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 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-57- 4.65% |
$25K - $29.9K
|
1.17K
$358K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-57- 3.34% |
$25K - $29.9K
|
1.65K
$504K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-58- 2.56% |
$25.5K - $30.4K
|
2.21K
$675K
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-58- 2.21% |
$25.5K - $30.4K
|
2.56K
$783K
|
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-58- 4.14% |
$25.5K - $30.4K
|
1.34K
$410K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-58- 7.27% |
$25.5K - $30.4K
|
740
$226K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-59- 8.31% |
$25.9K - $31K
|
651
$199K
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-59- 0.07% |
$25.9K - $31K
|
87.7K
$26.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-59- 0.2% |
$25.9K - $31K
|
29.3K
$8.95M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-60- 7.27% |
$26.4K - $31.5K
|
765
$234K
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-60- 0.83% |
$26.4K - $31.5K
|
7.14K
$2.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-60- 0.65% |
$26.4K - $31.5K
|
9.13K
$2.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-60- 4.79% |
$26.4K - $31.5K
|
1.19K
$365K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-60- 1.97% |
$26.4K - $31.5K
|
2.98K
$912K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-60- 20.2% |
$26.4K - $31.5K
|
237
$72.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-60- 10.66% |
$26.4K - $31.5K
|
503
$154K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-61- 0.72% |
$26.8K - $32K
|
8.43K
$2.58M
|
|
|
Jul 22, 2024
Q2 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-62- 0.59% |
$27.2K - $32.5K
|
10.5K
$3.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-62- 13.0% |
$27.2K - $32.5K
|
415
$127K
|
|
|
Aug 07, 2024
Q2 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-62- 1.94% |
$27.2K - $32.5K
|
3.13K
$955K
|
|
|
Jul 16, 2024
Q2 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-63- 0.2% |
$27.7K - $33.1K
|
31.4K
$9.6M
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-63- 9.89% |
$27.7K - $33.1K
|
574
$175K
|
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-63- 11.52% |
$27.7K - $33.1K
|
484
$148K
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-63- 5.81% |
$27.7K - $33.1K
|
1.02K
$312K
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-63- 0.36% |
$27.7K - $33.1K
|
17.3K
$5.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-63- 8.08% |
$27.7K - $33.1K
|
717
$219K
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-64- 7.91% |
$28.1K - $33.6K
|
745
$228K
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-64- 8.85% |
$28.1K - $33.6K
|
659
$201K
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-66- 3.28% |
$29K - $34.6K
|
1.95K
$595K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-66- 1.34% |
$29K - $34.6K
|
4.87K
$1.49M
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-67- 6.58% |
$29.4K - $35.2K
|
951
$291K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-67- 6.88% |
$29.4K - $35.2K
|
907
$277K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-68- 1.59% |
$29.9K - $35.7K
|
4.22K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-69- 1.06% |
$30.3K - $36.2K
|
6.45K
$1.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-69- 18.06% |
$30.3K - $36.2K
|
313
$95.7K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-70- 2.13% |
$30.7K - $36.7K
|
3.22K
$983K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-70- 0.83% |
$30.7K - $36.7K
|
8.41K
$2.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-70- 1.45% |
$30.7K - $36.7K
|
4.76K
$1.45M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-71- 1.92% |
$31.2K - $37.2K
|
3.62K
$1.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-71- 4.13% |
$31.2K - $37.2K
|
1.65K
$504K
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-71- 8.64% |
$31.2K - $37.2K
|
751
$230K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-72- 3.7% |
$31.6K - $37.8K
|
1.88K
$573K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-72- 15.25% |
$31.6K - $37.8K
|
400
$122K
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-72- 2.79% |
$31.6K - $37.8K
|
2.51K
$766K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-73- 7.83% |
$32.1K - $38.3K
|
859
$263K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-73- 5.69% |
$32.1K - $38.3K
|
1.21K
$370K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-73- 1.25% |
$32.1K - $38.3K
|
5.78K
$1.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-73- 6.99% |
$32.1K - $38.3K
|
972
$297K
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-74- 2.88% |
$32.5K - $38.8K
|
2.49K
$762K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-74- 0.17% |
$32.5K - $38.8K
|
43.1K
$13.2M
|