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 |
|---|---|---|---|---|---|---|---|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
90+ 5.64% |
$43.9K - $54.4K
|
1.69K
$516K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
89+ 0.39% |
$43.4K - $53.8K
|
23.2K
$7.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
89+ 0.8% |
$43.4K - $53.8K
|
11.2K
$3.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
89+ 6.04% |
$43.4K - $53.8K
|
1.56K
$477K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
89+ 9.85% |
$43.4K - $53.8K
|
993
$303K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
89+ 1.51% |
$43.4K - $53.8K
|
5.98K
$1.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
88+ 0.65% |
$42.9K - $53.2K
|
13.6K
$4.17M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
87+ 0.47% |
$42.5K - $52.6K
|
18.7K
$5.71M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
87New |
$42.5K - $52.6K
|
87
$26.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
87+ 10.79% |
$42.5K - $52.6K
|
893
$273K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
87+ 1.05% |
$42.5K - $52.6K
|
8.34K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
87+ 0.69% |
$42.5K - $52.6K
|
12.7K
$3.89M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
86+ 1.87% |
$42K - $52K
|
4.7K
$1.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
83+ 0.85% |
$40.5K - $50.1K
|
9.88K
$3.02M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
83+ 11.07% |
$40.5K - $50.1K
|
833
$255K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
83+ 9.76% |
$40.5K - $50.1K
|
933
$285K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
82+ 4.99% |
$40K - $49.5K
|
1.73K
$528K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
82+ 11.17% |
$40K - $49.5K
|
816
$249K
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
82+ 8.31% |
$40K - $49.5K
|
1.07K
$327K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
81+ 1.72% |
$39.5K - $48.9K
|
4.8K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
81+ 1.85% |
$39.5K - $48.9K
|
4.45K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
81+ 2.76% |
$39.5K - $48.9K
|
3.01K
$921K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
81+ 1.63% |
$39.5K - $48.9K
|
5.04K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
80+ 3.21% |
$39K - $48.3K
|
2.57K
$786K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
79+ 5.78% |
$38.6K - $47.7K
|
1.45K
$442K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
79+ 19.27% |
$38.6K - $47.7K
|
489
$149K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
79+ 4.79% |
$38.6K - $47.7K
|
1.73K
$528K
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
79+ 2.62% |
$38.6K - $47.7K
|
3.1K
$947K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
79+ 17.25% |
$38.6K - $47.7K
|
537
$164K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
79+ 0.57% |
$38.6K - $47.7K
|
13.9K
$4.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
79+ 1.61% |
$38.6K - $47.7K
|
5K
$1.53M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
78+ 4.23% |
$38.1K - $47.1K
|
1.92K
$588K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
78+ 1.53% |
$38.1K - $47.1K
|
5.18K
$1.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
78+ 9.95% |
$38.1K - $47.1K
|
862
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
78+ 6.91% |
$38.1K - $47.1K
|
1.21K
$369K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
77+ 7.39% |
$37.6K - $46.5K
|
1.12K
$342K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
77+ 18.83% |
$37.6K - $46.5K
|
486
$149K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
77+ 9.17% |
$37.6K - $46.5K
|
917
$280K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
76+ 0.42% |
$37.1K - $45.9K
|
18K
$5.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
76+ 0.7% |
$37.1K - $45.9K
|
11K
$3.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
76+ 5.03% |
$37.1K - $45.9K
|
1.59K
$485K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
76+ 12.67% |
$37.1K - $45.9K
|
676
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
76+ 9.37% |
$37.1K - $45.9K
|
887
$271K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
75+ 0.97% |
$36.6K - $45.3K
|
7.83K
$2.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
75+ 0.54% |
$36.6K - $45.3K
|
14K
$4.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
75+ 7.72% |
$36.6K - $45.3K
|
1.05K
$320K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
75+ 7.14% |
$36.6K - $45.3K
|
1.13K
$344K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
74+ 13.94% |
$36.1K - $44.7K
|
605
$185K
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
74+ 2.71% |
$36.1K - $44.7K
|
2.8K
$856K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
73+ 3.57% |
$35.6K - $44.1K
|
2.12K
$648K
|