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 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
196+ 28.2% |
$95.6K - $118K
|
891
$272K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
195+ 2.81% |
$95.2K - $118K
|
7.13K
$2.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
195+ 4.45% |
$95.2K - $118K
|
4.57K
$1.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
195+ 1.93% |
$95.2K - $118K
|
10.3K
$3.15M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
194+ 6.0% |
$94.7K - $117K
|
3.43K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
194+ 5.61% |
$94.7K - $117K
|
3.65K
$1.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
194+ 2.46% |
$94.7K - $117K
|
8.09K
$2.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
194+ 4.6% |
$94.7K - $117K
|
4.41K
$1.35M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
193+ 2.08% |
$94.2K - $117K
|
9.47K
$2.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
193+ 3.64% |
$94.2K - $117K
|
5.5K
$1.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
191+ 9.72% |
$93.2K - $115K
|
2.16K
$659K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
190+ 4.31% |
$92.7K - $115K
|
4.6K
$1.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
190+ 10.22% |
$92.7K - $115K
|
2.05K
$627K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
189+ 9.65% |
$92.2K - $114K
|
2.15K
$656K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
187+ 5.25% |
$91.3K - $113K
|
3.75K
$1.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
186+ 8.43% |
$90.8K - $112K
|
2.39K
$731K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
183+ 11.44% |
$89.3K - $111K
|
1.78K
$545K
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
181+ 21.27% |
$88.3K - $109K
|
1.03K
$315K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
180+ 3.72% |
$87.8K - $109K
|
5.01K
$1.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
179+ 18.36% |
$87.4K - $108K
|
1.15K
$353K
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
179+ 1.0% |
$87.4K - $108K
|
18.1K
$5.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
178+ 2.56% |
$86.9K - $108K
|
7.14K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
178+ 31.96% |
$86.9K - $108K
|
735
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
178+ 3.55% |
$86.9K - $108K
|
5.19K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
178+ 15.21% |
$86.9K - $108K
|
1.35K
$412K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
177+ 4.16% |
$86.4K - $107K
|
4.43K
$1.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
177+ 10.21% |
$86.4K - $107K
|
1.91K
$584K
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
177+ 19.22% |
$86.4K - $107K
|
1.1K
$336K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
175+ 63.18% |
$85.4K - $106K
|
452
$138K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
174+ 4.04% |
$84.9K - $105K
|
4.48K
$1.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
173+ 19.68% |
$84.4K - $105K
|
1.05K
$322K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
173+ 4.41% |
$84.4K - $105K
|
4.09K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
173+ 0.18% |
$84.4K - $105K
|
95.2K
$29.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
171+ 16.22% |
$83.4K - $103K
|
1.23K
$374K
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
169+ 1.46% |
$82.5K - $102K
|
11.8K
$3.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
169+ 24.07% |
$82.5K - $102K
|
871
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
169+ 7.55% |
$82.5K - $102K
|
2.41K
$735K
|
|
|
Feb 21, 2025
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
169+ 1.46% |
$82.5K - $102K
|
11.8K
$3.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
168+ 1.82% |
$82K - $102K
|
9.4K
$2.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
168+ 5.46% |
$82K - $102K
|
3.25K
$992K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
165+ 20.83% |
$80.5K - $99.7K
|
957
$292K
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
164+ 6.01% |
$80K - $99.1K
|
2.9K
$885K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
163+ 3.28% |
$79.5K - $98.5K
|
5.13K
$1.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
163+ 38.44% |
$79.5K - $98.5K
|
587
$179K
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
163+ 1.63% |
$79.5K - $98.5K
|
10.2K
$3.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
163+ 20.69% |
$79.5K - $98.5K
|
951
$291K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
161+ 20.33% |
$78.6K - $97.3K
|
953
$291K
|
|
|
Nov 07, 2024
Q3 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
161+ 12.03% |
$78.6K - $97.3K
|
1.5K
$458K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
161+ 1.45% |
$78.6K - $97.3K
|
11.3K
$3.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
160+ 0.32% |
$78.1K - $96.7K
|
50.3K
$15.4M
|