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 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
75+ 3.37% |
$32.9K - $39.3K
|
2.3K
$703K
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
75+ 6.0% |
$32.9K - $39.3K
|
1.32K
$405K
|
|
|
Feb 21, 2025
Q2 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
75+ 0.65% |
$32.9K - $39.3K
|
11.6K
$3.54M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
74+ 1.77% |
$32.5K - $38.8K
|
4.25K
$1.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
74+ 1.56% |
$32.5K - $38.8K
|
4.81K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
74+ 14.48% |
$32.5K - $38.8K
|
585
$179K
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
74+ 12.37% |
$32.5K - $38.8K
|
672
$205K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
73+ 2.67% |
$32.1K - $38.3K
|
2.81K
$857K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
73+ 1.66% |
$32.1K - $38.3K
|
4.47K
$1.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
73+ 1.33% |
$32.1K - $38.3K
|
5.55K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
71+ 0.66% |
$31.2K - $37.2K
|
10.9K
$3.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
71+ 4.4% |
$31.2K - $37.2K
|
1.68K
$515K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
70+ 1.93% |
$30.7K - $36.7K
|
3.7K
$1.13M
|
|
|
Jul 29, 2024
Q2 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
70+ 2.18% |
$30.7K - $36.7K
|
3.29K
$1M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
70+ 18.52% |
$30.7K - $36.7K
|
448
$137K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
69+ 18.96% |
$30.3K - $36.2K
|
433
$132K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
69+ 0.93% |
$30.3K - $36.2K
|
7.51K
$2.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
69+ 9.68% |
$30.3K - $36.2K
|
782
$239K
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
69+ 5.54% |
$30.3K - $36.2K
|
1.32K
$402K
|
|
|
Apr 04, 2025
Q2 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
69+ 2.68% |
$30.3K - $36.2K
|
2.65K
$808K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
68+ 21.25% |
$29.9K - $35.7K
|
388
$119K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
68+ 4.2% |
$29.9K - $35.7K
|
1.69K
$516K
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
68+ 3.17% |
$29.9K - $35.7K
|
2.21K
$676K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
68+ 8.43% |
$29.9K - $35.7K
|
875
$267K
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
67+ 2.05% |
$29.4K - $35.2K
|
3.33K
$1.02M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
67+ 1.35% |
$29.4K - $35.2K
|
5.05K
$1.54M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
67+ 7.73% |
$29.4K - $35.2K
|
934
$285K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
67+ 1.41% |
$29.4K - $35.2K
|
4.83K
$1.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
67+ 1.63% |
$29.4K - $35.2K
|
4.18K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
67+ 1.27% |
$29.4K - $35.2K
|
5.36K
$1.64M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
66+ 2.2% |
$29K - $34.6K
|
3.07K
$939K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
66+ 7.38% |
$29K - $34.6K
|
960
$293K
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
66+ 2.68% |
$29K - $34.6K
|
2.53K
$773K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
66+ 16.1% |
$29K - $34.6K
|
476
$145K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
66New |
$29K - $34.6K
|
66
$20.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
66+ 66.0% |
$29K - $34.6K
|
166
$50.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
65+ 3.65% |
$28.5K - $34.1K
|
1.85K
$564K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
65+ 3.29% |
$28.5K - $34.1K
|
2.04K
$623K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
65+ 0.15% |
$28.5K - $34.1K
|
43.3K
$13.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
65+ 2.68% |
$28.5K - $34.1K
|
2.49K
$761K
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
65+ 0.65% |
$28.5K - $34.1K
|
10K
$3.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
65+ 3.0% |
$28.5K - $34.1K
|
2.23K
$682K
|
|
|
Jul 17, 2024
Q2 2024
|
Asio Capital, LLC
|
BUY
|
- |
64+ 0.43% |
$28.1K - $33.6K
|
15K
$4.57M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
64+ 9.03% |
$28.1K - $33.6K
|
773
$236K
|
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
63+ 1.74% |
$27.7K - $33.1K
|
3.69K
$1.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
63+ 10.7% |
$27.7K - $33.1K
|
652
$199K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
63+ 4.26% |
$27.7K - $33.1K
|
1.54K
$471K
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
63+ 3.01% |
$27.7K - $33.1K
|
2.16K
$659K
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
63+ 6.91% |
$27.7K - $33.1K
|
975
$298K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
63+ 1.05% |
$27.7K - $33.1K
|
6.07K
$1.86M
|