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 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-33- 3.42% |
$14.5K - $17.3K
|
931
$537K
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-33- 3.72% |
$14.5K - $17.3K
|
853
$492K
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-33- 0.39% |
$14.5K - $17.3K
|
8.36K
$4.82M
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-33- 4.65% |
$14.5K - $17.3K
|
676
$390K
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-33- 3.75% |
$14.5K - $17.3K
|
847
$489K
|
|
Aug 07, 2024
Q2 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-33- 0.08% |
$14.5K - $17.3K
|
40.3K
$23.2M
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-33- 2.1% |
$14.5K - $17.3K
|
1.54K
$886K
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-33- 1.16% |
$14.5K - $17.3K
|
2.81K
$1.62M
|
|
Jul 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-34- 0.21% |
$14.9K - $17.8K
|
15.8K
$9.11M
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-34- 4.99% |
$14.9K - $17.8K
|
648
$374K
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-34- 2.28% |
$14.9K - $17.8K
|
1.46K
$840K
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-35- 1.75% |
$15.4K - $18.4K
|
1.96K
$1.13M
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-35- 0.71% |
$15.4K - $18.4K
|
4.91K
$2.83M
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-35- 4.83% |
$15.4K - $18.4K
|
689
$398K
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-35- 3.74% |
$15.4K - $18.4K
|
900
$519K
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-35- 8.12% |
$15.4K - $18.4K
|
396
$229K
|
|
Aug 14, 2024
Q2 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-35- 0.53% |
$15.4K - $18.4K
|
6.63K
$3.83M
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-36- 1.72% |
$15.8K - $18.9K
|
2.05K
$1.18M
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
SELL
|
- |
-36- 1.69% |
$15.8K - $18.9K
|
2.1K
$1.21M
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-36- 1.2% |
$15.8K - $18.9K
|
2.96K
$1.71M
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-36- 2.15% |
$15.8K - $18.9K
|
1.64K
$948K
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-36- 4.69% |
$15.8K - $18.9K
|
732
$422K
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-36- 6.58% |
$15.8K - $18.9K
|
511
$295K
|
|
Aug 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-36- 0.95% |
$15.8K - $18.9K
|
3.75K
$2.17M
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-36- 6.51% |
$15.8K - $18.9K
|
517
$298K
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-36- 1.47% |
$15.8K - $18.9K
|
2.41K
$1.39M
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-37- 0.08% |
$16.3K - $19.4K
|
44.2K
$25.5M
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-37- 9.89% |
$16.3K - $19.4K
|
337
$194K
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-38- 0.61% |
$16.7K - $19.9K
|
6.18K
$3.57M
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-38- 6.52% |
$16.7K - $19.9K
|
545
$315K
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
SELL
|
- |
-38- 5.36% |
$16.7K - $19.9K
|
671
$387K
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-38- 0.85% |
$16.7K - $19.9K
|
4.44K
$2.56M
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-38- 12.54% |
$16.7K - $19.9K
|
265
$153K
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-39- 4.4% |
$17.1K - $20.5K
|
848
$489K
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-39- 1.59% |
$17.1K - $20.5K
|
2.41K
$1.39M
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-39- 7.47% |
$17.1K - $20.5K
|
483
$279K
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-39- 0.98% |
$17.1K - $20.5K
|
3.95K
$2.28M
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-39- 2.96% |
$17.1K - $20.5K
|
1.28K
$737K
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-39- 0.96% |
$17.1K - $20.5K
|
4.02K
$2.32M
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-40- 81.63% |
$17.6K - $21K
|
9
$5.19K
|
|
Jul 19, 2024
Q2 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-40- 2.84% |
$17.6K - $21K
|
1.37K
$791K
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-40- 16.67% |
$17.6K - $21K
|
200
$115K
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-40- 1.51% |
$17.6K - $21K
|
2.61K
$1.5M
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-40- 5.49% |
$17.6K - $21K
|
689
$398K
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-40- 8.83% |
$17.6K - $21K
|
413
$238K
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-41- 1.18% |
$18K - $21.5K
|
3.44K
$1.99M
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-41- 5.5% |
$18K - $21.5K
|
705
$407K
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-42- 5.03% |
$18.4K - $22K
|
793
$458K
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-43- 5.26% |
$18.9K - $22.6K
|
774
$447K
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-43- 1.9% |
$18.9K - $22.6K
|
2.22K
$1.28M
|