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 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-24- 0.75% |
$10.5K - $12.6K
|
3.18K
$1.83M
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-24- 1.28% |
$10.5K - $12.6K
|
1.85K
$1.07M
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-24- 5.44% |
$10.5K - $12.6K
|
417
$241K
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-24- 0.41% |
$10.5K - $12.6K
|
5.88K
$3.39M
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-25- 2.67% |
$11K - $13.1K
|
910
$525K
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
SELL
|
- |
-25- 4.24% |
$11K - $13.1K
|
565
$326K
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-25- 0.65% |
$11K - $13.1K
|
3.83K
$2.21M
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-25- 2.19% |
$11K - $13.1K
|
1.12K
$646K
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-25- 0.49% |
$11K - $13.1K
|
5.03K
$2.9M
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-25- 2.1% |
$11K - $13.1K
|
1.17K
$672K
|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-25- 0.71% |
$11K - $13.1K
|
3.49K
$2.01M
|
|
Aug 14, 2024
Q2 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-25- 1.18% |
$11K - $13.1K
|
2.1K
$1.21M
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-26- 0.77% |
$11.4K - $13.6K
|
3.36K
$1.94M
|
|
Aug 06, 2024
Q2 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-26- 3.0% |
$11.4K - $13.6K
|
841
$485K
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-26- 1.22% |
$11.4K - $13.6K
|
2.11K
$1.22M
|
|
Aug 12, 2024
Q2 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-26- 3.48% |
$11.4K - $13.6K
|
722
$417K
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-26- 1.12% |
$11.4K - $13.6K
|
2.29K
$1.32M
|
|
Jul 01, 2024
Q2 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-27- 3.24% |
$11.9K - $14.2K
|
806
$465K
|
|
Jul 03, 2024
Q2 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-27- 5.84% |
$11.9K - $14.2K
|
435
$251K
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-27- 1.8% |
$11.9K - $14.2K
|
1.48K
$851K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-28- 1.93% |
$12.3K - $14.7K
|
1.42K
$820K
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-28- 1.81% |
$12.3K - $14.7K
|
1.52K
$875K
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-28- 8.43% |
$12.3K - $14.7K
|
304
$175K
|
|
Jul 29, 2024
Q2 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-28- 0.06% |
$12.3K - $14.7K
|
44.1K
$25.5M
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-28- 13.33% |
$12.3K - $14.7K
|
182
$105K
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-28- 3.53% |
$12.3K - $14.7K
|
765
$441K
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-28- 0.17% |
$12.3K - $14.7K
|
16.6K
$9.6M
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-28- 3.43% |
$12.3K - $14.7K
|
788
$455K
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-29- 60.42% |
$12.7K - $15.2K
|
19
$11K
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-29- 3.59% |
$12.7K - $15.2K
|
779
$450K
|
|
Aug 02, 2024
Q2 2024
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-29- 1.19% |
$12.7K - $15.2K
|
2.4K
$1.39M
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-29- 2.84% |
$12.7K - $15.2K
|
991
$572K
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-29- 1.28% |
$12.7K - $15.2K
|
2.25K
$1.3M
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-29- 5.43% |
$12.7K - $15.2K
|
505
$291K
|
|
Jul 10, 2024
Q2 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-30- 2.88% |
$13.2K - $15.7K
|
1.01K
$583K
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-30- 2.35% |
$13.2K - $15.7K
|
1.25K
$720K
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-30- 0.95% |
$13.2K - $15.7K
|
3.14K
$1.81M
|
|
Jul 22, 2024
Q2 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-30- 2.99% |
$13.2K - $15.7K
|
972
$561K
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-30- 3.57% |
$13.2K - $15.7K
|
810
$467K
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-30- 0.4% |
$13.2K - $15.7K
|
7.49K
$4.32M
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-31- 0.63% |
$13.6K - $16.3K
|
4.89K
$2.82M
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-31- 5.28% |
$13.6K - $16.3K
|
556
$321K
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-31- 4.23% |
$13.6K - $16.3K
|
702
$405K
|
|
Jul 31, 2024
Q2 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-31- 2.02% |
$13.6K - $16.3K
|
1.5K
$866K
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-31- 2.27% |
$13.6K - $16.3K
|
1.34K
$771K
|
|
Aug 12, 2024
Q2 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-31- 0.12% |
$13.6K - $16.3K
|
25.5K
$14.7M
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-31- 4.73% |
$13.6K - $16.3K
|
624
$360K
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
SELL
|
- |
-31- 1.0% |
$13.6K - $16.3K
|
3.07K
$1.77M
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-32- 37.21% |
$14.1K - $16.8K
|
54
$31.2K
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-32- 2.01% |
$14.1K - $16.8K
|
1.56K
$901K
|