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 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
269+ 2.32% |
$131K - $163K
|
11.9K
$7.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
269+ 0.75% |
$131K - $163K
|
36K
$21.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
267+ 2.4% |
$130K - $161K
|
11.4K
$6.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
266+ 21.25% |
$130K - $161K
|
1.52K
$897K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
265+ 10.11% |
$129K - $160K
|
2.89K
$1.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
263+ 4.15% |
$128K - $159K
|
6.6K
$3.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
259+ 22.58% |
$126K - $156K
|
1.41K
$831K
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
259+ 5.21% |
$126K - $156K
|
5.23K
$3.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
258+ 5.11% |
$126K - $156K
|
5.31K
$3.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
258+ 13.72% |
$126K - $156K
|
2.14K
$1.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
257+ 0.71% |
$125K - $155K
|
36.5K
$21.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
255+ 7.38% |
$124K - $154K
|
3.71K
$2.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
255+ 21.41% |
$124K - $154K
|
1.45K
$854K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
253+ 25.45% |
$123K - $153K
|
1.25K
$737K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
252+ 2.95% |
$123K - $152K
|
8.81K
$5.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
248+ 3.4% |
$121K - $150K
|
7.55K
$4.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
248+ 0.18% |
$121K - $150K
|
136K
$80.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
247+ 29.09% |
$121K - $149K
|
1.1K
$648K
|
|
|
Oct 17, 2024
Q3 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
247+ 19.76% |
$121K - $149K
|
1.5K
$885K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
247+ 41.37% |
$121K - $149K
|
844
$499K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
246+ 4.23% |
$120K - $149K
|
6.07K
$3.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
245+ 13.8% |
$120K - $148K
|
2.02K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
243+ 4.65% |
$119K - $147K
|
5.47K
$3.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
242+ 6.12% |
$118K - $146K
|
4.2K
$2.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
241+ 32.92% |
$118K - $146K
|
973
$575K
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
240+ 14.81% |
$117K - $145K
|
1.86K
$1.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
239+ 1.43% |
$117K - $144K
|
17K
$10M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
239+ 4.98% |
$117K - $144K
|
5.04K
$2.98M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
238+ 11.18% |
$116K - $144K
|
2.37K
$1.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
236+ 4.6% |
$115K - $143K
|
5.36K
$3.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
236+ 1.46% |
$115K - $143K
|
16.4K
$9.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
235+ 2.22% |
$115K - $142K
|
10.8K
$6.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
235+ 6.69% |
$115K - $142K
|
3.75K
$2.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
234+ 1.24% |
$114K - $141K
|
19.1K
$11.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
233+ 34.62% |
$114K - $141K
|
906
$535K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
231+ 2.71% |
$113K - $140K
|
8.77K
$5.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
230+ 26.78% |
$112K - $139K
|
1.09K
$643K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
230+ 32.35% |
$112K - $139K
|
941
$556K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
229+ 1.66% |
$112K - $138K
|
14K
$8.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
229+ 42.88% |
$112K - $138K
|
763
$451K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
227+ 36.44% |
$111K - $137K
|
850
$502K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
225+ 49.78% |
$110K - $136K
|
677
$400K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
225+ 1.85% |
$110K - $136K
|
12.4K
$7.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
224+ 6.46% |
$109K - $135K
|
3.69K
$2.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
224+ 18.74% |
$109K - $135K
|
1.42K
$838K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
220+ 3.44% |
$107K - $133K
|
6.62K
$3.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
218+ 4.52% |
$106K - $132K
|
5.04K
$2.98M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
214+ 0.83% |
$104K - $129K
|
26K
$15.4M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
213+ 22.03% |
$104K - $129K
|
1.18K
$697K
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
213+ 1.54% |
$104K - $129K
|
14K
$8.29M
|