Purchases and Sales Made in Q3 2024 in Unitedhealth Group Inc (UNH)

UNH Quotes by TradingView

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
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
1.12K
+ 3.09%
$547K - $677K
37.4K $22.1M
Oct 10, 2024 Q3 2024
Annex Advisory Services, LLC

BUY
 -
1.11K
+ 2.72%
$542K - $671K
42K $24.8M
Nov 14, 2024 Q3 2024
Port Capital LLC

Chicago, IL
BUY
 -
1.1K
+ 1.56%
$538K - $666K
71.6K $42.3M
Oct 28, 2024 Q3 2024
Tritonpoint Wealth, LLC

Chevy Chase, MD
BUY
 -
1.1K
+ 8.11%
$538K - $666K
14.7K $8.68M
Nov 14, 2024 Q3 2024
Concentric Capital Strategies, LP

Stamford, CT
BUY
 -
1.1K
+ 40.15%
$537K - $665K
3.84K $2.27M
Nov 07, 2024 Q3 2024
Gilbert & Cook, Inc.

BUY
 -
1.1K
+ 238.04%
$534K - $662K
1.56K $919K
Nov 14, 2024 Q3 2024
Bamco Inc

New York, NY
BUY
 -
1.09K
+ 1.95%
$531K - $658K
56.9K $33.6M
Nov 05, 2024 Q3 2024
Bison Wealth, LLC

BUY
 -
1.08K
+ 11.54%
$528K - $653K
10.4K $6.17M
Nov 05, 2024 Q3 2024
Plato Investment Management LTD

Sydney, C3
BUY
 -
1.07K
+ 4.82%
$522K - $646K
23.3K $13.7M
Oct 23, 2024 Q3 2024
New Wave Wealth Advisors LLC

Springdale, AR
BUY
 -
1.07K
New
$521K - $645K
1.07K $630K
Nov 12, 2024 Q3 2024
Analyst Ims Investment Management Services Ltd.

BUY
 -
1.06K
+ 51.31%
$516K - $639K
3.12K $1.84M
Nov 04, 2024 Q3 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
1.05K
+ 9.23%
$513K - $635K
12.4K $7.35M
Nov 08, 2024 Q3 2024
Sp Asset Management LLC

Cupertino, CA
BUY
 -
1.05K
+ 0.88%
$512K - $634K
120K $71M
Oct 16, 2024 Q3 2024
Spc Financial, Inc.

BUY
 -
1.05K
+ 233.63%
$512K - $634K
1.5K $885K
Nov 14, 2024 Q3 2024
Driehaus Capital Management LLC

Chicago, IL
BUY
 -
1.05K
New
$512K - $634K
1.05K $620K
Oct 18, 2024 Q3 2024
Koss Olinger Consulting, LLC

BUY
 -
1.04K
New
$509K - $631K
1.04K $617K
Nov 14, 2024 Q3 2024
Fullerton Fund Management CO Ltd.

Singapore, U0
BUY
 -
1.02K
+ 12.22%
$498K - $617K
9.37K $5.54M
Nov 04, 2024 Q3 2024
Iyo Bank, Ltd.

BUY
 -
1.02K
+ 4.77%
$498K - $616K
22.4K $13.2M
Nov 14, 2024 Q3 2024
Axq Capital, LP

Jersey City, NJ
BUY
 -
1.01K
+ 78.48%
$495K - $613K
2.31K $1.36M
Oct 08, 2024 Q3 2024
Heritage Wealth Partners, LLC

Dublin, OH
BUY
 -
1K
+ 130.56%
$490K - $607K
1.77K $1.05M
Oct 21, 2024 Q3 2024
Little House Capital LLC

Braintree, MA
BUY
 -
1K
+ 8.1%
$489K - $605K
13.4K $7.91M
Oct 18, 2024 Q3 2024
Gries Financial LLC

Cleveland, OH
BUY
 -
984
+ 154.96%
$480K - $595K
1.62K $957K
Oct 15, 2024 Q3 2024
Advisor Net Financial, Inc

BUY
 -
977
+ 14.77%
$477K - $590K
7.59K $4.49M
Nov 12, 2024 Q3 2024
Sound View Wealth Advisors Group, LLC

BUY
 -
977
+ 15.46%
$477K - $590K
7.3K $4.31M
Nov 13, 2024 Q3 2024
Qtron Investments LLC

Boston, MA
BUY
 -
975
+ 9.52%
$476K - $589K
11.2K $6.63M
Nov 12, 2024 Q3 2024
Capital Investment Counsel, LLC

Denver, CO
BUY
 -
973
+ 7.38%
$475K - $588K
14.2K $8.36M
Nov 13, 2024 Q3 2024
Iconiq Capital, LLC

San Francisco, CA
BUY
 -
972
+ 135.75%
$474K - $587K
1.69K $997K
Nov 13, 2024 Q3 2024
Bank Of Nova Scotia Trust CO

BUY
 -
968
+ 5.47%
$472K - $585K
18.7K $11M
Oct 28, 2024 Q3 2024
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
BUY
 -
966
New
$471K - $584K
966 $571K
Oct 16, 2024 Q3 2024
Carderock Capital Management Inc

BUY
 -
964
+ 9.22%
$470K - $582K
11.4K $6.74M
Oct 07, 2024 Q3 2024
Callan Family Office, LLC

Radnor, PA
BUY
 -
963
+ 39.55%
$470K - $582K
3.4K $2.01M
Nov 19, 2024 Q3 2024
Discipline Wealth Solutions, LLC

Greenville, SC
BUY
 -
954
New
$466K - $576K
954 $564K
Nov 12, 2024 Q3 2024
Keyes, Stange & Wooten Wealth Management, LLC

Palm Coast, FL
BUY
 -
953
+ 209.45%
$465K - $576K
1.41K $832K
Nov 07, 2024 Q3 2024
Actiam N.V.

Rotterdam, P7
BUY
 -
940
+ 0.38%
$459K - $568K
248K $147M
Oct 18, 2024 Q3 2024
Cadent Capital Advisors, LLC

BUY
 -
922
New
$450K - $557K
922 $545K
Oct 30, 2024 Q3 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
920
+ 4.36%
$449K - $556K
22K $13M
Nov 06, 2024 Q3 2024
Atlanta Consulting Group Advisors, LLC

Atlanta, GA
BUY
 -
919
+ 43.64%
$448K - $555K
3.03K $1.79M
Nov 14, 2024 Q3 2024
Kempen Capital Management N.V.

Amsterdam, P7
BUY
 -
915
+ 1.81%
$447K - $553K
51.5K $30.4M
Oct 18, 2024 Q3 2024
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
913
+ 155.27%
$446K - $552K
1.5K $887K
Nov 13, 2024 Q3 2024
Legacy Advisors, LLC

BUY
 -
909
+ 7.87%
$444K - $549K
12.5K $7.37M
Oct 31, 2024 Q3 2024
Cozad Asset Management Inc

Champaign, IL
BUY
 -
907
+ 4.18%
$443K - $548K
22.6K $13.4M
Nov 14, 2024 Q3 2024
Ehp Funds Inc.

Toronto, Z4
BUY
 -
900
New
$439K - $544K
900 $532K
Oct 24, 2024 Q3 2024
Smith, Salley & Associates

BUY
 -
892
+ 32.42%
$435K - $539K
3.64K $2.15M
Nov 12, 2024 Q3 2024
Optivise Advisory Services LLC

Franklin, TN
BUY
 -
889
New
$434K - $537K
889 $525K
Nov 06, 2024 Q3 2024
Chesapeake Capital Corp /Il/

Richmond, VA
BUY
 -
883
New
$431K - $533K
883 $522K
Oct 24, 2024 Q3 2024
Smithbridge Asset Management Inc

BUY
 -
880
+ 4.08%
$429K - $532K
22.4K $13.3M
Nov 06, 2024 Q3 2024
Sargent Investment Group, LLC

BUY
 -
867
+ 22.41%
$423K - $524K
4.74K $2.8M
Nov 12, 2024 Q3 2024
Cannon Wealth Management Services, LLC

Winston Salem, NC
BUY
 -
854
New
$417K - $516K
854 $505K
Nov 01, 2024 Q3 2024
Ted Buchan & CO

San Diego, CA
BUY
 -
845
+ 24.61%
$412K - $511K
4.28K $2.53M

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