Purchases and Sales Made in Q3 2024 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.19K+ 0.24% |
$581K - $720K
|
500K
$153M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.19K+ 21.28% |
$581K - $719K
|
6.78K
$2.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.18K+ 96.18% |
$578K - $715K
|
2.42K
$738K
|
|
|
Nov 14, 2024
Q3 2024
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
1.18K+ 25.78% |
$575K - $712K
|
5.75K
$1.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.18K+ 53.22% |
$573K - $710K
|
3.38K
$1.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
1.17K+ 2.76% |
$572K - $708K
|
43.6K
$13.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
1.16K+ 2.29% |
$567K - $701K
|
51.9K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.16K+ 25.77% |
$567K - $701K
|
5.67K
$1.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.16K+ 11.61% |
$564K - $698K
|
11.1K
$3.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
1.14K+ 53.06% |
$558K - $691K
|
3.3K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.14K+ 27.95% |
$557K - $690K
|
5.23K
$1.6M
|
|
|
Apr 30, 2025
Q3 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.13K+ 54.31% |
$553K - $685K
|
3.22K
$984K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.13K+ 22.78% |
$550K - $682K
|
6.08K
$1.86M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.13K+ 5.09% |
$550K - $682K
|
23.3K
$7.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.12K+ 3.09% |
$547K - $677K
|
37.4K
$11.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.11K+ 2.72% |
$542K - $671K
|
42K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
1.1K+ 1.56% |
$538K - $666K
|
71.6K
$21.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.1K+ 8.11% |
$538K - $666K
|
14.7K
$4.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
1.1K+ 40.15% |
$537K - $665K
|
3.84K
$1.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.1K+ 238.04% |
$534K - $662K
|
1.56K
$475K
|
|
|
Nov 14, 2024
Q3 2024
|
Bamco Inc
New York, NY |
BUY
|
- |
1.09K+ 1.95% |
$531K - $658K
|
56.9K
$17.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1.08K+ 11.54% |
$528K - $653K
|
10.4K
$3.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.07K+ 4.82% |
$522K - $646K
|
23.3K
$7.11M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.07KNew |
$521K - $645K
|
1.07K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.06K+ 2.45% |
$519K - $643K
|
44.5K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.06K+ 51.31% |
$516K - $639K
|
3.12K
$954K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.05K+ 9.23% |
$513K - $635K
|
12.4K
$3.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.05K+ 0.88% |
$512K - $634K
|
120K
$36.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.05K+ 233.63% |
$512K - $634K
|
1.5K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
1.05KNew |
$512K - $634K
|
1.05K
$321K
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.05K+ 7.11% |
$510K - $632K
|
15.8K
$4.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.04KNew |
$509K - $631K
|
1.04K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
1.02K+ 12.22% |
$498K - $617K
|
9.37K
$2.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Iyo Bank, Ltd.
|
BUY
|
- |
1.02K+ 4.77% |
$498K - $616K
|
22.4K
$6.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1.01K+ 78.48% |
$495K - $613K
|
2.31K
$705K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
1K+ 130.56% |
$490K - $607K
|
1.77K
$542K
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1K+ 8.1% |
$489K - $605K
|
13.4K
$4.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
984+ 154.96% |
$480K - $595K
|
1.62K
$495K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
977+ 14.77% |
$477K - $590K
|
7.59K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
977+ 15.46% |
$477K - $590K
|
7.3K
$2.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
975+ 9.52% |
$476K - $589K
|
11.2K
$3.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
973+ 7.38% |
$475K - $588K
|
14.2K
$4.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
972+ 135.75% |
$474K - $587K
|
1.69K
$516K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
968+ 5.47% |
$472K - $585K
|
18.7K
$5.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
966New |
$471K - $584K
|
966
$295K
|
|
|
Oct 16, 2024
Q3 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
964+ 9.22% |
$470K - $582K
|
11.4K
$3.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
963+ 39.55% |
$470K - $582K
|
3.4K
$1.04M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
954New |
$466K - $576K
|
954
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
953+ 209.45% |
$465K - $576K
|
1.41K
$430K
|
|
|
Nov 07, 2024
Q3 2024
|
Actiam N.V.
Rotterdam, P7 |
BUY
|
- |
940+ 0.38% |
$459K - $568K
|
248K
$75.8M
|