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 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-73- 6.99% |
$32.1K - $38.3K
|
972
$561K
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-74- 2.88% |
$32.5K - $38.8K
|
2.49K
$1.44M
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-74- 0.17% |
$32.5K - $38.8K
|
43.1K
$24.9M
|
|
Aug 06, 2024
Q2 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-75- 9.55% |
$32.9K - $39.3K
|
710
$410K
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-76- 5.48% |
$33.4K - $39.9K
|
1.31K
$757K
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-77- 1.28% |
$33.8K - $40.4K
|
5.93K
$3.42M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-77- 1.97% |
$33.8K - $40.4K
|
3.83K
$2.21M
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-77- 1.81% |
$33.8K - $40.4K
|
4.19K
$2.42M
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
SELL
|
- |
-77- 12.56% |
$33.8K - $40.4K
|
536
$309K
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-78- 10.3% |
$34.3K - $40.9K
|
679
$392K
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-78- 6.32% |
$34.3K - $40.9K
|
1.16K
$667K
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-79- 29.81% |
$34.7K - $41.4K
|
186
$107K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-79- 0.59% |
$34.7K - $41.4K
|
13.3K
$7.65M
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-80- 87.91% |
$35.1K - $42K
|
11
$6.35K
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-80- 3.34% |
$35.1K - $42K
|
2.32K
$1.34M
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-80- 0.84% |
$35.1K - $42K
|
9.48K
$5.47M
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-80- 5.86% |
$35.1K - $42K
|
1.29K
$742K
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-81- 0.13% |
$35.6K - $42.5K
|
60.4K
$34.8M
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-83- 0.46% |
$36.5K - $43.5K
|
17.9K
$10.3M
|
|
Jul 24, 2024
Q2 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-83- 5.04% |
$36.5K - $43.5K
|
1.56K
$902K
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-83- 4.7% |
$36.5K - $43.5K
|
1.68K
$971K
|
|
Aug 13, 2024
Q2 2024
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-83- 48.54% |
$36.5K - $43.5K
|
88
$50.8K
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
SELL
|
- |
-84- 12.28% |
$36.9K - $44.1K
|
600
$346K
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-84- 5.0% |
$36.9K - $44.1K
|
1.6K
$922K
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-85- 6.64% |
$37.3K - $44.6K
|
1.2K
$690K
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-86- 4.44% |
$37.8K - $45.1K
|
1.85K
$1.07M
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-88- 58.67% |
$38.6K - $46.2K
|
62
$35.8K
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-88- 12.77% |
$38.6K - $46.2K
|
601
$347K
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-88- 2.05% |
$38.6K - $46.2K
|
4.21K
$2.43M
|
|
Jul 12, 2024
Q2 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-90- 8.75% |
$39.5K - $47.2K
|
938
$541K
|
|
Aug 14, 2024
Q2 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-90- 1.25% |
$39.5K - $47.2K
|
7.11K
$4.1M
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-90- 5.73% |
$39.5K - $47.2K
|
1.48K
$855K
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-90- 6.51% |
$39.5K - $47.2K
|
1.29K
$746K
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-91- 3.01% |
$40K - $47.7K
|
2.93K
$1.69M
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-91- 14.49% |
$40K - $47.7K
|
537
$310K
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-91- 9.67% |
$40K - $47.7K
|
850
$491K
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-91- 2.89% |
$40K - $47.7K
|
3.06K
$1.77M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-91- 15.56% |
$40K - $47.7K
|
494
$285K
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-92- 0.71% |
$40.4K - $48.3K
|
12.8K
$7.38M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-93- 4.09% |
$40.8K - $48.8K
|
2.18K
$1.26M
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-93- 59.24% |
$40.8K - $48.8K
|
64
$36.9K
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-94- 4.06% |
$41.3K - $49.3K
|
2.22K
$1.28M
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-94- 12.02% |
$41.3K - $49.3K
|
688
$397K
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-94- 7.06% |
$41.3K - $49.3K
|
1.24K
$714K
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-94- 1.08% |
$41.3K - $49.3K
|
8.58K
$4.95M
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-96- 12.58% |
$42.2K - $50.4K
|
667
$385K
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-96- 3.68% |
$42.2K - $50.4K
|
2.51K
$1.45M
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-96- 11.85% |
$42.2K - $50.4K
|
714
$412K
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-96- 1.31% |
$42.2K - $50.4K
|
7.26K
$4.19M
|
|
Aug 14, 2024
Q2 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-96- 13.56% |
$42.2K - $50.4K
|
612
$353K
|