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 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
21+ 2.26% |
$9.22K - $11K
|
951
$562K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
20+ 2.09% |
$8.78K - $10.5K
|
975
$576K
|
|
|
Jul 11, 2024
Q2 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
20+ 3.86% |
$8.78K - $10.5K
|
538
$318K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
20+ 16.0% |
$8.78K - $10.5K
|
145
$85.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
20+ 1.06% |
$8.78K - $10.5K
|
1.91K
$1.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
20+ 1.9% |
$8.78K - $10.5K
|
1.08K
$635K
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
BUY
|
- |
20+ 0.72% |
$8.78K - $10.5K
|
2.81K
$1.66M
|
|
|
Aug 08, 2024
Q2 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
20+ 0.7% |
$8.78K - $10.5K
|
2.87K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
20+ 1.03% |
$8.78K - $10.5K
|
1.96K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
20+ 0.88% |
$8.78K - $10.5K
|
2.28K
$1.35M
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
BUY
|
- |
20+ 0.34% |
$8.78K - $10.5K
|
5.82K
$3.44M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
20+ 12.42% |
$8.78K - $10.5K
|
181
$107K
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
20+ 4.72% |
$8.78K - $10.5K
|
444
$262K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19+ 0.56% |
$8.34K - $9.97K
|
3.41K
$2.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
19+ 0.88% |
$8.34K - $9.97K
|
2.17K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
19+ 2.73% |
$8.34K - $9.97K
|
714
$422K
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
19+ 3.63% |
$8.34K - $9.97K
|
542
$320K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
18+ 40.0% |
$7.91K - $9.44K
|
63
$37.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
18+ 3.52% |
$7.91K - $9.44K
|
530
$313K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
18+ 0.58% |
$7.91K - $9.44K
|
3.12K
$1.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
18+ 0.49% |
$7.91K - $9.44K
|
3.7K
$2.18M
|
|
|
Jul 24, 2024
Q2 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
17+ 2.67% |
$7.47K - $8.92K
|
654
$386K
|
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
17+ 0.34% |
$7.47K - $8.92K
|
4.96K
$2.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
17+ 0.09% |
$7.47K - $8.92K
|
19.5K
$11.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
17+ 2.09% |
$7.47K - $8.92K
|
830
$490K
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
17+ 0.91% |
$7.47K - $8.92K
|
1.89K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
17+ 2.1% |
$7.47K - $8.92K
|
827
$489K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
17+ 2.66% |
$7.47K - $8.92K
|
657
$388K
|
|
|
Jul 11, 2024
Q2 2024
|
Jvl Associates LLC
|
BUY
|
- |
16+ 3.54% |
$7.03K - $8.39K
|
468
$277K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
16+ 5.73% |
$7.03K - $8.39K
|
295
$174K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
16+ 1.21% |
$7.03K - $8.39K
|
1.34K
$789K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
16+ 1.1% |
$7.03K - $8.39K
|
1.47K
$870K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
16+ 0.14% |
$7.03K - $8.39K
|
11.6K
$6.86M
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
16+ 1.97% |
$7.03K - $8.39K
|
830
$490K
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
16+ 3.44% |
$7.03K - $8.39K
|
481
$284K
|
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
15+ 0.49% |
$6.59K - $7.87K
|
3.06K
$1.81M
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
15+ 0.45% |
$6.59K - $7.87K
|
3.33K
$1.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
15+ 0.07% |
$6.59K - $7.87K
|
20.3K
$12M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
14+ 2.01% |
$6.15K - $7.34K
|
709
$419K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
14+ 1.34% |
$6.15K - $7.34K
|
1.06K
$627K
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
14+ 0.34% |
$6.15K - $7.34K
|
4.15K
$2.45M
|
|
|
Jul 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
14+ 0.85% |
$6.15K - $7.34K
|
1.67K
$984K
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
14+ 2.22% |
$6.15K - $7.34K
|
646
$382K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
14+ 0.17% |
$6.15K - $7.34K
|
8.31K
$4.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
14+ 0.36% |
$6.15K - $7.34K
|
3.95K
$2.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
14+ 0.95% |
$6.15K - $7.34K
|
1.48K
$875K
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
14+ 0.14% |
$6.15K - $7.34K
|
10K
$5.92M
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
BUY
|
- |
13+ 0.57% |
$5.71K - $6.82K
|
2.3K
$1.36M
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
13+ 0.09% |
$5.71K - $6.82K
|
14.8K
$8.73M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
13+ 2.81% |
$5.71K - $6.82K
|
475
$281K
|