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 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
78+ 9.95% |
$38.1K - $47.1K
|
862
$509K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
78+ 6.91% |
$38.1K - $47.1K
|
1.21K
$713K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
77+ 7.39% |
$37.6K - $46.5K
|
1.12K
$661K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
77+ 18.83% |
$37.6K - $46.5K
|
486
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
77+ 9.17% |
$37.6K - $46.5K
|
917
$542K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
76+ 0.42% |
$37.1K - $45.9K
|
18K
$10.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
76+ 0.7% |
$37.1K - $45.9K
|
11K
$6.49M
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
76+ 5.03% |
$37.1K - $45.9K
|
1.59K
$938K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
76+ 12.67% |
$37.1K - $45.9K
|
676
$399K
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
76+ 9.37% |
$37.1K - $45.9K
|
887
$524K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
75+ 0.97% |
$36.6K - $45.3K
|
7.83K
$4.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
75+ 0.54% |
$36.6K - $45.3K
|
14K
$8.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
75+ 7.72% |
$36.6K - $45.3K
|
1.05K
$619K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
75+ 7.14% |
$36.6K - $45.3K
|
1.13K
$665K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
74+ 13.94% |
$36.1K - $44.7K
|
605
$357K
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
74+ 2.71% |
$36.1K - $44.7K
|
2.8K
$1.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
73+ 3.57% |
$35.6K - $44.1K
|
2.12K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
72+ 4.08% |
$35.1K - $43.5K
|
1.84K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
71+ 2.12% |
$34.6K - $42.9K
|
3.42K
$2.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
71+ 13.37% |
$34.6K - $42.9K
|
602
$356K
|
|
|
Nov 08, 2024
Q3 2024
|
Heron Bay Capital Management
|
BUY
|
- |
71+ 4.37% |
$34.6K - $42.9K
|
1.69K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
71+ 0.73% |
$34.6K - $42.9K
|
9.75K
$5.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
70+ 13.28% |
$34.2K - $42.3K
|
597
$353K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
69+ 9.5% |
$33.7K - $41.7K
|
795
$470K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
69+ 1.89% |
$33.7K - $41.7K
|
3.72K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
69+ 0.39% |
$33.7K - $41.7K
|
17.8K
$10.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
68+ 3.98% |
$33.2K - $41.1K
|
1.78K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
68+ 8.8% |
$33.2K - $41.1K
|
841
$497K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
68+ 13.0% |
$33.2K - $41.1K
|
591
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
68+ 14.5% |
$33.2K - $41.1K
|
537
$317K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
67+ 5.98% |
$32.7K - $40.5K
|
1.19K
$701K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
67+ 9.17% |
$32.7K - $40.5K
|
798
$472K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
67+ 6.56% |
$32.7K - $40.5K
|
1.09K
$643K
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
67+ 2.04% |
$32.7K - $40.5K
|
3.35K
$1.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
66+ 4.9% |
$32.2K - $39.9K
|
1.41K
$834K
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
66+ 1.92% |
$32.2K - $39.9K
|
3.5K
$2.07M
|
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
65+ 3.99% |
$31.7K - $39.3K
|
1.7K
$1M
|
|
|
Oct 15, 2024
Q3 2024
|
Scharf Investments, LLC
|
BUY
|
- |
65+ 1.67% |
$31.7K - $39.3K
|
3.95K
$2.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
65+ 12.6% |
$31.7K - $39.3K
|
581
$343K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
65+ 0.65% |
$31.7K - $39.3K
|
10K
$5.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
65+ 1.25% |
$31.7K - $39.3K
|
5.25K
$3.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
65+ 18.41% |
$31.7K - $39.3K
|
418
$247K
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
64+ 1.05% |
$31.2K - $38.7K
|
6.14K
$3.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
64+ 5.76% |
$31.2K - $38.7K
|
1.18K
$695K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
64+ 1.52% |
$31.2K - $38.7K
|
4.27K
$2.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
64+ 1.35% |
$31.2K - $38.7K
|
4.8K
$2.84M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
64New |
$31.2K - $38.7K
|
64
$37.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
64+ 2.89% |
$31.2K - $38.7K
|
2.28K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
64+ 6.46% |
$31.2K - $38.7K
|
1.06K
$623K
|
|
|
Nov 13, 2024
Q3 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
64+ 0.74% |
$31.2K - $38.7K
|
8.67K
$5.12M
|