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 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-357- 3.27% |
$157K - $187K
|
10.6K
$6.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-357- 0.92% |
$157K - $187K
|
38.5K
$22.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-361- 16.2% |
$159K - $189K
|
1.87K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-361- 9.57% |
$159K - $189K
|
3.41K
$2.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-366- 1.97% |
$161K - $192K
|
18.2K
$10.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-368- 15.41% |
$162K - $193K
|
2.02K
$1.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-369- 23.27% |
$162K - $194K
|
1.22K
$719K
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-370- 24.31% |
$163K - $194K
|
1.15K
$681K
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-375- 0.55% |
$165K - $197K
|
67.9K
$40.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-375- 33.19% |
$165K - $197K
|
755
$446K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-375- 7.08% |
$165K - $197K
|
4.92K
$2.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-375- 1.2% |
$165K - $197K
|
30.8K
$18.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-375- 4.91% |
$165K - $197K
|
7.26K
$4.29M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-378- 1.06% |
$166K - $198K
|
35.3K
$20.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-378- 8.12% |
$166K - $198K
|
4.28K
$2.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-379- 4.86% |
$166K - $199K
|
7.42K
$4.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-385- 13.9% |
$169K - $202K
|
2.38K
$1.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-389- 1.2% |
$171K - $204K
|
32K
$18.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-391- 14.13% |
$172K - $205K
|
2.38K
$1.4M
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-394- 16.52% |
$173K - $207K
|
1.99K
$1.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-394- 4.66% |
$173K - $207K
|
8.05K
$4.76M
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-395- 5.88% |
$173K - $207K
|
6.33K
$3.74M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-396- 2.17% |
$174K - $208K
|
17.9K
$10.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-399- 21.3% |
$175K - $209K
|
1.47K
$871K
|
|
|
Aug 14, 2024
Q2 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-400- 4.48% |
$176K - $210K
|
8.54K
$5.04M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-402- 7.13% |
$177K - $211K
|
5.23K
$3.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-403- 1.56% |
$177K - $211K
|
25.4K
$15M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-407- 25.81% |
$179K - $214K
|
1.17K
$691K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-407- 2.35% |
$179K - $214K
|
16.9K
$9.98M
|
|
|
Jul 11, 2024
Q2 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-419- 1.37% |
$184K - $220K
|
30.2K
$17.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-420- 5.94% |
$184K - $220K
|
6.65K
$3.93M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-422- 23.26% |
$185K - $221K
|
1.39K
$822K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-427- 4.11% |
$188K - $224K
|
9.97K
$5.89M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-430- 26.91% |
$189K - $226K
|
1.17K
$690K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-431- 39.72% |
$189K - $226K
|
654
$386K
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-433- 21.07% |
$190K - $227K
|
1.62K
$958K
|
|
|
Jul 31, 2024
Q2 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-439- 2.88% |
$193K - $230K
|
14.8K
$8.73M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-441- 7.51% |
$194K - $231K
|
5.43K
$3.21M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-441- 7.51% |
$194K - $231K
|
5.43K
$3.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-445- 3.49% |
$195K - $233K
|
12.3K
$7.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-445- 28.49% |
$195K - $233K
|
1.12K
$660K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-445- 12.08% |
$195K - $233K
|
3.24K
$1.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-446- 13.14% |
$196K - $234K
|
2.95K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-446- 7.83% |
$196K - $234K
|
5.25K
$3.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-447- 1.21% |
$196K - $235K
|
36.5K
$21.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-449- 9.53% |
$197K - $236K
|
4.26K
$2.52M
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-450- 5.33% |
$198K - $236K
|
7.99K
$4.72M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-451- 26.81% |
$198K - $237K
|
1.23K
$727K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-453- 20.93% |
$199K - $238K
|
1.71K
$1.01M
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-456- 25.65% |
$200K - $239K
|
1.32K
$781K
|