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 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
107+ 2.24% |
$52.2K - $64.6K
|
4.88K
$1.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
107+ 7.05% |
$52.2K - $64.6K
|
1.62K
$496K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
107+ 5.18% |
$52.2K - $64.6K
|
2.17K
$664K
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
107+ 8.01% |
$52.2K - $64.6K
|
1.44K
$441K
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
107+ 12.04% |
$52.2K - $64.6K
|
996
$304K
|
|
|
Jan 08, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
107+ 8.14% |
$52.2K - $64.6K
|
1.42K
$435K
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
106+ 0.7% |
$51.7K - $64K
|
15.3K
$4.68M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
106+ 9.16% |
$51.7K - $64K
|
1.26K
$386K
|
|
|
Oct 28, 2024
Q3 2024
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
106+ 1.25% |
$51.7K - $64K
|
8.58K
$2.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
106+ 1.32% |
$51.7K - $64K
|
8.15K
$2.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
105+ 4.03% |
$51.2K - $63.4K
|
2.71K
$829K
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
103+ 4.01% |
$50.3K - $62.2K
|
2.67K
$816K
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
BUY
|
- |
103+ 0.83% |
$50.3K - $62.2K
|
12.5K
$3.81M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
102+ 2.54% |
$49.8K - $61.6K
|
4.11K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
102+ 18.05% |
$49.8K - $61.6K
|
667
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
BUY
|
- |
102+ 0.41% |
$49.8K - $61.6K
|
25.3K
$7.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
102+ 1.0% |
$49.8K - $61.6K
|
10.4K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
102+ 1.64% |
$49.8K - $61.6K
|
6.34K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
102+ 6.08% |
$49.8K - $61.6K
|
1.78K
$544K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
102+ 9.72% |
$49.8K - $61.6K
|
1.15K
$352K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
101+ 10.21% |
$49.3K - $61K
|
1.09K
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
101+ 4.03% |
$49.3K - $61K
|
2.61K
$797K
|
|
|
Nov 06, 2024
Q3 2024
|
Broderick Brian C
|
BUY
|
- |
100+ 0.47% |
$48.8K - $60.4K
|
21.5K
$6.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
100+ 2.77% |
$48.8K - $60.4K
|
3.72K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
100+ 4.78% |
$48.8K - $60.4K
|
2.19K
$669K
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
99+ 2.0% |
$48.3K - $59.8K
|
5.06K
$1.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
99+ 4.45% |
$48.3K - $59.8K
|
2.32K
$710K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
99+ 1.71% |
$48.3K - $59.8K
|
5.88K
$1.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
99+ 8.82% |
$48.3K - $59.8K
|
1.22K
$373K
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
99+ 4.28% |
$48.3K - $59.8K
|
2.41K
$737K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
98+ 12.22% |
$47.8K - $59.2K
|
900
$275K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
98+ 14.1% |
$47.8K - $59.2K
|
793
$242K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
98+ 10.08% |
$47.8K - $59.2K
|
1.07K
$327K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
98+ 4.45% |
$47.8K - $59.2K
|
2.3K
$704K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
97+ 0.31% |
$47.3K - $58.6K
|
31.5K
$9.63M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
96+ 4.82% |
$46.8K - $58K
|
2.09K
$638K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
96+ 8.78% |
$46.8K - $58K
|
1.19K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
95+ 2.04% |
$46.4K - $57.4K
|
4.76K
$1.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
94+ 3.16% |
$45.9K - $56.8K
|
3.07K
$939K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
94+ 14.42% |
$45.9K - $56.8K
|
746
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
94New |
$45.9K - $56.8K
|
94
$28.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
94New |
$45.9K - $56.8K
|
94
$28.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
93New |
$45.4K - $56.2K
|
93
$28.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
93+ 1.59% |
$45.4K - $56.2K
|
5.95K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
93+ 20.17% |
$45.4K - $56.2K
|
554
$169K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
91+ 12.15% |
$44.4K - $55K
|
840
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
91+ 18.92% |
$44.4K - $55K
|
572
$175K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
90+ 1.35% |
$43.9K - $54.4K
|
6.76K
$2.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
90+ 2.11% |
$43.9K - $54.4K
|
4.37K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
90New |
$43.9K - $54.4K
|
90
$27.5K
|