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
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.04K+ 5.87% |
$458K - $547K
|
18.8K
$11.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
1.03KNew |
$451K - $539K
|
1.03K
$607K
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.03KNew |
$451K - $538K
|
1.03K
$606K
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.01K+ 4.59% |
$445K - $531K
|
23.1K
$13.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1K+ 3.04% |
$440K - $525K
|
33.9K
$20.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
1K+ 62.5% |
$439K - $525K
|
2.6K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
1KNew |
$439K - $525K
|
1K
$591K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
999+ 2.89% |
$439K - $524K
|
35.5K
$21M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
999+ 2.89% |
$439K - $524K
|
35.5K
$21M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
994+ 6.57% |
$437K - $521K
|
16.1K
$9.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
989+ 1.12% |
$434K - $519K
|
89K
$52.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
985+ 13.01% |
$433K - $517K
|
8.56K
$5.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
978+ 58.32% |
$430K - $513K
|
2.66K
$1.57M
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
975New |
$428K - $512K
|
975
$576K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
960+ 13.8% |
$422K - $504K
|
7.92K
$4.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Puzo Michael J
|
BUY
|
- |
957+ 6.15% |
$420K - $502K
|
16.5K
$9.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
951+ 7.4% |
$418K - $499K
|
13.8K
$8.16M
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
949+ 190.95% |
$417K - $498K
|
1.45K
$854K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
948+ 10.23% |
$416K - $497K
|
10.2K
$6.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
945+ 5.56% |
$415K - $496K
|
17.9K
$10.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
942+ 32.19% |
$414K - $494K
|
3.87K
$2.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
942+ 2.46% |
$414K - $494K
|
39.2K
$23.2M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
940+ 163.76% |
$413K - $493K
|
1.51K
$895K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
939+ 24.83% |
$412K - $493K
|
4.72K
$2.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
938+ 83.45% |
$412K - $492K
|
2.06K
$1.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
901+ 25.55% |
$396K - $473K
|
4.43K
$2.62M
|
|
|
Aug 05, 2024
Q2 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
898+ 1.8% |
$394K - $471K
|
50.8K
$30M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
897+ 8.98% |
$394K - $471K
|
10.9K
$6.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
892+ 1.02% |
$392K - $468K
|
88.4K
$52.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
890New |
$391K - $467K
|
890
$526K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
889+ 2.3% |
$390K - $466K
|
39.6K
$23.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
889New |
$390K - $466K
|
889
$525K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
886+ 79.68% |
$389K - $465K
|
2K
$1.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
886+ 4.23% |
$389K - $465K
|
21.8K
$12.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
BUY
|
- |
884+ 56.67% |
$388K - $464K
|
2.44K
$1.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
879+ 100.11% |
$386K - $461K
|
1.76K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
879+ 4.07% |
$386K - $461K
|
22.5K
$13.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
BUY
|
- |
878+ 38.8% |
$386K - $461K
|
3.14K
$1.86M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
877+ 3.96% |
$385K - $460K
|
23K
$13.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
877+ 11.32% |
$385K - $460K
|
8.63K
$5.1M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
874+ 11.38% |
$384K - $459K
|
8.55K
$5.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
869+ 9.58% |
$382K - $456K
|
9.94K
$5.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
868New |
$381K - $455K
|
868
$513K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
867+ 7.91% |
$381K - $455K
|
11.8K
$6.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
865+ 1.76% |
$380K - $454K
|
49.9K
$29.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
864+ 3.19% |
$379K - $453K
|
28K
$16.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
861+ 4.33% |
$378K - $452K
|
20.8K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
857+ 1.36% |
$376K - $450K
|
63.6K
$37.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
856New |
$376K - $449K
|
856
$506K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
853+ 3.82% |
$375K - $448K
|
23.2K
$13.7M
|