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 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
200+ 26.32% |
$87.8K - $105K
|
960
$567K
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
200+ 4.41% |
$87.8K - $105K
|
4.74K
$2.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
198+ 34.86% |
$87K - $104K
|
766
$453K
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
198+ 9.39% |
$87K - $104K
|
2.31K
$1.36M
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
197+ 23.85% |
$86.5K - $103K
|
1.02K
$604K
|
|
|
Jul 02, 2024
Q2 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
196+ 2.23% |
$86.1K - $103K
|
8.99K
$5.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
196+ 6.11% |
$86.1K - $103K
|
3.4K
$2.01M
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
195+ 16.81% |
$85.6K - $102K
|
1.36K
$801K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
194+ 5.21% |
$85.2K - $102K
|
3.92K
$2.32M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
193+ 38.6% |
$84.8K - $101K
|
693
$409K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
193+ 7.95% |
$84.8K - $101K
|
2.62K
$1.55M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
191+ 10.54% |
$83.9K - $100K
|
2K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
189+ 2.74% |
$83K - $99.2K
|
7.08K
$4.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
188+ 2.94% |
$82.6K - $98.6K
|
6.58K
$3.89M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
188+ 6.58% |
$82.6K - $98.6K
|
3.05K
$1.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
187+ 1.7% |
$82.1K - $98.1K
|
11.2K
$6.62M
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
187+ 4.13% |
$82.1K - $98.1K
|
4.72K
$2.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
187+ 7.35% |
$82.1K - $98.1K
|
2.73K
$1.61M
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
186+ 4.41% |
$81.7K - $97.6K
|
4.41K
$2.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
186+ 14.51% |
$81.7K - $97.6K
|
1.47K
$867K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
186+ 0.3% |
$81.7K - $97.6K
|
63K
$37.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
185+ 4.08% |
$81.3K - $97.1K
|
4.72K
$2.79M
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
185+ 7.34% |
$81.3K - $97.1K
|
2.71K
$1.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
184+ 1.72% |
$80.8K - $96.5K
|
10.9K
$6.45M
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
184+ 3.52% |
$80.8K - $96.5K
|
5.41K
$3.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
182+ 9.76% |
$79.9K - $95.5K
|
2.05K
$1.21M
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
181+ 5.71% |
$79.5K - $95K
|
3.35K
$1.98M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
181+ 8.85% |
$79.5K - $95K
|
2.23K
$1.32M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
180+ 18.44% |
$79.1K - $94.4K
|
1.16K
$683K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
180+ 25.71% |
$79.1K - $94.4K
|
880
$520K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
179+ 2.16% |
$78.6K - $93.9K
|
8.47K
$5M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
178+ 8.29% |
$78.2K - $93.4K
|
2.33K
$1.37M
|
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
175+ 4.82% |
$76.9K - $91.8K
|
3.81K
$2.25M
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
175+ 1.92% |
$76.9K - $91.8K
|
9.27K
$5.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
175+ 31.42% |
$76.9K - $91.8K
|
732
$433K
|
|
|
Jul 19, 2024
Q2 2024
|
Shayne & Co., LLC
|
BUY
|
- |
175+ 2.24% |
$76.9K - $91.8K
|
7.98K
$4.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
175+ 33.4% |
$76.9K - $91.8K
|
699
$413K
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
174+ 0.5% |
$76.4K - $91.3K
|
35.1K
$20.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
171+ 0.53% |
$75.1K - $89.7K
|
32.5K
$19.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
170+ 30.3% |
$74.7K - $89.2K
|
731
$432K
|
|
|
Jul 29, 2024
Q2 2024
|
Coerente Capital Management
|
BUY
|
- |
170+ 39.08% |
$74.7K - $89.2K
|
605
$357K
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
169+ 7.23% |
$74.2K - $88.7K
|
2.51K
$1.48M
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
168+ 0.66% |
$73.8K - $88.1K
|
25.5K
$15M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
166+ 0.41% |
$72.9K - $87.1K
|
40.5K
$23.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
165+ 5.01% |
$72.5K - $86.6K
|
3.46K
$2.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
165+ 2.14% |
$72.5K - $86.6K
|
7.87K
$4.65M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
165+ 4.93% |
$72.5K - $86.6K
|
3.51K
$2.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
165+ 2.39% |
$72.5K - $86.6K
|
7.06K
$4.17M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
163+ 2.64% |
$71.6K - $85.5K
|
6.34K
$3.75M
|
|
|
Aug 02, 2024
Q2 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
163+ 4.52% |
$71.6K - $85.5K
|
3.77K
$2.23M
|