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 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4K- 14.95% |
$1.76M - $2.1M
|
22.8K
$13.8M
|
|
|
Jul 01, 2024
Q2 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.05K- 12.76% |
$1.78M - $2.13M
|
27.7K
$16.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-4.1K- 73.28% |
$1.8M - $2.15M
|
1.5K
$910K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.12K- 11.03% |
$1.81M - $2.16M
|
33.2K
$20.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.19K- 7.65% |
$1.84M - $2.2M
|
50.6K
$30.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Factorial Partners, LLC
|
SELL
|
- |
-4.2K- 70.0% |
$1.84M - $2.2M
|
1.8K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.24K- 28.99% |
$1.86M - $2.23M
|
10.4K
$6.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-4.26K- 2.09% |
$1.87M - $2.23M
|
199K
$121M
|
|
|
Aug 06, 2024
Q2 2024
|
Trium Capital LLP
London, X0 |
SELL
|
- |
-4.28K- 27.08% |
$1.88M - $2.25M
|
11.5K
$7.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Findlay Park Partners LLP
London, X0 |
SELL
|
- |
-4.3K- 0.75% |
$1.89M - $2.26M
|
566K
$344M
|
|
|
Aug 01, 2024
Q2 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-4.39K- 76.46% |
$1.93M - $2.3M
|
1.35K
$821K
|
|
|
Aug 07, 2024
Q2 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-4.41K- 91.17% |
$1.94M - $2.31M
|
427
$260K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.44K- 2.58% |
$1.95M - $2.33M
|
167K
$102M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.44K- 5.9% |
$1.95M - $2.33M
|
70.8K
$43.1M
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-4.51KClosed |
$1.98M - $2.37M
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-4.53K- 0.23% |
$1.99M - $2.38M
|
1.96M
$1.19B
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-4.53K- 36.89% |
$1.99M - $2.38M
|
7.76K
$4.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-4.61K- 48.75% |
$2.02M - $2.42M
|
4.85K
$2.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-4.66K- 21.3% |
$2.05M - $2.45M
|
17.2K
$10.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-4.74K- 91.34% |
$2.08M - $2.48M
|
449
$273K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.9K- 15.93% |
$2.15M - $2.57M
|
25.8K
$15.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-4.94K- 60.95% |
$2.17M - $2.59M
|
3.17K
$1.93M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.99K- 6.94% |
$2.19M - $2.62M
|
67K
$40.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-5.01K- 20.99% |
$2.2M - $2.63M
|
18.8K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bristol John W & CO Inc
|
SELL
|
- |
-5.13K- 2.19% |
$2.25M - $2.69M
|
229K
$140M
|
|
|
Aug 14, 2024
Q2 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-5.15K- 0.84% |
$2.26M - $2.7M
|
607K
$369M
|
|
|
Oct 07, 2024
Q2 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-5.15K- 0.84% |
$2.26M - $2.7M
|
607K
$369M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.16K- 12.09% |
$2.27M - $2.71M
|
37.5K
$22.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-5.33K- 9.52% |
$2.34M - $2.8M
|
50.7K
$30.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-5.35K- 30.21% |
$2.35M - $2.81M
|
12.4K
$7.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-5.45K- 1.71% |
$2.39M - $2.86M
|
314K
$191M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-5.69K- 21.04% |
$2.5M - $2.98M
|
21.3K
$13M
|
|
|
Aug 06, 2024
Q2 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-5.84K- 3.69% |
$2.56M - $3.06M
|
152K
$92.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-6.01K- 8.72% |
$2.64M - $3.15M
|
62.9K
$38.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-6.24K- 4.68% |
$2.74M - $3.27M
|
127K
$77.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-6.26K- 51.93% |
$2.75M - $3.28M
|
5.8K
$3.53M
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-6.28K- 4.28% |
$2.76M - $3.29M
|
140K
$85.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.31K- 1.95% |
$2.77M - $3.31M
|
316K
$193M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-6.39K- 1.18% |
$2.81M - $3.35M
|
537K
$327M
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-6.48K- 3.59% |
$2.84M - $3.4M
|
174K
$106M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.52K- 5.28% |
$2.86M - $3.42M
|
117K
$71.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Lgt Capital Partners Ltd.
|
SELL
|
- |
-6.52K- 4.42% |
$2.87M - $3.42M
|
141K
$85.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Gouws Capital LLC
|
SELL
|
- |
-6.62K- 77.93% |
$2.91M - $3.47M
|
1.88K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-6.69K- 6.23% |
$2.94M - $3.51M
|
101K
$61.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-6.73KClosed |
$2.96M - $3.53M
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
SELL
|
- |
-6.79K- 41.54% |
$2.98M - $3.56M
|
9.56K
$5.81M
|
|
|
Aug 15, 2024
Q2 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-6.8K- 5.28% |
$2.99M - $3.57M
|
122K
$74.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-6.9K- 73.98% |
$3.03M - $3.62M
|
2.43K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-6.95K- 83.81% |
$3.05M - $3.65M
|
1.34K
$816K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-7.13K- 72.96% |
$3.13M - $3.74M
|
2.64K
$1.61M
|