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 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-447- 1.21% |
$196K - $235K
|
36.5K
$18.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-449- 9.53% |
$197K - $236K
|
4.26K
$2.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-450- 5.33% |
$198K - $236K
|
7.99K
$4.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-451- 26.81% |
$198K - $237K
|
1.23K
$635K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-453- 20.93% |
$199K - $238K
|
1.71K
$882K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-456- 25.65% |
$200K - $239K
|
1.32K
$682K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-458- 8.85% |
$201K - $240K
|
4.72K
$2.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-458- 5.59% |
$201K - $240K
|
7.74K
$3.99M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-459- 8.97% |
$202K - $241K
|
4.66K
$2.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-460- 12.22% |
$202K - $241K
|
3.31K
$1.7M
|
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-461- 0.98% |
$202K - $242K
|
46.5K
$24M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-463- 44.43% |
$203K - $243K
|
579
$299K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-464- 22.01% |
$204K - $243K
|
1.64K
$848K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-466- 6.54% |
$205K - $244K
|
6.66K
$3.43M
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
SELL
|
- |
-470- 1.02% |
$206K - $247K
|
45.7K
$23.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-471- 14.13% |
$207K - $247K
|
2.86K
$1.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-475- 1.21% |
$209K - $249K
|
38.9K
$20M
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-476- 4.54% |
$209K - $250K
|
10K
$5.16M
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-483- 18.94% |
$212K - $253K
|
2.07K
$1.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-488- 2.75% |
$214K - $256K
|
17.2K
$8.89M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-495- 3.44% |
$217K - $260K
|
13.9K
$7.16M
|
|
|
Jul 18, 2024
Q2 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-495- 2.04% |
$217K - $260K
|
23.8K
$12.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-498- 1.39% |
$219K - $261K
|
35.3K
$18.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-500- 1.75% |
$220K - $262K
|
28.1K
$14.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-500- 7.89% |
$220K - $262K
|
5.84K
$3.01M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-502- 23.11% |
$220K - $263K
|
1.67K
$861K
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-509- 4.36% |
$224K - $267K
|
11.2K
$5.76M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-509- 5.63% |
$224K - $267K
|
8.54K
$4.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-512- 39.38% |
$225K - $269K
|
788
$406K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-513- 20.19% |
$225K - $269K
|
2.03K
$1.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-514- 5.32% |
$226K - $270K
|
9.14K
$4.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-519- 2.06% |
$228K - $272K
|
24.7K
$12.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Humankind Investments LLC
|
SELL
|
- |
-520- 16.68% |
$228K - $273K
|
2.6K
$1.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-522- 13.84% |
$229K - $274K
|
3.25K
$1.68M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-523- 25.49% |
$230K - $274K
|
1.53K
$789K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-526- 3.19% |
$231K - $276K
|
16K
$8.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-527- 4.36% |
$231K - $276K
|
11.6K
$5.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-531- 4.34% |
$233K - $279K
|
11.7K
$6.03M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-534- 17.69% |
$235K - $280K
|
2.48K
$1.28M
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-542Closed |
$238K - $284K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-547- 1.64% |
$240K - $287K
|
32.9K
$17M
|
|
|
Jul 17, 2024
Q2 2024
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-550- 50.0% |
$242K - $289K
|
550
$284K
|
|
|
Jul 25, 2024
Q2 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-550- 25.17% |
$242K - $289K
|
1.64K
$843K
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-552- 4.22% |
$242K - $290K
|
12.5K
$6.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-552- 0.79% |
$242K - $290K
|
69.5K
$35.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-553- 5.27% |
$243K - $290K
|
9.94K
$5.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
SELL
|
- |
-556- 38.32% |
$244K - $292K
|
895
$462K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-565Closed |
$248K - $296K
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-577- 32.06% |
$253K - $303K
|
1.22K
$631K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-580- 9.44% |
$255K - $304K
|
5.56K
$2.87M
|