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 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
13+ 1.06% |
$5.71K - $6.82K
|
1.25K
$736K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
13+ 0.35% |
$5.71K - $6.82K
|
3.78K
$2.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
13+ 3.12% |
$5.71K - $6.82K
|
430
$254K
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
13+ 0.11% |
$5.71K - $6.82K
|
11.4K
$6.73M
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
13+ 0.64% |
$5.71K - $6.82K
|
2.05K
$1.21M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
13+ 2.66% |
$5.71K - $6.82K
|
501
$296K
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
12+ 0.12% |
$5.27K - $6.3K
|
9.79K
$5.78M
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
12+ 0.08% |
$5.27K - $6.3K
|
15.1K
$8.95M
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
12+ 1.92% |
$5.27K - $6.3K
|
637
$376K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
BUY
|
- |
12+ 0.57% |
$5.27K - $6.3K
|
2.13K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
12+ 2.19% |
$5.27K - $6.3K
|
561
$331K
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
12+ 1.58% |
$5.27K - $6.3K
|
772
$456K
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
11+ 0.73% |
$4.83K - $5.77K
|
1.52K
$898K
|
|
|
Jul 16, 2024
Q2 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
11+ 0.04% |
$4.83K - $5.77K
|
25.2K
$14.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
11+ 0.47% |
$4.83K - $5.77K
|
2.34K
$1.38M
|
|
|
Jul 24, 2024
Q2 2024
|
Bck Partners, Inc.
|
BUY
|
- |
11+ 0.87% |
$4.83K - $5.77K
|
1.28K
$756K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
11+ 0.62% |
$4.83K - $5.77K
|
1.78K
$1.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
11+ 1.84% |
$4.83K - $5.77K
|
610
$360K
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
11+ 0.51% |
$4.83K - $5.77K
|
2.17K
$1.28M
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
11+ 0.88% |
$4.83K - $5.77K
|
1.26K
$743K
|
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
10+ 0.12% |
$4.39K - $5.25K
|
8.22K
$4.86M
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
10+ 0.8% |
$4.39K - $5.25K
|
1.26K
$744K
|
|
|
Jul 19, 2024
Q2 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
10+ 0.14% |
$4.39K - $5.25K
|
7.11K
$4.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
10+ 2.23% |
$4.39K - $5.25K
|
459
$271K
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
10+ 1.72% |
$4.39K - $5.25K
|
591
$349K
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
10+ 1.11% |
$4.39K - $5.25K
|
912
$539K
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
10+ 1.47% |
$4.39K - $5.25K
|
692
$409K
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
BUY
|
- |
10+ 0.82% |
$4.39K - $5.25K
|
1.22K
$723K
|
|
|
Aug 02, 2024
Q2 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
10+ 0.13% |
$4.39K - $5.25K
|
7.48K
$4.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10+ 0.37% |
$4.39K - $5.25K
|
2.75K
$1.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
10+ 1.17% |
$4.39K - $5.25K
|
868
$513K
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
10+ 0.64% |
$4.39K - $5.25K
|
1.57K
$928K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
9+ 0.91% |
$3.95K - $4.72K
|
994
$587K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
9+ 0.13% |
$3.95K - $4.72K
|
7.09K
$4.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
9+ 1.52% |
$3.95K - $4.72K
|
600
$355K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
9+ 4.19% |
$3.95K - $4.72K
|
224
$132K
|
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
BUY
|
- |
9+ 0.23% |
$3.95K - $4.72K
|
3.94K
$2.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
BUY
|
- |
9+ 1.01% |
$3.95K - $4.72K
|
897
$530K
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
9New |
$3.95K - $4.72K
|
9
$5.32K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9+ 0.04% |
$3.95K - $4.72K
|
21.6K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
9+ 1.54% |
$3.95K - $4.72K
|
592
$350K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
8+ 0.48% |
$3.51K - $4.2K
|
1.67K
$988K
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
8+ 88.89% |
$3.51K - $4.2K
|
17
$10K
|
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
8+ 0.74% |
$3.51K - $4.2K
|
1.09K
$642K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8+ 0.7% |
$3.51K - $4.2K
|
1.14K
$675K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
8+ 1.46% |
$3.51K - $4.2K
|
555
$328K
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
8+ 0.72% |
$3.51K - $4.2K
|
1.12K
$659K
|
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
8+ 0.16% |
$3.51K - $4.2K
|
5.12K
$3.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
8+ 1.2% |
$3.51K - $4.2K
|
673
$398K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
8+ 0.44% |
$3.51K - $4.2K
|
1.85K
$1.09M
|