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 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-592- 14.3% |
$260K - $311K
|
3.55K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-593- 34.8% |
$260K - $311K
|
1.11K
$593K
|
|
|
Aug 14, 2024
Q2 2024
|
Night Owl Capital Management, LLC
Greenwich, CT |
SELL
|
- |
-599- 1.06% |
$263K - $314K
|
56K
$29.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-602- 0.78% |
$264K - $316K
|
76.9K
$41M
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-604- 45.07% |
$265K - $317K
|
736
$393K
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
SELL
|
- |
-604- 38.52% |
$265K - $317K
|
964
$514K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-605- 4.01% |
$266K - $317K
|
14.5K
$7.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-606- 0.24% |
$266K - $318K
|
248K
$133M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-608- 11.55% |
$267K - $319K
|
4.66K
$2.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-611- 48.76% |
$268K - $321K
|
642
$343K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-627- 5.34% |
$275K - $329K
|
11.1K
$5.93M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-629- 4.15% |
$276K - $330K
|
14.5K
$7.75M
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-633- 7.88% |
$278K - $332K
|
7.4K
$3.95M
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-634- 3.4% |
$278K - $333K
|
18K
$9.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-636- 81.85% |
$279K - $334K
|
141
$75.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-636- 5.19% |
$279K - $334K
|
11.6K
$6.2M
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-639- 4.81% |
$281K - $335K
|
12.6K
$6.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-644- 8.88% |
$283K - $338K
|
6.61K
$3.52M
|
|
|
Aug 01, 2024
Q2 2024
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-652- 4.38% |
$286K - $342K
|
14.2K
$7.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-653- 14.61% |
$287K - $343K
|
3.82K
$2.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-660- 0.98% |
$290K - $346K
|
66.6K
$35.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-666- 29.18% |
$293K - $349K
|
1.62K
$862K
|
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-669- 1.67% |
$294K - $351K
|
39.3K
$21M
|
|
|
Jul 17, 2024
Q2 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-683- 27.24% |
$300K - $358K
|
1.82K
$973K
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-695- 14.02% |
$305K - $365K
|
4.26K
$2.27M
|
|
|
Jul 22, 2024
Q2 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-696- 1.35% |
$306K - $365K
|
51K
$27.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-699- 30.66% |
$307K - $367K
|
1.58K
$844K
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-706- 7.14% |
$310K - $370K
|
9.19K
$4.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-712- 2.45% |
$313K - $374K
|
28.3K
$15.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-716- 2.7% |
$314K - $376K
|
25.8K
$13.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-719- 6.68% |
$316K - $377K
|
10K
$5.36M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-721- 11.76% |
$317K - $378K
|
5.41K
$2.89M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-727- 13.57% |
$319K - $381K
|
4.63K
$2.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-727- 17.41% |
$319K - $381K
|
3.45K
$1.84M
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-729- 37.93% |
$320K - $382K
|
1.19K
$637K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-734- 20.97% |
$322K - $385K
|
2.77K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-735- 1.81% |
$323K - $386K
|
40K
$21.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-737- 2.28% |
$324K - $387K
|
31.6K
$16.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-743- 2.52% |
$326K - $390K
|
28.7K
$15.3M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-744- 4.26% |
$327K - $390K
|
16.7K
$8.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-752- 0.11% |
$330K - $395K
|
654K
$349M
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-753- 2.8% |
$331K - $395K
|
26.1K
$13.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-762- 3.28% |
$335K - $400K
|
22.4K
$12M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-764- 33.93% |
$336K - $401K
|
1.49K
$794K
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-776- 29.03% |
$341K - $407K
|
1.9K
$1.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-790- 1.32% |
$347K - $414K
|
59K
$31.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-797- 1.45% |
$350K - $418K
|
54K
$28.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-812- 10.73% |
$357K - $426K
|
6.76K
$3.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-821- 0.7% |
$361K - $431K
|
117K
$62.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-824- 2.8% |
$362K - $432K
|
28.6K
$15.2M
|