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 12, 2024
Q2 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
3.35K+ 1.0% |
$1.47M - $1.76M
|
337K
$204M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.32K+ 10.6% |
$1.46M - $1.74M
|
34.6K
$21M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.31K+ 8.84% |
$1.45M - $1.74M
|
40.8K
$24.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.29K+ 9.84% |
$1.45M - $1.73M
|
36.7K
$22.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
3.28K+ 627.59% |
$1.44M - $1.72M
|
3.8K
$2.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.27K+ 104.07% |
$1.44M - $1.72M
|
6.42K
$3.88M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.27K+ 17.69% |
$1.43M - $1.71M
|
21.7K
$13.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.26K+ 215.34% |
$1.43M - $1.71M
|
4.77K
$2.89M
|
|
|
Aug 27, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
3.22K+ 0.07% |
$1.42M - $1.69M
|
4.94M
$2.99B
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.22K+ 0.9% |
$1.41M - $1.69M
|
362K
$219M
|
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
3.22K+ 1.26% |
$1.41M - $1.69M
|
259K
$157M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.2K+ 11.75% |
$1.41M - $1.68M
|
30.4K
$18.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
3.09KNew |
$1.36M - $1.62M
|
3.09K
$1.87M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.07KNew |
$1.35M - $1.61M
|
3.07K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.04K+ 0.72% |
$1.34M - $1.6M
|
427K
$258M
|
|
|
Aug 13, 2024
Q2 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
3.04KNew |
$1.33M - $1.59M
|
3.04K
$1.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.02KNew |
$1.33M - $1.58M
|
3.02K
$1.83M
|
|
|
Jul 25, 2024
Q2 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
3K+ 212.08% |
$1.32M - $1.57M
|
4.42K
$2.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3K+ 33.29% |
$1.32M - $1.57M
|
12K
$7.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.96KNew |
$1.3M - $1.55M
|
2.96K
$1.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
2.94K+ 12.54% |
$1.29M - $1.54M
|
26.4K
$16M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
BUY
|
- |
2.94K+ 14.83% |
$1.29M - $1.54M
|
22.8K
$13.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
2.93K+ 5.53% |
$1.28M - $1.53M
|
55.8K
$33.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
2.9K+ 4.43% |
$1.27M - $1.52M
|
68.3K
$41.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.84K+ 13.27% |
$1.25M - $1.49M
|
24.2K
$14.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.81K+ 4.53% |
$1.23M - $1.47M
|
64.8K
$39.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.78K+ 4.64% |
$1.22M - $1.46M
|
62.6K
$37.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
BUY
|
- |
2.77K+ 7.4% |
$1.22M - $1.45M
|
40.2K
$24.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2.77KNew |
$1.21M - $1.45M
|
2.77K
$1.67M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.76K+ 76.88% |
$1.21M - $1.45M
|
6.34K
$3.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
2.74KNew |
$1.2M - $1.44M
|
2.74K
$1.66M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.73K+ 7.15% |
$1.2M - $1.43M
|
40.8K
$24.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
2.7KNew |
$1.19M - $1.42M
|
2.7K
$1.63M
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.69KNew |
$1.18M - $1.41M
|
2.69K
$1.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
2.66K+ 1.01% |
$1.17M - $1.39M
|
267K
$161M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.65KNew |
$1.16M - $1.39M
|
2.65K
$1.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
2.64K+ 0.41% |
$1.16M - $1.38M
|
641K
$388M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.63K+ 16.25% |
$1.16M - $1.38M
|
18.8K
$11.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
2.6KNew |
$1.14M - $1.37M
|
2.6K
$1.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.54K+ 233.92% |
$1.11M - $1.33M
|
3.62K
$2.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.52K+ 12.81% |
$1.11M - $1.32M
|
22.2K
$13.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Unison Asset Management LLC
|
BUY
|
- |
2.5K+ 17.36% |
$1.1M - $1.31M
|
16.9K
$10.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
2.5K+ 8.96% |
$1.1M - $1.31M
|
30.4K
$18.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
2.5KNew |
$1.1M - $1.31M
|
2.5K
$1.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.48K+ 192.77% |
$1.09M - $1.3M
|
3.77K
$2.28M
|
|
|
Aug 05, 2024
Q2 2024
|
Provident Trust CO
|
BUY
|
- |
2.47K+ 0.39% |
$1.09M - $1.3M
|
630K
$381M
|
|
|
Jul 30, 2024
Q2 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
2.46KNew |
$1.08M - $1.29M
|
2.46K
$1.49M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
2.46K+ 3.25% |
$1.08M - $1.29M
|
78.1K
$47.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.44K+ 30.59% |
$1.07M - $1.28M
|
10.4K
$6.31M
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.43K+ 0.51% |
$1.07M - $1.28M
|
480K
$291M
|