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 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
12+ 2.23% |
$5.86K - $7.25K
|
549
$324K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
12+ 0.58% |
$5.86K - $7.25K
|
2.08K
$1.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 5.06% |
$5.86K - $7.25K
|
249
$147K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
12+ 4.86% |
$5.86K - $7.25K
|
259
$153K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
12+ 2.05% |
$5.86K - $7.25K
|
597
$353K
|
|
|
Nov 06, 2024
Q3 2024
|
Sather Financial Group Inc
|
BUY
|
- |
12+ 0.77% |
$5.86K - $7.25K
|
1.58K
$931K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
12+ 1.74% |
$5.86K - $7.25K
|
701
$414K
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
12+ 0.18% |
$5.86K - $7.25K
|
6.83K
$4.03M
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
12+ 1.45% |
$5.86K - $7.25K
|
838
$495K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
11+ 3.01% |
$5.37K - $6.65K
|
376
$222K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
11+ 1.49% |
$5.37K - $6.65K
|
751
$444K
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
11+ 0.9% |
$5.37K - $6.65K
|
1.23K
$729K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
11+ 0.29% |
$5.37K - $6.65K
|
3.81K
$2.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
11+ 0.61% |
$5.37K - $6.65K
|
1.82K
$1.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
11+ 0.2% |
$5.37K - $6.65K
|
5.64K
$3.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
11+ 0.14% |
$5.37K - $6.65K
|
7.86K
$4.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
11+ 1.41% |
$5.37K - $6.65K
|
793
$469K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
11+ 42.31% |
$5.37K - $6.65K
|
37
$21.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10+ 15.63% |
$4.88K - $6.04K
|
74
$43.7K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
10+ 1.62% |
$4.88K - $6.04K
|
627
$370K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
10+ 2.11% |
$4.88K - $6.04K
|
485
$287K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
10+ 0.87% |
$4.88K - $6.04K
|
1.16K
$684K
|
|
|
Oct 21, 2024
Q3 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
10+ 0.33% |
$4.88K - $6.04K
|
3.07K
$1.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
10+ 1.45% |
$4.88K - $6.04K
|
702
$415K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
10+ 1.89% |
$4.88K - $6.04K
|
540
$319K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
10+ 2.1% |
$4.88K - $6.04K
|
486
$287K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
10+ 0.31% |
$4.88K - $6.04K
|
3.23K
$1.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
10+ 0.35% |
$4.88K - $6.04K
|
2.87K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
10+ 0.44% |
$4.88K - $6.04K
|
2.26K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
10+ 1.11% |
$4.88K - $6.04K
|
910
$538K
|
|
|
Nov 14, 2024
Q3 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
10+ 2.03% |
$4.88K - $6.04K
|
503
$297K
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
10+ 2.42% |
$4.88K - $6.04K
|
423
$250K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
9New |
$4.39K - $5.44K
|
9
$5.32K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9+ 0.08% |
$4.39K - $5.44K
|
11.6K
$6.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
9+ 112.5% |
$4.39K - $5.44K
|
17
$10K
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
9+ 0.21% |
$4.39K - $5.44K
|
4.23K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
9+ 1.9% |
$4.39K - $5.44K
|
482
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
9+ 1.16% |
$4.39K - $5.44K
|
783
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
9+ 0.23% |
$4.39K - $5.44K
|
3.85K
$2.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
8+ 1.92% |
$3.9K - $4.83K
|
424
$251K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
8+ 6.67% |
$3.9K - $4.83K
|
128
$75.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
8+ 1.33% |
$3.9K - $4.83K
|
608
$359K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8+ 0.04% |
$3.9K - $4.83K
|
19.9K
$11.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
8+ 1.11% |
$3.9K - $4.83K
|
726
$429K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
8+ 0.89% |
$3.9K - $4.83K
|
908
$537K
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.06% |
$3.9K - $4.83K
|
13.1K
$7.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
8+ 53.33% |
$3.9K - $4.83K
|
23
$13.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
BUY
|
- |
8+ 0.67% |
$3.9K - $4.83K
|
1.21K
$712K
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
8+ 0.51% |
$3.9K - $4.83K
|
1.58K
$933K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
8+ 50.0% |
$3.9K - $4.83K
|
24
$14.2K
|