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 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-253- 10.35% |
$111K - $133K
|
2.19K
$1.27M
|
|
Aug 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-254- 4.67% |
$112K - $133K
|
5.18K
$3.01M
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-259- 9.14% |
$114K - $136K
|
2.57K
$1.49M
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-264- 39.58% |
$116K - $139K
|
403
$234K
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-264- 3.19% |
$116K - $139K
|
8.02K
$4.66M
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-266- 24.77% |
$117K - $140K
|
808
$469K
|
|
Aug 14, 2024
Q2 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-266- 34.73% |
$117K - $140K
|
500
$290K
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-267- 17.76% |
$117K - $140K
|
1.24K
$718K
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-268- 12.55% |
$118K - $141K
|
1.87K
$1.08M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-270- 1.04% |
$119K - $142K
|
25.7K
$14.9M
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-273- 10.47% |
$120K - $143K
|
2.33K
$1.35M
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-274- 2.86% |
$120K - $144K
|
9.31K
$5.4M
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-275- 12.09% |
$121K - $144K
|
2K
$1.16M
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-275- 1.89% |
$121K - $144K
|
14.3K
$8.29M
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-275- 12.64% |
$121K - $144K
|
1.9K
$1.1M
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-275- 4.14% |
$121K - $144K
|
6.37K
$3.7M
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-276- 4.9% |
$121K - $145K
|
5.36K
$3.11M
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-277- 12.99% |
$122K - $145K
|
1.86K
$1.08M
|
|
Jul 18, 2024
Q2 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-278- 20.92% |
$122K - $146K
|
1.05K
$610K
|
|
Jul 26, 2024
Q2 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-278- 1.81% |
$122K - $146K
|
15.1K
$8.77M
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-279- 9.39% |
$123K - $146K
|
2.69K
$1.56M
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-279- 17.43% |
$123K - $146K
|
1.32K
$767K
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-280- 5.36% |
$123K - $147K
|
4.94K
$2.87M
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-282- 18.31% |
$124K - $148K
|
1.26K
$730K
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-283- 22.39% |
$124K - $148K
|
981
$570K
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-284- 33.18% |
$125K - $149K
|
572
$332K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-284- 21.68% |
$125K - $149K
|
1.03K
$596K
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-284- 2.95% |
$125K - $149K
|
9.35K
$5.43M
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
SELL
|
- |
-284- 9.23% |
$125K - $149K
|
2.79K
$1.62M
|
|
Aug 14, 2024
Q2 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-284- 21.13% |
$125K - $149K
|
1.06K
$615K
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-287- 7.98% |
$126K - $151K
|
3.31K
$1.92M
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-289- 1.3% |
$127K - $152K
|
22K
$12.8M
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-290- 3.36% |
$127K - $152K
|
8.34K
$4.84M
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-290- 8.87% |
$127K - $152K
|
2.98K
$1.73M
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-291- 10.28% |
$128K - $153K
|
2.54K
$1.47M
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-293- 2.12% |
$129K - $154K
|
13.6K
$7.87M
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-294- 0.82% |
$129K - $154K
|
35.7K
$20.7M
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-295- 21.35% |
$130K - $155K
|
1.09K
$631K
|
|
Jul 29, 2024
Q2 2024
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-297- 1.14% |
$130K - $156K
|
25.8K
$15M
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-300- 58.48% |
$132K - $157K
|
213
$124K
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-302- 1.11% |
$133K - $158K
|
27K
$15.7M
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-303- 9.59% |
$133K - $159K
|
2.86K
$1.66M
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-305- 3.2% |
$134K - $160K
|
9.23K
$5.36M
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-306- 5.84% |
$134K - $161K
|
4.93K
$2.86M
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-307- 4.76% |
$135K - $161K
|
6.14K
$3.56M
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-308- 31.02% |
$135K - $162K
|
685
$398K
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-308- 9.1% |
$135K - $162K
|
3.08K
$1.79M
|
|
Aug 14, 2024
Q2 2024
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-308- 0.6% |
$135K - $162K
|
51K
$29.6M
|
|
Aug 02, 2024
Q2 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-315- 8.07% |
$138K - $165K
|
3.59K
$2.08M
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
SELL
|
- |
-316- 20.31% |
$139K - $166K
|
1.24K
$720K
|