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
|
Facet Wealth, Inc.
|
BUY
|
- |
160+ 18.18% |
$78.1K - $96.7K
|
1.04K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
160+ 1.82% |
$78.1K - $96.7K
|
8.95K
$2.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
159+ 39.07% |
$77.6K - $96.1K
|
566
$173K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
159+ 124.22% |
$77.6K - $96.1K
|
287
$87.7K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
158+ 15.48% |
$77.1K - $95.5K
|
1.18K
$360K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
157+ 23.47% |
$76.6K - $94.9K
|
826
$252K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
157+ 16.0% |
$76.6K - $94.9K
|
1.14K
$348K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
157+ 7.7% |
$76.6K - $94.9K
|
2.2K
$671K
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
157+ 4.33% |
$76.6K - $94.9K
|
3.78K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
157+ 314.0% |
$76.6K - $94.9K
|
207
$63.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
156+ 14.29% |
$76.1K - $94.3K
|
1.25K
$381K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
155+ 50.99% |
$75.6K - $93.6K
|
459
$140K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
155+ 30.88% |
$75.6K - $93.6K
|
657
$201K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
155New |
$75.6K - $93.6K
|
155
$47.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
155+ 31.0% |
$75.6K - $93.6K
|
655
$200K
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
154+ 33.33% |
$75.2K - $93K
|
616
$188K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
154+ 25.45% |
$75.2K - $93K
|
759
$232K
|
|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
BUY
|
- |
154+ 2.56% |
$75.2K - $93K
|
6.16K
$1.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
153+ 17.83% |
$74.7K - $92.4K
|
1.01K
$309K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
151+ 15.25% |
$73.7K - $91.2K
|
1.14K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
151+ 8.75% |
$73.7K - $91.2K
|
1.88K
$574K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
151+ 6.6% |
$73.7K - $91.2K
|
2.44K
$745K
|
|
|
Nov 14, 2024
Q3 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
151New |
$73.7K - $91.2K
|
151
$46.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
151+ 15.75% |
$73.7K - $91.2K
|
1.11K
$339K
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Planning Services Inc
|
BUY
|
- |
150+ 1.22% |
$73.2K - $90.6K
|
12.5K
$3.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
150+ 0.29% |
$73.2K - $90.6K
|
51.4K
$15.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
150New |
$73.2K - $90.6K
|
150
$45.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
150+ 0.24% |
$73.2K - $90.6K
|
63.8K
$19.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
148+ 6.87% |
$72.2K - $89.4K
|
2.3K
$703K
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
148+ 10.66% |
$72.2K - $89.4K
|
1.54K
$470K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
147+ 9.71% |
$71.7K - $88.8K
|
1.66K
$508K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
146+ 4.23% |
$71.2K - $88.2K
|
3.6K
$1.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
145+ 1.29% |
$70.8K - $87.6K
|
11.4K
$3.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
145+ 2.29% |
$70.8K - $87.6K
|
6.49K
$1.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
145+ 26.61% |
$70.8K - $87.6K
|
690
$211K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
144+ 0.96% |
$70.3K - $87K
|
15.1K
$4.61M
|
|
|
Apr 01, 2025
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
144+ 17.14% |
$70.3K - $87K
|
984
$301K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
143+ 5.58% |
$69.8K - $86.4K
|
2.71K
$827K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
143+ 3.79% |
$69.8K - $86.4K
|
3.92K
$1.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
142+ 4.07% |
$69.3K - $85.8K
|
3.63K
$1.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
141+ 0.32% |
$68.8K - $85.2K
|
44.4K
$13.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
139+ 18.71% |
$67.8K - $84K
|
882
$270K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
139+ 2.51% |
$67.8K - $84K
|
5.68K
$1.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
139+ 11.32% |
$67.8K - $84K
|
1.37K
$418K
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
139+ 21.42% |
$67.8K - $84K
|
788
$241K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
139+ 3.21% |
$67.8K - $84K
|
4.46K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
138+ 0.45% |
$67.3K - $83.4K
|
31K
$9.46M
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
137+ 18.72% |
$66.9K - $82.8K
|
869
$266K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
137+ 0.43% |
$66.9K - $82.8K
|
31.7K
$9.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
137+ 8.89% |
$66.9K - $82.8K
|
1.68K
$513K
|