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 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
87+ 12.52% |
$38.2K - $45.6K
|
782
$462K
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
87+ 12.02% |
$38.2K - $45.6K
|
811
$479K
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
87+ 1.48% |
$38.2K - $45.6K
|
5.97K
$3.53M
|
|
|
Jul 30, 2024
Q2 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
86+ 2.02% |
$37.8K - $45.1K
|
4.35K
$2.57M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
86+ 1.82% |
$37.8K - $45.1K
|
4.82K
$2.85M
|
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
BUY
|
- |
85+ 1.37% |
$37.3K - $44.6K
|
6.3K
$3.72M
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
85+ 38.81% |
$37.3K - $44.6K
|
304
$180K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
85+ 2.06% |
$37.3K - $44.6K
|
4.21K
$2.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
85New |
$37.3K - $44.6K
|
85
$50.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
84+ 262.5% |
$36.9K - $44.1K
|
116
$68.5K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
84+ 9.49% |
$36.9K - $44.1K
|
969
$573K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
84+ 3.96% |
$36.9K - $44.1K
|
2.2K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
84+ 1.67% |
$36.9K - $44.1K
|
5.11K
$3.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
83+ 6.47% |
$36.5K - $43.5K
|
1.37K
$807K
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
83+ 5.31% |
$36.5K - $43.5K
|
1.65K
$972K
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
83+ 3.28% |
$36.5K - $43.5K
|
2.61K
$1.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
83+ 16.18% |
$36.5K - $43.5K
|
596
$352K
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
83+ 2.54% |
$36.5K - $43.5K
|
3.35K
$1.98M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
82+ 3.28% |
$36K - $43K
|
2.58K
$1.53M
|
|
|
Jul 22, 2024
Q2 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
81+ 1.69% |
$35.6K - $42.5K
|
4.87K
$2.88M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
81+ 77.88% |
$35.6K - $42.5K
|
185
$109K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
81+ 17.69% |
$35.6K - $42.5K
|
539
$318K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
80+ 1.28% |
$35.1K - $42K
|
6.32K
$3.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
80+ 15.12% |
$35.1K - $42K
|
609
$360K
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
80+ 0.26% |
$35.1K - $42K
|
30.8K
$18.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
79+ 15.37% |
$34.7K - $41.4K
|
593
$350K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
77+ 4.25% |
$33.8K - $40.4K
|
1.89K
$1.12M
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
77+ 1.85% |
$33.8K - $40.4K
|
4.24K
$2.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
77+ 0.41% |
$33.8K - $40.4K
|
19K
$11.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
77+ 13.85% |
$33.8K - $40.4K
|
633
$374K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
77+ 1.47% |
$33.8K - $40.4K
|
5.31K
$3.14M
|
|
|
Jul 09, 2024
Q2 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
75+ 0.65% |
$32.9K - $39.3K
|
11.6K
$6.85M
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
75+ 7.37% |
$32.9K - $39.3K
|
1.09K
$645K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
75+ 3.37% |
$32.9K - $39.3K
|
2.3K
$1.36M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
75+ 6.0% |
$32.9K - $39.3K
|
1.32K
$782K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
74+ 1.77% |
$32.5K - $38.8K
|
4.25K
$2.51M
|
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
74+ 1.56% |
$32.5K - $38.8K
|
4.81K
$2.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
74+ 14.48% |
$32.5K - $38.8K
|
585
$346K
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
74+ 12.37% |
$32.5K - $38.8K
|
672
$397K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
73+ 2.67% |
$32.1K - $38.3K
|
2.81K
$1.66M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
73+ 1.66% |
$32.1K - $38.3K
|
4.47K
$2.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
73+ 1.33% |
$32.1K - $38.3K
|
5.55K
$3.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
71+ 0.66% |
$31.2K - $37.2K
|
10.9K
$6.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
71+ 4.4% |
$31.2K - $37.2K
|
1.68K
$995K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
70+ 1.93% |
$30.7K - $36.7K
|
3.7K
$2.19M
|
|
|
Jul 29, 2024
Q2 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
70+ 2.18% |
$30.7K - $36.7K
|
3.29K
$1.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
70+ 18.52% |
$30.7K - $36.7K
|
448
$265K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
69+ 18.96% |
$30.3K - $36.2K
|
433
$256K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
69+ 0.93% |
$30.3K - $36.2K
|
7.51K
$4.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
69+ 9.68% |
$30.3K - $36.2K
|
782
$462K
|