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 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-30- 2.35% |
$13.2K - $15.7K
|
1.25K
$737K
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-30- 0.95% |
$13.2K - $15.7K
|
3.14K
$1.85M
|
|
|
Jul 22, 2024
Q2 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-30- 2.99% |
$13.2K - $15.7K
|
972
$574K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-30- 3.57% |
$13.2K - $15.7K
|
810
$479K
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-30- 0.4% |
$13.2K - $15.7K
|
7.49K
$4.43M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-31- 0.63% |
$13.6K - $16.3K
|
4.89K
$2.89M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-31- 5.28% |
$13.6K - $16.3K
|
556
$329K
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-31- 4.23% |
$13.6K - $16.3K
|
702
$415K
|
|
|
Jul 31, 2024
Q2 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-31- 2.02% |
$13.6K - $16.3K
|
1.5K
$886K
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-31- 2.27% |
$13.6K - $16.3K
|
1.34K
$789K
|
|
|
Aug 12, 2024
Q2 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-31- 0.12% |
$13.6K - $16.3K
|
25.5K
$15.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-31- 4.73% |
$13.6K - $16.3K
|
624
$369K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
SELL
|
- |
-31- 1.0% |
$13.6K - $16.3K
|
3.07K
$1.82M
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-32- 37.21% |
$14.1K - $16.8K
|
54
$31.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-32- 2.01% |
$14.1K - $16.8K
|
1.56K
$922K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-33- 3.42% |
$14.5K - $17.3K
|
931
$550K
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-33- 3.72% |
$14.5K - $17.3K
|
853
$504K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-33- 0.39% |
$14.5K - $17.3K
|
8.36K
$4.94M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-33- 4.65% |
$14.5K - $17.3K
|
676
$399K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-33- 3.75% |
$14.5K - $17.3K
|
847
$500K
|
|
|
Aug 07, 2024
Q2 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-33- 0.08% |
$14.5K - $17.3K
|
40.3K
$23.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-33- 2.1% |
$14.5K - $17.3K
|
1.54K
$907K
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-33- 1.16% |
$14.5K - $17.3K
|
2.81K
$1.66M
|
|
|
Jul 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-34- 0.21% |
$14.9K - $17.8K
|
15.8K
$9.33M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-34- 4.99% |
$14.9K - $17.8K
|
648
$383K
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-34- 2.28% |
$14.9K - $17.8K
|
1.46K
$860K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-35- 1.75% |
$15.4K - $18.4K
|
1.96K
$1.16M
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-35- 0.71% |
$15.4K - $18.4K
|
4.91K
$2.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-35- 4.83% |
$15.4K - $18.4K
|
689
$407K
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-35- 3.74% |
$15.4K - $18.4K
|
900
$532K
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-35- 8.12% |
$15.4K - $18.4K
|
396
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-35- 0.53% |
$15.4K - $18.4K
|
6.63K
$3.92M
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-36- 1.72% |
$15.8K - $18.9K
|
2.05K
$1.21M
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
SELL
|
- |
-36- 1.69% |
$15.8K - $18.9K
|
2.1K
$1.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-36- 1.2% |
$15.8K - $18.9K
|
2.96K
$1.75M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-36- 2.15% |
$15.8K - $18.9K
|
1.64K
$970K
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-36- 4.69% |
$15.8K - $18.9K
|
732
$433K
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-36- 6.58% |
$15.8K - $18.9K
|
511
$302K
|
|
|
Aug 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-36- 0.95% |
$15.8K - $18.9K
|
3.75K
$2.22M
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-36- 6.51% |
$15.8K - $18.9K
|
517
$305K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-36- 1.47% |
$15.8K - $18.9K
|
2.41K
$1.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-37- 0.08% |
$16.3K - $19.4K
|
44.2K
$26.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-37- 9.89% |
$16.3K - $19.4K
|
337
$199K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-38- 0.61% |
$16.7K - $19.9K
|
6.18K
$3.65M
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-38- 6.52% |
$16.7K - $19.9K
|
545
$322K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
SELL
|
- |
-38- 5.36% |
$16.7K - $19.9K
|
671
$396K
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-38- 0.85% |
$16.7K - $19.9K
|
4.44K
$2.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-38- 12.54% |
$16.7K - $19.9K
|
265
$157K
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-39- 4.4% |
$17.1K - $20.5K
|
848
$501K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-39- 1.59% |
$17.1K - $20.5K
|
2.41K
$1.42M
|