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 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-303- 22.39% |
$148K - $183K
|
1.05K
$560K
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-305- 2.23% |
$149K - $184K
|
13.4K
$7.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-305- 12.17% |
$149K - $184K
|
2.2K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-307- 2.73% |
$150K - $185K
|
10.9K
$5.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-308- 3.1% |
$150K - $186K
|
9.63K
$5.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-308- 15.53% |
$150K - $186K
|
1.68K
$894K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-310- 10.09% |
$151K - $187K
|
2.76K
$1.47M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-312- 3.19% |
$152K - $189K
|
9.48K
$5.06M
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-313- 9.2% |
$153K - $189K
|
3.09K
$1.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-313- 12.49% |
$153K - $189K
|
2.19K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-316- 13.08% |
$154K - $191K
|
2.1K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-316- 22.92% |
$154K - $191K
|
1.06K
$567K
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-318- 7.66% |
$155K - $192K
|
3.83K
$2.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-321- 6.15% |
$157K - $194K
|
4.9K
$2.62M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-323- 6.87% |
$158K - $195K
|
4.38K
$2.34M
|
|
|
Oct 04, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-325- 15.78% |
$159K - $196K
|
1.74K
$926K
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-325- 0.13% |
$159K - $196K
|
243K
$130M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-325- 1.82% |
$159K - $196K
|
17.6K
$9.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-331- 16.57% |
$162K - $200K
|
1.67K
$889K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-331- 38.62% |
$162K - $200K
|
526
$281K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-333- 7.87% |
$163K - $201K
|
3.9K
$2.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-333- 23.84% |
$163K - $201K
|
1.06K
$568K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-333- 39.55% |
$163K - $201K
|
509
$272K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-335- 3.97% |
$163K - $202K
|
8.11K
$4.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-337- 10.15% |
$164K - $204K
|
2.98K
$1.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-338- 22.53% |
$165K - $204K
|
1.16K
$620K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-338- 4.27% |
$165K - $204K
|
7.58K
$4.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-339- 15.92% |
$165K - $205K
|
1.79K
$955K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-340- 2.69% |
$166K - $205K
|
12.3K
$6.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-343- 1.5% |
$167K - $207K
|
22.5K
$12M
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-345- 0.95% |
$168K - $208K
|
35.9K
$19.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-346- 27.99% |
$169K - $209K
|
890
$475K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-349- 5.22% |
$170K - $211K
|
6.34K
$3.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-349- 10.0% |
$170K - $211K
|
3.14K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-349- 4.78% |
$170K - $211K
|
6.96K
$3.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-350- 6.27% |
$171K - $211K
|
5.23K
$2.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-351- 1.04% |
$171K - $212K
|
33.3K
$17.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-353- 2.6% |
$172K - $213K
|
13.2K
$7.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-354- 7.32% |
$173K - $214K
|
4.48K
$2.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-358- 15.14% |
$175K - $216K
|
2.01K
$1.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-358- 12.21% |
$175K - $216K
|
2.57K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-358- 28.12% |
$175K - $216K
|
915
$488K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-359- 1.9% |
$175K - $217K
|
18.6K
$9.9M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-363- 1.46% |
$177K - $219K
|
24.5K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-365- 1.15% |
$178K - $221K
|
31.3K
$16.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-366- 5.04% |
$179K - $221K
|
6.9K
$3.68M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-371- 3.58% |
$181K - $224K
|
9.98K
$5.33M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-374- 1.93% |
$183K - $226K
|
19K
$10.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-376- 3.38% |
$183K - $227K
|
10.7K
$5.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-377- 3.29% |
$184K - $228K
|
11.1K
$5.92M
|