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
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
578+ 17.59% |
$254K - $303K
|
3.86K
$2.35M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
575New |
$253K - $302K
|
575
$350K
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
574+ 8.53% |
$252K - $301K
|
7.3K
$4.44M
|
|
|
Aug 06, 2024
Q2 2024
|
Paralel Advisors LLC
|
BUY
|
- |
568+ 14.04% |
$249K - $298K
|
4.62K
$2.81M
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
567+ 5.41% |
$249K - $297K
|
11K
$6.72M
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
565+ 80.03% |
$248K - $296K
|
1.27K
$773K
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
563+ 4.24% |
$247K - $295K
|
13.8K
$8.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
559New |
$246K - $293K
|
559
$340K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
557New |
$245K - $292K
|
557
$339K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
557+ 6.43% |
$245K - $292K
|
9.22K
$5.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
552+ 0.4% |
$242K - $290K
|
140K
$85M
|
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
549+ 19.26% |
$241K - $288K
|
3.4K
$2.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
548+ 3.64% |
$241K - $287K
|
15.6K
$9.49M
|
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
547New |
$240K - $287K
|
547
$333K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
541+ 9.74% |
$238K - $284K
|
6.09K
$3.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Fosun International LTD
|
BUY
|
- |
540+ 6.85% |
$237K - $283K
|
8.42K
$5.12M
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
537+ 7.85% |
$236K - $282K
|
7.38K
$4.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
536+ 3.73% |
$235K - $281K
|
14.9K
$9.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
535+ 10.4% |
$235K - $281K
|
5.68K
$3.46M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
534+ 2.7% |
$235K - $280K
|
20.3K
$12.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
BUY
|
- |
533+ 5.47% |
$234K - $280K
|
10.3K
$6.25M
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
532New |
$234K - $279K
|
532
$324K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
531New |
$233K - $279K
|
531
$323K
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
530New |
$233K - $278K
|
530
$322K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
527+ 2.54% |
$231K - $276K
|
21.3K
$13M
|
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
526+ 19.2% |
$231K - $276K
|
3.27K
$1.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
523New |
$230K - $274K
|
523
$318K
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
520+ 3.36% |
$228K - $273K
|
16K
$9.72M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
516+ 5.79% |
$227K - $271K
|
9.43K
$5.74M
|
|
|
Jul 22, 2024
Q2 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
515+ 2.74% |
$226K - $270K
|
19.3K
$11.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
515+ 23.05% |
$226K - $270K
|
2.75K
$1.67M
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
514+ 78.35% |
$226K - $270K
|
1.17K
$712K
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
513+ 7.13% |
$225K - $269K
|
7.7K
$4.69M
|
|
|
Jul 19, 2024
Q2 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
510+ 2.66% |
$224K - $268K
|
19.7K
$12M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
509+ 4.63% |
$224K - $267K
|
11.5K
$7M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
506+ 6.59% |
$222K - $265K
|
8.18K
$4.98M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
504+ 3.71% |
$221K - $264K
|
14.1K
$8.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
500+ 14.59% |
$220K - $262K
|
3.93K
$2.39M
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
499+ 9.64% |
$219K - $262K
|
5.68K
$3.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
497+ 6.58% |
$218K - $261K
|
8.05K
$4.89M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
492+ 21.97% |
$216K - $258K
|
2.73K
$1.66M
|
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
490+ 36.57% |
$215K - $257K
|
1.83K
$1.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
489New |
$215K - $257K
|
489
$297K
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
488New |
$214K - $256K
|
488
$297K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
488+ 2.83% |
$214K - $256K
|
17.7K
$10.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
484+ 2.01% |
$213K - $254K
|
24.5K
$14.9M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
482+ 3.02% |
$212K - $253K
|
16.4K
$9.99M
|
|
|
Aug 06, 2024
Q2 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
475+ 6.16% |
$209K - $249K
|
8.18K
$4.98M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
472+ 1.88% |
$207K - $248K
|
25.6K
$15.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
471+ 1.91% |
$207K - $247K
|
25.1K
$15.3M
|