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 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
851New |
$374K - $446K
|
851
$503K
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
848+ 3.25% |
$372K - $445K
|
27K
$15.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
842+ 1.72% |
$370K - $442K
|
49.8K
$29.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
841+ 16.77% |
$369K - $441K
|
5.86K
$3.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
840New |
$369K - $441K
|
840
$496K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
839+ 0.84% |
$368K - $440K
|
100K
$59.3M
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
834+ 11.93% |
$366K - $438K
|
7.83K
$4.62M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
831+ 49.17% |
$365K - $436K
|
2.52K
$1.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
830+ 13.86% |
$365K - $435K
|
6.82K
$4.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
830New |
$365K - $435K
|
830
$490K
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
829New |
$364K - $435K
|
829
$490K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
827+ 0.36% |
$363K - $434K
|
229K
$136M
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
825+ 10.44% |
$362K - $433K
|
8.73K
$5.16M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
821New |
$361K - $431K
|
821
$485K
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
820+ 15.59% |
$360K - $430K
|
6.08K
$3.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
819New |
$360K - $430K
|
819
$484K
|
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
817+ 66.15% |
$359K - $429K
|
2.05K
$1.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
815+ 5.62% |
$358K - $428K
|
15.3K
$9.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
802+ 33.5% |
$352K - $421K
|
3.2K
$1.89M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
798New |
$350K - $419K
|
798
$472K
|
|
|
Aug 14, 2024
Q2 2024
|
Whitford Management LLC
New York, NY |
BUY
|
- |
796+ 8.78% |
$350K - $418K
|
9.86K
$5.83M
|
|
|
Jul 12, 2024
Q2 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
795+ 9.07% |
$349K - $417K
|
9.56K
$5.65M
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
792+ 19.91% |
$348K - $416K
|
4.77K
$2.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
791+ 48.11% |
$347K - $415K
|
2.44K
$1.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
789+ 8.52% |
$347K - $414K
|
10K
$5.94M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
787New |
$346K - $413K
|
787
$465K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
785+ 2.39% |
$345K - $412K
|
33.7K
$19.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
785+ 172.91% |
$345K - $412K
|
1.24K
$732K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
784+ 39.54% |
$344K - $411K
|
2.77K
$1.63M
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
782+ 6.74% |
$343K - $410K
|
12.4K
$7.31M
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
780+ 16.91% |
$343K - $409K
|
5.39K
$3.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
779+ 0.37% |
$342K - $409K
|
209K
$123M
|
|
|
Aug 12, 2024
Q2 2024
|
Kidder Stephen W
|
BUY
|
- |
777+ 5.58% |
$341K - $408K
|
14.7K
$8.68M
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
774+ 6.98% |
$340K - $406K
|
11.9K
$7.01M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
769+ 0.55% |
$338K - $403K
|
141K
$83.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
768+ 23.01% |
$337K - $403K
|
4.11K
$2.43M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
767New |
$337K - $402K
|
767
$453K
|
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
761+ 13.28% |
$334K - $399K
|
6.49K
$3.84M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
755+ 35.23% |
$332K - $396K
|
2.9K
$1.71M
|
|
|
Jul 15, 2024
Q2 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
748+ 3.7% |
$329K - $392K
|
21K
$12.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
748+ 4.17% |
$329K - $392K
|
18.7K
$11M
|
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
747+ 8.62% |
$328K - $392K
|
9.41K
$5.56M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
736+ 5.42% |
$323K - $386K
|
14.3K
$8.45M
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
733+ 12.59% |
$322K - $385K
|
6.55K
$3.87M
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
BUY
|
- |
732+ 4.55% |
$321K - $384K
|
16.8K
$9.94M
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
728New |
$320K - $382K
|
728
$430K
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
716New |
$314K - $376K
|
716
$423K
|
|
|
Aug 14, 2024
Q2 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
714New |
$314K - $375K
|
714
$422K
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
713+ 2.92% |
$313K - $374K
|
25.1K
$14.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
713+ 25.27% |
$313K - $374K
|
3.53K
$2.09M
|