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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
1.89K+ 4.56% |
$830K - $992K
|
43.3K
$26.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.89K+ 56.73% |
$830K - $991K
|
5.22K
$3.18M
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.88K+ 0.71% |
$824K - $984K
|
267K
$163M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.86K+ 67.86% |
$819K - $978K
|
4.61K
$2.81M
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.86K+ 9.01% |
$816K - $975K
|
22.5K
$13.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.86K+ 2.89% |
$816K - $974K
|
66.2K
$40.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.86K+ 9.46% |
$815K - $974K
|
21.5K
$13.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.84K+ 6.36% |
$809K - $967K
|
30.8K
$18.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.83K+ 2.0% |
$802K - $957K
|
92.9K
$56.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.82K+ 0.11% |
$798K - $953K
|
1.6M
$972M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.81K+ 5.65% |
$797K - $952K
|
33.9K
$20.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.81K+ 192.46% |
$796K - $951K
|
2.76K
$1.68M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.81K+ 7.81% |
$795K - $950K
|
25K
$15.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.8K+ 1.03% |
$791K - $945K
|
177K
$108M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.79K+ 7.13% |
$784K - $937K
|
26.8K
$16.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.77K+ 4.75% |
$777K - $929K
|
39K
$23.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.76K+ 25.96% |
$774K - $924K
|
8.55K
$5.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.71KNew |
$751K - $897K
|
1.71K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1.7K+ 37.57% |
$748K - $894K
|
6.24K
$3.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.69K+ 10.05% |
$744K - $889K
|
18.5K
$11.3M
|
|
|
Aug 13, 2024
Q2 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.68K+ 4.4% |
$738K - $881K
|
39.9K
$24.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Somerville Kurt F
|
BUY
|
- |
1.67K+ 7.12% |
$734K - $877K
|
25.1K
$15.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
1.67K+ 4.72% |
$733K - $876K
|
37.1K
$22.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.66K+ 4.28% |
$729K - $871K
|
40.4K
$24.6M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.63KNew |
$716K - $855K
|
1.63K
$992K
|
|
|
Aug 12, 2024
Q2 2024
|
Miramar Capital, LLC
|
BUY
|
- |
1.63K+ 7.5% |
$715K - $854K
|
23.3K
$14.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.63K+ 25.95% |
$714K - $853K
|
7.89K
$4.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.62K+ 7.38% |
$713K - $851K
|
23.6K
$14.4M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.62K+ 3.95% |
$712K - $850K
|
42.7K
$26M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.6K+ 16.75% |
$702K - $839K
|
11.1K
$6.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.59K+ 2.07% |
$699K - $835K
|
78.6K
$47.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.59K+ 3.11% |
$699K - $835K
|
52.8K
$32.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
1.59K+ 18.46% |
$697K - $833K
|
10.2K
$6.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.58K+ 2.86% |
$695K - $830K
|
56.9K
$34.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.57K+ 13.53% |
$690K - $824K
|
13.2K
$8.02M
|
|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
1.57K+ 5.91% |
$690K - $824K
|
28.1K
$17.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
1.57K+ 3.01% |
$688K - $822K
|
53.5K
$32.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.56K+ 12.74% |
$686K - $819K
|
13.8K
$8.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
1.56K+ 3.62% |
$683K - $816K
|
44.6K
$27.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.55KNew |
$679K - $812K
|
1.55K
$941K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.54K+ 35.32% |
$676K - $808K
|
5.9K
$3.59M
|
|
|
Sep 19, 2024
Q2 2024
|
Kp Management LLC
Edina, MN |
BUY
|
- |
1.5K+ 30.0% |
$659K - $787K
|
6.5K
$3.95M
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.5KNew |
$658K - $786K
|
1.5K
$912K
|
|
|
Aug 08, 2024
Q2 2024
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
1.5K+ 5.51% |
$657K - $785K
|
28.7K
$17.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.49K+ 38.56% |
$656K - $783K
|
5.37K
$3.26M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.49K+ 5.79% |
$655K - $782K
|
27.2K
$16.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.47K+ 7.18% |
$647K - $772K
|
22K
$13.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.45K+ 31.93% |
$636K - $759K
|
5.98K
$3.64M
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.44K+ 30.98% |
$633K - $756K
|
6.09K
$3.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.43K+ 0.76% |
$628K - $750K
|
190K
$116M
|