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 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-43- 1.18% |
$18.9K - $22.6K
|
3.62K
$2.09M
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-43- 6.29% |
$18.9K - $22.6K
|
641
$370K
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-44- 1.0% |
$19.3K - $23.1K
|
4.37K
$2.52M
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-44- 4.25% |
$19.3K - $23.1K
|
991
$572K
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-45- 6.73% |
$19.8K - $23.6K
|
624
$360K
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-45- 5.81% |
$19.8K - $23.6K
|
730
$421K
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-45- 0.89% |
$19.8K - $23.6K
|
5.02K
$2.9M
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-45- 7.15% |
$19.8K - $23.6K
|
584
$337K
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-45- 0.63% |
$19.8K - $23.6K
|
7.07K
$4.08M
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-46- 4.14% |
$20.2K - $24.1K
|
1.06K
$614K
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-46- 7.31% |
$20.2K - $24.1K
|
583
$336K
|
|
Jul 23, 2024
Q2 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-46- 1.41% |
$20.2K - $24.1K
|
3.21K
$1.85M
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-47- 3.24% |
$20.6K - $24.7K
|
1.4K
$810K
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-47- 2.58% |
$20.6K - $24.7K
|
1.78K
$1.02M
|
|
Aug 06, 2024
Q2 2024
|
Windward Capital Management CO
|
SELL
|
- |
-47- 9.98% |
$20.6K - $24.7K
|
424
$245K
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-47- 1.75% |
$20.6K - $24.7K
|
2.65K
$1.53M
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-47- 9.33% |
$20.6K - $24.7K
|
457
$264K
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
SELL
|
- |
-48- 24.24% |
$21.1K - $25.2K
|
150
$86.6K
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-48- 6.05% |
$21.1K - $25.2K
|
746
$430K
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-48- 0.49% |
$21.1K - $25.2K
|
9.68K
$5.58M
|
|
Jul 18, 2024
Q2 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-49- 0.7% |
$21.5K - $25.7K
|
6.94K
$4M
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-49- 8.29% |
$21.5K - $25.7K
|
542
$313K
|
|
Aug 13, 2024
Q2 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-49- 0.57% |
$21.5K - $25.7K
|
8.61K
$4.97M
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-50- 33.33% |
$22K - $26.2K
|
100
$57.7K
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-50- 4.91% |
$22K - $26.2K
|
969
$559K
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-50- 0.42% |
$22K - $26.2K
|
11.9K
$6.86M
|
|
Jul 23, 2024
Q2 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-50- 1.06% |
$22K - $26.2K
|
4.65K
$2.68M
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-50- 8.09% |
$22K - $26.2K
|
568
$328K
|
|
Aug 01, 2024
Q2 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-50- 2.38% |
$22K - $26.2K
|
2.05K
$1.18M
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-50- 7.69% |
$22K - $26.2K
|
600
$346K
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-50- 4.73% |
$22K - $26.2K
|
1.01K
$581K
|
|
Aug 12, 2024
Q2 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-50- 0.51% |
$22K - $26.2K
|
9.77K
$5.64M
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-51- 4.22% |
$22.4K - $26.8K
|
1.16K
$668K
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-51- 1.36% |
$22.4K - $26.8K
|
3.7K
$2.13M
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-51- 70.83% |
$22.4K - $26.8K
|
21
$12.1K
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-51- 1.58% |
$22.4K - $26.8K
|
3.18K
$1.83M
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-52- 1.05% |
$22.8K - $27.3K
|
4.88K
$2.82M
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-52- 0.58% |
$22.8K - $27.3K
|
8.85K
$5.11M
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-53- 1.31% |
$23.3K - $27.8K
|
3.98K
$2.3M
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-53- 2.14% |
$23.3K - $27.8K
|
2.43K
$1.4M
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-53- 0.64% |
$23.3K - $27.8K
|
8.25K
$4.76M
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-53- 6.69% |
$23.3K - $27.8K
|
739
$426K
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-54- 0.52% |
$23.7K - $28.3K
|
10.4K
$5.99M
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-54- 0.9% |
$23.7K - $28.3K
|
5.97K
$3.44M
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-54- 6.29% |
$23.7K - $28.3K
|
805
$465K
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-54- 2.58% |
$23.7K - $28.3K
|
2.04K
$1.18M
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-54- 6.78% |
$23.7K - $28.3K
|
743
$429K
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-55- 8.58% |
$24.2K - $28.9K
|
586
$338K
|
|
Aug 01, 2024
Q2 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-55- 0.48% |
$24.2K - $28.9K
|
11.4K
$6.6M
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-55- 0.79% |
$24.2K - $28.9K
|
6.92K
$3.99M
|