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 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.22K+ 10.35% |
$2.06M - $2.55M
|
45K
$27.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.2KNew |
$2.05M - $2.54M
|
4.2K
$2.54M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.19K+ 41.02% |
$2.04M - $2.53M
|
14.4K
$8.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
4.16K+ 19.74% |
$2.03M - $2.51M
|
25.2K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.15K+ 32.87% |
$2.02M - $2.5M
|
16.8K
$10.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
4.09KNew |
$2M - $2.47M
|
4.09K
$2.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
4.07K+ 314.61% |
$1.99M - $2.46M
|
5.37K
$3.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
4.02KNew |
$1.96M - $2.43M
|
4.02K
$2.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Greenwoods Asset Management Hong Kong Ltd.
Hong Kong, K3 |
BUY
|
- |
4.01K+ 40.18% |
$1.96M - $2.42M
|
14K
$8.46M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4.01K+ 13.44% |
$1.95M - $2.42M
|
33.8K
$20.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.99K+ 12.69% |
$1.95M - $2.41M
|
35.5K
$21.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.93K+ 1.21% |
$1.92M - $2.37M
|
330K
$199M
|
|
|
Nov 04, 2024
Q3 2024
|
Vantage Investment Partners, LLC
|
BUY
|
- |
3.91K+ 2.6% |
$1.91M - $2.36M
|
154K
$93.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
3.86KNew |
$1.88M - $2.33M
|
3.86K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
3.85K+ 1814.15% |
$1.88M - $2.32M
|
4.06K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.83K+ 43.3% |
$1.87M - $2.32M
|
12.7K
$7.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
3.83K+ 12.63% |
$1.87M - $2.31M
|
34.1K
$20.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Health Invest Partners Ab
|
BUY
|
- |
3.81K+ 12.03% |
$1.86M - $2.3M
|
35.5K
$21.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.8K+ 0.57% |
$1.85M - $2.3M
|
675K
$408M
|
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
3.79K+ 777.46% |
$1.85M - $2.29M
|
4.28K
$2.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
3.68KNew |
$1.79M - $2.22M
|
3.68K
$2.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
3.67K+ 168.83% |
$1.79M - $2.22M
|
5.84K
$3.53M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3.66KNew |
$1.79M - $2.21M
|
3.66K
$2.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.65K+ 0.78% |
$1.78M - $2.21M
|
474K
$287M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.65K+ 0.3% |
$1.78M - $2.2M
|
1.23M
$745M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.6K+ 13.07% |
$1.76M - $2.18M
|
31.2K
$18.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.55K+ 5.67% |
$1.73M - $2.14M
|
66.1K
$40M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
3.48K+ 21.19% |
$1.7M - $2.1M
|
19.9K
$12M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.48K+ 88.04% |
$1.7M - $2.1M
|
7.42K
$4.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
3.45K+ 14.56% |
$1.68M - $2.08M
|
27.1K
$16.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.44KNew |
$1.68M - $2.08M
|
3.44K
$2.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.43K+ 48.99% |
$1.67M - $2.07M
|
10.4K
$6.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
3.42KNew |
$1.67M - $2.06M
|
3.42K
$2.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
3.4K+ 1.67% |
$1.66M - $2.05M
|
206K
$125M
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
3.39K+ 1.46% |
$1.66M - $2.05M
|
235K
$142M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.38K+ 9.09% |
$1.65M - $2.04M
|
40.6K
$24.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.35KNew |
$1.64M - $2.03M
|
3.35K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
3.34K+ 95.84% |
$1.63M - $2.02M
|
6.83K
$4.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Alta Capital Management LLC
|
BUY
|
- |
3.32K+ 2.9% |
$1.62M - $2M
|
118K
$71.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.3K+ 38.92% |
$1.61M - $1.99M
|
11.8K
$7.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
3.29K+ 69.89% |
$1.61M - $1.99M
|
8K
$4.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.26K+ 9.95% |
$1.59M - $1.97M
|
36.1K
$21.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
3.25K+ 770.14% |
$1.59M - $1.96M
|
3.67K
$2.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
3.25K+ 15.61% |
$1.59M - $1.96M
|
24.1K
$14.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.23K+ 7.55% |
$1.57M - $1.95M
|
45.9K
$27.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
3.2K+ 18.61% |
$1.56M - $1.93M
|
20.4K
$12.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
3.15KNew |
$1.54M - $1.9M
|
3.15K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.12K+ 4.74% |
$1.52M - $1.89M
|
69K
$41.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.08K+ 0.69% |
$1.5M - $1.86M
|
452K
$274M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
3.07KNew |
$1.5M - $1.85M
|
3.07K
$1.86M
|