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 07, 2024
Q2 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-14- 0.25% |
$6.15K - $7.34K
|
5.65K
$3.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-14- 17.5% |
$6.15K - $7.34K
|
66
$39K
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-14- 1.58% |
$6.15K - $7.34K
|
872
$515K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-14- 0.29% |
$6.15K - $7.34K
|
4.79K
$2.83M
|
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-15- 2.48% |
$6.59K - $7.87K
|
589
$348K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-15- 2.44% |
$6.59K - $7.87K
|
600
$355K
|
|
|
Jul 12, 2024
Q2 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-15- 2.43% |
$6.59K - $7.87K
|
602
$356K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-15- 1.2% |
$6.59K - $7.87K
|
1.23K
$727K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-15- 1.2% |
$6.59K - $7.87K
|
1.24K
$730K
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
SELL
|
- |
-15- 0.94% |
$6.59K - $7.87K
|
1.58K
$932K
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-15- 1.74% |
$6.59K - $7.87K
|
847
$500K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-15- 3.05% |
$6.59K - $7.87K
|
476
$281K
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-15- 3.87% |
$6.59K - $7.87K
|
373
$220K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-15- 1.41% |
$6.59K - $7.87K
|
1.05K
$621K
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-15- 0.33% |
$6.59K - $7.87K
|
4.53K
$2.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-15- 2.27% |
$6.59K - $7.87K
|
647
$382K
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-16- 3.01% |
$7.03K - $8.39K
|
516
$305K
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-16- 2.89% |
$7.03K - $8.39K
|
537
$317K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-16- 3.21% |
$7.03K - $8.39K
|
483
$285K
|
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-17- 0.13% |
$7.47K - $8.92K
|
13.2K
$7.82M
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-17- 2.24% |
$7.47K - $8.92K
|
743
$439K
|
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-17- 0.15% |
$7.47K - $8.92K
|
11.1K
$6.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-17- 18.89% |
$7.47K - $8.92K
|
73
$43.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-17- 2.7% |
$7.47K - $8.92K
|
612
$362K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-17- 29.82% |
$7.47K - $8.92K
|
40
$23.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-17- 0.49% |
$7.47K - $8.92K
|
3.43K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-17- 3.41% |
$7.47K - $8.92K
|
481
$284K
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-18- 2.11% |
$7.91K - $9.44K
|
836
$494K
|
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-18- 4.09% |
$7.91K - $9.44K
|
422
$249K
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-18- 0.5% |
$7.91K - $9.44K
|
3.6K
$2.13M
|
|
|
Jul 26, 2024
Q2 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-18- 0.27% |
$7.91K - $9.44K
|
6.67K
$3.94M
|
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-18- 1.05% |
$7.91K - $9.44K
|
1.7K
$1M
|
|
|
Aug 06, 2024
Q2 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-18- 0.56% |
$7.91K - $9.44K
|
3.2K
$1.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-18- 0.58% |
$7.91K - $9.44K
|
3.09K
$1.83M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-19- 0.2% |
$8.34K - $9.97K
|
9.65K
$5.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-19- 2.4% |
$8.34K - $9.97K
|
772
$456K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-19- 1.0% |
$8.34K - $9.97K
|
1.88K
$1.11M
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-19- 1.53% |
$8.34K - $9.97K
|
1.22K
$721K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-19- 0.77% |
$8.34K - $9.97K
|
2.45K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-19- 29.69% |
$8.34K - $9.97K
|
45
$26.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-20- 3.01% |
$8.78K - $10.5K
|
645
$381K
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-20- 1.86% |
$8.78K - $10.5K
|
1.05K
$622K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-20- 4.66% |
$8.78K - $10.5K
|
409
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-20- 4.63% |
$8.78K - $10.5K
|
412
$243K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-20- 5.92% |
$8.78K - $10.5K
|
318
$188K
|
|
|
Jul 10, 2024
Q2 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-21- 0.19% |
$9.22K - $11K
|
11.2K
$6.64M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-21- 1.68% |
$9.22K - $11K
|
1.23K
$727K
|
|
|
Jul 22, 2024
Q2 2024
|
Reliant Investment Management, LLC
|
SELL
|
- |
-21- 0.18% |
$9.22K - $11K
|
11.5K
$6.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-21- 0.4% |
$9.22K - $11K
|
5.24K
$3.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
SELL
|
- |
-21- 1.5% |
$9.22K - $11K
|
1.38K
$815K
|