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 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-146- 4.29% |
$71.2K - $88.2K
|
3.26K
$995K
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-149- 15.87% |
$72.7K - $90K
|
790
$241K
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-151- 3.94% |
$73.7K - $91.2K
|
3.68K
$1.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-151- 2.55% |
$73.7K - $91.2K
|
5.78K
$1.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-151- 2.29% |
$73.7K - $91.2K
|
6.45K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-151- 31.26% |
$73.7K - $91.2K
|
332
$101K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-153- 18.66% |
$74.7K - $92.4K
|
667
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-153- 10.8% |
$74.7K - $92.4K
|
1.26K
$386K
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-153- 0.17% |
$74.7K - $92.4K
|
90.2K
$27.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-153- 1.87% |
$74.7K - $92.4K
|
8.03K
$2.45M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-154- 1.35% |
$75.2K - $93K
|
11.2K
$3.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-155- 2.34% |
$75.6K - $93.6K
|
6.48K
$1.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-158- 3.95% |
$77.1K - $95.5K
|
3.84K
$1.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-161- 1.4% |
$78.6K - $97.3K
|
11.3K
$3.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-162- 2.6% |
$79.1K - $97.9K
|
6.08K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-162- 1.76% |
$79.1K - $97.9K
|
9.06K
$2.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-163- 2.73% |
$79.5K - $98.5K
|
5.81K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-163- 3.41% |
$79.5K - $98.5K
|
4.61K
$1.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-164- 0.97% |
$80K - $99.1K
|
16.7K
$5.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-164- 0.45% |
$80K - $99.1K
|
36K
$11M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-166- 5.29% |
$81K - $100K
|
2.97K
$908K
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-166- 7.39% |
$81K - $100K
|
2.08K
$636K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-168- 8.0% |
$82K - $102K
|
1.93K
$590K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-168- 0.26% |
$82K - $102K
|
63.4K
$19.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-169- 1.68% |
$82.5K - $102K
|
9.9K
$3.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-169- 0.87% |
$82.5K - $102K
|
19.3K
$5.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-170- 1.13% |
$83K - $103K
|
14.9K
$4.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-170- 2.91% |
$83K - $103K
|
5.67K
$1.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Vista Finance, LLC
|
SELL
|
- |
-170- 4.06% |
$83K - $103K
|
4.02K
$1.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-170- 8.96% |
$83K - $103K
|
1.73K
$528K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-171- 9.24% |
$83.4K - $103K
|
1.68K
$513K
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-171- 1.99% |
$83.4K - $103K
|
8.41K
$2.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-175- 4.39% |
$85.4K - $106K
|
3.81K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-175- 0.55% |
$85.4K - $106K
|
31.5K
$9.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-175- 1.86% |
$85.4K - $106K
|
9.22K
$2.82M
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-175- 2.02% |
$85.4K - $106K
|
8.49K
$2.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
SELL
|
- |
-176- 19.09% |
$85.9K - $106K
|
746
$228K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-179- 1.29% |
$87.4K - $108K
|
13.7K
$4.17M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-180- 18.48% |
$87.8K - $109K
|
794
$243K
|
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
SELL
|
- |
-182- 1.9% |
$88.8K - $110K
|
9.37K
$2.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-184- 11.58% |
$89.8K - $111K
|
1.41K
$429K
|
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-184- 28.89% |
$89.8K - $111K
|
453
$138K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-185- 8.51% |
$90.3K - $112K
|
1.99K
$608K
|
|
|
Oct 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-191- 0.63% |
$93.2K - $115K
|
30.1K
$9.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-192- 2.56% |
$93.7K - $116K
|
7.32K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-193- 27.85% |
$94.2K - $117K
|
500
$153K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-197- 4.23% |
$96.1K - $119K
|
4.46K
$1.36M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-198- 18.47% |
$96.6K - $120K
|
874
$267K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-198- 16.6% |
$96.6K - $120K
|
995
$304K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-198- 2.54% |
$96.6K - $120K
|
7.6K
$2.32M
|