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 |
|---|---|---|---|---|---|---|---|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
69+ 5.54% |
$30.3K - $36.2K
|
1.32K
$777K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
68+ 21.25% |
$29.9K - $35.7K
|
388
$229K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
68+ 4.2% |
$29.9K - $35.7K
|
1.69K
$997K
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
68+ 3.17% |
$29.9K - $35.7K
|
2.21K
$1.31M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
68+ 8.43% |
$29.9K - $35.7K
|
875
$517K
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
67+ 2.05% |
$29.4K - $35.2K
|
3.33K
$1.97M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
67+ 1.35% |
$29.4K - $35.2K
|
5.05K
$2.98M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
67+ 7.73% |
$29.4K - $35.2K
|
934
$552K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
67+ 1.41% |
$29.4K - $35.2K
|
4.83K
$2.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
67+ 1.63% |
$29.4K - $35.2K
|
4.18K
$2.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
67+ 1.27% |
$29.4K - $35.2K
|
5.36K
$3.17M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
66+ 2.2% |
$29K - $34.6K
|
3.07K
$1.82M
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
66+ 7.38% |
$29K - $34.6K
|
960
$567K
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
66+ 2.68% |
$29K - $34.6K
|
2.53K
$1.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
66+ 16.1% |
$29K - $34.6K
|
476
$281K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
66New |
$29K - $34.6K
|
66
$39K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
66+ 66.0% |
$29K - $34.6K
|
166
$98.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
65+ 3.65% |
$28.5K - $34.1K
|
1.85K
$1.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
65+ 3.29% |
$28.5K - $34.1K
|
2.04K
$1.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
65+ 0.15% |
$28.5K - $34.1K
|
43.3K
$25.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
65+ 2.68% |
$28.5K - $34.1K
|
2.49K
$1.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
65+ 0.65% |
$28.5K - $34.1K
|
10K
$5.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
65+ 3.0% |
$28.5K - $34.1K
|
2.23K
$1.32M
|
|
|
Jul 17, 2024
Q2 2024
|
Asio Capital, LLC
|
BUY
|
- |
64+ 0.43% |
$28.1K - $33.6K
|
15K
$8.84M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
64+ 9.03% |
$28.1K - $33.6K
|
773
$457K
|
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
63+ 1.74% |
$27.7K - $33.1K
|
3.69K
$2.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
63+ 10.7% |
$27.7K - $33.1K
|
652
$385K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
63+ 4.26% |
$27.7K - $33.1K
|
1.54K
$911K
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
63+ 3.01% |
$27.7K - $33.1K
|
2.16K
$1.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
63+ 6.91% |
$27.7K - $33.1K
|
975
$576K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
63+ 1.05% |
$27.7K - $33.1K
|
6.07K
$3.59M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
62+ 2.97% |
$27.2K - $32.5K
|
2.15K
$1.27M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
62+ 17.08% |
$27.2K - $32.5K
|
425
$251K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
61+ 2.41% |
$26.8K - $32K
|
2.6K
$1.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
61+ 0.42% |
$26.8K - $32K
|
14.5K
$8.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
61+ 1.61% |
$26.8K - $32K
|
3.84K
$2.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
61+ 7.58% |
$26.8K - $32K
|
866
$512K
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
60+ 30.93% |
$26.4K - $31.5K
|
254
$150K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
60New |
$26.4K - $31.5K
|
60
$35.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
60+ 2.62% |
$26.4K - $31.5K
|
2.35K
$1.39M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
60+ 600.0% |
$26.4K - $31.5K
|
70
$41.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
60+ 9.01% |
$26.4K - $31.5K
|
726
$429K
|
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
60+ 5.11% |
$26.4K - $31.5K
|
1.23K
$729K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
59+ 2.78% |
$25.9K - $31K
|
2.19K
$1.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
58+ 5.23% |
$25.5K - $30.4K
|
1.17K
$690K
|
|
|
Aug 14, 2024
Q2 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
58+ 6.89% |
$25.5K - $30.4K
|
900
$532K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
57+ 6.08% |
$25K - $29.9K
|
995
$588K
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
57+ 1.31% |
$25K - $29.9K
|
4.41K
$2.61M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
57+ 3.25% |
$25K - $29.9K
|
1.81K
$1.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
56+ 1.55% |
$24.6K - $29.4K
|
3.67K
$2.17M
|