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 09, 2024
Q2 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
43+ 0.82% |
$18.9K - $22.6K
|
5.26K
$3.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
43+ 9.13% |
$18.9K - $22.6K
|
514
$304K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
42+ 3.29% |
$18.4K - $22K
|
1.32K
$779K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
42+ 2.05% |
$18.4K - $22K
|
2.09K
$1.23M
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
42+ 0.63% |
$18.4K - $22K
|
6.73K
$3.97M
|
|
|
Jul 16, 2024
Q2 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
41+ 8.47% |
$18K - $21.5K
|
525
$310K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
41+ 4.55% |
$18K - $21.5K
|
943
$557K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
41+ 2.06% |
$18K - $21.5K
|
2.03K
$1.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
40+ 2.28% |
$17.6K - $21K
|
1.79K
$1.06M
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
40+ 0.47% |
$17.6K - $21K
|
8.51K
$5.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Torray LLC
|
BUY
|
- |
40+ 0.15% |
$17.6K - $21K
|
26.9K
$15.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
40+ 8.2% |
$17.6K - $21K
|
528
$312K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
39+ 3.53% |
$17.1K - $20.5K
|
1.14K
$676K
|
|
|
Aug 05, 2024
Q2 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
39+ 1.71% |
$17.1K - $20.5K
|
2.31K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
BUY
|
- |
39+ 2.09% |
$17.1K - $20.5K
|
1.91K
$1.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
38+ 9.2% |
$16.7K - $19.9K
|
451
$266K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
38+ 0.6% |
$16.7K - $19.9K
|
6.4K
$3.78M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
38+ 2.1% |
$16.7K - $19.9K
|
1.85K
$1.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
38+ 1.76% |
$16.7K - $19.9K
|
2.2K
$1.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
38+ 4.24% |
$16.7K - $19.9K
|
934
$552K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
38+ 6.46% |
$16.7K - $19.9K
|
626
$370K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
38New |
$16.7K - $19.9K
|
38
$22.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
38+ 2.78% |
$16.7K - $19.9K
|
1.4K
$830K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
37+ 0.68% |
$16.3K - $19.4K
|
5.46K
$3.22M
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
37+ 1.98% |
$16.3K - $19.4K
|
1.91K
$1.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
37+ 10.6% |
$16.3K - $19.4K
|
386
$228K
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
37+ 2.53% |
$16.3K - $19.4K
|
1.5K
$886K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
37+ 1.06% |
$16.3K - $19.4K
|
3.53K
$2.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
37+ 2.95% |
$16.3K - $19.4K
|
1.29K
$764K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
37+ 1.36% |
$16.3K - $19.4K
|
2.75K
$1.62M
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
37+ 4.2% |
$16.3K - $19.4K
|
919
$543K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
37+ 132.14% |
$16.3K - $19.4K
|
65
$38.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
BUY
|
- |
36+ 0.37% |
$15.8K - $18.9K
|
9.64K
$5.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
36+ 1.37% |
$15.8K - $18.9K
|
2.66K
$1.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
36+ 0.73% |
$15.8K - $18.9K
|
4.97K
$2.94M
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
35+ 583.33% |
$15.4K - $18.4K
|
41
$24.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
34+ 4.54% |
$14.9K - $17.8K
|
783
$463K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
34+ 7.52% |
$14.9K - $17.8K
|
486
$287K
|
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
34+ 2.76% |
$14.9K - $17.8K
|
1.27K
$749K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
34+ 1.19% |
$14.9K - $17.8K
|
2.89K
$1.71M
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
33+ 1.38% |
$14.5K - $17.3K
|
2.42K
$1.43M
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
33+ 1.93% |
$14.5K - $17.3K
|
1.74K
$1.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
33+ 0.22% |
$14.5K - $17.3K
|
15.3K
$9.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
33+ 5.96% |
$14.5K - $17.3K
|
587
$347K
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
32+ 0.45% |
$14.1K - $16.8K
|
7.16K
$4.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
32+ 1.2% |
$14.1K - $16.8K
|
2.69K
$1.59M
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
32+ 0.77% |
$14.1K - $16.8K
|
4.18K
$2.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
32+ 5.27% |
$14.1K - $16.8K
|
639
$378K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
31+ 0.26% |
$13.6K - $16.3K
|
12.2K
$7.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
BUY
|
- |
31+ 1.43% |
$13.6K - $16.3K
|
2.2K
$1.3M
|