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 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-155- 0.15% |
$68.1K - $81.3K
|
104K
$60.3M
|
|
Aug 13, 2024
Q2 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-157- 0.88% |
$69K - $82.4K
|
17.7K
$10.3M
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-157- 4.0% |
$69K - $82.4K
|
3.77K
$2.19M
|
|
Aug 01, 2024
Q2 2024
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-158- 4.3% |
$69.4K - $82.9K
|
3.52K
$2.04M
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-159- 1.44% |
$69.8K - $83.4K
|
10.9K
$6.33M
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-159- 1.13% |
$69.8K - $83.4K
|
14K
$8.1M
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-162- 0.62% |
$71.2K - $85K
|
25.8K
$15M
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
SELL
|
- |
-163- 3.92% |
$71.6K - $85.5K
|
3.99K
$2.32M
|
|
Aug 02, 2024
Q2 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-163- 4.89% |
$71.6K - $85.5K
|
3.17K
$1.84M
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-163- 0.39% |
$71.6K - $85.5K
|
41.9K
$24.3M
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-164- 1.17% |
$72K - $86K
|
13.9K
$8.05M
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-164- 2.11% |
$72K - $86K
|
7.62K
$4.42M
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-165- 3.52% |
$72.5K - $86.6K
|
4.52K
$2.62M
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-166- 6.69% |
$72.9K - $87.1K
|
2.31K
$1.34M
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-166- 16.23% |
$72.9K - $87.1K
|
857
$498K
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-167- 10.77% |
$73.3K - $87.6K
|
1.38K
$803K
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-167- 7.85% |
$73.3K - $87.6K
|
1.96K
$1.14M
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-167- 4.79% |
$73.3K - $87.6K
|
3.32K
$1.93M
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-168- 24.03% |
$73.8K - $88.1K
|
531
$308K
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-168- 21.65% |
$73.8K - $88.1K
|
608
$353K
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-168- 3.24% |
$73.8K - $88.1K
|
5.01K
$2.91M
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-169- 6.69% |
$74.2K - $88.7K
|
2.36K
$1.37M
|
|
Jul 09, 2024
Q2 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-170- 2.87% |
$74.7K - $89.2K
|
5.76K
$3.34M
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-170- 3.98% |
$74.7K - $89.2K
|
4.11K
$2.38M
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-173- 1.93% |
$76K - $90.8K
|
8.78K
$5.1M
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-173- 10.5% |
$76K - $90.8K
|
1.48K
$856K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-174- 6.29% |
$76.4K - $91.3K
|
2.59K
$1.5M
|
|
Aug 14, 2024
Q2 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-174- 0.85% |
$76.4K - $91.3K
|
20.2K
$11.7M
|
|
Jul 12, 2024
Q2 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-176- 1.42% |
$77.3K - $92.3K
|
12.2K
$7.08M
|
|
Jul 19, 2024
Q2 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-176- 0.32% |
$77.3K - $92.3K
|
55.5K
$32.2M
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-176- 11.76% |
$77.3K - $92.3K
|
1.32K
$767K
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-176- 14.14% |
$77.3K - $92.3K
|
1.07K
$621K
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-178- 21.09% |
$78.2K - $93.4K
|
666
$387K
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
SELL
|
- |
-179- 2.05% |
$78.6K - $93.9K
|
8.57K
$4.97M
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-180- 2.83% |
$79.1K - $94.4K
|
6.18K
$3.59M
|
|
Jul 16, 2024
Q2 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-182- 2.44% |
$79.9K - $95.5K
|
7.27K
$4.22M
|
|
Jul 23, 2024
Q2 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-182- 3.37% |
$79.9K - $95.5K
|
5.22K
$3.03M
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-184- 0.92% |
$80.8K - $96.5K
|
19.7K
$11.4M
|
|
Jul 19, 2024
Q2 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-185- 4.23% |
$81.3K - $97.1K
|
4.19K
$2.43M
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-187- 5.57% |
$82.1K - $98.1K
|
3.17K
$1.84M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-187- 0.95% |
$82.1K - $98.1K
|
19.5K
$11.3M
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-188- 4.48% |
$82.6K - $98.6K
|
4.01K
$2.33M
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-188- 1.53% |
$82.6K - $98.6K
|
12.1K
$7.01M
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-190- 4.13% |
$83.4K - $99.7K
|
4.41K
$2.56M
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-191- 1.47% |
$83.9K - $100K
|
12.8K
$7.44M
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-191- 1.99% |
$83.9K - $100K
|
9.4K
$5.45M
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-194- 28.28% |
$85.2K - $102K
|
492
$286K
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-195- 0.18% |
$85.6K - $102K
|
111K
$64.3M
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-196- 3.8% |
$86.1K - $103K
|
4.96K
$2.88M
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-200- 16.72% |
$87.8K - $105K
|
996
$578K
|