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 29, 2024
Q2 2024
|
Washington Trust Bank
|
BUY
|
- |
404+ 1.22% |
$177K - $212K
|
33.4K
$19.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
403New |
$177K - $211K
|
403
$238K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
BUY
|
- |
403New |
$177K - $211K
|
403
$238K
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
BUY
|
- |
403+ 0.88% |
$177K - $211K
|
46.3K
$27.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
402+ 17.28% |
$177K - $211K
|
2.73K
$1.61M
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
402+ 9.14% |
$177K - $211K
|
4.8K
$2.83M
|
|
|
Jul 10, 2024
Q2 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
400New |
$176K - $210K
|
400
$236K
|
|
|
Jul 26, 2024
Q2 2024
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
400+ 15.67% |
$176K - $210K
|
2.95K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
400+ 2.04% |
$176K - $210K
|
20K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
400+ 563.38% |
$176K - $210K
|
471
$278K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
399New |
$175K - $209K
|
399
$236K
|
|
|
Jul 16, 2024
Q2 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
399New |
$175K - $209K
|
399
$236K
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
399New |
$175K - $209K
|
399
$236K
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
398New |
$175K - $209K
|
398
$235K
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
396+ 11.22% |
$174K - $208K
|
3.93K
$2.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
396New |
$174K - $208K
|
396
$234K
|
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
396+ 2.29% |
$174K - $208K
|
17.7K
$10.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
395New |
$173K - $207K
|
395
$233K
|
|
|
Aug 08, 2024
Q2 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
395New |
$173K - $207K
|
395
$233K
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
393New |
$173K - $206K
|
393
$232K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
393New |
$173K - $206K
|
393
$232K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
393New |
$173K - $206K
|
393
$232K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
392+ 4.5% |
$172K - $206K
|
9.1K
$5.38M
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
390+ 2.07% |
$171K - $205K
|
19.2K
$11.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
388+ 12.95% |
$170K - $204K
|
3.38K
$2M
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
388+ 9.0% |
$170K - $204K
|
4.7K
$2.78M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
387+ 5.59% |
$170K - $203K
|
7.31K
$4.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
384+ 8.0% |
$169K - $201K
|
5.18K
$3.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
383+ 6.74% |
$168K - $201K
|
6.07K
$3.59M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
382+ 9.69% |
$168K - $200K
|
4.33K
$2.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
380+ 12.26% |
$167K - $199K
|
3.48K
$2.06M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
376+ 5.97% |
$165K - $197K
|
6.67K
$3.94M
|
|
|
Aug 01, 2024
Q2 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
375+ 3.32% |
$165K - $197K
|
11.7K
$6.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
374+ 1.76% |
$164K - $196K
|
21.7K
$12.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
368+ 14.1% |
$162K - $193K
|
2.98K
$1.76M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
367+ 17.52% |
$161K - $193K
|
2.46K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
366+ 0.92% |
$161K - $192K
|
40.1K
$23.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
365+ 5.28% |
$160K - $191K
|
7.28K
$4.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
364+ 12.69% |
$160K - $191K
|
3.23K
$1.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
364+ 59.19% |
$160K - $191K
|
979
$578K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
363+ 4.27% |
$159K - $190K
|
8.87K
$5.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
361+ 3.37% |
$159K - $189K
|
11.1K
$6.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
360+ 4.81% |
$158K - $189K
|
7.85K
$4.64M
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
359+ 40.52% |
$158K - $188K
|
1.25K
$736K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
358+ 10.59% |
$157K - $188K
|
3.74K
$2.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
356+ 1.01% |
$156K - $187K
|
35.7K
$21.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
354+ 3.18% |
$155K - $186K
|
11.5K
$6.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
354+ 3.15% |
$155K - $186K
|
11.6K
$6.84M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
353+ 11.66% |
$155K - $185K
|
3.38K
$2M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
353+ 12.78% |
$155K - $185K
|
3.12K
$1.84M
|