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 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
6+ 0.94% |
$2.93K - $3.63K
|
644
$337K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
6+ 0.16% |
$2.93K - $3.63K
|
3.7K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
6+ 0.37% |
$2.93K - $3.63K
|
1.63K
$852K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
6+ 0.08% |
$2.93K - $3.63K
|
7.24K
$3.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6+ 0.02% |
$2.93K - $3.63K
|
24.1K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
6+ 0.59% |
$2.93K - $3.63K
|
1.03K
$539K
|
|
|
Oct 02, 2024
Q3 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
5+ 0.13% |
$2.44K - $3.02K
|
3.81K
$2M
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
5+ 0.46% |
$2.44K - $3.02K
|
1.09K
$569K
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
BUY
|
- |
5+ 0.22% |
$2.44K - $3.02K
|
2.32K
$1.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Albert D Mason Inc
|
BUY
|
- |
5+ 0.56% |
$2.44K - $3.02K
|
891
$466K
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
5+ 0.76% |
$2.44K - $3.02K
|
664
$348K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5+ 0.07% |
$2.44K - $3.02K
|
6.76K
$3.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
5+ 0.41% |
$2.44K - $3.02K
|
1.22K
$636K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
5+ 1.01% |
$2.44K - $3.02K
|
499
$261K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
5+ 0.18% |
$2.44K - $3.02K
|
2.73K
$1.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
5+ 0.04% |
$2.44K - $3.02K
|
11.4K
$5.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
5+ 0.71% |
$2.44K - $3.02K
|
710
$372K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
5+ 0.21% |
$2.44K - $3.02K
|
2.43K
$1.27M
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
5+ 0.05% |
$2.44K - $3.02K
|
10.3K
$5.39M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
4+ 1.0% |
$1.95K - $2.42K
|
404
$211K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
4+ 0.04% |
$1.95K - $2.42K
|
10.1K
$5.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
4+ 0.32% |
$1.95K - $2.42K
|
1.25K
$655K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4+ 0.51% |
$1.95K - $2.42K
|
783
$410K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
4+ 0.75% |
$1.95K - $2.42K
|
534
$280K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4+ 0.35% |
$1.95K - $2.42K
|
1.16K
$607K
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
4+ 0.25% |
$1.95K - $2.42K
|
1.58K
$829K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
4+ 0.42% |
$1.95K - $2.42K
|
954
$499K
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
4+ 0.29% |
$1.95K - $2.42K
|
1.37K
$717K
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
4+ 5.97% |
$1.95K - $2.42K
|
71
$37.2K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
3+ 0.29% |
$1.46K - $1.81K
|
1.05K
$550K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
BUY
|
- |
3+ 0.03% |
$1.46K - $1.81K
|
10.4K
$5.44M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3+ 0.18% |
$1.46K - $1.81K
|
1.65K
$861K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
3+ 0.37% |
$1.46K - $1.81K
|
807
$422K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.2% |
$1.46K - $1.81K
|
1.51K
$789K
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.45% |
$1.46K - $1.81K
|
674
$353K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
3+ 0.22% |
$1.46K - $1.81K
|
1.37K
$719K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
3+ 0.28% |
$1.46K - $1.81K
|
1.06K
$553K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3+ 0.04% |
$1.46K - $1.81K
|
8.51K
$4.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3+ 0.55% |
$1.46K - $1.81K
|
545
$285K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
3+ 0.48% |
$1.46K - $1.81K
|
623
$326K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3+ 0.26% |
$1.46K - $1.81K
|
1.18K
$617K
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3+ 0.35% |
$1.46K - $1.81K
|
851
$446K
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3+ 0.35% |
$1.46K - $1.81K
|
869
$455K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
3+ 4.11% |
$1.46K - $1.81K
|
76
$39.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$1.46K - $1.81K
|
2.51K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
3+ 0.23% |
$1.46K - $1.81K
|
1.3K
$678K
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
3+ 0.23% |
$1.46K - $1.81K
|
1.32K
$689K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
2+ 0.37% |
$976 - $1.21K
|
539
$282K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2+ 0.09% |
$976 - $1.21K
|
2.2K
$1.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.45% |
$976 - $1.21K
|
447
$234K
|