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 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-21- 1.84% |
$9.22K - $11K
|
1.12K
$662K
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-22- 3.17% |
$9.66K - $11.5K
|
672
$397K
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-22- 0.79% |
$9.66K - $11.5K
|
2.76K
$1.63M
|
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-22- 3.22% |
$9.66K - $11.5K
|
661
$391K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-22- 0.86% |
$9.66K - $11.5K
|
2.55K
$1.51M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-22- 91.67% |
$9.66K - $11.5K
|
2
$1.18K
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-22- 1.14% |
$9.66K - $11.5K
|
1.9K
$1.12M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-23- 0.98% |
$10.1K - $12.1K
|
2.33K
$1.37M
|
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-23- 3.67% |
$10.1K - $12.1K
|
603
$356K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-23- 2.42% |
$10.1K - $12.1K
|
926
$547K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-23- 0.28% |
$10.1K - $12.1K
|
8.25K
$4.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-23- 4.21% |
$10.1K - $12.1K
|
523
$309K
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-23- 0.29% |
$10.1K - $12.1K
|
7.87K
$4.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-23- 0.02% |
$10.1K - $12.1K
|
136K
$80.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
SELL
|
- |
-24- 0.6% |
$10.5K - $12.6K
|
3.95K
$2.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-24- 0.75% |
$10.5K - $12.6K
|
3.18K
$1.88M
|
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-24- 1.28% |
$10.5K - $12.6K
|
1.85K
$1.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-24- 5.44% |
$10.5K - $12.6K
|
417
$246K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-24- 0.41% |
$10.5K - $12.6K
|
5.88K
$3.47M
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-25- 2.67% |
$11K - $13.1K
|
910
$538K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
SELL
|
- |
-25- 4.24% |
$11K - $13.1K
|
565
$334K
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-25- 0.65% |
$11K - $13.1K
|
3.83K
$2.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-25- 2.19% |
$11K - $13.1K
|
1.12K
$661K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-25- 0.49% |
$11K - $13.1K
|
5.03K
$2.97M
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-25- 2.1% |
$11K - $13.1K
|
1.17K
$688K
|
|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-25- 0.71% |
$11K - $13.1K
|
3.49K
$2.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-25- 1.18% |
$11K - $13.1K
|
2.1K
$1.24M
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-26- 0.77% |
$11.4K - $13.6K
|
3.36K
$1.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-26- 3.0% |
$11.4K - $13.6K
|
841
$497K
|
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-26- 1.22% |
$11.4K - $13.6K
|
2.11K
$1.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-26- 3.48% |
$11.4K - $13.6K
|
722
$427K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-26- 1.12% |
$11.4K - $13.6K
|
2.29K
$1.35M
|
|
|
Jul 01, 2024
Q2 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-27- 3.24% |
$11.9K - $14.2K
|
806
$476K
|
|
|
Jul 03, 2024
Q2 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-27- 5.84% |
$11.9K - $14.2K
|
435
$257K
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-27- 1.8% |
$11.9K - $14.2K
|
1.48K
$872K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-28- 1.93% |
$12.3K - $14.7K
|
1.42K
$840K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-28- 1.81% |
$12.3K - $14.7K
|
1.52K
$896K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-28- 8.43% |
$12.3K - $14.7K
|
304
$180K
|
|
|
Jul 29, 2024
Q2 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-28- 0.06% |
$12.3K - $14.7K
|
44.1K
$26.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-28- 13.33% |
$12.3K - $14.7K
|
182
$108K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-28- 3.53% |
$12.3K - $14.7K
|
765
$452K
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-28- 0.17% |
$12.3K - $14.7K
|
16.6K
$9.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-28- 3.43% |
$12.3K - $14.7K
|
788
$466K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-29- 60.42% |
$12.7K - $15.2K
|
19
$11.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-29- 3.59% |
$12.7K - $15.2K
|
779
$460K
|
|
|
Aug 02, 2024
Q2 2024
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-29- 1.19% |
$12.7K - $15.2K
|
2.4K
$1.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-29- 2.84% |
$12.7K - $15.2K
|
991
$586K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-29- 1.28% |
$12.7K - $15.2K
|
2.25K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-29- 5.43% |
$12.7K - $15.2K
|
505
$298K
|
|
|
Jul 10, 2024
Q2 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-30- 2.88% |
$13.2K - $15.7K
|
1.01K
$597K
|