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 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
353+ 12.78% |
$155K - $185K
|
3.12K
$1.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
352+ 2.91% |
$155K - $185K
|
12.4K
$7.57M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
351+ 39.98% |
$154K - $184K
|
1.23K
$748K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
350+ 20.16% |
$154K - $184K
|
2.09K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
350+ 37.23% |
$154K - $184K
|
1.29K
$785K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
349+ 9.6% |
$153K - $183K
|
3.99K
$2.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
348+ 4.09% |
$153K - $183K
|
8.85K
$5.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
347+ 18.69% |
$152K - $182K
|
2.2K
$1.34M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
347+ 9.25% |
$152K - $182K
|
4.1K
$2.49M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
346+ 67.58% |
$152K - $182K
|
858
$522K
|
|
|
Aug 13, 2024
Q2 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
346+ 3.33% |
$152K - $182K
|
10.8K
$6.54M
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
346+ 24.21% |
$152K - $182K
|
1.78K
$1.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
344+ 1.66% |
$151K - $180K
|
21K
$12.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
342+ 0.32% |
$150K - $179K
|
108K
$66M
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
342+ 12.83% |
$150K - $179K
|
3.01K
$1.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
340New |
$149K - $178K
|
340
$207K
|
|
|
Aug 06, 2024
Q2 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
339+ 32.53% |
$149K - $178K
|
1.38K
$840K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
338+ 8.09% |
$148K - $177K
|
4.51K
$2.75M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
335+ 71.13% |
$147K - $176K
|
806
$490K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
335+ 6.08% |
$147K - $176K
|
5.85K
$3.56M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
334+ 46.78% |
$147K - $175K
|
1.05K
$638K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
334+ 4.08% |
$147K - $175K
|
8.52K
$5.18M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
333+ 1.12% |
$146K - $175K
|
30.2K
$18.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
333+ 2.31% |
$146K - $175K
|
14.8K
$8.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
332+ 5.47% |
$146K - $174K
|
6.41K
$3.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
332+ 5.05% |
$146K - $174K
|
6.91K
$4.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
332+ 20.11% |
$146K - $174K
|
1.98K
$1.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
330+ 45.83% |
$145K - $173K
|
1.05K
$639K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
329+ 23.74% |
$144K - $173K
|
1.72K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
329+ 42.51% |
$144K - $173K
|
1.1K
$671K
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
326+ 3.59% |
$143K - $171K
|
9.4K
$5.72M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
323+ 23.54% |
$142K - $169K
|
1.7K
$1.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
321+ 5.03% |
$141K - $168K
|
6.7K
$4.08M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
320+ 7.81% |
$141K - $168K
|
4.42K
$2.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
319+ 2.16% |
$140K - $167K
|
15.1K
$9.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
319+ 11.1% |
$140K - $167K
|
3.19K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
319+ 76.87% |
$140K - $167K
|
734
$447K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
318+ 6.33% |
$140K - $167K
|
5.34K
$3.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
318+ 4.18% |
$140K - $167K
|
7.93K
$4.82M
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
BUY
|
- |
316+ 1.4% |
$139K - $166K
|
22.8K
$13.9M
|
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
316+ 76.33% |
$139K - $166K
|
730
$444K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
313+ 34.86% |
$137K - $164K
|
1.21K
$737K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
312+ 7.0% |
$137K - $164K
|
4.77K
$2.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
312New |
$137K - $164K
|
312
$190K
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
310+ 23.48% |
$136K - $163K
|
1.63K
$992K
|
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
310New |
$136K - $163K
|
310
$189K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
309+ 2.07% |
$136K - $162K
|
15.2K
$9.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
306+ 3.9% |
$134K - $161K
|
8.16K
$4.96M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
304+ 37.25% |
$134K - $159K
|
1.12K
$681K
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
301New |
$132K - $158K
|
301
$183K
|