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 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
50+ 0.79% |
$24.4K - $30.2K
|
6.39K
$3.78M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
50+ 5.13% |
$24.4K - $30.2K
|
1.03K
$606K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
50+ 7.31% |
$24.4K - $30.2K
|
734
$434K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
50+ 0.31% |
$24.4K - $30.2K
|
16K
$9.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
50+ 5.16% |
$24.4K - $30.2K
|
1.02K
$602K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
50+ 5.62% |
$24.4K - $30.2K
|
939
$555K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
50+ 7.3% |
$24.4K - $30.2K
|
735
$434K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
50+ 9.49% |
$24.4K - $30.2K
|
577
$341K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
50+ 0.71% |
$24.4K - $30.2K
|
7.12K
$4.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
50+ 2.19% |
$24.4K - $30.2K
|
2.33K
$1.38M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
49+ 2.04% |
$23.9K - $29.6K
|
2.46K
$1.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
49+ 0.72% |
$23.9K - $29.6K
|
6.87K
$4.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
49+ 2.92% |
$23.9K - $29.6K
|
1.73K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
48+ 8.22% |
$23.4K - $29K
|
632
$373K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
48+ 8.18% |
$23.4K - $29K
|
635
$375K
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
47+ 1.36% |
$22.9K - $28.4K
|
3.51K
$2.08M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
47New |
$22.9K - $28.4K
|
47
$27.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
47+ 3.71% |
$22.9K - $28.4K
|
1.32K
$777K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
46+ 9.0% |
$22.4K - $27.8K
|
557
$329K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
46+ 3.74% |
$22.4K - $27.8K
|
1.28K
$753K
|
|
|
Oct 17, 2024
Q3 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
46+ 0.26% |
$22.4K - $27.8K
|
17.5K
$10.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
46+ 0.46% |
$22.4K - $27.8K
|
10K
$5.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
46+ 1.69% |
$22.4K - $27.8K
|
2.78K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
46+ 1.67% |
$22.4K - $27.8K
|
2.79K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
46+ 6.17% |
$22.4K - $27.8K
|
792
$468K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
45+ 1.64% |
$22K - $27.2K
|
2.79K
$1.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
45+ 6.4% |
$22K - $27.2K
|
748
$442K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
45+ 6.44% |
$22K - $27.2K
|
744
$440K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
45+ 1.64% |
$22K - $27.2K
|
2.79K
$1.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
44+ 1.19% |
$21.5K - $26.6K
|
3.73K
$2.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
44+ 2.87% |
$21.5K - $26.6K
|
1.58K
$931K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
44+ 4.54% |
$21.5K - $26.6K
|
1.01K
$599K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
43+ 3.68% |
$21K - $26K
|
1.21K
$716K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
43+ 0.06% |
$21K - $26K
|
70.9K
$41.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
43+ 2.06% |
$21K - $26K
|
2.13K
$1.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
42+ 4.0% |
$20.5K - $25.4K
|
1.09K
$645K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
42+ 7.14% |
$20.5K - $25.4K
|
630
$372K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
42+ 3.74% |
$20.5K - $25.4K
|
1.17K
$689K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
42+ 1.21% |
$20.5K - $25.4K
|
3.5K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
42+ 1.01% |
$20.5K - $25.4K
|
4.22K
$2.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
41+ 1.66% |
$20K - $24.8K
|
2.51K
$1.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
41+ 7.74% |
$20K - $24.8K
|
571
$337K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
41+ 1.99% |
$20K - $24.8K
|
2.1K
$1.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
40+ 0.29% |
$19.5K - $24.2K
|
13.6K
$8.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
40+ 0.48% |
$19.5K - $24.2K
|
8.38K
$4.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
40+ 0.48% |
$19.5K - $24.2K
|
8.34K
$4.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
39+ 0.13% |
$19K - $23.6K
|
30.2K
$17.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
39+ 0.44% |
$19K - $23.6K
|
8.87K
$5.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
38+ 4.86% |
$18.5K - $23K
|
820
$485K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
38+ 0.35% |
$18.5K - $23K
|
11K
$6.5M
|