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 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.75K- 0.87% |
$1.83M - $2.26M
|
427K
$228M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-3.77K- 4.98% |
$1.84M - $2.28M
|
72K
$38.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.77K- 9.12% |
$1.84M - $2.28M
|
37.6K
$20.1M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.78K- 2.68% |
$1.85M - $2.29M
|
138K
$73.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-3.8K- 0.54% |
$1.86M - $2.3M
|
694K
$370M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-3.81K- 17.57% |
$1.86M - $2.3M
|
17.9K
$9.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-3.82K- 26.02% |
$1.86M - $2.31M
|
10.9K
$5.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-3.82K- 1.84% |
$1.87M - $2.31M
|
203K
$109M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.83K- 30.82% |
$1.87M - $2.31M
|
8.59K
$4.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-3.83K- 0.23% |
$1.87M - $2.31M
|
1.68M
$897M
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.83K- 19.45% |
$1.87M - $2.32M
|
15.9K
$8.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-3.84K- 8.75% |
$1.87M - $2.32M
|
40K
$21.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.86K- 7.24% |
$1.89M - $2.33M
|
49.5K
$26.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.87K- 5.41% |
$1.89M - $2.34M
|
67.6K
$36.1M
|
|
|
Nov 21, 2024
Q3 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-3.87K- 33.23% |
$1.89M - $2.34M
|
7.78K
$4.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-3.88K- 82.65% |
$1.89M - $2.34M
|
814
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-3.91K- 9.75% |
$1.91M - $2.36M
|
36.2K
$19.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-3.94K- 24.03% |
$1.92M - $2.38M
|
12.5K
$6.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.99K- 73.15% |
$1.95M - $2.41M
|
1.47K
$782K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.99K- 6.34% |
$1.95M - $2.41M
|
59K
$31.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4K- 11.67% |
$1.95M - $2.41M
|
30.2K
$16.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-4.07K- 19.01% |
$1.99M - $2.46M
|
17.3K
$9.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.08K- 72.3% |
$1.99M - $2.46M
|
1.56K
$833K
|
|
|
Nov 14, 2024
Q3 2024
|
Symmetry Investments LP
|
SELL
|
- |
-4.1K- 35.63% |
$2M - $2.48M
|
7.41K
$3.95M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-4.1K- 82.86% |
$2M - $2.48M
|
849
$453K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-4.12K- 15.83% |
$2.01M - $2.49M
|
21.9K
$11.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-4.18K- 61.07% |
$2.04M - $2.52M
|
2.66K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.23K- 12.02% |
$2.06M - $2.56M
|
31K
$16.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-4.26K- 36.01% |
$2.08M - $2.57M
|
7.57K
$4.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.28K- 3.84% |
$2.09M - $2.59M
|
107K
$57.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4.43K- 1.26% |
$2.16M - $2.68M
|
348K
$185M
|
|
|
Oct 31, 2024
Q3 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-4.5K- 27.27% |
$2.2M - $2.72M
|
12K
$6.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-4.52K- 55.53% |
$2.21M - $2.73M
|
3.62K
$1.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-4.55K- 31.09% |
$2.22M - $2.75M
|
10.1K
$5.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-4.62K- 6.78% |
$2.26M - $2.79M
|
63.6K
$33.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-4.65K- 4.63% |
$2.27M - $2.81M
|
95.7K
$51.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-4.66K- 17.1% |
$2.27M - $2.81M
|
22.6K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.66K- 0.08% |
$2.27M - $2.81M
|
6.12M
$3.27B
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-4.96K- 14.18% |
$2.42M - $3M
|
30K
$16M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-4.96K- 89.6% |
$2.42M - $3M
|
576
$307K
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-5.03K- 7.25% |
$2.45M - $3.04M
|
64.3K
$34.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-5.03K- 7.45% |
$2.45M - $3.04M
|
62.5K
$33.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.03K- 20.31% |
$2.46M - $3.04M
|
19.7K
$10.5M
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-5.04K- 87.45% |
$2.46M - $3.04M
|
723
$386K
|
|
|
Oct 15, 2024
Q3 2024
|
Qv Investors Inc.
|
SELL
|
- |
-5.06K- 7.61% |
$2.47M - $3.06M
|
61.4K
$32.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.17K- 0.46% |
$2.52M - $3.12M
|
1.12M
$597M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-5.17K- 2.96% |
$2.52M - $3.12M
|
169K
$90.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-5.19K- 8.07% |
$2.53M - $3.14M
|
59.2K
$31.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-5.44K- 66.45% |
$2.65M - $3.28M
|
2.75K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-5.45K- 0.07% |
$2.66M - $3.29M
|
7.91M
$4.22B
|