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
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-915- 46.97% |
$447K - $553K
|
1.03K
$551K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-920- 2.1% |
$449K - $556K
|
43K
$22.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-922- 4.23% |
$450K - $557K
|
20.9K
$11.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-928- 2.14% |
$453K - $561K
|
42.4K
$22.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-935- 29.77% |
$456K - $565K
|
2.21K
$1.18M
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-949- 16.68% |
$463K - $573K
|
4.74K
$2.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-951- 16.54% |
$464K - $575K
|
4.8K
$2.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-951- 3.19% |
$464K - $575K
|
28.8K
$15.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-952- 15.01% |
$465K - $575K
|
5.39K
$2.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-971- 4.77% |
$474K - $587K
|
19.4K
$10.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-971- 1.11% |
$474K - $587K
|
86.7K
$46.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-972- 15.73% |
$474K - $587K
|
5.21K
$2.78M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-978- 4.04% |
$477K - $591K
|
23.2K
$12.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-989- 0.57% |
$483K - $598K
|
173K
$92.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-989- 5.03% |
$483K - $598K
|
18.7K
$9.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-990- 0.66% |
$483K - $598K
|
148K
$79M
|
|
|
Oct 28, 2024
Q3 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-1K- 13.37% |
$488K - $604K
|
6.48K
$3.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.01K- 0.93% |
$494K - $611K
|
107K
$57.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.02K- 4.14% |
$496K - $614K
|
23.5K
$12.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-1.02K- 1.56% |
$499K - $617K
|
64.7K
$34.5M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.03K- 2.65% |
$501K - $620K
|
37.6K
$20.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.04K- 23.46% |
$509K - $630K
|
3.4K
$1.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.05K- 6.18% |
$510K - $631K
|
15.9K
$8.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.05K- 11.24% |
$510K - $632K
|
8.26K
$4.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.05K- 4.35% |
$514K - $637K
|
23.2K
$12.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-1.06K- 3.17% |
$516K - $639K
|
32.3K
$17.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-1.06K- 21.52% |
$518K - $641K
|
3.87K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.07K- 2.72% |
$521K - $645K
|
38.2K
$20.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-1.08K- 51.33% |
$527K - $653K
|
1.02K
$546K
|
|
|
Oct 25, 2024
Q3 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-1.1K- 67.16% |
$536K - $663K
|
537
$287K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.1K- 0.26% |
$537K - $665K
|
426K
$227M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.11K- 1.53% |
$541K - $670K
|
71.2K
$38M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.11K- 10.22% |
$543K - $672K
|
9.78K
$5.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-1.12K- 1.91% |
$548K - $678K
|
57.5K
$30.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.13K- 4.69% |
$552K - $684K
|
23K
$12.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-1.14K- 0.57% |
$558K - $691K
|
201K
$107M
|
|
|
Nov 14, 2024
Q3 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-1.15K- 27.76% |
$561K - $695K
|
2.99K
$1.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.15K- 28.24% |
$563K - $697K
|
2.93K
$1.56M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.17K- 7.26% |
$573K - $709K
|
15K
$8M
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-1.18K- 2.34% |
$575K - $712K
|
49.3K
$26.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-1.18K- 6.75% |
$578K - $715K
|
16.4K
$8.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.19K- 1.54% |
$579K - $717K
|
75.7K
$40.4M
|
|
|
Nov 07, 2024
Q3 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-1.2K- 4.09% |
$583K - $722K
|
28K
$15M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-1.2K- 1.55% |
$585K - $724K
|
75.9K
$40.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-1.2K- 12.88% |
$586K - $725K
|
8.12K
$4.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.2K- 1.76% |
$587K - $726K
|
67.1K
$35.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.23K- 1.94% |
$599K - $742K
|
62.1K
$33.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-1.24K- 13.81% |
$605K - $749K
|
7.74K
$4.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.24K- 41.54% |
$607K - $752K
|
1.75K
$934K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.25K- 9.31% |
$611K - $756K
|
12.2K
$6.5M
|