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 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
241+ 32.92% |
$118K - $146K
|
973
$297K
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
240+ 14.81% |
$117K - $145K
|
1.86K
$569K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
239+ 1.43% |
$117K - $144K
|
17K
$5.18M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
239+ 4.98% |
$117K - $144K
|
5.04K
$1.54M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
238+ 11.18% |
$116K - $144K
|
2.37K
$723K
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
236+ 4.6% |
$115K - $143K
|
5.36K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
236+ 1.46% |
$115K - $143K
|
16.4K
$5M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
235+ 2.22% |
$115K - $142K
|
10.8K
$3.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
235+ 6.69% |
$115K - $142K
|
3.75K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
234+ 1.24% |
$114K - $141K
|
19.1K
$5.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
233+ 34.62% |
$114K - $141K
|
906
$277K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
231+ 2.71% |
$113K - $140K
|
8.77K
$2.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
230+ 26.78% |
$112K - $139K
|
1.09K
$333K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
230+ 32.35% |
$112K - $139K
|
941
$288K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
229+ 1.66% |
$112K - $138K
|
14K
$4.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
229+ 42.88% |
$112K - $138K
|
763
$233K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
227+ 36.44% |
$111K - $137K
|
850
$260K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
225+ 49.78% |
$110K - $136K
|
677
$207K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
225+ 1.85% |
$110K - $136K
|
12.4K
$3.79M
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
225+ 35.77% |
$110K - $136K
|
854
$261K
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
224+ 6.46% |
$109K - $135K
|
3.69K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
224+ 18.74% |
$109K - $135K
|
1.42K
$434K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
220+ 3.44% |
$107K - $133K
|
6.62K
$2.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
218+ 4.52% |
$106K - $132K
|
5.04K
$1.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
214+ 0.83% |
$104K - $129K
|
26K
$7.94M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
213+ 22.03% |
$104K - $129K
|
1.18K
$361K
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
213+ 1.54% |
$104K - $129K
|
14K
$4.29M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
213+ 8.7% |
$104K - $129K
|
2.66K
$813K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
213+ 19.31% |
$104K - $129K
|
1.32K
$402K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
211+ 3.05% |
$103K - $127K
|
7.13K
$2.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
209+ 1.77% |
$102K - $126K
|
12K
$3.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
208+ 0.38% |
$102K - $126K
|
54.9K
$16.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
208+ 6.1% |
$102K - $126K
|
3.62K
$1.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
207+ 6.53% |
$101K - $125K
|
3.38K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
207+ 0.88% |
$101K - $125K
|
23.8K
$7.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
206+ 50.99% |
$101K - $124K
|
610
$186K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
204+ 2.59% |
$99.6K - $123K
|
8.07K
$2.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
204+ 1.78% |
$99.6K - $123K
|
11.7K
$3.57M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
203+ 0.66% |
$99.1K - $123K
|
30.8K
$9.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
203New |
$99.1K - $123K
|
203
$62K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
203+ 4.13% |
$99.1K - $123K
|
5.12K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Dempze Nancy E
|
BUY
|
- |
202+ 2.72% |
$98.6K - $122K
|
7.62K
$2.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
201+ 2.46% |
$98.1K - $121K
|
8.36K
$2.55M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
200+ 11.76% |
$97.6K - $121K
|
1.9K
$581K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
199+ 6.49% |
$97.1K - $120K
|
3.26K
$998K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
199+ 50.64% |
$97.1K - $120K
|
592
$181K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
199+ 1.23% |
$97.1K - $120K
|
16.4K
$5.01M
|
|
|
May 28, 2025
Q3 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
199+ 18.83% |
$97.1K - $120K
|
1.26K
$384K
|
|
|
Nov 07, 2024
Q3 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
198+ 2.97% |
$96.6K - $120K
|
6.87K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
198+ 7.13% |
$96.6K - $120K
|
2.98K
$909K
|