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 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-378- 1.06% |
$166K - $198K
|
35.3K
$10.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-378- 8.12% |
$166K - $198K
|
4.28K
$1.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-379- 4.86% |
$166K - $199K
|
7.42K
$2.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-385- 13.9% |
$169K - $202K
|
2.38K
$729K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-389- 1.2% |
$171K - $204K
|
32K
$9.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-391- 14.13% |
$172K - $205K
|
2.38K
$726K
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-394- 16.52% |
$173K - $207K
|
1.99K
$608K
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-394- 4.66% |
$173K - $207K
|
8.05K
$2.46M
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-395- 5.88% |
$173K - $207K
|
6.33K
$1.93M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-396- 2.17% |
$174K - $208K
|
17.9K
$5.47M
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-399- 21.3% |
$175K - $209K
|
1.47K
$450K
|
|
|
Aug 14, 2024
Q2 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-400- 4.48% |
$176K - $210K
|
8.54K
$2.61M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-402- 7.13% |
$177K - $211K
|
5.23K
$1.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-403- 1.56% |
$177K - $211K
|
25.4K
$7.76M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-407- 25.81% |
$179K - $214K
|
1.17K
$358K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-407- 2.35% |
$179K - $214K
|
16.9K
$5.16M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-410- 35.07% |
$180K - $215K
|
759
$232K
|
|
|
Jul 11, 2024
Q2 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-419- 1.37% |
$184K - $220K
|
30.2K
$9.24M
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-420- 5.94% |
$184K - $220K
|
6.65K
$2.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-422- 23.26% |
$185K - $221K
|
1.39K
$425K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-427- 4.11% |
$188K - $224K
|
9.97K
$3.05M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-430- 26.91% |
$189K - $226K
|
1.17K
$357K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-431- 39.72% |
$189K - $226K
|
654
$200K
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-433- 21.07% |
$190K - $227K
|
1.62K
$496K
|
|
|
Jul 31, 2024
Q2 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-439- 2.88% |
$193K - $230K
|
14.8K
$4.52M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-441- 7.51% |
$194K - $231K
|
5.43K
$1.66M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-441- 7.51% |
$194K - $231K
|
5.43K
$1.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-445- 3.49% |
$195K - $233K
|
12.3K
$3.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-445- 28.49% |
$195K - $233K
|
1.12K
$341K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-445- 12.08% |
$195K - $233K
|
3.24K
$990K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-446- 13.14% |
$196K - $234K
|
2.95K
$901K
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-446- 7.83% |
$196K - $234K
|
5.25K
$1.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-447- 1.21% |
$196K - $235K
|
36.5K
$11.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-449- 9.53% |
$197K - $236K
|
4.26K
$1.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-450- 5.33% |
$198K - $236K
|
7.99K
$2.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-451- 26.81% |
$198K - $237K
|
1.23K
$376K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-453- 20.93% |
$199K - $238K
|
1.71K
$523K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-456- 25.65% |
$200K - $239K
|
1.32K
$404K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-458- 8.85% |
$201K - $240K
|
4.72K
$1.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-458- 5.59% |
$201K - $240K
|
7.74K
$2.36M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-459- 8.97% |
$202K - $241K
|
4.66K
$1.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-460- 12.22% |
$202K - $241K
|
3.31K
$1.01M
|
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-461- 0.98% |
$202K - $242K
|
46.5K
$14.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-463- 44.43% |
$203K - $243K
|
579
$177K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-464- 22.01% |
$204K - $243K
|
1.64K
$502K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-466- 6.54% |
$205K - $244K
|
6.66K
$2.04M
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
SELL
|
- |
-470- 1.02% |
$206K - $247K
|
45.7K
$14M
|
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-471- 14.13% |
$207K - $247K
|
2.86K
$875K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-475- 1.21% |
$209K - $249K
|
38.9K
$11.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-476- 4.54% |
$209K - $250K
|
10K
$3.06M
|