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 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
467+ 3.71% |
$205K - $245K
|
13.1K
$7.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
466+ 2.53% |
$205K - $244K
|
18.9K
$11.2M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
465+ 2.69% |
$204K - $244K
|
17.7K
$10.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
465+ 3.69% |
$204K - $244K
|
13.1K
$7.72M
|
|
|
Jul 26, 2024
Q2 2024
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
464New |
$204K - $243K
|
464
$274K
|
|
|
Jul 18, 2024
Q2 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
462New |
$203K - $242K
|
462
$273K
|
|
|
Aug 14, 2024
Q2 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
462+ 5.85% |
$203K - $242K
|
8.35K
$4.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
462+ 11.42% |
$203K - $242K
|
4.51K
$2.66M
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
461New |
$202K - $242K
|
461
$272K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
460+ 26.32% |
$202K - $241K
|
2.21K
$1.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
456+ 12.9% |
$200K - $239K
|
3.99K
$2.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
454+ 3.54% |
$199K - $238K
|
13.3K
$7.85M
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
453New |
$199K - $238K
|
453
$268K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
452New |
$199K - $237K
|
452
$267K
|
|
|
Aug 09, 2024
Q2 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
447New |
$196K - $235K
|
447
$264K
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
442New |
$194K - $232K
|
442
$261K
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
442New |
$194K - $232K
|
442
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
441+ 1.8% |
$194K - $231K
|
25K
$14.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
440+ 0.49% |
$193K - $231K
|
90.3K
$53.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
437+ 5.15% |
$192K - $229K
|
8.93K
$5.27M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
436+ 18.83% |
$191K - $229K
|
2.75K
$1.63M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
435+ 37.69% |
$191K - $228K
|
1.59K
$939K
|
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
434New |
$191K - $228K
|
434
$256K
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
432+ 3.01% |
$190K - $227K
|
14.8K
$8.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
428New |
$188K - $225K
|
428
$253K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
427+ 3.0% |
$188K - $224K
|
14.7K
$8.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
426+ 13.23% |
$187K - $223K
|
3.65K
$2.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
426+ 4.16% |
$187K - $223K
|
10.7K
$6.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
426+ 19.54% |
$187K - $223K
|
2.61K
$1.54M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
424+ 8.52% |
$186K - $222K
|
5.4K
$3.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
424+ 2.49% |
$186K - $222K
|
17.5K
$10.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
423+ 0.97% |
$186K - $222K
|
43.9K
$25.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
423New |
$186K - $222K
|
423
$250K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
422New |
$185K - $221K
|
422
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
421New |
$185K - $221K
|
421
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
421New |
$185K - $221K
|
421
$249K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
418+ 32.61% |
$184K - $219K
|
1.7K
$1M
|
|
|
Aug 07, 2024
Q2 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
417+ 4.37% |
$183K - $219K
|
9.97K
$5.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
417New |
$183K - $219K
|
417
$246K
|
|
|
Jul 19, 2024
Q2 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
416+ 7.02% |
$183K - $218K
|
6.34K
$3.75M
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
416New |
$183K - $218K
|
416
$246K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
415+ 12.13% |
$182K - $218K
|
3.84K
$2.27M
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
415+ 15.53% |
$182K - $218K
|
3.09K
$1.82M
|
|
|
Aug 01, 2024
Q2 2024
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
414New |
$182K - $217K
|
414
$245K
|
|
|
Aug 06, 2024
Q2 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
412New |
$181K - $216K
|
412
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
410New |
$180K - $215K
|
410
$242K
|
|
|
Jul 12, 2024
Q2 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
409New |
$180K - $215K
|
409
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
409New |
$180K - $215K
|
409
$242K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
408+ 8.17% |
$179K - $214K
|
5.4K
$3.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
405New |
$178K - $212K
|
405
$239K
|