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 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-378- 1.33% |
$184K - $228K
|
27.9K
$14.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-383- 1.08% |
$187K - $231K
|
34.9K
$18.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-384- 2.34% |
$187K - $232K
|
16K
$8.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-384- 2.29% |
$187K - $232K
|
16.4K
$8.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-387- 10.27% |
$189K - $234K
|
3.38K
$1.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-388- 8.04% |
$189K - $234K
|
4.44K
$2.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-388- 16.5% |
$189K - $234K
|
1.96K
$1.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-389- 1.47% |
$190K - $235K
|
26.1K
$13.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-390- 15.05% |
$190K - $236K
|
2.2K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-390- 2.99% |
$190K - $236K
|
12.6K
$6.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-392- 2.04% |
$191K - $237K
|
18.8K
$10M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-393- 51.24% |
$192K - $237K
|
374
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-393- 2.63% |
$192K - $237K
|
14.6K
$7.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-399- 4.54% |
$195K - $241K
|
8.38K
$4.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-400- 37.11% |
$195K - $242K
|
678
$362K
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-403- 9.46% |
$197K - $243K
|
3.86K
$2.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-403- 8.24% |
$197K - $243K
|
4.49K
$2.39M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-407- 3.56% |
$199K - $246K
|
11K
$5.88M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-413- 13.5% |
$202K - $250K
|
2.65K
$1.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-415- 8.46% |
$203K - $251K
|
4.49K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-415- 98.57% |
$203K - $251K
|
6
$3.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-417- 1.08% |
$204K - $252K
|
38.1K
$20.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-423- 22.26% |
$206K - $256K
|
1.48K
$788K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-432- 28.82% |
$211K - $261K
|
1.07K
$569K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-436- 0.23% |
$213K - $263K
|
190K
$101M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-438- 0.51% |
$214K - $265K
|
85.9K
$45.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-440- 31.79% |
$215K - $266K
|
944
$504K
|
|
|
Oct 23, 2024
Q3 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-445- 42.75% |
$217K - $269K
|
596
$318K
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-450- 42.45% |
$220K - $272K
|
610
$325K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-450- 1.6% |
$220K - $272K
|
27.7K
$14.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-454- 1.56% |
$222K - $274K
|
28.7K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-464- 3.7% |
$226K - $280K
|
12.1K
$6.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-466- 4.04% |
$227K - $282K
|
11.1K
$5.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-467- 9.52% |
$228K - $282K
|
4.44K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-468- 0.93% |
$228K - $283K
|
50.1K
$26.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-469- 1.39% |
$229K - $283K
|
33.2K
$17.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-474- 0.34% |
$231K - $286K
|
139K
$74.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-477- 21.72% |
$233K - $288K
|
1.72K
$917K
|
|
|
Nov 06, 2024
Q3 2024
|
Accent Capital Management, LLC
Dayton, OH |
SELL
|
- |
-478- 6.42% |
$233K - $289K
|
6.97K
$3.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-483- 3.77% |
$236K - $292K
|
12.3K
$6.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-483- 9.92% |
$236K - $292K
|
4.39K
$2.34M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-486- 5.15% |
$237K - $294K
|
8.95K
$4.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-491- 8.4% |
$240K - $297K
|
5.36K
$2.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-492- 0.28% |
$240K - $297K
|
177K
$94.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-496- 1.43% |
$242K - $300K
|
34.2K
$18.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-498- 42.56% |
$243K - $301K
|
672
$359K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-499- 8.97% |
$244K - $301K
|
5.07K
$2.7M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-500- 0.19% |
$244K - $302K
|
263K
$140M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-500- 40.0% |
$244K - $302K
|
750
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-500- 1.62% |
$244K - $302K
|
30.3K
$16.2M
|