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 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
754+ 19.46% |
$368K - $456K
|
4.63K
$1.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
754New |
$368K - $456K
|
754
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
754New |
$368K - $456K
|
754
$230K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
749+ 9.08% |
$366K - $453K
|
9K
$2.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
748+ 11.41% |
$365K - $452K
|
7.3K
$2.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
740+ 12.54% |
$361K - $447K
|
6.64K
$2.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
738+ 2.95% |
$360K - $446K
|
25.7K
$7.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
736+ 3.29% |
$359K - $445K
|
23.1K
$7.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
735+ 3.39% |
$359K - $444K
|
22.4K
$6.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
726+ 15.23% |
$354K - $439K
|
5.49K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
717+ 0.37% |
$350K - $433K
|
195K
$59.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
716+ 30.8% |
$349K - $433K
|
3.04K
$929K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
710+ 18.56% |
$346K - $429K
|
4.54K
$1.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
708+ 3.15% |
$346K - $428K
|
23.2K
$7.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
707+ 2.74% |
$345K - $427K
|
26.6K
$8.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
706+ 6.93% |
$345K - $427K
|
10.9K
$3.33M
|
|
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
706New |
$345K - $427K
|
706
$216K
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
700New |
$342K - $423K
|
700
$214K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
700+ 28.16% |
$342K - $423K
|
3.19K
$974K
|
|
|
Nov 14, 2024
Q3 2024
|
Parus Finance (Uk) LTD
London, X0 |
BUY
|
- |
699New |
$341K - $422K
|
699
$214K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
698+ 5.35% |
$341K - $422K
|
13.7K
$4.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
697+ 1.97% |
$340K - $421K
|
36K
$11M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
692+ 2.19% |
$338K - $418K
|
32.2K
$9.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
691+ 12.52% |
$337K - $417K
|
6.21K
$1.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
690+ 5.55% |
$337K - $417K
|
13.1K
$4.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
688+ 42.21% |
$336K - $416K
|
2.32K
$708K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
686+ 47.57% |
$335K - $414K
|
2.13K
$650K
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
682+ 103.18% |
$333K - $412K
|
1.34K
$410K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
680+ 4.21% |
$332K - $411K
|
16.8K
$5.14M
|
|
|
Apr 29, 2025
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
674New |
$329K - $407K
|
674
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
671+ 2.95% |
$327K - $405K
|
23.4K
$7.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
667+ 8.49% |
$326K - $403K
|
8.53K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
665+ 0.44% |
$325K - $402K
|
152K
$46.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
662+ 121.47% |
$323K - $400K
|
1.21K
$369K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
661+ 18.95% |
$323K - $399K
|
4.15K
$1.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
660+ 53.27% |
$322K - $399K
|
1.9K
$580K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
659New |
$322K - $398K
|
659
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
659+ 0.62% |
$322K - $398K
|
107K
$32.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
658+ 28.55% |
$321K - $398K
|
2.96K
$906K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
654+ 13.44% |
$319K - $395K
|
5.52K
$1.69M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
652+ 54.11% |
$318K - $394K
|
1.86K
$568K
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
650+ 15.18% |
$317K - $393K
|
4.93K
$1.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
645+ 0.12% |
$315K - $390K
|
517K
$158M
|
|
|
Nov 14, 2024
Q3 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
645+ 6.0% |
$315K - $390K
|
11.4K
$3.48M
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
634New |
$309K - $383K
|
634
$194K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
630+ 4.17% |
$307K - $381K
|
15.7K
$4.81M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
629+ 1.33% |
$307K - $380K
|
48.1K
$14.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
628+ 1.5% |
$306K - $379K
|
42.5K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
624+ 4.03% |
$305K - $377K
|
16.1K
$4.92M
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
621+ 59.09% |
$303K - $375K
|
1.67K
$511K
|