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 14, 2024
Q2 2024
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-860- 67.19% |
$378K - $451K
|
420
$256K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-863- 11.34% |
$379K - $453K
|
6.75K
$4.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-872- 51.54% |
$383K - $457K
|
820
$499K
|
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-872- 17.07% |
$383K - $457K
|
4.24K
$2.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-885- 0.44% |
$389K - $464K
|
202K
$123M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-885- 1.26% |
$389K - $464K
|
69.4K
$42.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-887- 1.49% |
$390K - $465K
|
58.7K
$35.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-891- 4.81% |
$391K - $467K
|
17.6K
$10.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-892- 17.41% |
$392K - $468K
|
4.23K
$2.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-904- 5.1% |
$397K - $474K
|
16.8K
$10.2M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-909- 11.2% |
$399K - $477K
|
7.21K
$4.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-910- 46.31% |
$400K - $477K
|
1.06K
$642K
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-916- 1.1% |
$402K - $481K
|
82K
$49.9M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-932- 4.52% |
$409K - $489K
|
19.7K
$12M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-935- 5.89% |
$411K - $491K
|
14.9K
$9.08M
|
|
|
Jul 22, 2024
Q2 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-938- 2.65% |
$412K - $492K
|
34.5K
$21M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-939- 23.42% |
$412K - $493K
|
3.07K
$1.87M
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-941- 55.03% |
$413K - $494K
|
769
$468K
|
|
|
Aug 12, 2024
Q2 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-943- 6.5% |
$414K - $495K
|
13.6K
$8.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-950- 2.41% |
$417K - $498K
|
38.5K
$23.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-955- 0.88% |
$419K - $501K
|
107K
$65.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-957- 5.52% |
$420K - $502K
|
16.4K
$9.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-965- 16.99% |
$424K - $506K
|
4.71K
$2.87M
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-966- 27.34% |
$424K - $507K
|
2.57K
$1.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-975- 14.45% |
$428K - $512K
|
5.77K
$3.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-980- 2.78% |
$430K - $514K
|
34.2K
$20.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-993- 23.89% |
$436K - $521K
|
3.16K
$1.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-993- 4.43% |
$436K - $521K
|
21.4K
$13M
|
|
|
Aug 13, 2024
Q2 2024
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-997- 30.64% |
$438K - $523K
|
2.26K
$1.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-999- 1.37% |
$439K - $524K
|
71.7K
$43.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-1K- 40.0% |
$439K - $525K
|
1.5K
$913K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-1.01K- 12.39% |
$442K - $528K
|
7.12K
$4.33M
|
|
|
Jul 25, 2024
Q2 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-1.01K- 70.57% |
$442K - $528K
|
420
$256K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.01K- 42.36% |
$442K - $528K
|
1.37K
$833K
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.02K- 1.93% |
$447K - $534K
|
51.7K
$31.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Barings LLC
|
SELL
|
- |
-1.03K- 14.58% |
$450K - $538K
|
6.01K
$3.65M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.03K- 61.77% |
$451K - $538K
|
635
$386K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.03K- 2.99% |
$454K - $542K
|
33.6K
$20.4M
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.04K- 3.44% |
$457K - $546K
|
29.2K
$17.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-1.06K- 1.76% |
$465K - $555K
|
59.2K
$36M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.09K- 40.9% |
$480K - $574K
|
1.58K
$962K
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.1K- 6.84% |
$481K - $574K
|
14.9K
$9.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Savoie Capital LLC
Chicago, IL |
SELL
|
- |
-1.1K- 52.38% |
$483K - $577K
|
1K
$608K
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.11K- 4.9% |
$488K - $583K
|
21.5K
$13.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.12K- 24.53% |
$492K - $588K
|
3.45K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.13K- 4.45% |
$495K - $591K
|
24.2K
$14.7M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-1.15K- 3.25% |
$505K - $603K
|
34.2K
$20.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.16K- 6.3% |
$507K - $606K
|
17.2K
$10.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.16K- 27.81% |
$510K - $609K
|
3.01K
$1.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-1.21K- 3.76% |
$529K - $632K
|
30.9K
$18.8M
|