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 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
55+ 5.8% |
$24.2K - $28.9K
|
1K
$593K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
54+ 0.4% |
$23.7K - $28.3K
|
13.7K
$8.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
54+ 5.08% |
$23.7K - $28.3K
|
1.12K
$661K
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
54+ 1.35% |
$23.7K - $28.3K
|
4.05K
$2.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
54+ 10.42% |
$23.7K - $28.3K
|
572
$338K
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
54+ 12.92% |
$23.7K - $28.3K
|
472
$279K
|
|
|
Aug 06, 2024
Q2 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
53+ 5.13% |
$23.3K - $27.8K
|
1.09K
$642K
|
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
53+ 6.43% |
$23.3K - $27.8K
|
877
$518K
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
52+ 6.93% |
$22.8K - $27.3K
|
802
$474K
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
51+ 12.14% |
$22.4K - $26.8K
|
471
$278K
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
50+ 1.03% |
$22K - $26.2K
|
4.89K
$2.89M
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
50+ 4.95% |
$22K - $26.2K
|
1.06K
$627K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
50+ 0.29% |
$22K - $26.2K
|
17.4K
$10.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
50+ 1.12% |
$22K - $26.2K
|
4.51K
$2.66M
|
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
50+ 0.1% |
$22K - $26.2K
|
50.2K
$29.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
50+ 5.24% |
$22K - $26.2K
|
1.01K
$594K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
50+ 16.5% |
$22K - $26.2K
|
353
$209K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
50+ 0.2% |
$22K - $26.2K
|
25.1K
$14.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
50+ 0.65% |
$22K - $26.2K
|
7.78K
$4.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
50+ 0.66% |
$22K - $26.2K
|
7.6K
$4.49M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
49+ 8.06% |
$21.5K - $25.7K
|
657
$388K
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
49+ 1.04% |
$21.5K - $25.7K
|
4.77K
$2.82M
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
49+ 0.49% |
$21.5K - $25.7K
|
9.99K
$5.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
49+ 0.79% |
$21.5K - $25.7K
|
6.22K
$3.67M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
49+ 0.27% |
$21.5K - $25.7K
|
18.4K
$10.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
49+ 0.57% |
$21.5K - $25.7K
|
8.63K
$5.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
49+ 3.01% |
$21.5K - $25.7K
|
1.68K
$991K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
49+ 4.26% |
$21.5K - $25.7K
|
1.2K
$708K
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
49+ 1.74% |
$21.5K - $25.7K
|
2.86K
$1.69M
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
48+ 2.45% |
$21.1K - $25.2K
|
2.01K
$1.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
48+ 7.2% |
$21.1K - $25.2K
|
715
$422K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
47+ 671.43% |
$20.6K - $24.7K
|
54
$31.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
47+ 2.65% |
$20.6K - $24.7K
|
1.82K
$1.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
47+ 5.06% |
$20.6K - $24.7K
|
975
$576K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
47+ 2.3% |
$20.6K - $24.7K
|
2.09K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
47+ 1.58% |
$20.6K - $24.7K
|
3.01K
$1.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
46+ 1.81% |
$20.2K - $24.1K
|
2.59K
$1.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
46+ 52.87% |
$20.2K - $24.1K
|
133
$78.6K
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
46New |
$20.2K - $24.1K
|
46
$27.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
45+ 2.72% |
$19.8K - $23.6K
|
1.7K
$1.01M
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
45+ 3.5% |
$19.8K - $23.6K
|
1.33K
$786K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
45+ 23.44% |
$19.8K - $23.6K
|
237
$140K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
45+ 0.4% |
$19.8K - $23.6K
|
11.4K
$6.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
45+ 0.8% |
$19.8K - $23.6K
|
5.69K
$3.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
45+ 10.87% |
$19.8K - $23.6K
|
459
$271K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
45+ 9.24% |
$19.8K - $23.6K
|
532
$314K
|
|
|
Aug 08, 2024
Q2 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
44+ 1.57% |
$19.3K - $23.1K
|
2.84K
$1.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
44+ 1.83% |
$19.3K - $23.1K
|
2.44K
$1.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
44+ 2.8% |
$19.3K - $23.1K
|
1.62K
$954K
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
43+ 0.85% |
$18.9K - $22.6K
|
5.1K
$3.02M
|