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 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
1+ 0.22% |
$488 - $604
|
465
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1New |
$488 - $604
|
1
$608
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1+ 0.03% |
$488 - $604
|
3.22K
$1.96M
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1- 0.02% |
$488 - $604
|
4.43K
$2.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-1- 0.14% |
$488 - $604
|
738
$449K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1- 0.5% |
$488 - $604
|
200
$122K
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-1- 0.13% |
$488 - $604
|
742
$451K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-1- 0.03% |
$488 - $604
|
3.33K
$2.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.07% |
$488 - $604
|
1.48K
$900K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-1- 0.09% |
$488 - $604
|
1.05K
$641K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1- 0.03% |
$488 - $604
|
3.95K
$2.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-2- 0.19% |
$976 - $1.21K
|
1.02K
$623K
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-2- 0.28% |
$976 - $1.21K
|
709
$431K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2- 0.16% |
$976 - $1.21K
|
1.23K
$750K
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-2- 4.76% |
$976 - $1.21K
|
40
$24.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-2- 0.24% |
$976 - $1.21K
|
833
$507K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2- 0.16% |
$976 - $1.21K
|
1.28K
$781K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3- 0.26% |
$1.46K - $1.81K
|
1.17K
$709K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-3- 0.12% |
$1.46K - $1.81K
|
2.52K
$1.53M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-4- 0.06% |
$1.95K - $2.42K
|
6.36K
$3.87M
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-4- 0.2% |
$1.95K - $2.42K
|
1.99K
$1.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-4- 3.2% |
$1.95K - $2.42K
|
121
$73.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-4- 0.89% |
$1.95K - $2.42K
|
444
$270K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-4- 0.4% |
$1.95K - $2.42K
|
1K
$610K
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-4- 0.39% |
$1.95K - $2.42K
|
1.02K
$623K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-4- 2.34% |
$1.95K - $2.42K
|
167
$102K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.5% |
$2.44K - $3.02K
|
998
$607K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-5- 0.37% |
$2.44K - $3.02K
|
1.35K
$821K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-5- 0.19% |
$2.44K - $3.02K
|
2.64K
$1.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-5- 1.48% |
$2.44K - $3.02K
|
332
$202K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-5- 0.27% |
$2.44K - $3.02K
|
1.86K
$1.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-5- 3.55% |
$2.44K - $3.02K
|
136
$82.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5- 1.6% |
$2.44K - $3.02K
|
308
$187K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-5- 0.83% |
$2.44K - $3.02K
|
595
$362K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-5- 0.08% |
$2.44K - $3.02K
|
6.07K
$3.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Carroll Investors, Inc
|
SELL
|
- |
-5- 1.07% |
$2.44K - $3.02K
|
464
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-5- 0.52% |
$2.44K - $3.02K
|
951
$579K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-5- 1.06% |
$2.44K - $3.02K
|
467
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-6- 0.06% |
$2.93K - $3.63K
|
10.3K
$6.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-6- 0.1% |
$2.93K - $3.63K
|
5.96K
$3.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-6- 7.23% |
$2.93K - $3.63K
|
77
$46.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-6- 0.95% |
$2.93K - $3.63K
|
627
$381K
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-6- 0.19% |
$2.93K - $3.63K
|
3.12K
$1.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-6- 54.55% |
$2.93K - $3.63K
|
5
$3.04K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-6- 0.28% |
$2.93K - $3.63K
|
2.15K
$1.31M
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-7- 0.47% |
$3.42K - $4.23K
|
1.49K
$908K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-7- 0.35% |
$3.42K - $4.23K
|
2.01K
$1.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-7- 0.42% |
$3.42K - $4.23K
|
1.66K
$1.01M
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-7- 12.28% |
$3.42K - $4.23K
|
50
$30.4K
|