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 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.98K- 15.28% |
$1.31M - $1.56M
|
16.5K
$9.73M
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-3K- 23.32% |
$1.32M - $1.57M
|
9.85K
$5.8M
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-3K- 18.75% |
$1.32M - $1.57M
|
13K
$7.66M
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.03K- 59.53% |
$1.33M - $1.59M
|
2.06K
$1.21M
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.03K- 5.38% |
$1.33M - $1.59M
|
53.4K
$31.4M
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.04K- 2.49% |
$1.34M - $1.6M
|
119K
$70.3M
|
|
Aug 13, 2024
Q2 2024
|
Ing Groep Nv
|
SELL
|
- |
-3.07K- 2.71% |
$1.35M - $1.61M
|
110K
$64.9M
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.16K- 12.6% |
$1.39M - $1.66M
|
21.9K
$12.9M
|
|
Aug 13, 2024
Q2 2024
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-3.21K- 71.29% |
$1.41M - $1.68M
|
1.29K
$761K
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
SELL
|
- |
-3.23K- 3.99% |
$1.42M - $1.69M
|
77.8K
$45.8M
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-3.25K- 25.75% |
$1.43M - $1.7M
|
9.36K
$5.52M
|
|
Aug 14, 2024
Q2 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-3.31K- 1.4% |
$1.45M - $1.73M
|
233K
$137M
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.41K- 11.48% |
$1.5M - $1.79M
|
26.3K
$15.5M
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-3.44K- 14.04% |
$1.51M - $1.8M
|
21.1K
$12.4M
|
|
Jul 19, 2024
Q2 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-3.44K- 31.65% |
$1.51M - $1.8M
|
7.43K
$4.38M
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-3.47K- 87.85% |
$1.52M - $1.82M
|
480
$283K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.5K- 31.12% |
$1.54M - $1.84M
|
7.76K
$4.57M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.58K- 35.62% |
$1.57M - $1.88M
|
6.47K
$3.81M
|
|
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
$7.43M
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-3.72K- 4.46% |
$1.64M - $1.95M
|
79.8K
$47M
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-3.74K- 28.4% |
$1.64M - $1.96M
|
9.42K
$5.55M
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-3.83K- 88.99% |
$1.68M - $2.01M
|
474
$279K
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.84K- 38.71% |
$1.68M - $2.01M
|
6.07K
$3.58M
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-3.85K- 0.47% |
$1.69M - $2.02M
|
808K
$476M
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.91K- 12.85% |
$1.72M - $2.05M
|
26.5K
$15.6M
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-3.92K- 1.77% |
$1.72M - $2.06M
|
218K
$129M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4K- 14.95% |
$1.76M - $2.1M
|
22.8K
$13.4M
|
|
Jul 01, 2024
Q2 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.05K- 12.76% |
$1.78M - $2.13M
|
27.7K
$16.3M
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-4.1K- 73.28% |
$1.8M - $2.15M
|
1.5K
$881K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.12K- 11.03% |
$1.81M - $2.16M
|
33.2K
$19.6M
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.19K- 7.65% |
$1.84M - $2.2M
|
50.6K
$29.8M
|
|
Aug 07, 2024
Q2 2024
|
Factorial Partners, LLC
|
SELL
|
- |
-4.2K- 70.0% |
$1.84M - $2.2M
|
1.8K
$1.06M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.24K- 28.99% |
$1.86M - $2.23M
|
10.4K
$6.12M
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-4.26K- 2.09% |
$1.87M - $2.23M
|
199K
$117M
|
|
Aug 06, 2024
Q2 2024
|
Trium Capital LLP
London, X0 |
SELL
|
- |
-4.28K- 27.08% |
$1.88M - $2.25M
|
11.5K
$6.79M
|
|
Aug 13, 2024
Q2 2024
|
Findlay Park Partners LLP
London, X0 |
SELL
|
- |
-4.3K- 0.75% |
$1.89M - $2.26M
|
566K
$333M
|
|
Aug 01, 2024
Q2 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-4.39K- 76.46% |
$1.93M - $2.3M
|
1.35K
$795K
|
|
Aug 07, 2024
Q2 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-4.41K- 91.17% |
$1.94M - $2.31M
|
427
$252K
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.44K- 2.58% |
$1.95M - $2.33M
|
167K
$98.6M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.44K- 5.9% |
$1.95M - $2.33M
|
70.8K
$41.7M
|
|
Aug 08, 2024
Q2 2024
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-4.53K- 0.23% |
$1.99M - $2.38M
|
1.96M
$1.15B
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-4.53K- 36.89% |
$1.99M - $2.38M
|
7.76K
$4.57M
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-4.61K- 48.75% |
$2.02M - $2.42M
|
4.85K
$2.85M
|
|
Aug 09, 2024
Q2 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-4.66K- 21.3% |
$2.05M - $2.45M
|
17.2K
$10.1M
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-4.74K- 91.34% |
$2.08M - $2.48M
|
449
$265K
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.9K- 15.93% |
$2.15M - $2.57M
|
25.8K
$15.2M
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-4.94K- 60.95% |
$2.17M - $2.59M
|
3.17K
$1.86M
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.99K- 6.94% |
$2.19M - $2.62M
|
67K
$39.5M
|
|
Aug 08, 2024
Q2 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-5.01K- 20.99% |
$2.2M - $2.63M
|
18.8K
$11.1M
|
|
Aug 14, 2024
Q2 2024
|
Bristol John W & CO Inc
|
SELL
|
- |
-5.13K- 2.19% |
$2.25M - $2.69M
|
229K
$135M
|