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 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
112+ 6.36% |
$49.2K - $58.8K
|
1.87K
$982K
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
112+ 9.82% |
$49.2K - $58.8K
|
1.25K
$657K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
110+ 0.83% |
$48.3K - $57.7K
|
13.4K
$7.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
110+ 16.57% |
$48.3K - $57.7K
|
774
$406K
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
109+ 0.78% |
$47.9K - $57.2K
|
14K
$7.34M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
107+ 2.09% |
$47K - $56.1K
|
5.23K
$2.74M
|
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
106+ 11.74% |
$46.6K - $55.6K
|
1.01K
$529K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
106+ 8.21% |
$46.6K - $55.6K
|
1.4K
$733K
|
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
106+ 24.09% |
$46.6K - $55.6K
|
546
$286K
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
106+ 1.07% |
$46.6K - $55.6K
|
10K
$5.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
105+ 5.7% |
$46.1K - $55.1K
|
1.95K
$1.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
105+ 11.06% |
$46.1K - $55.1K
|
1.05K
$553K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
104+ 10.2% |
$45.7K - $54.6K
|
1.12K
$590K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
104+ 2.2% |
$45.7K - $54.6K
|
4.83K
$2.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
104+ 8.74% |
$45.7K - $54.6K
|
1.29K
$679K
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
104+ 1.55% |
$45.7K - $54.6K
|
6.82K
$3.58M
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
103+ 14.27% |
$45.2K - $54K
|
825
$433K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
102+ 10.65% |
$44.8K - $53.5K
|
1.06K
$556K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
102+ 20.28% |
$44.8K - $53.5K
|
605
$317K
|
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
102+ 0.35% |
$44.8K - $53.5K
|
29.2K
$15.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
101+ 39.76% |
$44.4K - $53K
|
355
$186K
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
101+ 17.6% |
$44.4K - $53K
|
675
$354K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
101+ 5.14% |
$44.4K - $53K
|
2.07K
$1.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
100+ 4.06% |
$43.9K - $52.5K
|
2.56K
$1.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
100+ 4.76% |
$43.9K - $52.5K
|
2.2K
$1.15M
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
100New |
$43.9K - $52.5K
|
100
$52.5K
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
99+ 4.61% |
$43.5K - $51.9K
|
2.25K
$1.18M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
98+ 5.25% |
$43K - $51.4K
|
1.96K
$1.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
98+ 6.4% |
$43K - $51.4K
|
1.63K
$855K
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
98+ 3.68% |
$43K - $51.4K
|
2.76K
$1.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
98+ 15.78% |
$43K - $51.4K
|
719
$377K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
98+ 3.73% |
$43K - $51.4K
|
2.72K
$1.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
98+ 1.06% |
$43K - $51.4K
|
9.32K
$4.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
97+ 18.8% |
$42.6K - $50.9K
|
613
$322K
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
96+ 11.82% |
$42.2K - $50.4K
|
908
$476K
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
BUY
|
- |
94+ 12.69% |
$41.3K - $49.3K
|
835
$438K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
93+ 3.73% |
$40.8K - $48.8K
|
2.58K
$1.36M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
93+ 3.46% |
$40.8K - $48.8K
|
2.78K
$1.46M
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
93+ 4.9% |
$40.8K - $48.8K
|
1.99K
$1.04M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
93+ 4.72% |
$40.8K - $48.8K
|
2.06K
$1.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
93+ 2.91% |
$40.8K - $48.8K
|
3.29K
$1.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Vista Finance, LLC
|
BUY
|
- |
93+ 2.27% |
$40.8K - $48.8K
|
4.19K
$2.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
92+ 2.71% |
$40.4K - $48.3K
|
3.49K
$1.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
92+ 17.16% |
$40.4K - $48.3K
|
628
$329K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
92+ 9.06% |
$40.4K - $48.3K
|
1.11K
$581K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
92+ 5.7% |
$40.4K - $48.3K
|
1.71K
$895K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
91+ 12.91% |
$40K - $47.7K
|
796
$418K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
91+ 2.25% |
$40K - $47.7K
|
4.14K
$2.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
90+ 5.5% |
$39.5K - $47.2K
|
1.73K
$905K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
90+ 1.25% |
$39.5K - $47.2K
|
7.27K
$3.81M
|