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 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-114- 1.57% |
$50.1K - $59.8K
|
7.15K
$4.35M
|
|
|
Jul 29, 2024
Q2 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-114- 10.35% |
$50.1K - $59.8K
|
987
$600K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-115- 11.94% |
$50.5K - $60.3K
|
848
$516K
|
|
|
Aug 14, 2024
Q2 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-116- 55.24% |
$50.9K - $60.9K
|
94
$57.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-117- 2.84% |
$51.4K - $61.4K
|
4K
$2.43M
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-120- 1.37% |
$52.7K - $63K
|
8.61K
$5.24M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-120- 0.82% |
$52.7K - $63K
|
14.5K
$8.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-120- 5.21% |
$52.7K - $63K
|
2.18K
$1.33M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-121- 1.28% |
$53.1K - $63.5K
|
9.32K
$5.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-122- 15.97% |
$53.6K - $64K
|
642
$391K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-123- 1.01% |
$54K - $64.5K
|
12.1K
$7.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-123- 20.78% |
$54K - $64.5K
|
469
$285K
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-125- 19.26% |
$54.9K - $65.6K
|
524
$319K
|
|
|
Jul 30, 2024
Q2 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-125- 5.76% |
$54.9K - $65.6K
|
2.04K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-125- 11.56% |
$54.9K - $65.6K
|
956
$582K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-126- 3.15% |
$55.3K - $66.1K
|
3.87K
$2.36M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-127- 12.32% |
$55.8K - $66.6K
|
904
$550K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-127- 4.09% |
$55.8K - $66.6K
|
2.98K
$1.81M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-128- 18.71% |
$56.2K - $67.2K
|
556
$338K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-128- 3.14% |
$56.2K - $67.2K
|
3.95K
$2.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-128- 1.55% |
$56.2K - $67.2K
|
8.15K
$4.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-128- 0.71% |
$56.2K - $67.2K
|
17.9K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-128- 4.71% |
$56.2K - $67.2K
|
2.59K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-128- 2.61% |
$56.2K - $67.2K
|
4.77K
$2.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-129- 2.64% |
$56.7K - $67.7K
|
4.75K
$2.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-129- 15.45% |
$56.7K - $67.7K
|
706
$430K
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-129- 14.68% |
$56.7K - $67.7K
|
750
$456K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-131- 3.62% |
$57.5K - $68.7K
|
3.49K
$2.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-131- 1.0% |
$57.5K - $68.7K
|
13K
$7.89M
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-131- 3.51% |
$57.5K - $68.7K
|
3.6K
$2.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-132- 8.81% |
$58K - $69.3K
|
1.37K
$831K
|
|
|
Aug 02, 2024
Q2 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-133- 1.05% |
$58.4K - $69.8K
|
12.6K
$7.64M
|
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-133- 19.05% |
$58.4K - $69.8K
|
565
$344K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-135- 0.75% |
$59.3K - $70.8K
|
17.8K
$10.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-135- 20.58% |
$59.3K - $70.8K
|
521
$317K
|
|
|
Aug 08, 2024
Q2 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-135- 3.55% |
$59.3K - $70.8K
|
3.67K
$2.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-135- 5.73% |
$59.3K - $70.8K
|
2.22K
$1.35M
|
|
|
Aug 02, 2024
Q2 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-136- 0.62% |
$59.7K - $71.3K
|
21.7K
$13.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
SELL
|
- |
-136- 2.74% |
$59.7K - $71.3K
|
4.82K
$2.93M
|
|
|
Oct 15, 2024
Q2 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-136- 1.34% |
$59.7K - $71.3K
|
10K
$6.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-138- 10.56% |
$60.6K - $72.4K
|
1.17K
$711K
|
|
|
Aug 13, 2024
Q2 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-138- 1.9% |
$60.6K - $72.4K
|
7.14K
$4.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-139- 0.93% |
$61K - $72.9K
|
14.8K
$8.98M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-140- 8.48% |
$61.5K - $73.4K
|
1.51K
$919K
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-140- 20.44% |
$61.5K - $73.4K
|
545
$332K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-141- 9.97% |
$61.9K - $74K
|
1.27K
$774K
|
|
|
Aug 07, 2024
Q2 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-143- 1.69% |
$62.8K - $75K
|
8.3K
$5.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-145- 21.08% |
$63.7K - $76.1K
|
543
$330K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-147- 23.98% |
$64.6K - $77.1K
|
466
$284K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-148- 7.63% |
$65K - $77.6K
|
1.79K
$1.09M
|