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 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
713+ 25.27% |
$313K - $374K
|
3.53K
$2.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
713+ 15.11% |
$313K - $374K
|
5.43K
$3.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
710+ 8.47% |
$312K - $372K
|
9.1K
$5.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
702+ 20.88% |
$308K - $368K
|
4.06K
$2.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
700New |
$307K - $367K
|
700
$426K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
698+ 4.75% |
$307K - $366K
|
15.4K
$9.36M
|
|
|
Jul 16, 2024
Q2 2024
|
Addenda Capital Inc.
|
BUY
|
- |
696+ 2.79% |
$306K - $365K
|
25.6K
$15.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
696+ 5.22% |
$306K - $365K
|
14K
$8.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
694+ 41.78% |
$305K - $364K
|
2.36K
$1.43M
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
688+ 5.57% |
$302K - $361K
|
13K
$7.93M
|
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
680+ 2.51% |
$299K - $357K
|
27.7K
$16.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
680+ 149.45% |
$299K - $357K
|
1.14K
$691K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
673+ 0.76% |
$296K - $353K
|
89.5K
$54.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
673New |
$296K - $353K
|
673
$409K
|
|
|
Aug 09, 2024
Q2 2024
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
671+ 4.38% |
$295K - $352K
|
16K
$9.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
669New |
$294K - $351K
|
669
$407K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
669+ 72.8% |
$294K - $351K
|
1.59K
$966K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
666+ 21.81% |
$293K - $349K
|
3.72K
$2.26M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
665+ 3.5% |
$292K - $349K
|
19.7K
$12M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
664+ 5.05% |
$292K - $348K
|
13.8K
$8.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
656+ 12.95% |
$288K - $344K
|
5.72K
$3.48M
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
651+ 5.0% |
$286K - $342K
|
13.7K
$8.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
648+ 10.86% |
$285K - $340K
|
6.62K
$4.02M
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
646+ 16.96% |
$284K - $339K
|
4.46K
$2.71M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
646+ 4.47% |
$284K - $339K
|
15.1K
$9.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
644+ 10.84% |
$283K - $338K
|
6.58K
$4.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
642+ 13.27% |
$282K - $337K
|
5.48K
$3.33M
|
|
|
Aug 16, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
627+ 2.51% |
$275K - $329K
|
25.6K
$15.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
625+ 9.36% |
$275K - $328K
|
7.3K
$4.44M
|
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
624+ 98.11% |
$274K - $327K
|
1.26K
$767K
|
|
|
Aug 12, 2024
Q2 2024
|
Broderick Brian C
|
BUY
|
- |
622+ 2.99% |
$273K - $326K
|
21.4K
$13M
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
621+ 145.09% |
$273K - $326K
|
1.05K
$638K
|
|
|
Jul 31, 2024
Q2 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
621+ 3.94% |
$273K - $326K
|
16.4K
$9.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
619New |
$272K - $325K
|
619
$377K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
616+ 15.57% |
$271K - $323K
|
4.57K
$2.78M
|
|
|
Aug 07, 2024
Q2 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
615New |
$270K - $323K
|
615
$374K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
613+ 169.81% |
$269K - $322K
|
974
$593K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
613+ 6.74% |
$269K - $322K
|
9.71K
$5.9M
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
613+ 2.45% |
$269K - $322K
|
25.6K
$15.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
610+ 7.14% |
$268K - $320K
|
9.15K
$5.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
607+ 5.14% |
$267K - $318K
|
12.4K
$7.55M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
604New |
$265K - $317K
|
604
$367K
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
599+ 1.89% |
$263K - $314K
|
32.3K
$19.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
596+ 3.89% |
$262K - $313K
|
15.9K
$9.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
593+ 2.84% |
$260K - $311K
|
21.4K
$13M
|
|
|
Aug 13, 2024
Q2 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
593+ 12.17% |
$260K - $311K
|
5.46K
$3.32M
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
593+ 1.88% |
$260K - $311K
|
32.1K
$19.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
587New |
$258K - $308K
|
587
$357K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
582+ 68.55% |
$256K - $305K
|
1.43K
$871K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
581+ 8.56% |
$255K - $305K
|
7.37K
$4.48M
|