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
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-243- 9.4% |
$119K - $147K
|
2.34K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-244- 2.75% |
$119K - $147K
|
8.62K
$4.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-244- 7.43% |
$119K - $147K
|
3.04K
$1.62M
|
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-245- 0.95% |
$120K - $148K
|
25.6K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-246- 0.76% |
$120K - $149K
|
32.3K
$17.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-246- 3.39% |
$120K - $149K
|
7.01K
$3.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-248- 1.94% |
$121K - $150K
|
12.5K
$6.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-249- 5.79% |
$122K - $150K
|
4.05K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-250- 1.14% |
$122K - $151K
|
21.7K
$11.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-251- 1.46% |
$122K - $152K
|
17K
$9.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-252- 1.54% |
$123K - $152K
|
16.1K
$8.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-252- 2.04% |
$123K - $152K
|
12.1K
$6.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-253- 1.71% |
$123K - $153K
|
14.5K
$7.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-253- 2.57% |
$123K - $153K
|
9.6K
$5.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-255- 5.22% |
$124K - $154K
|
4.63K
$2.47M
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-258- 0.93% |
$126K - $156K
|
27.5K
$14.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-259- 5.3% |
$126K - $156K
|
4.63K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-259- 31.2% |
$126K - $156K
|
571
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-260- 9.75% |
$127K - $157K
|
2.41K
$1.28M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-262- 9.81% |
$128K - $158K
|
2.41K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-263- 9.57% |
$128K - $159K
|
2.49K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-264- 1.2% |
$129K - $160K
|
21.8K
$11.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-270- 1.61% |
$132K - $163K
|
16.5K
$8.82M
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-272- 17.44% |
$133K - $164K
|
1.29K
$687K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-272- 5.82% |
$133K - $164K
|
4.4K
$2.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-274- 1.09% |
$134K - $166K
|
24.8K
$13.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-275- 5.91% |
$134K - $166K
|
4.38K
$2.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-275- 2.08% |
$134K - $166K
|
13K
$6.91M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-275- 3.21% |
$134K - $166K
|
8.28K
$4.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-275- 1.55% |
$134K - $166K
|
17.4K
$9.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-280- 2.16% |
$137K - $169K
|
12.7K
$6.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-281- 8.79% |
$137K - $170K
|
2.91K
$1.55M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-282- 5.22% |
$138K - $170K
|
5.12K
$2.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-284- 26.79% |
$139K - $172K
|
776
$414K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-284- 9.25% |
$139K - $172K
|
2.79K
$1.49M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-285- 1.06% |
$139K - $172K
|
26.7K
$14.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-287- 24.4% |
$140K - $173K
|
889
$474K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-288- 1.74% |
$141K - $174K
|
16.3K
$8.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-288- 4.52% |
$141K - $174K
|
6.09K
$3.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-292- 8.38% |
$142K - $176K
|
3.19K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-293- 3.13% |
$143K - $177K
|
9.07K
$4.84M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-293- 12.93% |
$143K - $177K
|
1.97K
$1.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-294- 1.97% |
$143K - $178K
|
14.6K
$7.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-294- 5.13% |
$143K - $178K
|
5.44K
$2.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-295- 5.43% |
$144K - $178K
|
5.14K
$2.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-295- 1.57% |
$144K - $178K
|
18.5K
$9.89M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-296- 2.44% |
$144K - $179K
|
11.8K
$6.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-296- 2.88% |
$144K - $179K
|
9.98K
$5.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-300- 14.76% |
$146K - $181K
|
1.73K
$925K
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-301- 0.36% |
$147K - $182K
|
83.3K
$44.4M
|