132+ 0.24% |
$58K - $69.3K
|
54K
$28.3M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
131+ 2.0% |
$57.5K - $68.7K
|
6.67K
$3.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
131+ 1.6% |
$57.5K - $68.7K
|
8.33K
$4.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
130+ 2.64% |
$57.1K - $68.2K
|
5.06K
$2.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
130+ 2.8% |
$57.1K - $68.2K
|
4.78K
$2.51M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
128+ 27.83% |
$56.2K - $67.2K
|
588
$308K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
128+ 0.63% |
$56.2K - $67.2K
|
20.4K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
128+ 1.15% |
$56.2K - $67.2K
|
11.2K
$5.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
127+ 4.67% |
$55.8K - $66.6K
|
2.85K
$1.49M
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
127+ 1.81% |
$55.8K - $66.6K
|
7.15K
$3.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
126+ 11.79% |
$55.3K - $66.1K
|
1.2K
$627K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
125New |
$54.9K - $65.6K
|
125
$65.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
125+ 3.67% |
$54.9K - $65.6K
|
3.53K
$1.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
125+ 13.53% |
$54.9K - $65.6K
|
1.05K
$550K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
124+ 7.7% |
$54.5K - $65.1K
|
1.73K
$910K
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
124+ 1.16% |
$54.5K - $65.1K
|
10.8K
$5.67M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
123+ 6.53% |
$54K - $64.5K
|
2.01K
$1.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
122+ 3.83% |
$53.6K - $64K
|
3.31K
$1.74M
|
|
|
Jul 19, 2024
Q2 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
121+ 2.59% |
$53.1K - $63.5K
|
4.78K
$2.51M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
121+ 7.36% |
$53.1K - $63.5K
|
1.76K
$925K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
121+ 7.13% |
$53.1K - $63.5K
|
1.82K
$954K
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
121+ 12.19% |
$53.1K - $63.5K
|
1.11K
$584K
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
120+ 3.53% |
$52.7K - $63K
|
3.52K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
120+ 130.43% |
$52.7K - $63K
|
212
$111K
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
119+ 10.73% |
$52.3K - $62.4K
|
1.23K
$644K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
119New |
$52.3K - $62.4K
|
119
$62.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Notis Mc Conarty Edward
|
BUY
|
- |
119+ 1.38% |
$52.3K - $62.4K
|
8.74K
$4.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
119+ 10.49% |
$52.3K - $62.4K
|
1.25K
$657K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
116+ 1.2% |
$50.9K - $60.9K
|
9.8K
$5.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
BUY
|
- |
116+ 3.21% |
$50.9K - $60.9K
|
3.73K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
116+ 65.91% |
$50.9K - $60.9K
|
292
$153K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
115+ 9.21% |
$50.5K - $60.3K
|
1.36K
$715K
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
115+ 2.4% |
$50.5K - $60.3K
|
4.9K
$2.57M
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
114New |
$50.1K - $59.8K
|
114
$59.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
114+ 5.53% |
$50.1K - $59.8K
|
2.17K
$1.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
113+ 20.66% |
$49.6K - $59.3K
|
660
$346K
|