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
|
Parisi Gray Wealth Management
|
BUY
|
- |
59+ 0.88% |
$28.8K - $35.6K
|
6.79K
$2.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
59+ 7.06% |
$28.8K - $35.6K
|
895
$274K
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
59+ 2.43% |
$28.8K - $35.6K
|
2.49K
$760K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
59+ 7.19% |
$28.8K - $35.6K
|
880
$269K
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
58+ 4.01% |
$28.3K - $35K
|
1.5K
$460K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
58+ 1.39% |
$28.3K - $35K
|
4.24K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
58+ 3.16% |
$28.3K - $35K
|
1.89K
$579K
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
57+ 12.58% |
$27.8K - $34.4K
|
510
$156K
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
57+ 9.47% |
$27.8K - $34.4K
|
659
$201K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
57+ 1.7% |
$27.8K - $34.4K
|
3.41K
$1.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
57New |
$27.8K - $34.4K
|
57
$17.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
57+ 0.36% |
$27.8K - $34.4K
|
16K
$4.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
57New |
$27.8K - $34.4K
|
57
$17.4K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
57+ 8.8% |
$27.8K - $34.4K
|
705
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
56+ 9.98% |
$27.3K - $33.8K
|
617
$189K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
56+ 3.78% |
$27.3K - $33.8K
|
1.54K
$470K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
55New |
$26.8K - $33.2K
|
55
$16.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
55+ 9.52% |
$26.8K - $33.2K
|
633
$193K
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
55+ 0.78% |
$26.8K - $33.2K
|
7.13K
$2.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
55+ 12.94% |
$26.8K - $33.2K
|
480
$147K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
55+ 1.0% |
$26.8K - $33.2K
|
5.53K
$1.69M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
54+ 1.0% |
$26.4K - $32.6K
|
5.46K
$1.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
54+ 3.16% |
$26.4K - $32.6K
|
1.77K
$539K
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
54+ 1.9% |
$26.4K - $32.6K
|
2.9K
$887K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
54+ 0.18% |
$26.4K - $32.6K
|
29.3K
$8.95M
|
|
|
Jan 28, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
54+ 7.37% |
$26.4K - $32.6K
|
787
$241K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
54+ 7.37% |
$26.4K - $32.6K
|
787
$241K
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
53+ 0.11% |
$25.9K - $32K
|
49.8K
$15.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
53+ 1.42% |
$25.9K - $32K
|
3.79K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
53+ 4.73% |
$25.9K - $32K
|
1.17K
$359K
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
53+ 6.79% |
$25.9K - $32K
|
834
$255K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
53+ 98.15% |
$25.9K - $32K
|
107
$32.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
52+ 16.67% |
$25.4K - $31.4K
|
364
$111K
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
52+ 6.84% |
$25.4K - $31.4K
|
812
$248K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
51+ 11.75% |
$24.9K - $30.8K
|
485
$148K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
51+ 6.33% |
$24.9K - $30.8K
|
857
$262K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
51+ 8.12% |
$24.9K - $30.8K
|
679
$208K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
51+ 6.51% |
$24.9K - $30.8K
|
834
$255K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
50+ 0.79% |
$24.4K - $30.2K
|
6.39K
$1.95M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
50+ 5.13% |
$24.4K - $30.2K
|
1.03K
$313K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
50+ 7.31% |
$24.4K - $30.2K
|
734
$224K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
50+ 0.31% |
$24.4K - $30.2K
|
16K
$4.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
50+ 5.16% |
$24.4K - $30.2K
|
1.02K
$311K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
50+ 5.62% |
$24.4K - $30.2K
|
939
$287K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
50+ 7.3% |
$24.4K - $30.2K
|
735
$225K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
50+ 9.49% |
$24.4K - $30.2K
|
577
$176K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
50+ 0.71% |
$24.4K - $30.2K
|
7.12K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
50+ 2.19% |
$24.4K - $30.2K
|
2.33K
$712K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
49+ 2.04% |
$23.9K - $29.6K
|
2.46K
$751K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
49+ 0.72% |
$23.9K - $29.6K
|
6.87K
$2.1M
|