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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.53K+ 6.72% |
$746K - $924K
|
24.3K
$13M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.51K+ 14.55% |
$738K - $914K
|
11.9K
$6.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
1.48KNew |
$724K - $897K
|
1.48K
$792K
|
|
|
Nov 13, 2024
Q3 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
1.46KNew |
$712K - $881K
|
1.46K
$778K
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
1.45K+ 3.61% |
$707K - $875K
|
41.6K
$22.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.44K+ 9.74% |
$702K - $869K
|
16.2K
$8.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
1.43K+ 86.93% |
$698K - $864K
|
3.08K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
1.42KNew |
$694K - $859K
|
1.42K
$759K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.42K+ 9.46% |
$693K - $858K
|
16.4K
$8.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.42K+ 128.42% |
$692K - $857K
|
2.52K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.42K+ 38.05% |
$691K - $855K
|
5.13K
$2.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
1.41KNew |
$689K - $853K
|
1.41K
$753K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
1.4K+ 17.34% |
$683K - $846K
|
9.47K
$5.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 16.35% |
$682K - $845K
|
9.95K
$5.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.39K+ 0.91% |
$677K - $839K
|
153K
$81.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.39K+ 2.8% |
$677K - $838K
|
51K
$27.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.38K+ 15.46% |
$672K - $831K
|
10.3K
$5.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
1.38K+ 148.49% |
$671K - $831K
|
2.3K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.36K+ 3.86% |
$664K - $822K
|
36.6K
$19.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
1.36K+ 61.58% |
$662K - $819K
|
3.56K
$1.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.36K+ 9.19% |
$661K - $819K
|
16.1K
$8.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.35K+ 6.91% |
$657K - $813K
|
20.8K
$11.1M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1.35KNew |
$656K - $813K
|
1.35K
$718K
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.34K+ 3.32% |
$654K - $810K
|
41.7K
$22.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.34K+ 12.24% |
$653K - $809K
|
12.3K
$6.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.34K+ 46.68% |
$652K - $807K
|
4.2K
$2.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Ns Partners LTD
|
BUY
|
- |
1.33K+ 1.66% |
$649K - $804K
|
81.7K
$43.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
1.31K+ 18.07% |
$641K - $793K
|
8.58K
$4.58M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.31K+ 91.68% |
$640K - $793K
|
2.74K
$1.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
1.31KNew |
$640K - $792K
|
1.31K
$699K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.3K+ 0.7% |
$634K - $785K
|
188K
$100M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.29K+ 6.34% |
$631K - $781K
|
21.7K
$11.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.29K+ 6.13% |
$629K - $778K
|
22.3K
$11.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
1.28KNew |
$624K - $773K
|
1.28K
$682K
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.27K+ 2.35% |
$619K - $767K
|
55.3K
$29.5M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.26K+ 30.97% |
$617K - $764K
|
5.35K
$2.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.26K+ 3.78% |
$612K - $758K
|
34.5K
$18.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
1.24K+ 410.3% |
$603K - $746K
|
1.54K
$820K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.23K+ 3.98% |
$600K - $743K
|
32.1K
$17.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.2K+ 10.8% |
$588K - $727K
|
12.4K
$6.59M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.2K+ 1.73% |
$586K - $725K
|
70.7K
$37.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
1.2KNew |
$584K - $723K
|
1.2K
$638K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.19K+ 0.24% |
$581K - $720K
|
500K
$267M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.19K+ 21.28% |
$581K - $719K
|
6.78K
$3.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.18K+ 96.18% |
$578K - $715K
|
2.42K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
1.18K+ 25.78% |
$575K - $712K
|
5.75K
$3.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.18K+ 53.22% |
$573K - $710K
|
3.38K
$1.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
1.17K+ 2.76% |
$572K - $708K
|
43.6K
$23.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
1.16K+ 2.29% |
$567K - $701K
|
51.9K
$27.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.16K+ 25.77% |
$567K - $701K
|
5.67K
$3.02M
|