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
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
494+ 1.22% |
$241K - $298K
|
41K
$21.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
492+ 2.67% |
$240K - $297K
|
18.9K
$9.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
491+ 4.24% |
$240K - $297K
|
12.1K
$6.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
490+ 2.61% |
$239K - $296K
|
19.3K
$10.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
488New |
$238K - $295K
|
488
$255K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
488+ 22.19% |
$238K - $295K
|
2.69K
$1.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
486+ 3.05% |
$237K - $294K
|
16.4K
$8.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
BUY
|
- |
486New |
$237K - $294K
|
486
$254K
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
481+ 119.35% |
$235K - $291K
|
884
$463K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
478+ 22.68% |
$233K - $289K
|
2.59K
$1.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
478+ 37.2% |
$233K - $289K
|
1.76K
$923K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
476+ 7.23% |
$232K - $288K
|
7.06K
$3.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
472+ 11.84% |
$230K - $285K
|
4.46K
$2.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
470New |
$229K - $284K
|
470
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
469+ 14.15% |
$229K - $283K
|
3.78K
$1.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
467+ 32.07% |
$228K - $282K
|
1.92K
$1.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
464+ 11.71% |
$226K - $280K
|
4.43K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
463New |
$226K - $280K
|
463
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
460New |
$224K - $278K
|
460
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
459New |
$224K - $277K
|
459
$240K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
458+ 20.64% |
$224K - $277K
|
2.68K
$1.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
453+ 9.61% |
$221K - $274K
|
5.17K
$2.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
452+ 11.02% |
$221K - $273K
|
4.55K
$2.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
452+ 9.15% |
$221K - $273K
|
5.39K
$2.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
452New |
$221K - $273K
|
452
$237K
|
|
|
Nov 06, 2024
Q3 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
452+ 0.43% |
$221K - $273K
|
106K
$55.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
451+ 11.42% |
$220K - $272K
|
4.4K
$2.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
449+ 23.99% |
$219K - $271K
|
2.32K
$1.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
449+ 92.39% |
$219K - $271K
|
935
$489K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
449New |
$219K - $271K
|
449
$235K
|
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
448New |
$219K - $271K
|
448
$235K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
447+ 37.31% |
$218K - $270K
|
1.65K
$861K
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
444New |
$217K - $268K
|
444
$232K
|
|
|
Oct 18, 2024
Q3 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
444New |
$217K - $268K
|
444
$232K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
443+ 2.92% |
$216K - $268K
|
15.6K
$8.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
441New |
$215K - $266K
|
441
$231K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
438+ 23.51% |
$214K - $265K
|
2.3K
$1.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
437New |
$213K - $264K
|
437
$229K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
436+ 3.67% |
$213K - $263K
|
12.3K
$6.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
433+ 22.91% |
$211K - $262K
|
2.32K
$1.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
BUY
|
- |
433+ 1.61% |
$211K - $262K
|
27.3K
$14.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
432New |
$211K - $261K
|
432
$226K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
430+ 69.58% |
$210K - $260K
|
1.05K
$549K
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
430+ 3.68% |
$210K - $260K
|
12.1K
$6.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
430New |
$210K - $260K
|
430
$225K
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
429New |
$209K - $259K
|
429
$225K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
429+ 22.69% |
$209K - $259K
|
2.32K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
429New |
$209K - $259K
|
429
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
428+ 3.88% |
$209K - $259K
|
11.5K
$6.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
428New |
$209K - $259K
|
428
$224K
|