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 28, 2024
Q3 2024
|
Davis Rea Ltd.
|
BUY
|
- |
21+ 0.12% |
$10.2K - $12.7K
|
17.9K
$10.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
21+ 1.4% |
$10.2K - $12.7K
|
1.52K
$899K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
21+ 0.91% |
$10.2K - $12.7K
|
2.33K
$1.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
20+ 0.13% |
$9.76K - $12.1K
|
15.3K
$9.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
20New |
$9.76K - $12.1K
|
20
$11.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
20+ 0.43% |
$9.76K - $12.1K
|
4.69K
$2.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
20+ 2.85% |
$9.76K - $12.1K
|
721
$426K
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
20+ 5.01% |
$9.76K - $12.1K
|
419
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
20+ 0.33% |
$9.76K - $12.1K
|
5.99K
$3.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
19+ 4.76% |
$9.27K - $11.5K
|
418
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
19+ 4.58% |
$9.27K - $11.5K
|
434
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
19+ 0.9% |
$9.27K - $11.5K
|
2.12K
$1.25M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
18+ 7.03% |
$8.78K - $10.9K
|
274
$162K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
18+ 1.85% |
$8.78K - $10.9K
|
990
$585K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
18+ 2.24% |
$8.78K - $10.9K
|
823
$486K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
18+ 0.09% |
$8.78K - $10.9K
|
20.3K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
18+ 0.39% |
$8.78K - $10.9K
|
4.62K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
18+ 2.16% |
$8.78K - $10.9K
|
853
$504K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
17+ 1.04% |
$8.3K - $10.3K
|
1.65K
$975K
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
17+ 1.92% |
$8.3K - $10.3K
|
903
$534K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
16+ 0.63% |
$7.81K - $9.67K
|
2.56K
$1.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
16+ 1.3% |
$7.81K - $9.67K
|
1.25K
$737K
|
|
|
Oct 21, 2024
Q3 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
16+ 3.35% |
$7.81K - $9.67K
|
494
$292K
|
|
|
Oct 25, 2024
Q3 2024
|
Bck Partners, Inc.
|
BUY
|
- |
16+ 1.25% |
$7.81K - $9.67K
|
1.3K
$766K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
15+ 0.72% |
$7.32K - $9.06K
|
2.1K
$1.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
15+ 1.62% |
$7.32K - $9.06K
|
941
$556K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
15+ 3.77% |
$7.32K - $9.06K
|
413
$244K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
15+ 3.59% |
$7.32K - $9.06K
|
433
$256K
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
15+ 1.81% |
$7.32K - $9.06K
|
845
$499K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
15+ 2.48% |
$7.32K - $9.06K
|
621
$367K
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
15+ 2.45% |
$7.32K - $9.06K
|
627
$370K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
15+ 1.61% |
$7.32K - $9.06K
|
944
$558K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
15+ 60.0% |
$7.32K - $9.06K
|
40
$23.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
15+ 3.35% |
$7.32K - $9.06K
|
463
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
15+ 0.69% |
$7.32K - $9.06K
|
2.19K
$1.29M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
14+ 2.29% |
$6.83K - $8.46K
|
625
$369K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
14+ 1.06% |
$6.83K - $8.46K
|
1.33K
$787K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
14+ 1.54% |
$6.83K - $8.46K
|
926
$547K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
14+ 2.3% |
$6.83K - $8.46K
|
624
$369K
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
14+ 0.27% |
$6.83K - $8.46K
|
5.28K
$3.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
14+ 0.57% |
$6.83K - $8.46K
|
2.46K
$1.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
14+ 1.37% |
$6.83K - $8.46K
|
1.04K
$613K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
14+ 1.95% |
$6.83K - $8.46K
|
731
$432K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
13+ 0.35% |
$6.34K - $7.85K
|
3.71K
$2.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
13+ 21.67% |
$6.34K - $7.85K
|
73
$43.1K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
13+ 4.28% |
$6.34K - $7.85K
|
317
$187K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
13+ 0.37% |
$6.34K - $7.85K
|
3.5K
$2.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
13+ 1.31% |
$6.34K - $7.85K
|
1.01K
$596K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
13+ 0.55% |
$6.34K - $7.85K
|
2.37K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
13+ 2.36% |
$6.34K - $7.85K
|
564
$333K
|