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 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-17- 18.89% |
$7.47K - $8.92K
|
73
$22.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-17- 2.7% |
$7.47K - $8.92K
|
612
$187K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-17- 29.82% |
$7.47K - $8.92K
|
40
$12.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-17- 0.49% |
$7.47K - $8.92K
|
3.43K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-17- 3.41% |
$7.47K - $8.92K
|
481
$147K
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-18- 2.11% |
$7.91K - $9.44K
|
836
$255K
|
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-18- 4.09% |
$7.91K - $9.44K
|
422
$129K
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-18- 0.5% |
$7.91K - $9.44K
|
3.6K
$1.1M
|
|
|
Jul 26, 2024
Q2 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-18- 0.27% |
$7.91K - $9.44K
|
6.67K
$2.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-18- 1.05% |
$7.91K - $9.44K
|
1.7K
$519K
|
|
|
Aug 06, 2024
Q2 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-18- 0.56% |
$7.91K - $9.44K
|
3.2K
$976K
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-18- 0.58% |
$7.91K - $9.44K
|
3.09K
$944K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-19- 0.2% |
$8.34K - $9.97K
|
9.65K
$2.95M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-19- 2.4% |
$8.34K - $9.97K
|
772
$236K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-19- 1.0% |
$8.34K - $9.97K
|
1.88K
$575K
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-19- 1.53% |
$8.34K - $9.97K
|
1.22K
$373K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-19- 0.77% |
$8.34K - $9.97K
|
2.45K
$748K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-19- 29.69% |
$8.34K - $9.97K
|
45
$13.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-20- 3.01% |
$8.78K - $10.5K
|
645
$197K
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-20- 1.86% |
$8.78K - $10.5K
|
1.05K
$322K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-20- 4.66% |
$8.78K - $10.5K
|
409
$125K
|
|
|
Aug 13, 2024
Q2 2024
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-20- 4.63% |
$8.78K - $10.5K
|
412
$126K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-20- 5.92% |
$8.78K - $10.5K
|
318
$97.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-21- 0.19% |
$9.22K - $11K
|
11.2K
$3.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-21- 1.68% |
$9.22K - $11K
|
1.23K
$376K
|
|
|
Jul 22, 2024
Q2 2024
|
Reliant Investment Management, LLC
|
SELL
|
- |
-21- 0.18% |
$9.22K - $11K
|
11.5K
$3.52M
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-21- 0.4% |
$9.22K - $11K
|
5.24K
$1.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
SELL
|
- |
-21- 1.5% |
$9.22K - $11K
|
1.38K
$421K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-21- 1.84% |
$9.22K - $11K
|
1.12K
$343K
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-22- 3.17% |
$9.66K - $11.5K
|
672
$205K
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-22- 0.79% |
$9.66K - $11.5K
|
2.76K
$844K
|
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-22- 3.22% |
$9.66K - $11.5K
|
661
$202K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-22- 0.86% |
$9.66K - $11.5K
|
2.55K
$779K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-22- 91.67% |
$9.66K - $11.5K
|
2
$611
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-22- 1.14% |
$9.66K - $11.5K
|
1.9K
$581K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-23- 0.98% |
$10.1K - $12.1K
|
2.33K
$711K
|
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-23- 3.67% |
$10.1K - $12.1K
|
603
$184K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-23- 2.42% |
$10.1K - $12.1K
|
926
$283K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-23- 0.28% |
$10.1K - $12.1K
|
8.25K
$2.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-23- 4.21% |
$10.1K - $12.1K
|
523
$160K
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-23- 0.29% |
$10.1K - $12.1K
|
7.87K
$2.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-23- 0.02% |
$10.1K - $12.1K
|
136K
$41.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
SELL
|
- |
-24- 0.6% |
$10.5K - $12.6K
|
3.95K
$1.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-24- 0.75% |
$10.5K - $12.6K
|
3.18K
$971K
|
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-24- 1.28% |
$10.5K - $12.6K
|
1.85K
$565K
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-24- 5.44% |
$10.5K - $12.6K
|
417
$127K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-24- 0.41% |
$10.5K - $12.6K
|
5.88K
$1.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-25- 2.67% |
$11K - $13.1K
|
910
$278K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
SELL
|
- |
-25- 4.24% |
$11K - $13.1K
|
565
$173K
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-25- 0.65% |
$11K - $13.1K
|
3.83K
$1.17M
|