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 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-916- 1.1% |
$402K - $481K
|
82K
$25.1M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-932- 4.52% |
$409K - $489K
|
19.7K
$6.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-935- 5.89% |
$411K - $491K
|
14.9K
$4.56M
|
|
|
Jul 22, 2024
Q2 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-938- 2.65% |
$412K - $492K
|
34.5K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-939- 23.42% |
$412K - $493K
|
3.07K
$939K
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-941- 55.03% |
$413K - $494K
|
769
$235K
|
|
|
Aug 12, 2024
Q2 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-943- 6.5% |
$414K - $495K
|
13.6K
$4.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-950- 2.41% |
$417K - $498K
|
38.5K
$11.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-955- 0.88% |
$419K - $501K
|
107K
$32.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-957- 5.52% |
$420K - $502K
|
16.4K
$5M
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-965- 16.99% |
$424K - $506K
|
4.71K
$1.44M
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-966- 27.34% |
$424K - $507K
|
2.57K
$785K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-975- 14.45% |
$428K - $512K
|
5.77K
$1.76M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-980- 2.78% |
$430K - $514K
|
34.2K
$10.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-993- 23.89% |
$436K - $521K
|
3.16K
$967K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-993- 4.43% |
$436K - $521K
|
21.4K
$6.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-997- 30.64% |
$438K - $523K
|
2.26K
$690K
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-999- 1.37% |
$439K - $524K
|
71.7K
$21.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-1K- 40.0% |
$439K - $525K
|
1.5K
$458K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-1.01K- 12.39% |
$442K - $528K
|
7.12K
$2.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-1.01K- 70.57% |
$442K - $528K
|
420
$128K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.01K- 42.36% |
$442K - $528K
|
1.37K
$419K
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.02K- 1.93% |
$447K - $534K
|
51.7K
$15.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Barings LLC
|
SELL
|
- |
-1.03K- 14.58% |
$450K - $538K
|
6.01K
$1.84M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.03K- 61.77% |
$451K - $538K
|
635
$194K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.03K- 2.99% |
$454K - $542K
|
33.6K
$10.3M
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.04K- 3.44% |
$457K - $546K
|
29.2K
$8.93M
|
|
|
Jul 18, 2024
Q2 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-1.06K- 1.76% |
$465K - $555K
|
59.2K
$18.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.09K- 40.9% |
$480K - $574K
|
1.58K
$483K
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.1K- 6.84% |
$481K - $574K
|
14.9K
$4.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Savoie Capital LLC
Chicago, IL |
SELL
|
- |
-1.1K- 52.38% |
$483K - $577K
|
1K
$306K
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.11K- 4.9% |
$488K - $583K
|
21.5K
$6.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.12K- 24.53% |
$492K - $588K
|
3.45K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.13K- 4.45% |
$495K - $591K
|
24.2K
$7.4M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-1.15K- 3.25% |
$505K - $603K
|
34.2K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.16K- 6.3% |
$507K - $606K
|
17.2K
$5.25M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.16K- 27.81% |
$510K - $609K
|
3.01K
$921K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-1.21K- 3.76% |
$529K - $632K
|
30.9K
$9.43M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.21K- 7.0% |
$531K - $634K
|
16.1K
$4.91M
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-1.22K- 56.02% |
$534K - $637K
|
954
$292K
|
|
|
May 12, 2025
Q2 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-1.22K- 2.5% |
$537K - $642K
|
47.7K
$14.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.23K- 8.63% |
$540K - $645K
|
13K
$3.98M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.24K- 3.29% |
$542K - $648K
|
36.3K
$11.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.25K- 28.22% |
$547K - $654K
|
3.17K
$969K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.25K- 1.96% |
$549K - $655K
|
62.4K
$19.1M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.25K- 15.74% |
$549K - $656K
|
6.69K
$2.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.25K- 69.23% |
$550K - $657K
|
557
$170K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.27K- 9.28% |
$558K - $667K
|
12.4K
$3.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-1.27K- 1.45% |
$559K - $667K
|
86.7K
$26.5M
|
|
|
Aug 13, 2024
Q2 2024
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-1.27K- 2.11% |
$559K - $668K
|
58.9K
$18M
|