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
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.33K- 1.62% |
$1.02M - $1.22M
|
142K
$73.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-2.35K- 7.31% |
$1.03M - $1.23M
|
29.8K
$15.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-2.36K- 5.27% |
$1.04M - $1.24M
|
42.4K
$21.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-2.37K- 1.95% |
$1.04M - $1.24M
|
119K
$61.2M
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-2.37K- 5.86% |
$1.04M - $1.25M
|
38.1K
$19.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.39K- 3.06% |
$1.05M - $1.25M
|
75.6K
$39M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.4K- 64.82% |
$1.05M - $1.26M
|
1.3K
$672K
|
|
|
Jul 25, 2024
Q2 2024
|
Davis Rea Ltd.
|
SELL
|
- |
-2.44K- 12.01% |
$1.07M - $1.28M
|
17.8K
$9.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.47K- 5.63% |
$1.08M - $1.3M
|
41.4K
$21.3M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.48K- 0.47% |
$1.09M - $1.3M
|
527K
$272M
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.5K- 1.99% |
$1.1M - $1.31M
|
124K
$63.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.51K- 93.13% |
$1.1M - $1.32M
|
185
$95.4K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-2.54K- 38.38% |
$1.12M - $1.33M
|
4.08K
$2.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-2.56K- 2.03% |
$1.13M - $1.34M
|
124K
$63.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.62K- 2.36% |
$1.15M - $1.38M
|
108K
$55.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.63K- 9.58% |
$1.15M - $1.38M
|
24.8K
$12.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.66K- 10.2% |
$1.17M - $1.4M
|
23.4K
$12.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.73K- 51.32% |
$1.2M - $1.43M
|
2.59K
$1.33M
|
|
|
Jul 22, 2024
Q2 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-2.76K- 11.65% |
$1.21M - $1.45M
|
20.9K
$10.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.77K- 86.64% |
$1.22M - $1.45M
|
427
$220K
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-2.8K- 48.93% |
$1.23M - $1.47M
|
2.93K
$1.51M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-2.81K- 16.54% |
$1.23M - $1.47M
|
14.2K
$7.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.83K- 19.45% |
$1.24M - $1.48M
|
11.7K
$6.04M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-2.84K- 12.78% |
$1.25M - $1.49M
|
19.3K
$9.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.86K- 17.97% |
$1.26M - $1.5M
|
13.1K
$6.73M
|
|
|
Jul 17, 2024
Q2 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-2.9K- 1.84% |
$1.27M - $1.52M
|
155K
$79.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-2.94K- 70.17% |
$1.29M - $1.54M
|
1.25K
$644K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.96K- 10.58% |
$1.3M - $1.56M
|
25K
$12.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.98K- 15.28% |
$1.31M - $1.56M
|
16.5K
$8.52M
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-3K- 23.32% |
$1.32M - $1.57M
|
9.85K
$5.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-3K- 18.75% |
$1.32M - $1.57M
|
13K
$6.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.03K- 59.53% |
$1.33M - $1.59M
|
2.06K
$1.06M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.03K- 5.38% |
$1.33M - $1.59M
|
53.4K
$27.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.04K- 2.49% |
$1.34M - $1.6M
|
119K
$61.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ing Groep Nv
|
SELL
|
- |
-3.07K- 2.71% |
$1.35M - $1.61M
|
110K
$56.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.16K- 12.6% |
$1.39M - $1.66M
|
21.9K
$11.3M
|
|
|
Oct 29, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-3.17K- 43.79% |
$1.39M - $1.66M
|
4.06K
$2.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-3.21K- 71.29% |
$1.41M - $1.68M
|
1.29K
$666K
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
SELL
|
- |
-3.23K- 3.99% |
$1.42M - $1.69M
|
77.8K
$40.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-3.25K- 25.75% |
$1.43M - $1.7M
|
9.36K
$4.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-3.31K- 1.4% |
$1.45M - $1.73M
|
233K
$120M
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.41K- 11.48% |
$1.5M - $1.79M
|
26.3K
$13.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-3.44K- 14.04% |
$1.51M - $1.8M
|
21.1K
$10.9M
|
|
|
Jul 19, 2024
Q2 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-3.44K- 31.65% |
$1.51M - $1.8M
|
7.43K
$3.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-3.47K- 87.85% |
$1.52M - $1.82M
|
480
$248K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.5K- 31.12% |
$1.54M - $1.84M
|
7.76K
$4M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.58K- 35.62% |
$1.57M - $1.88M
|
6.47K
$3.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-3.63K- 22.33% |
$1.59M - $1.9M
|
12.6K
$6.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-3.72K- 4.46% |
$1.64M - $1.95M
|
79.8K
$41.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-3.74K- 28.4% |
$1.64M - $1.96M
|
9.42K
$4.86M
|