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 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
132+ 0.24% |
$58K - $69.3K
|
54K
$31.2M
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
131+ 2.0% |
$57.5K - $68.7K
|
6.67K
$3.85M
|
|
Jul 29, 2024
Q2 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
131+ 1.6% |
$57.5K - $68.7K
|
8.33K
$4.81M
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
130+ 2.64% |
$57.1K - $68.2K
|
5.06K
$2.92M
|
|
Aug 13, 2024
Q2 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
130+ 2.8% |
$57.1K - $68.2K
|
4.78K
$2.76M
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
128+ 27.83% |
$56.2K - $67.2K
|
588
$339K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
128+ 0.63% |
$56.2K - $67.2K
|
20.4K
$11.8M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
128+ 1.15% |
$56.2K - $67.2K
|
11.2K
$6.49M
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
127+ 4.67% |
$55.8K - $66.6K
|
2.85K
$1.64M
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
127+ 1.81% |
$55.8K - $66.6K
|
7.15K
$4.12M
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
126+ 11.79% |
$55.3K - $66.1K
|
1.2K
$690K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
125New |
$54.9K - $65.6K
|
125
$72.1K
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
125+ 3.67% |
$54.9K - $65.6K
|
3.53K
$2.04M
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
125+ 13.53% |
$54.9K - $65.6K
|
1.05K
$605K
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
124+ 7.7% |
$54.5K - $65.1K
|
1.73K
$1M
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
124+ 1.16% |
$54.5K - $65.1K
|
10.8K
$6.24M
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
123+ 6.53% |
$54K - $64.5K
|
2.01K
$1.16M
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
122+ 3.83% |
$53.6K - $64K
|
3.31K
$1.91M
|
|
Jul 19, 2024
Q2 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
121+ 2.59% |
$53.1K - $63.5K
|
4.78K
$2.76M
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
121+ 7.36% |
$53.1K - $63.5K
|
1.76K
$1.02M
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
121+ 7.13% |
$53.1K - $63.5K
|
1.82K
$1.05M
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
121+ 12.19% |
$53.1K - $63.5K
|
1.11K
$643K
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
120+ 3.53% |
$52.7K - $63K
|
3.52K
$2.03M
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
120+ 130.43% |
$52.7K - $63K
|
212
$122K
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
119+ 10.73% |
$52.3K - $62.4K
|
1.23K
$709K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
119New |
$52.3K - $62.4K
|
119
$68.7K
|
|
Aug 12, 2024
Q2 2024
|
Notis Mc Conarty Edward
|
BUY
|
- |
119+ 1.38% |
$52.3K - $62.4K
|
8.74K
$5.04M
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
119+ 10.49% |
$52.3K - $62.4K
|
1.25K
$723K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
116+ 1.2% |
$50.9K - $60.9K
|
9.8K
$5.65M
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
BUY
|
- |
116+ 3.21% |
$50.9K - $60.9K
|
3.73K
$2.15M
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
116+ 65.91% |
$50.9K - $60.9K
|
292
$169K
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
115+ 9.21% |
$50.5K - $60.3K
|
1.36K
$787K
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
115+ 2.4% |
$50.5K - $60.3K
|
4.9K
$2.83M
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
114New |
$50.1K - $59.8K
|
114
$65.8K
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
114+ 5.53% |
$50.1K - $59.8K
|
2.17K
$1.25M
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
113+ 20.66% |
$49.6K - $59.3K
|
660
$381K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
112+ 6.36% |
$49.2K - $58.8K
|
1.87K
$1.08M
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
112+ 9.82% |
$49.2K - $58.8K
|
1.25K
$722K
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
110+ 0.83% |
$48.3K - $57.7K
|
13.4K
$7.75M
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
110+ 16.57% |
$48.3K - $57.7K
|
774
$447K
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
109+ 0.78% |
$47.9K - $57.2K
|
14K
$8.08M
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
107+ 2.09% |
$47K - $56.1K
|
5.23K
$3.02M
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
106+ 11.74% |
$46.6K - $55.6K
|
1.01K
$582K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
106+ 8.21% |
$46.6K - $55.6K
|
1.4K
$806K
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
106+ 24.09% |
$46.6K - $55.6K
|
546
$315K
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
106+ 1.07% |
$46.6K - $55.6K
|
10K
$5.8M
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
105+ 5.7% |
$46.1K - $55.1K
|
1.95K
$1.12M
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
105+ 11.06% |
$46.1K - $55.1K
|
1.05K
$608K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
104+ 10.2% |
$45.7K - $54.6K
|
1.12K
$649K
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
104+ 2.2% |
$45.7K - $54.6K
|
4.83K
$2.79M
|