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
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2- 0.21% |
$878 - $1.05K
|
972
$591K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-2- 0.04% |
$878 - $1.05K
|
5.54K
$3.37M
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-2- 0.32% |
$878 - $1.05K
|
617
$375K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2- 0.24% |
$878 - $1.05K
|
815
$496K
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-2- 0.07% |
$878 - $1.05K
|
2.94K
$1.79M
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-2- 0.21% |
$878 - $1.05K
|
930
$566K
|
|
|
Jul 08, 2024
Q2 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-3- 0.04% |
$1.32K - $1.57K
|
7.07K
$4.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-3- 0.02% |
$1.32K - $1.57K
|
14.7K
$8.95M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-3- 0.04% |
$1.32K - $1.57K
|
7.75K
$4.71M
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-3- 1.36% |
$1.32K - $1.57K
|
217
$132K
|
|
|
Aug 09, 2024
Q2 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-3- 0.29% |
$1.32K - $1.57K
|
1.05K
$637K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3- 0.42% |
$1.32K - $1.57K
|
703
$428K
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-3- 0.13% |
$1.32K - $1.57K
|
2.33K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-3- 0.38% |
$1.32K - $1.57K
|
783
$476K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-4- 0.16% |
$1.76K - $2.1K
|
2.57K
$1.57M
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-4- 3.57% |
$1.76K - $2.1K
|
108
$65.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-4- 0.39% |
$1.76K - $2.1K
|
1.03K
$624K
|
|
|
Jul 16, 2024
Q2 2024
|
Albert D Mason Inc
|
SELL
|
- |
-4- 0.45% |
$1.76K - $2.1K
|
886
$539K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-4- 0.93% |
$1.76K - $2.1K
|
425
$259K
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-4- 0.38% |
$1.76K - $2.1K
|
1.06K
$645K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-4- 0.55% |
$1.76K - $2.1K
|
721
$439K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-4- 0.46% |
$1.76K - $2.1K
|
866
$527K
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-4- 0.45% |
$1.76K - $2.1K
|
879
$535K
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-4- 0.63% |
$1.76K - $2.1K
|
626
$381K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-4- 0.22% |
$1.76K - $2.1K
|
1.85K
$1.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-4- 0.42% |
$1.76K - $2.1K
|
942
$573K
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-4- 0.17% |
$1.76K - $2.1K
|
2.42K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-4- 0.08% |
$1.76K - $2.1K
|
5.13K
$3.12M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4- 3.03% |
$1.76K - $2.1K
|
128
$77.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-5- 0.54% |
$2.2K - $2.62K
|
921
$560K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-5- 0.69% |
$2.2K - $2.62K
|
722
$439K
|
|
|
Jul 18, 2024
Q2 2024
|
Dash Acquisitions Inc.
|
SELL
|
- |
-5- 0.77% |
$2.2K - $2.62K
|
645
$392K
|
|
|
Jul 22, 2024
Q2 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-5- 0.07% |
$2.2K - $2.62K
|
7.64K
$4.65M
|
|
|
Jul 23, 2024
Q2 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-5- 1.09% |
$2.2K - $2.62K
|
455
$277K
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-5- 0.17% |
$2.2K - $2.62K
|
2.91K
$1.77M
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-5- 0.39% |
$2.2K - $2.62K
|
1.29K
$787K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5- 5.38% |
$2.2K - $2.62K
|
88
$53.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-6- 0.14% |
$2.64K - $3.15K
|
4.17K
$2.54M
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-6- 0.66% |
$2.64K - $3.15K
|
905
$551K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-6- 0.54% |
$2.64K - $3.15K
|
1.11K
$674K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-6- 2.05% |
$2.64K - $3.15K
|
286
$174K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-6- 0.27% |
$2.64K - $3.15K
|
2.2K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-6- 50.0% |
$2.64K - $3.15K
|
6
$3.65K
|
|
|
Aug 13, 2024
Q2 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-6- 0.37% |
$2.64K - $3.15K
|
1.62K
$987K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-6- 0.22% |
$2.64K - $3.15K
|
2.75K
$1.67M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-7- 0.46% |
$3.07K - $3.67K
|
1.53K
$931K
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-7- 1.29% |
$3.07K - $3.67K
|
537
$327K
|
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-7- 10.94% |
$3.07K - $3.67K
|
57
$34.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-7- 0.7% |
$3.07K - $3.67K
|
998
$607K
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-7- 1.05% |
$3.07K - $3.67K
|
659
$401K
|