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 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.25K- 1.89% |
$611K - $756K
|
65K
$34.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1.25K- 13.42% |
$612K - $758K
|
8.09K
$4.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-1.27K- 52.49% |
$618K - $765K
|
1.15K
$611K
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-1.28K- 22.39% |
$625K - $774K
|
4.44K
$2.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.28K- 30.08% |
$626K - $775K
|
2.98K
$1.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.28K- 2.98% |
$626K - $775K
|
41.7K
$22.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.29K- 34.04% |
$631K - $781K
|
2.51K
$1.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.32K- 0.43% |
$644K - $797K
|
306K
$163M
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.33K- 47.39% |
$651K - $806K
|
1.48K
$790K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.34K- 15.52% |
$653K - $809K
|
7.29K
$3.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.35K- 4.42% |
$656K - $813K
|
29.1K
$15.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.35K- 9.28% |
$656K - $813K
|
13.1K
$7.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.36K- 1.53% |
$661K - $819K
|
87K
$46.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.37K- 6.14% |
$668K - $827K
|
20.9K
$11.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.38K- 1.27% |
$672K - $833K
|
107K
$57M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-1.4K- 61.02% |
$685K - $848K
|
897
$479K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.42K- 1.53% |
$692K - $857K
|
91.5K
$48.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.42K- 2.97% |
$693K - $858K
|
46.4K
$24.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.43K- 6.37% |
$699K - $865K
|
21.1K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.46K- 0.46% |
$713K - $883K
|
313K
$167M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.47K- 7.84% |
$719K - $891K
|
17.3K
$9.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.48K- 8.23% |
$720K - $891K
|
16.4K
$8.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-1.48K- 5.8% |
$720K - $891K
|
24K
$12.8M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.49K- 20.62% |
$725K - $898K
|
5.72K
$3.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.49K- 9.78% |
$728K - $901K
|
13.8K
$7.34M
|
|
|
Oct 09, 2024
Q3 2024
|
Pensionfund Sabic
|
SELL
|
- |
-1.5K- 19.23% |
$732K - $906K
|
6.3K
$3.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.52K- 3.67% |
$742K - $918K
|
39.9K
$21.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.52K- 75.9% |
$742K - $919K
|
483
$258K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.53K- 52.91% |
$745K - $922K
|
1.36K
$725K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.55K- 3.88% |
$754K - $934K
|
38.3K
$20.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-1.55K- 17.41% |
$758K - $939K
|
7.37K
$3.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.57K- 87.01% |
$768K - $951K
|
235
$125K
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.59K- 2.03% |
$777K - $962K
|
77K
$41.1M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.6K- 3.43% |
$781K - $967K
|
45K
$24M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.62K- 3.78% |
$788K - $976K
|
41.1K
$21.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-1.62K- 61.76% |
$788K - $976K
|
1K
$534K
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-1.63K- 6.18% |
$797K - $987K
|
24.8K
$13.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1.64K- 63.87% |
$799K - $989K
|
926
$494K
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.67K- 6.58% |
$817K - $1.01M
|
23.8K
$12.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.68K- 2.16% |
$821K - $1.02M
|
76.3K
$40.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.7K- 16.63% |
$829K - $1.03M
|
8.51K
$4.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.74K- 3.9% |
$849K - $1.05M
|
42.8K
$22.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.74K- 1.13% |
$850K - $1.05M
|
152K
$81M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.75K- 0.62% |
$855K - $1.06M
|
282K
$151M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.77K- 0.56% |
$862K - $1.07M
|
315K
$168M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.78K- 4.5% |
$869K - $1.08M
|
37.8K
$20.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
SELL
|
- |
-1.78K- 27.37% |
$869K - $1.08M
|
4.72K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
SELL
|
- |
-1.78K- 60.92% |
$870K - $1.08M
|
1.14K
$610K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.78K- 2.11% |
$871K - $1.08M
|
82.7K
$44.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-1.79K- 12.81% |
$873K - $1.08M
|
12.2K
$6.5M
|