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 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3+ 1.32% |
$1.32K - $1.57K
|
231
$136K
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
3+ 0.57% |
$1.32K - $1.57K
|
528
$312K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3+ 0.06% |
$1.32K - $1.57K
|
4.71K
$2.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
3New |
$1.32K - $1.57K
|
3
$1.77K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.13% |
$1.32K - $1.57K
|
2.35K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
3+ 0.61% |
$1.32K - $1.57K
|
493
$291K
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
3+ 1.79% |
$1.32K - $1.57K
|
171
$101K
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
2+ 0.92% |
$878 - $1.05K
|
219
$129K
|
|
|
Jul 16, 2024
Q2 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
2+ 0.11% |
$878 - $1.05K
|
1.84K
$1.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
2+ 5.0% |
$878 - $1.05K
|
42
$24.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2+ 0.36% |
$878 - $1.05K
|
562
$332K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.73% |
$878 - $1.05K
|
277
$164K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.29% |
$878 - $1.05K
|
695
$411K
|
|
|
Jul 24, 2024
Q2 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
2+ 0.06% |
$878 - $1.05K
|
3.47K
$2.05M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2+ 0.14% |
$878 - $1.05K
|
1.43K
$845K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
2+ 2.67% |
$878 - $1.05K
|
77
$45.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
2+ 0.22% |
$878 - $1.05K
|
925
$547K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
2+ 0.0% |
$878 - $1.05K
|
79.1K
$46.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2+ 0.08% |
$878 - $1.05K
|
2.39K
$1.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2+ 0.44% |
$878 - $1.05K
|
458
$271K
|
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2+ 12.5% |
$878 - $1.05K
|
18
$10.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
2+ 0.26% |
$878 - $1.05K
|
771
$456K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.05% |
$878 - $1.05K
|
4.3K
$2.54M
|
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
2+ 0.36% |
$878 - $1.05K
|
553
$327K
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
2+ 0.43% |
$878 - $1.05K
|
464
$274K
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
2+ 0.06% |
$878 - $1.05K
|
3.22K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 1.13% |
$878 - $1.05K
|
179
$106K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2+ 0.17% |
$878 - $1.05K
|
1.21K
$717K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.63% |
$439 - $525
|
159
$93.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.2% |
$439 - $525
|
511
$302K
|
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.15% |
$439 - $525
|
659
$389K
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 0.12% |
$439 - $525
|
849
$502K
|
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1+ 0.01% |
$439 - $525
|
15.2K
$8.98M
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.11% |
$439 - $525
|
919
$543K
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
1+ 0.0% |
$439 - $525
|
22.5K
$13.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.59% |
$439 - $525
|
170
$100K
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.07% |
$439 - $525
|
1.37K
$811K
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1+ 0.08% |
$439 - $525
|
1.33K
$785K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.38% |
$439 - $525
|
264
$156K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.14% |
$439 - $525
|
705
$417K
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1+ 0.2% |
$439 - $525
|
508
$300K
|
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
1+ 0.06% |
$439 - $525
|
1.81K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1+ 0.21% |
$439 - $525
|
468
$277K
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-1- 0.24% |
$439 - $525
|
416
$246K
|
|
|
Jul 15, 2024
Q2 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-1- 0.13% |
$439 - $525
|
743
$439K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1- 0.24% |
$439 - $525
|
418
$247K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1- 0.07% |
$439 - $525
|
1.35K
$795K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1- 1.23% |
$439 - $525
|
80
$47.3K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1- 0.11% |
$439 - $525
|
869
$513K
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2- 0.21% |
$878 - $1.05K
|
972
$574K
|