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 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-75- 15.63% |
$36.6K - $45.3K
|
405
$216K
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
SELL
|
- |
-75- 0.75% |
$36.6K - $45.3K
|
9.94K
$5.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-75- 3.38% |
$36.6K - $45.3K
|
2.14K
$1.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-76- 1.14% |
$37.1K - $45.9K
|
6.58K
$3.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-76- 11.53% |
$37.1K - $45.9K
|
583
$311K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-76- 4.51% |
$37.1K - $45.9K
|
1.61K
$860K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-76- 1.35% |
$37.1K - $45.9K
|
5.53K
$2.95M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-77- 8.76% |
$37.6K - $46.5K
|
802
$428K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-77- 1.14% |
$37.6K - $46.5K
|
6.7K
$3.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-77- 1.13% |
$37.6K - $46.5K
|
6.73K
$3.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-77- 3.51% |
$37.6K - $46.5K
|
2.11K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-78- 1.52% |
$38.1K - $47.1K
|
5.04K
$2.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-78- 2.79% |
$38.1K - $47.1K
|
2.71K
$1.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-79- 3.23% |
$38.6K - $47.7K
|
2.37K
$1.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-80- 0.12% |
$39K - $48.3K
|
66.7K
$35.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-80- 12.48% |
$39K - $48.3K
|
561
$299K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-80- 1.87% |
$39K - $48.3K
|
4.19K
$2.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-81- 2.32% |
$39.5K - $48.9K
|
3.42K
$1.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-81- 9.12% |
$39.5K - $48.9K
|
807
$431K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-81- 1.25% |
$39.5K - $48.9K
|
6.41K
$3.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-81- 3.13% |
$39.5K - $48.9K
|
2.5K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-82- 3.09% |
$40K - $49.5K
|
2.58K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-82- 0.85% |
$40K - $49.5K
|
9.52K
$5.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-83- 6.7% |
$40.5K - $50.1K
|
1.16K
$616K
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-83- 0.27% |
$40.5K - $50.1K
|
30.7K
$16.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-84- 15.44% |
$41K - $50.8K
|
460
$245K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-84- 2.39% |
$41K - $50.8K
|
3.43K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-84- 4.55% |
$41K - $50.8K
|
1.76K
$940K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-85- 5.0% |
$41.5K - $51.4K
|
1.62K
$862K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-85- 1.46% |
$41.5K - $51.4K
|
5.72K
$3.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-85- 3.64% |
$41.5K - $51.4K
|
2.25K
$1.2M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-85- 6.43% |
$41.5K - $51.4K
|
1.24K
$660K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-85- 10.65% |
$41.5K - $51.4K
|
713
$380K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-85- 13.58% |
$41.5K - $51.4K
|
541
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-85- 46.96% |
$41.5K - $51.4K
|
96
$51.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-86- 3.2% |
$42K - $52K
|
2.6K
$1.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-86- 8.3% |
$42K - $52K
|
950
$507K
|
|
|
Nov 13, 2024
Q3 2024
|
Arnhold LLC
|
SELL
|
- |
-87- 0.2% |
$42.5K - $52.6K
|
44K
$23.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-88- 17.32% |
$42.9K - $53.2K
|
420
$224K
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-88- 5.67% |
$42.9K - $53.2K
|
1.46K
$781K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-88- 1.45% |
$42.9K - $53.2K
|
5.99K
$3.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-88- 0.43% |
$42.9K - $53.2K
|
20.2K
$10.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-88- 0.17% |
$42.9K - $53.2K
|
52.2K
$27.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-89- 0.31% |
$43.4K - $53.8K
|
28.6K
$15.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-89- 4.8% |
$43.4K - $53.8K
|
1.77K
$942K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-89- 0.15% |
$43.4K - $53.8K
|
59.5K
$31.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-89- 6.04% |
$43.4K - $53.8K
|
1.39K
$739K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-90- 13.68% |
$43.9K - $54.4K
|
568
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-90- 18.99% |
$43.9K - $54.4K
|
384
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-90- 1.22% |
$43.9K - $54.4K
|
7.31K
$3.9M
|