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 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-1.22K- 56.02% |
$534K - $637K
|
954
$564K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.23K- 8.63% |
$540K - $645K
|
13K
$7.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.24K- 3.29% |
$542K - $648K
|
36.3K
$21.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.25K- 28.22% |
$547K - $654K
|
3.17K
$1.87M
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.25K- 1.96% |
$549K - $655K
|
62.4K
$36.9M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.25K- 15.74% |
$549K - $656K
|
6.69K
$3.95M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.25K- 69.23% |
$550K - $657K
|
557
$329K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.27K- 9.28% |
$558K - $667K
|
12.4K
$7.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-1.27K- 1.45% |
$559K - $667K
|
86.7K
$51.2M
|
|
|
Aug 13, 2024
Q2 2024
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-1.27K- 2.11% |
$559K - $668K
|
58.9K
$34.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-1.29K- 19.25% |
$565K - $675K
|
5.4K
$3.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.29K- 4.49% |
$568K - $678K
|
27.5K
$16.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.3K- 34.26% |
$569K - $679K
|
2.49K
$1.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.31K- 8.2% |
$576K - $688K
|
14.7K
$8.68M
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
SELL
|
- |
-1.31K- 3.33% |
$577K - $689K
|
38.2K
$22.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.32K- 10.25% |
$580K - $693K
|
11.6K
$6.83M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.33K- 33.2% |
$583K - $697K
|
2.67K
$1.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.35K- 11.11% |
$592K - $707K
|
10.8K
$6.38M
|
|
|
Aug 08, 2024
Q2 2024
|
Ns Partners LTD
|
SELL
|
- |
-1.36K- 1.66% |
$597K - $713K
|
80.3K
$47.5M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-1.37K- 3.17% |
$600K - $717K
|
41.8K
$24.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-1.38K- 31.31% |
$606K - $723K
|
3.03K
$1.79M
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.38K- 63.16% |
$607K - $725K
|
806
$476K
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-1.38K- 36.46% |
$608K - $726K
|
2.41K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.39K- 58.76% |
$610K - $728K
|
974
$576K
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.4K- 52.11% |
$614K - $733K
|
1.29K
$759K
|
|
|
Jul 22, 2024
Q2 2024
|
Consolidated Investment Group LLC
|
SELL
|
- |
-1.4K- 8.47% |
$615K - $734K
|
15.1K
$8.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-1.41K- 37.38% |
$621K - $741K
|
2.37K
$1.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-1.44K- 25.08% |
$631K - $754K
|
4.29K
$2.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-1.44K- 28.15% |
$633K - $757K
|
3.68K
$2.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.45K- 4.54% |
$636K - $760K
|
30.4K
$18M
|
|
|
Aug 12, 2024
Q2 2024
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-1.46K- 5.43% |
$642K - $766K
|
25.4K
$15M
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-1.47K- 85.7% |
$647K - $773K
|
246
$145K
|
|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
SELL
|
- |
-1.48K- 29.84% |
$651K - $778K
|
3.49K
$2.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.49K- 8.94% |
$654K - $781K
|
15.1K
$8.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.5K- 11.59% |
$658K - $786K
|
11.4K
$6.76M
|
|
|
Jul 17, 2024
Q2 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-1.5K- 19.71% |
$659K - $787K
|
6.11K
$3.61M
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.5K- 9.16% |
$660K - $788K
|
14.9K
$8.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Bamco Inc
New York, NY |
SELL
|
- |
-1.52K- 2.64% |
$666K - $795K
|
55.8K
$33M
|
|
|
Aug 07, 2024
Q2 2024
|
Lgt Group Foundation
|
SELL
|
- |
-1.52K- 7.4% |
$668K - $798K
|
19K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.53K- 5.98% |
$673K - $804K
|
24.1K
$14.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.56K- 2.85% |
$683K - $816K
|
52.9K
$31.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.58K- 26.54% |
$693K - $828K
|
4.37K
$2.58M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.59K- 10.79% |
$697K - $832K
|
13.1K
$7.75M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.59K- 2.63% |
$697K - $833K
|
58.7K
$34.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-1.61K- 1.91% |
$708K - $846K
|
82.9K
$49M
|
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
SELL
|
- |
-1.62K- 59.62% |
$711K - $849K
|
1.1K
$648K
|
|
|
Aug 05, 2024
Q2 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-1.64K- 74.51% |
$719K - $859K
|
560
$331K
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.64K- 10.07% |
$719K - $859K
|
14.6K
$8.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.66K- 13.0% |
$730K - $872K
|
11.1K
$6.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.67K- 3.42% |
$731K - $874K
|
47K
$27.8M
|