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 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-91- 14.49% |
$40K - $47.7K
|
537
$317K
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-91- 9.67% |
$40K - $47.7K
|
850
$502K
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-91- 2.89% |
$40K - $47.7K
|
3.06K
$1.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-91- 15.56% |
$40K - $47.7K
|
494
$292K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-92- 0.71% |
$40.4K - $48.3K
|
12.8K
$7.56M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-93- 4.09% |
$40.8K - $48.8K
|
2.18K
$1.29M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-93- 59.24% |
$40.8K - $48.8K
|
64
$37.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-94- 4.06% |
$41.3K - $49.3K
|
2.22K
$1.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-94- 12.02% |
$41.3K - $49.3K
|
688
$407K
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-94- 7.06% |
$41.3K - $49.3K
|
1.24K
$731K
|
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-94- 1.08% |
$41.3K - $49.3K
|
8.58K
$5.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-96- 12.58% |
$42.2K - $50.4K
|
667
$394K
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-96- 3.68% |
$42.2K - $50.4K
|
2.51K
$1.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-96- 11.85% |
$42.2K - $50.4K
|
714
$422K
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-96- 1.31% |
$42.2K - $50.4K
|
7.26K
$4.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-96- 13.56% |
$42.2K - $50.4K
|
612
$362K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-97- 16.36% |
$42.6K - $50.9K
|
496
$293K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-97- 0.39% |
$42.6K - $50.9K
|
24.9K
$14.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-97- 6.18% |
$42.6K - $50.9K
|
1.47K
$870K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-99- 2.81% |
$43.5K - $51.9K
|
3.43K
$2.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 9.81% |
$43.9K - $52.5K
|
919
$543K
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-100- 11.38% |
$43.9K - $52.5K
|
779
$460K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-100- 1.77% |
$43.9K - $52.5K
|
5.54K
$3.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-100- 12.33% |
$43.9K - $52.5K
|
711
$420K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-100- 6.52% |
$43.9K - $52.5K
|
1.43K
$847K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-101- 8.58% |
$44.4K - $53K
|
1.08K
$636K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-103- 1.01% |
$45.2K - $54K
|
10.1K
$5.95M
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-103- 15.12% |
$45.2K - $54K
|
578
$342K
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-103- 0.97% |
$45.2K - $54K
|
10.5K
$6.23M
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-104- 4.29% |
$45.7K - $54.6K
|
2.32K
$1.37M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-104- 13.07% |
$45.7K - $54.6K
|
692
$409K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-104- 1.51% |
$45.7K - $54.6K
|
6.79K
$4.01M
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-105- 4.05% |
$46.1K - $55.1K
|
2.49K
$1.47M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-105- 2.09% |
$46.1K - $55.1K
|
4.92K
$2.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-105- 0.3% |
$46.1K - $55.1K
|
35.3K
$20.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-105- 8.71% |
$46.1K - $55.1K
|
1.1K
$650K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-105- 0.09% |
$46.1K - $55.1K
|
115K
$68.2M
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-106- 6.2% |
$46.6K - $55.6K
|
1.6K
$948K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-106- 0.29% |
$46.6K - $55.6K
|
36.1K
$21.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-107- 3.78% |
$47K - $56.1K
|
2.73K
$1.61M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-108- 1.48% |
$47.4K - $56.7K
|
7.19K
$4.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-109- 9.03% |
$47.9K - $57.2K
|
1.1K
$649K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-109- 2.15% |
$47.9K - $57.2K
|
4.97K
$2.94M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-110- 10.98% |
$48.3K - $57.7K
|
892
$527K
|
|
|
Aug 13, 2024
Q2 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-111- 1.6% |
$48.8K - $58.2K
|
6.81K
$4.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
SELL
|
- |
-112- 4.74% |
$49.2K - $58.8K
|
2.25K
$1.33M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-112- 1.95% |
$49.2K - $58.8K
|
5.64K
$3.33M
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-113- 1.19% |
$49.6K - $59.3K
|
9.36K
$5.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-113- 1.16% |
$49.6K - $59.3K
|
9.61K
$5.68M
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-114- 1.57% |
$50.1K - $59.8K
|
7.15K
$4.22M
|