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 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-501- 9.64% |
$244K - $303K
|
4.7K
$2.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-514- 3.48% |
$251K - $311K
|
14.3K
$7.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-518- 3.53% |
$253K - $313K
|
14.1K
$7.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-521- 0.79% |
$254K - $315K
|
65.3K
$34.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-525- 11.05% |
$256K - $317K
|
4.23K
$2.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-530- 4.23% |
$259K - $320K
|
12K
$6.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-532- 14.12% |
$260K - $321K
|
3.24K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-532- 17.88% |
$260K - $321K
|
2.44K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-534- 5.11% |
$261K - $323K
|
9.92K
$5.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-551- 0.59% |
$269K - $333K
|
92.2K
$49.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-555- 1.26% |
$271K - $335K
|
43.6K
$23.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-559- 18.18% |
$273K - $338K
|
2.52K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-561- 17.73% |
$274K - $339K
|
2.6K
$1.39M
|
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-565- 3.06% |
$276K - $341K
|
17.9K
$9.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
SELL
|
- |
-567- 2.98% |
$277K - $343K
|
18.5K
$9.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-569- 29.5% |
$278K - $344K
|
1.36K
$726K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-571- 2.12% |
$279K - $345K
|
26.4K
$14.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-585- 4.24% |
$285K - $353K
|
13.2K
$7.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-589- 17.33% |
$287K - $356K
|
2.81K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-591- 1.53% |
$288K - $357K
|
38K
$20.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-596- 2.87% |
$291K - $360K
|
20.2K
$10.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-598- 9.27% |
$292K - $361K
|
5.85K
$3.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-598- 37.03% |
$292K - $361K
|
1.02K
$543K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-598- 4.26% |
$292K - $361K
|
13.4K
$7.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-606- 4.83% |
$296K - $366K
|
12K
$6.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-609- 2.33% |
$297K - $368K
|
25.5K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-609- 47.92% |
$297K - $368K
|
662
$353K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-620- 2.81% |
$303K - $375K
|
21.5K
$11.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-624- 25.06% |
$305K - $377K
|
1.87K
$996K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-624- 3.3% |
$305K - $377K
|
18.3K
$9.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-630- 5.42% |
$307K - $381K
|
11K
$5.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-632- 17.64% |
$308K - $382K
|
2.95K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-632- 47.09% |
$308K - $382K
|
710
$379K
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-635- 2.46% |
$310K - $384K
|
25.1K
$13.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-635- 2.29% |
$310K - $384K
|
27.1K
$14.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-637- 0.72% |
$311K - $385K
|
88.4K
$47.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-639- 0.58% |
$312K - $386K
|
109K
$58.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-639- 60.28% |
$312K - $386K
|
421
$225K
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-644- 1.53% |
$314K - $389K
|
41.4K
$22.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-645- 12.45% |
$315K - $390K
|
4.54K
$2.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-646- 8.05% |
$315K - $390K
|
7.38K
$3.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-651- 2.81% |
$318K - $393K
|
22.5K
$12M
|
|
|
Oct 25, 2024
Q3 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-652- 10.45% |
$318K - $394K
|
5.59K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-652- 1.83% |
$318K - $394K
|
34.9K
$18.6M
|
|
|
Oct 02, 2024
Q3 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-653- 1.72% |
$319K - $395K
|
37.3K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-657- 6.47% |
$321K - $397K
|
9.5K
$5.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-659- 7.82% |
$322K - $398K
|
7.77K
$4.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-665- 2.33% |
$325K - $402K
|
27.9K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-665- 1.26% |
$325K - $402K
|
52K
$27.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-667- 3.17% |
$326K - $403K
|
20.4K
$10.9M
|