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 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
308+ 28.33% |
$150K - $186K
|
1.4K
$426K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
303+ 0.45% |
$148K - $183K
|
68.2K
$20.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
300+ 13.97% |
$146K - $181K
|
2.45K
$748K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
294+ 35.9% |
$143K - $178K
|
1.11K
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
291+ 2.9% |
$142K - $176K
|
10.3K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
290+ 5.11% |
$142K - $175K
|
5.97K
$1.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
287+ 3.93% |
$140K - $173K
|
7.59K
$2.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
287+ 1.17% |
$140K - $173K
|
24.8K
$7.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
287+ 3.89% |
$140K - $173K
|
7.66K
$2.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
285+ 3.05% |
$139K - $172K
|
9.63K
$2.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
285+ 24.26% |
$139K - $172K
|
1.46K
$446K
|
|
|
Nov 14, 2024
Q3 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
285+ 115.85% |
$139K - $172K
|
531
$162K
|
|
|
May 08, 2025
Q3 2024
|
Pacific Capital Partners LTD
London, |
BUY
|
- |
285+ 2.07% |
$139K - $172K
|
14K
$4.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
284+ 30.41% |
$139K - $172K
|
1.22K
$372K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
284+ 2.07% |
$139K - $172K
|
14K
$4.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
280+ 1.0% |
$137K - $169K
|
28.3K
$8.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
279+ 1.24% |
$136K - $169K
|
22.8K
$6.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
278+ 8.56% |
$136K - $168K
|
3.52K
$1.08M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
278+ 0.53% |
$136K - $168K
|
52.3K
$16M
|
|
|
Nov 08, 2024
Q3 2024
|
Jennison Associates LLC
|
BUY
|
- |
277+ 0.12% |
$135K - $167K
|
241K
$73.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
276+ 29.65% |
$135K - $167K
|
1.21K
$369K
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
275+ 15.85% |
$134K - $166K
|
2.01K
$614K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
274+ 7.75% |
$134K - $166K
|
3.81K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
272+ 12.12% |
$133K - $164K
|
2.52K
$769K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
270+ 6.13% |
$132K - $163K
|
4.68K
$1.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
269+ 2.32% |
$131K - $163K
|
11.9K
$3.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
269+ 0.75% |
$131K - $163K
|
36K
$11M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
267+ 2.4% |
$130K - $161K
|
11.4K
$3.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
266+ 21.25% |
$130K - $161K
|
1.52K
$464K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
265+ 10.11% |
$129K - $160K
|
2.89K
$882K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
263+ 4.15% |
$128K - $159K
|
6.6K
$2.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
259+ 22.58% |
$126K - $156K
|
1.41K
$430K
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
259+ 5.21% |
$126K - $156K
|
5.23K
$1.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
258+ 5.11% |
$126K - $156K
|
5.31K
$1.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
258+ 13.72% |
$126K - $156K
|
2.14K
$654K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
257+ 0.71% |
$125K - $155K
|
36.5K
$11.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
255+ 7.38% |
$124K - $154K
|
3.71K
$1.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
255+ 21.41% |
$124K - $154K
|
1.45K
$442K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
253+ 25.45% |
$123K - $153K
|
1.25K
$381K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
252+ 2.95% |
$123K - $152K
|
8.81K
$2.69M
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
251+ 2.84% |
$122K - $152K
|
9.1K
$2.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
248+ 3.4% |
$121K - $150K
|
7.55K
$2.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
248+ 0.18% |
$121K - $150K
|
136K
$41.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
247+ 29.09% |
$121K - $149K
|
1.1K
$335K
|
|
|
Oct 17, 2024
Q3 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
247+ 19.76% |
$121K - $149K
|
1.5K
$458K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
247+ 41.37% |
$121K - $149K
|
844
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
246+ 4.23% |
$120K - $149K
|
6.07K
$1.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
245+ 13.8% |
$120K - $148K
|
2.02K
$617K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
243+ 4.65% |
$119K - $147K
|
5.47K
$1.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
242+ 6.12% |
$118K - $146K
|
4.2K
$1.28M
|