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
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-18- 2.62% |
$8.78K - $10.9K
|
670
$205K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-18- 2.08% |
$8.78K - $10.9K
|
848
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-18- 2.68% |
$8.78K - $10.9K
|
653
$200K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-19- 0.61% |
$9.27K - $11.5K
|
3.11K
$950K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19- 0.53% |
$9.27K - $11.5K
|
3.57K
$1.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-19- 3.48% |
$9.27K - $11.5K
|
527
$161K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-19- 1.53% |
$9.27K - $11.5K
|
1.22K
$373K
|
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
SELL
|
- |
-19- 0.57% |
$9.27K - $11.5K
|
3.31K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-19- 1.55% |
$9.27K - $11.5K
|
1.2K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-19- 1.98% |
$9.27K - $11.5K
|
941
$288K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-20- 5.09% |
$9.76K - $12.1K
|
373
$114K
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-20- 0.86% |
$9.76K - $12.1K
|
2.3K
$702K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-20- 13.79% |
$9.76K - $12.1K
|
125
$38.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-20- 3.6% |
$9.76K - $12.1K
|
535
$164K
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-20- 0.34% |
$9.76K - $12.1K
|
5.86K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-20- 0.18% |
$9.76K - $12.1K
|
11K
$3.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-20- 0.84% |
$9.76K - $12.1K
|
2.35K
$717K
|
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-20- 43.48% |
$9.76K - $12.1K
|
26
$7.95K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-21- 0.37% |
$10.2K - $12.7K
|
5.65K
$1.73M
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-21- 0.25% |
$10.2K - $12.7K
|
8.33K
$2.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-21- 10.82% |
$10.2K - $12.7K
|
173
$52.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-21- 2.25% |
$10.2K - $12.7K
|
913
$279K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-21- 3.29% |
$10.2K - $12.7K
|
618
$189K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-21- 1.98% |
$10.2K - $12.7K
|
1.04K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-21- 1.25% |
$10.2K - $12.7K
|
1.66K
$508K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-22- 6.57% |
$10.7K - $13.3K
|
313
$95.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-22- 0.54% |
$10.7K - $13.3K
|
4.08K
$1.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-22- 5.12% |
$10.7K - $13.3K
|
408
$125K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-22- 4.47% |
$10.7K - $13.3K
|
470
$144K
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-22- 3.18% |
$10.7K - $13.3K
|
670
$205K
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-22- 0.14% |
$10.7K - $13.3K
|
15.4K
$4.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-23- 0.89% |
$11.2K - $13.9K
|
2.56K
$782K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-23- 0.03% |
$11.2K - $13.9K
|
79.5K
$24.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-23- 14.94% |
$11.2K - $13.9K
|
131
$40K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-23- 0.08% |
$11.2K - $13.9K
|
29.3K
$8.94M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-24- 5.53% |
$11.7K - $14.5K
|
410
$125K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-24- 6.76% |
$11.7K - $14.5K
|
331
$101K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-24- 0.21% |
$11.7K - $14.5K
|
11.5K
$3.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-24- 3.1% |
$11.7K - $14.5K
|
749
$229K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-24- 1.2% |
$11.7K - $14.5K
|
1.98K
$605K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-24- 4.59% |
$11.7K - $14.5K
|
499
$153K
|
|
|
Nov 12, 2024
Q3 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
SELL
|
- |
-24- 0.35% |
$11.7K - $14.5K
|
6.81K
$2.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
SELL
|
- |
-25- 2.75% |
$12.2K - $15.1K
|
884
$270K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-25- 1.65% |
$12.2K - $15.1K
|
1.49K
$454K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-25- 1.84% |
$12.2K - $15.1K
|
1.34K
$408K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-25- 0.33% |
$12.2K - $15.1K
|
7.62K
$2.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-25- 3.42% |
$12.2K - $15.1K
|
707
$216K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-25- 1.44% |
$12.2K - $15.1K
|
1.71K
$523K
|
|
|
Nov 05, 2024
Q3 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-25- 4.15% |
$12.2K - $15.1K
|
578
$177K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-25- 3.89% |
$12.2K - $15.1K
|
617
$189K
|