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 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-25- 1.49% |
$12.2K - $15.1K
|
1.65K
$504K
|
|
|
Nov 13, 2024
Q3 2024
|
Unison Asset Management LLC
|
SELL
|
- |
-25- 0.15% |
$12.2K - $15.1K
|
16.9K
$5.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-25- 0.83% |
$12.2K - $15.1K
|
2.99K
$913K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-25- 1.66% |
$12.2K - $15.1K
|
1.49K
$454K
|
|
|
Jan 29, 2025
Q3 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-25- 5.06% |
$12.2K - $15.1K
|
469
$143K
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
SELL
|
- |
-26- 1.65% |
$12.7K - $15.7K
|
1.55K
$474K
|
|
|
Oct 18, 2024
Q3 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-26- 0.05% |
$12.7K - $15.7K
|
55.5K
$17M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-26- 0.77% |
$12.7K - $15.7K
|
3.33K
$1.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-26- 4.89% |
$12.7K - $15.7K
|
506
$155K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-26- 0.61% |
$12.7K - $15.7K
|
4.21K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-26- 1.52% |
$12.7K - $15.7K
|
1.69K
$516K
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-26- 2.51% |
$12.7K - $15.7K
|
1.01K
$308K
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-27- 0.97% |
$13.2K - $16.3K
|
2.76K
$844K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-27- 1.9% |
$13.2K - $16.3K
|
1.39K
$426K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-27- 2.97% |
$13.2K - $16.3K
|
883
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-27- 5.22% |
$13.2K - $16.3K
|
490
$150K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-27- 0.26% |
$13.2K - $16.3K
|
10.5K
$3.21M
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-27- 0.15% |
$13.2K - $16.3K
|
17.6K
$5.38M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-28- 1.43% |
$13.7K - $16.9K
|
1.93K
$591K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-28- 1.22% |
$13.7K - $16.9K
|
2.27K
$693K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-28- 4.49% |
$13.7K - $16.9K
|
596
$182K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-28- 0.68% |
$13.7K - $16.9K
|
4.07K
$1.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-28- 5.2% |
$13.7K - $16.9K
|
510
$156K
|
|
|
Nov 14, 2024
Q3 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-28- 0.76% |
$13.7K - $16.9K
|
3.64K
$1.11M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-29- 1.76% |
$14.2K - $17.5K
|
1.62K
$496K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-29- 2.54% |
$14.2K - $17.5K
|
1.11K
$340K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-29- 11.46% |
$14.2K - $17.5K
|
224
$68.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-29- 0.63% |
$14.2K - $17.5K
|
4.6K
$1.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-29- 0.97% |
$14.2K - $17.5K
|
2.95K
$902K
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-29- 0.99% |
$14.2K - $17.5K
|
2.91K
$888K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-29- 3.59% |
$14.2K - $17.5K
|
779
$238K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-30- 4.23% |
$14.6K - $18.1K
|
679
$208K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-30- 3.14% |
$14.6K - $18.1K
|
924
$282K
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-30- 5.08% |
$14.6K - $18.1K
|
561
$171K
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-30- 1.69% |
$14.6K - $18.1K
|
1.75K
$535K
|
|
|
Nov 08, 2024
Q3 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-30- 5.83% |
$14.6K - $18.1K
|
485
$148K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-31- 11.23% |
$15.1K - $18.7K
|
245
$74.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-31- 4.01% |
$15.1K - $18.7K
|
743
$227K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-31- 0.44% |
$15.1K - $18.7K
|
6.94K
$2.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-31- 0.1% |
$15.1K - $18.7K
|
30.4K
$9.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-31- 0.62% |
$15.1K - $18.7K
|
4.99K
$1.52M
|
|
|
Apr 28, 2025
Q3 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-31- 5.37% |
$15.1K - $18.7K
|
546
$167K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-32- 1.82% |
$15.6K - $19.3K
|
1.73K
$527K
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-32- 0.28% |
$15.6K - $19.3K
|
11.2K
$3.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-32- 3.86% |
$15.6K - $19.3K
|
797
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-32- 3.04% |
$15.6K - $19.3K
|
1.02K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-32- 0.95% |
$15.6K - $19.3K
|
3.35K
$1.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-33- 1.22% |
$16.1K - $19.9K
|
2.67K
$817K
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-33- 0.79% |
$16.1K - $19.9K
|
4.16K
$1.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-33- 1.16% |
$16.1K - $19.9K
|
2.82K
$863K
|