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
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-148- 0.11% |
$65K - $77.6K
|
140K
$82.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-148- 3.28% |
$65K - $77.6K
|
4.37K
$2.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-149- 1.32% |
$65.4K - $78.2K
|
11.1K
$6.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-149- 4.39% |
$65.4K - $78.2K
|
3.25K
$1.92M
|
|
|
Jul 18, 2024
Q2 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-150- 4.35% |
$65.9K - $78.7K
|
3.3K
$1.95M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-150- 2.28% |
$65.9K - $78.7K
|
6.42K
$3.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-150- 12.73% |
$65.9K - $78.7K
|
1.03K
$607K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-150- 2.71% |
$65.9K - $78.7K
|
5.39K
$3.18M
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-150- 8.63% |
$65.9K - $78.7K
|
1.59K
$938K
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-150- 7.61% |
$65.9K - $78.7K
|
1.82K
$1.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-150- 3.06% |
$65.9K - $78.7K
|
4.75K
$2.81M
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-151- 10.49% |
$66.3K - $79.2K
|
1.29K
$761K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-152- 12.61% |
$66.8K - $79.7K
|
1.05K
$622K
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-152- 1.86% |
$66.8K - $79.7K
|
8.01K
$4.73M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-153- 1.3% |
$67.2K - $80.3K
|
11.6K
$6.85M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-153- 23.36% |
$67.2K - $80.3K
|
502
$297K
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-154- 10.27% |
$67.6K - $80.8K
|
1.35K
$795K
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-155- 7.34% |
$68.1K - $81.3K
|
1.96K
$1.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-155- 0.15% |
$68.1K - $81.3K
|
104K
$61.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-157- 0.88% |
$69K - $82.4K
|
17.7K
$10.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-157- 4.0% |
$69K - $82.4K
|
3.77K
$2.23M
|
|
|
Aug 01, 2024
Q2 2024
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-158- 4.3% |
$69.4K - $82.9K
|
3.52K
$2.08M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-159- 1.44% |
$69.8K - $83.4K
|
10.9K
$6.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-159- 1.13% |
$69.8K - $83.4K
|
14K
$8.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-162- 0.62% |
$71.2K - $85K
|
25.8K
$15.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
SELL
|
- |
-163- 3.92% |
$71.6K - $85.5K
|
3.99K
$2.36M
|
|
|
Aug 02, 2024
Q2 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-163- 4.89% |
$71.6K - $85.5K
|
3.17K
$1.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-163- 0.39% |
$71.6K - $85.5K
|
41.9K
$24.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-164- 1.17% |
$72K - $86K
|
13.9K
$8.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-164- 2.11% |
$72K - $86K
|
7.62K
$4.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-165- 3.52% |
$72.5K - $86.6K
|
4.52K
$2.67M
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-166- 6.69% |
$72.9K - $87.1K
|
2.31K
$1.37M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-166- 16.23% |
$72.9K - $87.1K
|
857
$506K
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-167- 10.77% |
$73.3K - $87.6K
|
1.38K
$818K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-167- 7.85% |
$73.3K - $87.6K
|
1.96K
$1.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-167- 4.79% |
$73.3K - $87.6K
|
3.32K
$1.96M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-168- 24.03% |
$73.8K - $88.1K
|
531
$314K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-168- 21.65% |
$73.8K - $88.1K
|
608
$359K
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-168- 3.24% |
$73.8K - $88.1K
|
5.01K
$2.96M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-169- 6.69% |
$74.2K - $88.7K
|
2.36K
$1.39M
|
|
|
Jul 09, 2024
Q2 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-170- 2.87% |
$74.7K - $89.2K
|
5.76K
$3.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-170- 3.98% |
$74.7K - $89.2K
|
4.11K
$2.43M
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-173- 1.93% |
$76K - $90.8K
|
8.78K
$5.19M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-173- 10.5% |
$76K - $90.8K
|
1.48K
$872K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-174- 6.29% |
$76.4K - $91.3K
|
2.59K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-174- 0.85% |
$76.4K - $91.3K
|
20.2K
$12M
|
|
|
Jul 12, 2024
Q2 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-176- 1.42% |
$77.3K - $92.3K
|
12.2K
$7.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-176- 0.32% |
$77.3K - $92.3K
|
55.5K
$32.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-176- 11.76% |
$77.3K - $92.3K
|
1.32K
$781K
|
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-176- 14.14% |
$77.3K - $92.3K
|
1.07K
$632K
|