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 17, 2024
Q2 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
4.66K+ 31.47% |
$2.05M - $2.44M
|
19.5K
$10.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
4.64K+ 4.86% |
$2.04M - $2.44M
|
100K
$52.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.61K+ 10.25% |
$2.02M - $2.42M
|
49.6K
$26M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.58K+ 511.16% |
$2.01M - $2.4M
|
5.48K
$2.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
4.58K+ 543.35% |
$2.01M - $2.4M
|
5.42K
$2.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
4.57KNew |
$2.01M - $2.4M
|
4.57K
$2.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.55K+ 16.88% |
$2M - $2.38M
|
31.5K
$16.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
4.54K+ 3.89% |
$1.99M - $2.38M
|
121K
$63.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
4.53K+ 0.23% |
$1.99M - $2.38M
|
1.96M
$1.03B
|
|
|
Aug 14, 2024
Q2 2024
|
L1 Capital International Pty LTD
Sydney Nsw 2000, C3 |
BUY
|
- |
4.52K+ 16.68% |
$1.98M - $2.37M
|
31.6K
$16.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
4.44K+ 221.95% |
$1.95M - $2.33M
|
6.44K
$3.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
4.42K+ 7.21% |
$1.94M - $2.32M
|
65.7K
$34.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
4.38K+ 12.34% |
$1.93M - $2.3M
|
39.9K
$20.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
4.35K+ 3.88% |
$1.91M - $2.28M
|
116K
$61M
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
4.33K+ 149.21% |
$1.9M - $2.27M
|
7.23K
$3.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
4.31KNew |
$1.89M - $2.26M
|
4.31K
$2.26M
|
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
BUY
|
- |
4.3K+ 25.81% |
$1.89M - $2.25M
|
21K
$11M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.27KNew |
$1.88M - $2.24M
|
4.27K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
4.25K+ 71.78% |
$1.86M - $2.23M
|
10.2K
$5.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.23K+ 26.32% |
$1.86M - $2.22M
|
20.3K
$10.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
4.22KNew |
$1.86M - $2.22M
|
4.22K
$2.21M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.11K+ 5.17% |
$1.81M - $2.16M
|
83.7K
$43.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
4.1KNew |
$1.8M - $2.15M
|
4.1K
$2.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.07K+ 461.56% |
$1.79M - $2.14M
|
4.95K
$2.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.01K+ 0.18% |
$1.76M - $2.1M
|
2.26M
$1.18B
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.98K+ 2.38% |
$1.75M - $2.09M
|
171K
$89.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.96K+ 4.89% |
$1.74M - $2.08M
|
84.9K
$44.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.95KNew |
$1.73M - $2.07M
|
3.95K
$2.07M
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.92K+ 58.57% |
$1.72M - $2.06M
|
10.6K
$5.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.91K+ 26.05% |
$1.72M - $2.05M
|
18.9K
$9.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
3.86K+ 10.59% |
$1.7M - $2.03M
|
40.4K
$21.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
3.82K+ 60.93% |
$1.68M - $2.01M
|
10.1K
$5.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.81K+ 5.75% |
$1.67M - $2M
|
69.9K
$36.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.78K+ 33.64% |
$1.66M - $1.98M
|
15K
$7.85M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
3.76K+ 108.39% |
$1.65M - $1.97M
|
7.23K
$3.78M
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.74K+ 9.92% |
$1.64M - $1.96M
|
41.5K
$21.7M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.67K+ 70.33% |
$1.61M - $1.93M
|
8.89K
$4.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.65K+ 23.38% |
$1.6M - $1.92M
|
19.3K
$10.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
3.64K+ 22.52% |
$1.6M - $1.91M
|
19.8K
$10.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.59K+ 4.47% |
$1.58M - $1.88M
|
83.8K
$43.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.54K+ 5.49% |
$1.55M - $1.85M
|
68K
$35.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
3.53K+ 46.99% |
$1.55M - $1.85M
|
11K
$5.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.53K+ 5.65% |
$1.55M - $1.85M
|
65.9K
$34.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.52K+ 40.51% |
$1.54M - $1.85M
|
12.2K
$6.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Sectoral Asset Management Inc
Montreal, A8 |
BUY
|
- |
3.5K+ 15.1% |
$1.54M - $1.84M
|
26.7K
$14M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
3.5K+ 57.4% |
$1.54M - $1.84M
|
9.6K
$5.02M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.48KNew |
$1.53M - $1.83M
|
3.48K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
3.48K+ 5.19% |
$1.53M - $1.83M
|
70.5K
$36.9M
|
|
|
Aug 21, 2024
Q2 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
3.43KNew |
$1.51M - $1.8M
|
3.43K
$1.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
3.41K+ 3.31% |
$1.5M - $1.79M
|
106K
$55.7M
|