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 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
62+ 2.97% |
$27.2K - $32.5K
|
2.15K
$658K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
62+ 17.08% |
$27.2K - $32.5K
|
425
$130K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
61+ 2.41% |
$26.8K - $32K
|
2.6K
$793K
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
61+ 0.42% |
$26.8K - $32K
|
14.5K
$4.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
61+ 1.61% |
$26.8K - $32K
|
3.84K
$1.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
61+ 7.58% |
$26.8K - $32K
|
866
$265K
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
60+ 30.93% |
$26.4K - $31.5K
|
254
$77.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
60New |
$26.4K - $31.5K
|
60
$18.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
60+ 2.62% |
$26.4K - $31.5K
|
2.35K
$718K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
60+ 600.0% |
$26.4K - $31.5K
|
70
$21.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
60+ 9.01% |
$26.4K - $31.5K
|
726
$222K
|
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
60+ 5.11% |
$26.4K - $31.5K
|
1.23K
$377K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
59+ 2.78% |
$25.9K - $31K
|
2.19K
$668K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
58+ 5.23% |
$25.5K - $30.4K
|
1.17K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
58+ 6.89% |
$25.5K - $30.4K
|
900
$275K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
57+ 6.08% |
$25K - $29.9K
|
995
$304K
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
57+ 1.31% |
$25K - $29.9K
|
4.41K
$1.35M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
57+ 3.25% |
$25K - $29.9K
|
1.81K
$553K
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
56+ 1.55% |
$24.6K - $29.4K
|
3.67K
$1.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
55+ 5.8% |
$24.2K - $28.9K
|
1K
$307K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
54+ 0.4% |
$23.7K - $28.3K
|
13.7K
$4.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
54+ 5.08% |
$23.7K - $28.3K
|
1.12K
$342K
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
54+ 1.35% |
$23.7K - $28.3K
|
4.05K
$1.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
54+ 10.42% |
$23.7K - $28.3K
|
572
$175K
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
54+ 12.92% |
$23.7K - $28.3K
|
472
$144K
|
|
|
Aug 06, 2024
Q2 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
53+ 5.13% |
$23.3K - $27.8K
|
1.09K
$332K
|
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
53+ 6.43% |
$23.3K - $27.8K
|
877
$268K
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
52+ 6.93% |
$22.8K - $27.3K
|
802
$245K
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
51+ 12.14% |
$22.4K - $26.8K
|
471
$144K
|
|
|
May 07, 2025
Q2 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
51+ 11.72% |
$22.4K - $26.8K
|
486
$149K
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
50+ 1.03% |
$22K - $26.2K
|
4.89K
$1.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
50+ 4.95% |
$22K - $26.2K
|
1.06K
$324K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
50+ 0.29% |
$22K - $26.2K
|
17.4K
$5.33M
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
50+ 1.12% |
$22K - $26.2K
|
4.51K
$1.38M
|
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
50+ 0.1% |
$22K - $26.2K
|
50.2K
$15.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
50+ 5.24% |
$22K - $26.2K
|
1.01K
$307K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
50+ 16.5% |
$22K - $26.2K
|
353
$108K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
50+ 0.2% |
$22K - $26.2K
|
25.1K
$7.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
50+ 0.65% |
$22K - $26.2K
|
7.78K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
50+ 0.66% |
$22K - $26.2K
|
7.6K
$2.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
49+ 8.06% |
$21.5K - $25.7K
|
657
$201K
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
49+ 1.04% |
$21.5K - $25.7K
|
4.77K
$1.46M
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
49+ 0.49% |
$21.5K - $25.7K
|
9.99K
$3.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
49+ 0.79% |
$21.5K - $25.7K
|
6.22K
$1.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
49+ 0.27% |
$21.5K - $25.7K
|
18.4K
$5.62M
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
49+ 0.57% |
$21.5K - $25.7K
|
8.63K
$2.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
49+ 3.01% |
$21.5K - $25.7K
|
1.68K
$513K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
49+ 4.26% |
$21.5K - $25.7K
|
1.2K
$366K
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
49+ 1.74% |
$21.5K - $25.7K
|
2.86K
$874K
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
48+ 2.45% |
$21.1K - $25.2K
|
2.01K
$613K
|