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 05, 2024
Q2 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-1.64K- 74.51% |
$719K - $859K
|
560
$299K
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.64K- 10.07% |
$719K - $859K
|
14.6K
$7.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.66K- 13.0% |
$730K - $872K
|
11.1K
$5.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.67K- 3.42% |
$731K - $874K
|
47K
$25.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
SELL
|
- |
-1.67K- 75.74% |
$733K - $876K
|
535
$285K
|
|
|
Aug 12, 2024
Q2 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-1.67K- 1.31% |
$734K - $877K
|
126K
$67M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-1.68K- 43.82% |
$739K - $882K
|
2.16K
$1.15M
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.7K- 3.16% |
$747K - $892K
|
52.1K
$27.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.73K- 20.14% |
$758K - $906K
|
6.84K
$3.65M
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-1.74K- 62.54% |
$763K - $912K
|
1.04K
$555K
|
|
|
Aug 14, 2024
Q2 2024
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-1.76K- 45.37% |
$772K - $922K
|
2.12K
$1.13M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.76K- 28.99% |
$773K - $923K
|
4.31K
$2.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.77K- 2.51% |
$775K - $926K
|
68.6K
$36.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.8K- 8.3% |
$790K - $944K
|
19.9K
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.8K- 27.87% |
$792K - $946K
|
4.67K
$2.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.83K- 4.49% |
$802K - $957K
|
38.8K
$20.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.85K- 25.05% |
$813K - $972K
|
5.54K
$2.96M
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-1.87K- 4.09% |
$821K - $981K
|
43.9K
$23.4M
|
|
|
Aug 19, 2024
Q2 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-1.87K- 11.11% |
$821K - $981K
|
14.9K
$7.98M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.87K- 46.81% |
$823K - $983K
|
2.13K
$1.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.88K- 99.84% |
$824K - $985K
|
3
$1.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-1.89K- 1.24% |
$828K - $989K
|
150K
$80.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.96K- 7.33% |
$860K - $1.03M
|
24.8K
$13.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-1.99K- 25.03% |
$875K - $1.05M
|
5.97K
$3.18M
|
|
|
Aug 13, 2024
Q2 2024
|
11 Capital Partners LP
New York, NY |
SELL
|
- |
-2K- 5.22% |
$878K - $1.05M
|
36.3K
$19.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.01K- 3.03% |
$883K - $1.05M
|
64.3K
$34.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-2.03K- 15.63% |
$893K - $1.07M
|
11K
$5.85M
|
|
|
Aug 14, 2024
Q2 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-2.05K- 16.98% |
$902K - $1.08M
|
10K
$5.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-2.06K- 6.14% |
$907K - $1.08M
|
31.5K
$16.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-2.1K- 19.73% |
$921K - $1.1M
|
8.53K
$4.55M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.11K- 5.38% |
$928K - $1.11M
|
37.2K
$19.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-2.12K- 15.4% |
$931K - $1.11M
|
11.6K
$6.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-2.13K- 27.34% |
$935K - $1.12M
|
5.66K
$3.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.15K- 11.72% |
$943K - $1.13M
|
16.2K
$8.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-2.16K- 19.91% |
$947K - $1.13M
|
8.67K
$4.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-2.18K- 45.92% |
$955K - $1.14M
|
2.56K
$1.37M
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-2.19K- 53.61% |
$960K - $1.15M
|
1.89K
$1.01M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.19K- 38.55% |
$961K - $1.15M
|
3.49K
$1.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-2.22K- 5.23% |
$976K - $1.17M
|
40.3K
$21.5M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.22K- 1.33% |
$977K - $1.17M
|
165K
$88.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-2.24K- 3.24% |
$983K - $1.17M
|
66.8K
$35.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.25K- 79.29% |
$987K - $1.18M
|
587
$313K
|
|
|
Jul 25, 2024
Q2 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-2.26K- 67.83% |
$994K - $1.19M
|
1.07K
$573K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.27K- 52.52% |
$996K - $1.19M
|
2.05K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.28K- 11.37% |
$1M - $1.19M
|
17.7K
$9.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-2.3K- 78.72% |
$1.01M - $1.21M
|
622
$332K
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-2.33K- 20.3% |
$1.02M - $1.22M
|
9.14K
$4.87M
|
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-2.33K- 26.72% |
$1.02M - $1.22M
|
6.38K
$3.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.33K- 1.62% |
$1.02M - $1.22M
|
142K
$75.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-2.35K- 7.31% |
$1.03M - $1.23M
|
29.8K
$15.9M
|