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 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
880+ 4.08% |
$429K - $532K
|
22.4K
$13.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
867+ 22.41% |
$423K - $524K
|
4.74K
$2.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
854New |
$417K - $516K
|
854
$518K
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
845+ 24.61% |
$412K - $511K
|
4.28K
$2.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
843+ 4.37% |
$411K - $509K
|
20.1K
$12.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
838+ 1197.14% |
$409K - $506K
|
908
$551K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
834+ 5.42% |
$407K - $504K
|
16.2K
$9.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
833+ 3.03% |
$407K - $503K
|
28.3K
$17.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
831+ 27.27% |
$406K - $502K
|
3.88K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
823+ 31.73% |
$402K - $497K
|
3.42K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
814+ 3.2% |
$397K - $492K
|
26.2K
$15.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
810+ 11.34% |
$395K - $489K
|
7.96K
$4.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
809+ 4.9% |
$395K - $489K
|
17.3K
$10.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
807+ 8.82% |
$394K - $488K
|
9.96K
$6.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
804+ 26.21% |
$392K - $486K
|
3.87K
$2.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
801New |
$391K - $484K
|
801
$486K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
799+ 14.83% |
$390K - $483K
|
6.19K
$3.75M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
793+ 1.63% |
$387K - $479K
|
49.3K
$29.9M
|
|
|
Nov 12, 2024
Q3 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
793+ 0.19% |
$387K - $479K
|
412K
$250M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
792+ 26.28% |
$387K - $479K
|
3.81K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
790+ 14.07% |
$386K - $477K
|
6.41K
$3.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
780+ 58.38% |
$381K - $471K
|
2.12K
$1.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
778New |
$380K - $470K
|
778
$472K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
778+ 4.6% |
$380K - $470K
|
17.7K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
777+ 1.09% |
$379K - $469K
|
72.3K
$43.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
776New |
$379K - $469K
|
776
$471K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
776+ 154.27% |
$379K - $469K
|
1.28K
$776K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
771+ 65.95% |
$376K - $466K
|
1.94K
$1.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
771+ 181.84% |
$376K - $466K
|
1.2K
$725K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
769+ 125.45% |
$375K - $465K
|
1.38K
$839K
|
|
|
Nov 01, 2024
Q3 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
769+ 0.92% |
$375K - $465K
|
84.4K
$51.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
768+ 50.56% |
$375K - $464K
|
2.29K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
766+ 4.2% |
$374K - $463K
|
19K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
764New |
$373K - $462K
|
764
$464K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
758+ 3.84% |
$370K - $458K
|
20.5K
$12.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
757+ 116.28% |
$369K - $457K
|
1.41K
$854K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
756+ 67.62% |
$369K - $457K
|
1.87K
$1.14M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
754+ 62.21% |
$368K - $456K
|
1.97K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
754+ 19.46% |
$368K - $456K
|
4.63K
$2.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
754New |
$368K - $456K
|
754
$458K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
754New |
$368K - $456K
|
754
$458K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
749+ 9.08% |
$366K - $453K
|
9K
$5.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
748+ 11.41% |
$365K - $452K
|
7.3K
$4.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
740+ 12.54% |
$361K - $447K
|
6.64K
$4.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
738+ 2.95% |
$360K - $446K
|
25.7K
$15.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
736+ 3.29% |
$359K - $445K
|
23.1K
$14M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
735+ 3.39% |
$359K - $444K
|
22.4K
$13.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
726+ 15.23% |
$354K - $439K
|
5.49K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
717+ 0.37% |
$350K - $433K
|
195K
$118M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
716+ 30.8% |
$349K - $433K
|
3.04K
$1.85M
|