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
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.18K+ 27.76% |
$1.07M - $1.32M
|
10.1K
$6.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.14K+ 23.35% |
$1.05M - $1.29M
|
11.3K
$6.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.14K+ 7.96% |
$1.04M - $1.29M
|
29K
$17.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
2.1K+ 0.08% |
$1.02M - $1.27M
|
2.73M
$1.65B
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.1K+ 1.76% |
$1.02M - $1.27M
|
121K
$73.5M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.06K+ 6.43% |
$1.01M - $1.24M
|
34.1K
$20.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.06KNew |
$1M - $1.24M
|
2.06K
$1.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
2.02K+ 14.18% |
$984K - $1.22M
|
16.2K
$9.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2KNew |
$977K - $1.21M
|
2K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
2K+ 133.33% |
$976K - $1.21M
|
3.5K
$2.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.98K+ 10.79% |
$968K - $1.2M
|
20.4K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.98K+ 0.47% |
$968K - $1.2M
|
424K
$257M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
1.94K+ 1.38% |
$947K - $1.17M
|
142K
$86.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.93K+ 8.87% |
$943K - $1.17M
|
23.7K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
1.86KNew |
$909K - $1.13M
|
1.86K
$1.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.85K+ 2.7% |
$905K - $1.12M
|
70.5K
$42.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.85K+ 3.7% |
$901K - $1.12M
|
51.7K
$31.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.84KNew |
$899K - $1.11M
|
1.84K
$1.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.84K+ 2.84% |
$897K - $1.11M
|
66.7K
$40.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.82K+ 89.55% |
$886K - $1.1M
|
3.84K
$2.33M
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.81K+ 23.72% |
$882K - $1.09M
|
9.43K
$5.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1.79K+ 3.57% |
$875K - $1.08M
|
52.1K
$31.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.79KNew |
$874K - $1.08M
|
1.79K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.79K+ 0.86% |
$873K - $1.08M
|
210K
$127M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.78K+ 5.24% |
$868K - $1.07M
|
35.7K
$21.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.77K+ 59.82% |
$862K - $1.07M
|
4.72K
$2.86M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.77K+ 2.08% |
$861K - $1.07M
|
86.7K
$52.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
1.76K+ 8.9% |
$859K - $1.06M
|
21.5K
$13M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.76K+ 8.39% |
$858K - $1.06M
|
22.7K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
1.75KNew |
$853K - $1.06M
|
1.75K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
1.74K+ 3.11% |
$850K - $1.05M
|
57.8K
$35M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
1.74KNew |
$848K - $1.05M
|
1.74K
$1.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.72K+ 108.56% |
$841K - $1.04M
|
3.31K
$2M
|
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.7KNew |
$831K - $1.03M
|
1.7K
$1.03M
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.68KNew |
$821K - $1.02M
|
1.68K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.66K+ 14.22% |
$812K - $1.01M
|
13.4K
$8.09M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.66K+ 2.32% |
$810K - $1M
|
73.3K
$44.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
1.66KNew |
$810K - $1M
|
1.66K
$1M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.63K+ 5.04% |
$795K - $984K
|
34K
$20.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.63K+ 6.48% |
$794K - $983K
|
26.7K
$16.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.62K+ 13.52% |
$792K - $981K
|
13.6K
$8.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.62K+ 108.87% |
$791K - $979K
|
3.11K
$1.88M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.6K+ 15.03% |
$779K - $965K
|
12.2K
$7.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.59K+ 15.29% |
$778K - $963K
|
12K
$7.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.59K+ 56.44% |
$774K - $958K
|
4.4K
$2.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.58K+ 4.6% |
$773K - $956K
|
36K
$21.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
1.54K+ 56.43% |
$752K - $931K
|
4.27K
$2.59M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.54KNew |
$752K - $930K
|
1.54K
$932K
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.53K+ 208.99% |
$749K - $927K
|
2.27K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.53K+ 3.07% |
$748K - $926K
|
51.4K
$31.1M
|