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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
716+ 30.8% |
$349K - $433K
|
3.04K
$1.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
710+ 18.56% |
$346K - $429K
|
4.54K
$2.74M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
708+ 3.15% |
$346K - $428K
|
23.2K
$14M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
707+ 2.74% |
$345K - $427K
|
26.6K
$16.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
706+ 6.93% |
$345K - $427K
|
10.9K
$6.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
700New |
$342K - $423K
|
700
$424K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
700+ 28.16% |
$342K - $423K
|
3.19K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Parus Finance (Uk) LTD
London, X0 |
BUY
|
- |
699New |
$341K - $422K
|
699
$423K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
698+ 5.35% |
$341K - $422K
|
13.7K
$8.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
697+ 1.97% |
$340K - $421K
|
36K
$21.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
692+ 2.19% |
$338K - $418K
|
32.2K
$19.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
691+ 12.52% |
$337K - $417K
|
6.21K
$3.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
690+ 5.55% |
$337K - $417K
|
13.1K
$7.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
688+ 42.21% |
$336K - $416K
|
2.32K
$1.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
686+ 47.57% |
$335K - $414K
|
2.13K
$1.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
682+ 103.18% |
$333K - $412K
|
1.34K
$813K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
680+ 4.21% |
$332K - $411K
|
16.8K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
671+ 2.95% |
$327K - $405K
|
23.4K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
667+ 8.49% |
$326K - $403K
|
8.53K
$5.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
665+ 0.44% |
$325K - $402K
|
152K
$92.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
662+ 121.47% |
$323K - $400K
|
1.21K
$731K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
661+ 18.95% |
$323K - $399K
|
4.15K
$2.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
660+ 53.27% |
$322K - $399K
|
1.9K
$1.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
659New |
$322K - $398K
|
659
$399K
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
659+ 0.62% |
$322K - $398K
|
107K
$64.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
658+ 28.55% |
$321K - $398K
|
2.96K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
654+ 13.44% |
$319K - $395K
|
5.52K
$3.34M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
652+ 54.11% |
$318K - $394K
|
1.86K
$1.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
650+ 15.18% |
$317K - $393K
|
4.93K
$2.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
645+ 0.12% |
$315K - $390K
|
517K
$313M
|
|
|
Nov 14, 2024
Q3 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
645+ 6.0% |
$315K - $390K
|
11.4K
$6.9M
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
634New |
$309K - $383K
|
634
$384K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
630+ 4.17% |
$307K - $381K
|
15.7K
$9.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
629+ 1.33% |
$307K - $380K
|
48.1K
$29.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
628+ 1.5% |
$306K - $379K
|
42.5K
$25.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
624+ 4.03% |
$305K - $377K
|
16.1K
$9.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
621+ 59.09% |
$303K - $375K
|
1.67K
$1.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
616+ 15.22% |
$301K - $372K
|
4.66K
$2.82M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
612+ 10.12% |
$299K - $370K
|
6.66K
$4.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
607+ 79.24% |
$296K - $367K
|
1.37K
$831K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
597+ 24.65% |
$291K - $361K
|
3.02K
$1.83M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
595+ 3.35% |
$290K - $359K
|
18.3K
$11.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
594+ 17.57% |
$290K - $359K
|
3.97K
$2.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
590+ 12.0% |
$288K - $356K
|
5.51K
$3.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
590New |
$288K - $356K
|
590
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
588New |
$287K - $355K
|
588
$356K
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
584New |
$285K - $353K
|
584
$353K
|
|
|
Nov 05, 2024
Q3 2024
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
584+ 0.25% |
$285K - $353K
|
232K
$140M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
584+ 101.57% |
$285K - $353K
|
1.16K
$701K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
579+ 0.17% |
$283K - $350K
|
340K
$205M
|