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
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-651- 2.81% |
$318K - $393K
|
22.5K
$5.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-652- 10.45% |
$318K - $394K
|
5.59K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-652- 1.83% |
$318K - $394K
|
34.9K
$9.13M
|
|
|
Oct 02, 2024
Q3 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-653- 1.72% |
$319K - $395K
|
37.3K
$9.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-657- 6.47% |
$321K - $397K
|
9.5K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-659- 7.82% |
$322K - $398K
|
7.77K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-665- 2.33% |
$325K - $402K
|
27.9K
$7.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-665- 1.26% |
$325K - $402K
|
52K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-667- 3.17% |
$326K - $403K
|
20.4K
$5.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-670- 4.83% |
$327K - $405K
|
13.2K
$3.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-673- 40.3% |
$328K - $407K
|
997
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-674- 7.72% |
$329K - $407K
|
8.06K
$2.11M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-676- 12.5% |
$330K - $408K
|
4.73K
$1.24M
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-679- 7.39% |
$331K - $410K
|
8.51K
$2.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-680- 59.91% |
$332K - $411K
|
455
$119K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-691- 13.53% |
$337K - $417K
|
4.42K
$1.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-695- 7.61% |
$339K - $420K
|
8.44K
$2.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-697- 33.82% |
$340K - $421K
|
1.36K
$357K
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-697- 26.36% |
$340K - $421K
|
1.95K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-698- 30.93% |
$341K - $422K
|
1.56K
$408K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-699- 23.21% |
$341K - $422K
|
2.31K
$605K
|
|
|
Oct 23, 2024
Q3 2024
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-700- 17.52% |
$342K - $423K
|
3.3K
$862K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-702- 9.52% |
$343K - $424K
|
6.67K
$1.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-709- 1.77% |
$346K - $428K
|
39.4K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-709- 4.12% |
$346K - $428K
|
16.5K
$4.32M
|
|
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-716- 20.93% |
$349K - $433K
|
2.71K
$708K
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-721- 0.88% |
$352K - $436K
|
81.3K
$21.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-735- 3.64% |
$359K - $444K
|
19.5K
$5.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-745- 3.4% |
$364K - $450K
|
21.1K
$5.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-751- 5.27% |
$366K - $454K
|
13.5K
$3.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-760- 4.46% |
$371K - $459K
|
16.3K
$4.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-771Closed |
$376K - $466K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-776- 14.46% |
$379K - $469K
|
4.59K
$1.2M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-776- 20.59% |
$379K - $469K
|
2.99K
$783K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-778- 3.15% |
$380K - $470K
|
23.9K
$6.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-781- 2.96% |
$381K - $472K
|
25.6K
$6.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-786- 1.26% |
$384K - $475K
|
61.5K
$16.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-789- 4.22% |
$385K - $477K
|
17.9K
$4.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-789- 6.78% |
$385K - $477K
|
10.9K
$2.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-800- 20.95% |
$390K - $483K
|
3.02K
$789K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-805- 1.92% |
$393K - $486K
|
41.1K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-805- 10.84% |
$393K - $486K
|
6.62K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-806- 10.76% |
$393K - $487K
|
6.69K
$1.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-811- 3.52% |
$396K - $490K
|
22.2K
$5.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-816- 4.62% |
$398K - $493K
|
16.8K
$4.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-816- 67.27% |
$398K - $493K
|
397
$104K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-820- 5.65% |
$400K - $495K
|
13.7K
$3.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-825- 33.2% |
$403K - $498K
|
1.66K
$434K
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-826- 22.26% |
$403K - $499K
|
2.89K
$755K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-831- 2.33% |
$406K - $502K
|
34.8K
$9.11M
|