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 |
|---|---|---|---|---|---|---|---|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.39KNew |
$1.05M - $1.25M
|
2.39K
$1.41M
|
|
|
Jul 24, 2024
Q2 2024
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
2.38K+ 38.96% |
$1.04M - $1.25M
|
8.47K
$5.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.37K+ 1.59% |
$1.04M - $1.25M
|
152K
$89.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.34K+ 1538.16% |
$1.03M - $1.23M
|
2.49K
$1.47M
|
|
|
Jul 17, 2024
Q2 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
2.33K+ 35.15% |
$1.03M - $1.22M
|
8.98K
$5.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.33K+ 4.86% |
$1.02M - $1.22M
|
50.3K
$29.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
2.32K+ 35.73% |
$1.02M - $1.22M
|
8.8K
$5.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.29K+ 128.31% |
$1.01M - $1.2M
|
4.07K
$2.41M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.26K+ 11.64% |
$993K - $1.19M
|
21.7K
$12.8M
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.25K+ 9.89% |
$990K - $1.18M
|
25K
$14.8M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.25K+ 9.86% |
$988K - $1.18M
|
25K
$14.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.23K+ 381.2% |
$979K - $1.17M
|
2.82K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
2.22K+ 11.19% |
$975K - $1.17M
|
22.1K
$13M
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
2.21KNew |
$971K - $1.16M
|
2.21K
$1.31M
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2.2KNew |
$966K - $1.15M
|
2.2K
$1.3M
|
|
|
Jul 29, 2024
Q2 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
2.19K+ 56.92% |
$963K - $1.15M
|
6.05K
$3.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.16K+ 10.45% |
$950K - $1.14M
|
22.9K
$13.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.14K+ 1.21% |
$942K - $1.12M
|
179K
$106M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
2.14K+ 8.61% |
$939K - $1.12M
|
27K
$15.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.13K+ 12.77% |
$935K - $1.12M
|
18.8K
$11.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.13K+ 2.28% |
$934K - $1.12M
|
95.4K
$56.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.12K+ 8.68% |
$929K - $1.11M
|
26.5K
$15.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.1KNew |
$924K - $1.1M
|
2.1K
$1.24M
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.09K+ 3.28% |
$917K - $1.1M
|
65.8K
$38.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
2.09K+ 59.68% |
$917K - $1.09M
|
5.58K
$3.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
2.09KNew |
$916K - $1.09M
|
2.09K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2.07K+ 24.41% |
$911K - $1.09M
|
10.6K
$6.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.07K+ 64.82% |
$908K - $1.08M
|
5.26K
$3.11M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.05K+ 2.43% |
$899K - $1.07M
|
86.4K
$51M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.04K+ 8.56% |
$896K - $1.07M
|
25.9K
$15.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.04K+ 40.99% |
$894K - $1.07M
|
7K
$4.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.03K+ 12.69% |
$892K - $1.07M
|
18K
$10.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
2.01KNew |
$883K - $1.05M
|
2.01K
$1.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
2K+ 14.09% |
$880K - $1.05M
|
16.2K
$9.59M
|
|
|
Jul 10, 2024
Q2 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
2K+ 13.79% |
$878K - $1.05M
|
16.5K
$9.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
2KNew |
$878K - $1.05M
|
2K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Black Barn Capital Partners LP
New York, NY |
BUY
|
- |
2K+ 6.67% |
$878K - $1.05M
|
32K
$18.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2K+ 17.9% |
$876K - $1.05M
|
13.1K
$7.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.99K+ 62.03% |
$874K - $1.04M
|
5.2K
$3.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.99K+ 194.91% |
$874K - $1.04M
|
3.01K
$1.78M
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
1.98K+ 22.01% |
$869K - $1.04M
|
11K
$6.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.96K+ 19.33% |
$861K - $1.03M
|
12.1K
$7.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Bell Asset Management LTD
Melbourne, C3 |
BUY
|
- |
1.94K+ 3.67% |
$854K - $1.02M
|
55K
$32.5M
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.94K+ 13.38% |
$850K - $1.02M
|
16.4K
$9.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.93K+ 10.13% |
$847K - $1.01M
|
21K
$12.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
1.92K+ 1.6% |
$843K - $1.01M
|
122K
$71.8M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.92K+ 9.48% |
$843K - $1.01M
|
22.2K
$13.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Symmetry Investments LP
|
BUY
|
- |
1.9K+ 19.78% |
$834K - $997K
|
11.5K
$6.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.9K+ 6.61% |
$834K - $996K
|
30.6K
$18.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
1.89K+ 4.56% |
$830K - $992K
|
43.3K
$25.6M
|