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 11, 2024
Q2 2024
|
Jvl Associates LLC
|
BUY
|
- |
16+ 3.54% |
$7.03K - $8.39K
|
468
$143K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
16+ 5.73% |
$7.03K - $8.39K
|
295
$90.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
16+ 1.21% |
$7.03K - $8.39K
|
1.34K
$408K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
16+ 1.1% |
$7.03K - $8.39K
|
1.47K
$450K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
16+ 0.14% |
$7.03K - $8.39K
|
11.6K
$3.55M
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
16+ 1.97% |
$7.03K - $8.39K
|
830
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
16+ 3.44% |
$7.03K - $8.39K
|
481
$147K
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
16+ 1.23% |
$7.03K - $8.39K
|
1.31K
$402K
|
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
15+ 0.49% |
$6.59K - $7.87K
|
3.06K
$935K
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
15+ 0.45% |
$6.59K - $7.87K
|
3.33K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
15+ 0.07% |
$6.59K - $7.87K
|
20.3K
$6.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
14+ 2.01% |
$6.15K - $7.34K
|
709
$217K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
14+ 1.34% |
$6.15K - $7.34K
|
1.06K
$324K
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
14+ 0.34% |
$6.15K - $7.34K
|
4.15K
$1.27M
|
|
|
Jul 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
14+ 0.85% |
$6.15K - $7.34K
|
1.67K
$509K
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
14+ 2.22% |
$6.15K - $7.34K
|
646
$197K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
14+ 0.17% |
$6.15K - $7.34K
|
8.31K
$2.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
14+ 0.36% |
$6.15K - $7.34K
|
3.95K
$1.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
14+ 0.95% |
$6.15K - $7.34K
|
1.48K
$453K
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
14+ 0.14% |
$6.15K - $7.34K
|
10K
$3.06M
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
BUY
|
- |
13+ 0.57% |
$5.71K - $6.82K
|
2.3K
$701K
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
13+ 0.09% |
$5.71K - $6.82K
|
14.8K
$4.51M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
13+ 2.81% |
$5.71K - $6.82K
|
475
$145K
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
13+ 1.06% |
$5.71K - $6.82K
|
1.25K
$380K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
13+ 0.35% |
$5.71K - $6.82K
|
3.78K
$1.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
13+ 3.12% |
$5.71K - $6.82K
|
430
$131K
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
13+ 0.11% |
$5.71K - $6.82K
|
11.4K
$3.48M
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
13+ 0.64% |
$5.71K - $6.82K
|
2.05K
$625K
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
13+ 2.66% |
$5.71K - $6.82K
|
501
$153K
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
12+ 0.12% |
$5.27K - $6.3K
|
9.79K
$2.99M
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
12+ 0.08% |
$5.27K - $6.3K
|
15.1K
$4.63M
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
12+ 1.92% |
$5.27K - $6.3K
|
637
$195K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
BUY
|
- |
12+ 0.57% |
$5.27K - $6.3K
|
2.13K
$651K
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
12+ 2.19% |
$5.27K - $6.3K
|
561
$171K
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
12+ 1.58% |
$5.27K - $6.3K
|
772
$236K
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
11+ 0.73% |
$4.83K - $5.77K
|
1.52K
$464K
|
|
|
Jul 16, 2024
Q2 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
11+ 0.04% |
$4.83K - $5.77K
|
25.2K
$7.71M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
11+ 0.47% |
$4.83K - $5.77K
|
2.34K
$715K
|
|
|
Jul 24, 2024
Q2 2024
|
Bck Partners, Inc.
|
BUY
|
- |
11+ 0.87% |
$4.83K - $5.77K
|
1.28K
$391K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
11+ 0.62% |
$4.83K - $5.77K
|
1.78K
$544K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
11+ 1.84% |
$4.83K - $5.77K
|
610
$186K
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
11+ 0.51% |
$4.83K - $5.77K
|
2.17K
$664K
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
11+ 0.88% |
$4.83K - $5.77K
|
1.26K
$384K
|
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
10+ 0.12% |
$4.39K - $5.25K
|
8.22K
$2.51M
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
10+ 0.8% |
$4.39K - $5.25K
|
1.26K
$385K
|
|
|
Jul 19, 2024
Q2 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
10+ 0.14% |
$4.39K - $5.25K
|
7.11K
$2.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
10+ 2.23% |
$4.39K - $5.25K
|
459
$140K
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
10+ 1.72% |
$4.39K - $5.25K
|
591
$181K
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
10+ 1.11% |
$4.39K - $5.25K
|
912
$279K
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
10+ 1.47% |
$4.39K - $5.25K
|
692
$211K
|