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 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
178+ 3.55% |
$86.9K - $108K
|
5.19K
$3.15M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
178+ 15.21% |
$86.9K - $108K
|
1.35K
$818K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
177+ 4.16% |
$86.4K - $107K
|
4.43K
$2.69M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
177+ 10.21% |
$86.4K - $107K
|
1.91K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
177+ 19.22% |
$86.4K - $107K
|
1.1K
$666K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
175+ 63.18% |
$85.4K - $106K
|
452
$274K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
174+ 4.04% |
$84.9K - $105K
|
4.48K
$2.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
173+ 19.68% |
$84.4K - $105K
|
1.05K
$638K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
173+ 4.41% |
$84.4K - $105K
|
4.09K
$2.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
173+ 0.18% |
$84.4K - $105K
|
95.2K
$57.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
171+ 16.22% |
$83.4K - $103K
|
1.23K
$743K
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
169+ 1.46% |
$82.5K - $102K
|
11.8K
$7.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
169+ 24.07% |
$82.5K - $102K
|
871
$529K
|
|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
169+ 7.55% |
$82.5K - $102K
|
2.41K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
168+ 1.82% |
$82K - $102K
|
9.4K
$5.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
168+ 5.46% |
$82K - $102K
|
3.25K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
165+ 20.83% |
$80.5K - $99.7K
|
957
$581K
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
164+ 6.01% |
$80K - $99.1K
|
2.9K
$1.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
163+ 3.28% |
$79.5K - $98.5K
|
5.13K
$3.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
163+ 38.44% |
$79.5K - $98.5K
|
587
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
163+ 1.63% |
$79.5K - $98.5K
|
10.2K
$6.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
163+ 20.69% |
$79.5K - $98.5K
|
951
$577K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
161+ 20.33% |
$78.6K - $97.3K
|
953
$578K
|
|
|
Nov 07, 2024
Q3 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
161+ 12.03% |
$78.6K - $97.3K
|
1.5K
$910K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
161+ 1.45% |
$78.6K - $97.3K
|
11.3K
$6.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
160+ 0.32% |
$78.1K - $96.7K
|
50.3K
$30.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
160+ 18.18% |
$78.1K - $96.7K
|
1.04K
$631K
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
160+ 1.82% |
$78.1K - $96.7K
|
8.95K
$5.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
159+ 39.07% |
$77.6K - $96.1K
|
566
$343K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
158+ 15.48% |
$77.1K - $95.5K
|
1.18K
$715K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
157+ 23.47% |
$76.6K - $94.9K
|
826
$501K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
157+ 16.0% |
$76.6K - $94.9K
|
1.14K
$691K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
157+ 7.7% |
$76.6K - $94.9K
|
2.2K
$1.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
157+ 4.33% |
$76.6K - $94.9K
|
3.78K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
157+ 314.0% |
$76.6K - $94.9K
|
207
$126K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
156+ 14.29% |
$76.1K - $94.3K
|
1.25K
$757K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
155+ 50.99% |
$75.6K - $93.6K
|
459
$279K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
155+ 30.88% |
$75.6K - $93.6K
|
657
$399K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
155New |
$75.6K - $93.6K
|
155
$94.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
155+ 31.0% |
$75.6K - $93.6K
|
655
$397K
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
154+ 33.33% |
$75.2K - $93K
|
616
$374K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
154+ 25.45% |
$75.2K - $93K
|
759
$461K
|
|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
BUY
|
- |
154+ 2.56% |
$75.2K - $93K
|
6.16K
$3.74M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
153+ 17.83% |
$74.7K - $92.4K
|
1.01K
$613K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
151+ 15.25% |
$73.7K - $91.2K
|
1.14K
$692K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
151+ 8.75% |
$73.7K - $91.2K
|
1.88K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
151+ 6.6% |
$73.7K - $91.2K
|
2.44K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
151New |
$73.7K - $91.2K
|
151
$91.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
151+ 15.75% |
$73.7K - $91.2K
|
1.11K
$674K
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Planning Services Inc
|
BUY
|
- |
150+ 1.22% |
$73.2K - $90.6K
|
12.5K
$7.56M
|