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
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
8+ 0.89% |
$3.9K - $4.83K
|
908
$552K
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.06% |
$3.9K - $4.83K
|
13.1K
$7.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
8+ 53.33% |
$3.9K - $4.83K
|
23
$14K
|
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
BUY
|
- |
8+ 0.67% |
$3.9K - $4.83K
|
1.21K
$733K
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
8+ 0.51% |
$3.9K - $4.83K
|
1.58K
$961K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
8+ 50.0% |
$3.9K - $4.83K
|
24
$14.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
8+ 0.05% |
$3.9K - $4.83K
|
16.6K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
8+ 1.2% |
$3.9K - $4.83K
|
674
$410K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
7+ 1.17% |
$3.42K - $4.23K
|
607
$369K
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
7+ 0.82% |
$3.42K - $4.23K
|
863
$525K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
7+ 1.21% |
$3.42K - $4.23K
|
584
$355K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7+ 0.7% |
$3.42K - $4.23K
|
1.01K
$611K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
7+ 0.29% |
$3.42K - $4.23K
|
2.39K
$1.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
6+ 0.38% |
$2.93K - $3.63K
|
1.57K
$956K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
6+ 6.0% |
$2.93K - $3.63K
|
106
$64.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
BUY
|
- |
6+ 0.49% |
$2.93K - $3.63K
|
1.23K
$746K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6+ 1.29% |
$2.93K - $3.63K
|
472
$287K
|
|
|
Oct 22, 2024
Q3 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
6+ 0.37% |
$2.93K - $3.63K
|
1.62K
$987K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6+ 0.04% |
$2.93K - $3.63K
|
14K
$8.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
6+ 0.11% |
$2.93K - $3.63K
|
5.69K
$3.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
6+ 0.2% |
$2.93K - $3.63K
|
2.97K
$1.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
6+ 0.07% |
$2.93K - $3.63K
|
8.02K
$4.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
6+ 0.04% |
$2.93K - $3.63K
|
14K
$8.51M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
6+ 0.37% |
$2.93K - $3.63K
|
1.62K
$985K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
6+ 0.32% |
$2.93K - $3.63K
|
1.85K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
BUY
|
- |
6+ 0.0% |
$2.93K - $3.63K
|
185K
$113M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
6+ 0.94% |
$2.93K - $3.63K
|
644
$392K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
6+ 0.16% |
$2.93K - $3.63K
|
3.7K
$2.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
6+ 0.37% |
$2.93K - $3.63K
|
1.63K
$990K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
6+ 0.08% |
$2.93K - $3.63K
|
7.24K
$4.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6+ 0.02% |
$2.93K - $3.63K
|
24.1K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
6+ 0.59% |
$2.93K - $3.63K
|
1.03K
$626K
|
|
|
Oct 02, 2024
Q3 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
5+ 0.13% |
$2.44K - $3.02K
|
3.81K
$2.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
5+ 0.46% |
$2.44K - $3.02K
|
1.09K
$661K
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
BUY
|
- |
5+ 0.22% |
$2.44K - $3.02K
|
2.32K
$1.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Albert D Mason Inc
|
BUY
|
- |
5+ 0.56% |
$2.44K - $3.02K
|
891
$542K
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
5+ 0.76% |
$2.44K - $3.02K
|
664
$404K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5+ 0.07% |
$2.44K - $3.02K
|
6.76K
$4.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
5+ 0.41% |
$2.44K - $3.02K
|
1.22K
$739K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
5+ 1.01% |
$2.44K - $3.02K
|
499
$304K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
5+ 0.18% |
$2.44K - $3.02K
|
2.73K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
5+ 0.04% |
$2.44K - $3.02K
|
11.4K
$6.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
5+ 0.71% |
$2.44K - $3.02K
|
710
$432K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
5+ 0.21% |
$2.44K - $3.02K
|
2.43K
$1.48M
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
5+ 0.05% |
$2.44K - $3.02K
|
10.3K
$6.26M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
4+ 1.0% |
$1.95K - $2.42K
|
404
$246K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
4+ 0.04% |
$1.95K - $2.42K
|
10.1K
$6.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
4+ 0.32% |
$1.95K - $2.42K
|
1.25K
$761K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4+ 0.51% |
$1.95K - $2.42K
|
783
$476K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
4+ 0.75% |
$1.95K - $2.42K
|
534
$325K
|