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
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-639- 4.81% |
$281K - $335K
|
12.6K
$3.86M
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-644- 8.88% |
$283K - $338K
|
6.61K
$2.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-652- 4.38% |
$286K - $342K
|
14.2K
$4.35M
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-653- 14.61% |
$287K - $343K
|
3.82K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-660- 0.98% |
$290K - $346K
|
66.6K
$20.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-666- 29.18% |
$293K - $349K
|
1.62K
$494K
|
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-669- 1.67% |
$294K - $351K
|
39.3K
$12M
|
|
|
Jul 17, 2024
Q2 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-683- 27.24% |
$300K - $358K
|
1.82K
$557K
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-695- 14.02% |
$305K - $365K
|
4.26K
$1.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-696- 1.35% |
$306K - $365K
|
51K
$15.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-699- 30.66% |
$307K - $367K
|
1.58K
$483K
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-706- 7.14% |
$310K - $370K
|
9.19K
$2.81M
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-712- 2.45% |
$313K - $374K
|
28.3K
$8.65M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-716- 2.7% |
$314K - $376K
|
25.8K
$7.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-719- 6.68% |
$316K - $377K
|
10K
$3.07M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-721- 11.76% |
$317K - $378K
|
5.41K
$1.65M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-727- 13.57% |
$319K - $381K
|
4.63K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-727- 17.41% |
$319K - $381K
|
3.45K
$1.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-729- 37.93% |
$320K - $382K
|
1.19K
$365K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-734- 20.97% |
$322K - $385K
|
2.77K
$845K
|
|
|
Aug 13, 2024
Q2 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-735- 1.81% |
$323K - $386K
|
40K
$12.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-737- 2.28% |
$324K - $387K
|
31.6K
$9.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-743- 2.52% |
$326K - $390K
|
28.7K
$8.77M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-744- 4.26% |
$327K - $390K
|
16.7K
$5.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-752- 0.11% |
$330K - $395K
|
654K
$200M
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-753- 2.8% |
$331K - $395K
|
26.1K
$7.99M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-762- 3.28% |
$335K - $400K
|
22.4K
$6.86M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-764- 33.93% |
$336K - $401K
|
1.49K
$455K
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-776- 29.03% |
$341K - $407K
|
1.9K
$580K
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-790- 1.32% |
$347K - $414K
|
59K
$18M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-797- 1.45% |
$350K - $418K
|
54K
$16.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-812- 10.73% |
$357K - $426K
|
6.76K
$2.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-821- 0.7% |
$361K - $431K
|
117K
$35.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-824- 2.8% |
$362K - $432K
|
28.6K
$8.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Milestone Resources Group LTD
|
SELL
|
- |
-835- 0.37% |
$367K - $438K
|
225K
$68.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-837- 2.74% |
$368K - $439K
|
29.7K
$9.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-849- 24.15% |
$373K - $445K
|
2.67K
$815K
|
|
|
Aug 14, 2024
Q2 2024
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-860- 67.19% |
$378K - $451K
|
420
$128K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-863- 11.34% |
$379K - $453K
|
6.75K
$2.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-872- 51.54% |
$383K - $457K
|
820
$251K
|
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-872- 17.07% |
$383K - $457K
|
4.24K
$1.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-885- 0.44% |
$389K - $464K
|
202K
$61.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-885- 1.26% |
$389K - $464K
|
69.4K
$21.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-887- 1.49% |
$390K - $465K
|
58.7K
$17.9M
|
|
|
May 29, 2025
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-890- 12.79% |
$391K - $467K
|
6.07K
$1.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-891- 4.81% |
$391K - $467K
|
17.6K
$5.39M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-892- 17.41% |
$392K - $468K
|
4.23K
$1.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-904- 5.1% |
$397K - $474K
|
16.8K
$5.14M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-909- 11.2% |
$399K - $477K
|
7.21K
$2.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-910- 46.31% |
$400K - $477K
|
1.06K
$322K
|