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 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
31+ 0.72% |
$15.1K - $18.7K
|
4.31K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
31+ 7.19% |
$15.1K - $18.7K
|
462
$280K
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
30+ 0.42% |
$14.6K - $18.1K
|
7.19K
$4.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
30+ 1.62% |
$14.6K - $18.1K
|
1.88K
$1.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
30+ 28.3% |
$14.6K - $18.1K
|
136
$82.5K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
30+ 2.72% |
$14.6K - $18.1K
|
1.13K
$686K
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
30+ 4.75% |
$14.6K - $18.1K
|
662
$402K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
30+ 7.41% |
$14.6K - $18.1K
|
435
$264K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
29+ 1.52% |
$14.2K - $17.5K
|
1.94K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
29+ 6.0% |
$14.2K - $17.5K
|
512
$311K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
29+ 0.25% |
$14.2K - $17.5K
|
11.4K
$6.93M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
29+ 16.38% |
$14.2K - $17.5K
|
206
$125K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
29+ 0.54% |
$14.2K - $17.5K
|
5.44K
$3.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
29+ 5.34% |
$14.2K - $17.5K
|
572
$347K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
28+ 1.7% |
$13.7K - $16.9K
|
1.67K
$1.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
28+ 9.79% |
$13.7K - $16.9K
|
314
$191K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
28+ 6.45% |
$13.7K - $16.9K
|
462
$280K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
28+ 6.13% |
$13.7K - $16.9K
|
485
$294K
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
28+ 0.92% |
$13.7K - $16.9K
|
3.06K
$1.86M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
27+ 0.55% |
$13.2K - $16.3K
|
4.92K
$2.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
27+ 1.24% |
$13.2K - $16.3K
|
2.21K
$1.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
27+ 2.77% |
$13.2K - $16.3K
|
1K
$608K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
27+ 0.96% |
$13.2K - $16.3K
|
2.83K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
27+ 2.42% |
$13.2K - $16.3K
|
1.14K
$692K
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
26+ 4.48% |
$12.7K - $15.7K
|
607
$368K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
26+ 0.83% |
$12.7K - $15.7K
|
3.14K
$1.91M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
26+ 2.35% |
$12.7K - $15.7K
|
1.13K
$688K
|
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
26New |
$12.7K - $15.7K
|
26
$15.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
26+ 4.95% |
$12.7K - $15.7K
|
551
$334K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
26+ 0.26% |
$12.7K - $15.7K
|
10K
$6.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
25+ 1.22% |
$12.2K - $15.1K
|
2.08K
$1.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
25+ 0.31% |
$12.2K - $15.1K
|
8.01K
$4.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
25+ 21.55% |
$12.2K - $15.1K
|
141
$85.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
25+ 1.58% |
$12.2K - $15.1K
|
1.61K
$975K
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
25+ 0.27% |
$12.2K - $15.1K
|
9.24K
$5.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
25+ 3.5% |
$12.2K - $15.1K
|
739
$448K
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
BUY
|
- |
24+ 5.13% |
$11.7K - $14.5K
|
492
$299K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
24+ 1.63% |
$11.7K - $14.5K
|
1.5K
$908K
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
24+ 5.63% |
$11.7K - $14.5K
|
450
$273K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
24+ 6.11% |
$11.7K - $14.5K
|
417
$253K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
24+ 3.36% |
$11.7K - $14.5K
|
739
$448K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
24+ 4.47% |
$11.7K - $14.5K
|
561
$340K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
24+ 0.87% |
$11.7K - $14.5K
|
2.79K
$1.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
23+ 1.08% |
$11.2K - $13.9K
|
2.16K
$1.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
23+ 0.27% |
$11.2K - $13.9K
|
8.65K
$5.25M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
23+ 1.17% |
$11.2K - $13.9K
|
1.99K
$1.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
22+ 1.84% |
$10.7K - $13.3K
|
1.22K
$739K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
22+ 1.42% |
$10.7K - $13.3K
|
1.57K
$952K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
22+ 5.29% |
$10.7K - $13.3K
|
438
$266K
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
22+ 1.64% |
$10.7K - $13.3K
|
1.36K
$828K
|