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 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-284- 2.95% |
$125K - $149K
|
9.35K
$4.99M
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
SELL
|
- |
-284- 9.23% |
$125K - $149K
|
2.79K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-284- 21.13% |
$125K - $149K
|
1.06K
$566K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-287- 7.98% |
$126K - $151K
|
3.31K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-289- 1.3% |
$127K - $152K
|
22K
$11.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-290- 3.36% |
$127K - $152K
|
8.34K
$4.45M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-290- 8.87% |
$127K - $152K
|
2.98K
$1.59M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-291- 10.28% |
$128K - $153K
|
2.54K
$1.35M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-293- 2.12% |
$129K - $154K
|
13.6K
$7.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-294- 0.82% |
$129K - $154K
|
35.7K
$19M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-295- 21.35% |
$130K - $155K
|
1.09K
$580K
|
|
|
Jul 29, 2024
Q2 2024
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-297- 1.14% |
$130K - $156K
|
25.8K
$13.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-300- 58.48% |
$132K - $157K
|
213
$114K
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-302- 1.11% |
$133K - $158K
|
27K
$14.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-303- 9.59% |
$133K - $159K
|
2.86K
$1.52M
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-305- 3.2% |
$134K - $160K
|
9.23K
$4.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-306- 5.84% |
$134K - $161K
|
4.93K
$2.63M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-307- 4.76% |
$135K - $161K
|
6.14K
$3.28M
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-308- 31.02% |
$135K - $162K
|
685
$365K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-308- 9.1% |
$135K - $162K
|
3.08K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-308- 0.6% |
$135K - $162K
|
51K
$27.2M
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-312- 11.89% |
$137K - $164K
|
2.31K
$1.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-315- 8.07% |
$138K - $165K
|
3.59K
$1.91M
|
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
SELL
|
- |
-316- 20.31% |
$139K - $166K
|
1.24K
$662K
|
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-317- 13.67% |
$139K - $166K
|
2K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-318- 5.37% |
$140K - $167K
|
5.61K
$2.99M
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-319- 2.44% |
$140K - $167K
|
12.7K
$6.79M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-320- 0.55% |
$141K - $168K
|
58.1K
$31M
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-321- 27.27% |
$141K - $168K
|
856
$457K
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-321- 0.61% |
$141K - $168K
|
52.1K
$27.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-321- 3.93% |
$141K - $168K
|
7.86K
$4.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-321- 5.41% |
$141K - $168K
|
5.62K
$3M
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-324- 1.73% |
$142K - $170K
|
18.5K
$9.85M
|
|
|
Jul 16, 2024
Q2 2024
|
Independent Investors Inc
|
SELL
|
- |
-325- 9.18% |
$143K - $171K
|
3.22K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-329- 5.36% |
$144K - $173K
|
5.81K
$3.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-332- 5.17% |
$146K - $174K
|
6.09K
$3.25M
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-335- 44.79% |
$147K - $176K
|
413
$220K
|
|
|
Jul 25, 2024
Q2 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-336- 2.31% |
$148K - $176K
|
14.2K
$7.59M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-338- 15.67% |
$148K - $177K
|
1.82K
$970K
|
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-340- 13.0% |
$149K - $178K
|
2.28K
$1.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-340- 30.38% |
$149K - $178K
|
779
$416K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-340- 10.87% |
$149K - $178K
|
2.79K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-340- 11.05% |
$149K - $178K
|
2.74K
$1.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-343- 0.55% |
$151K - $180K
|
62.3K
$33.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-343- 8.1% |
$151K - $180K
|
3.89K
$2.07M
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
SELL
|
- |
-346- 1.49% |
$152K - $182K
|
22.9K
$12.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-346- 39.95% |
$152K - $182K
|
520
$277K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-348Closed |
$153K - $183K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-349- 2.94% |
$153K - $183K
|
11.5K
$6.15M
|
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
SELL
|
- |
-350- 28.34% |
$154K - $184K
|
885
$472K
|