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
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-7- 0.54% |
$3.42K - $4.23K
|
1.29K
$761K
|
|
|
Nov 12, 2024
Q3 2024
|
Ov Management LLC
Minneapolis, MN |
SELL
|
- |
-7- 0.25% |
$3.42K - $4.23K
|
2.84K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-7- 0.03% |
$3.42K - $4.23K
|
25.2K
$14.9M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-8- 1.8% |
$3.9K - $4.83K
|
436
$258K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.88% |
$3.9K - $4.83K
|
900
$532K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-8- 0.94% |
$3.9K - $4.83K
|
840
$496K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-8- 1.35% |
$3.9K - $4.83K
|
584
$345K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-8- 0.73% |
$3.9K - $4.83K
|
1.09K
$643K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-8- 0.72% |
$3.9K - $4.83K
|
1.1K
$651K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-8- 0.7% |
$3.9K - $4.83K
|
1.13K
$668K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-8- 1.09% |
$3.9K - $4.83K
|
728
$430K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-8- 0.42% |
$3.9K - $4.83K
|
1.88K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-8- 0.07% |
$3.9K - $4.83K
|
11.1K
$6.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-8- 0.31% |
$3.9K - $4.83K
|
2.58K
$1.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-8- 1.26% |
$3.9K - $4.83K
|
629
$372K
|
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-8- 0.52% |
$3.9K - $4.83K
|
1.53K
$902K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-8- 0.27% |
$3.9K - $4.83K
|
2.91K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-8- 0.04% |
$3.9K - $4.83K
|
20.2K
$11.9M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-8- 0.29% |
$3.9K - $4.83K
|
2.76K
$1.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-9- 0.84% |
$4.39K - $5.44K
|
1.07K
$630K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-9- 0.17% |
$4.39K - $5.44K
|
5.22K
$3.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-9- 0.19% |
$4.39K - $5.44K
|
4.75K
$2.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-9- 0.13% |
$4.39K - $5.44K
|
7.06K
$4.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-9- 1.91% |
$4.39K - $5.44K
|
462
$273K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-9- 0.04% |
$4.39K - $5.44K
|
20K
$11.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-9- 2.04% |
$4.39K - $5.44K
|
433
$256K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-9- 1.81% |
$4.39K - $5.44K
|
489
$289K
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-9- 0.09% |
$4.39K - $5.44K
|
9.96K
$5.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-9- 0.22% |
$4.39K - $5.44K
|
4.09K
$2.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-10- 1.69% |
$4.88K - $6.04K
|
583
$344K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-10- 0.36% |
$4.88K - $6.04K
|
2.75K
$1.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10- 0.61% |
$4.88K - $6.04K
|
1.62K
$955K
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-10- 1.93% |
$4.88K - $6.04K
|
508
$300K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-10- 1.38% |
$4.88K - $6.04K
|
717
$424K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-10- 0.96% |
$4.88K - $6.04K
|
1.04K
$613K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-10- 1.28% |
$4.88K - $6.04K
|
769
$454K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-10- 1.42% |
$4.88K - $6.04K
|
695
$411K
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-10- 1.5% |
$4.88K - $6.04K
|
655
$387K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-10- 2.12% |
$4.88K - $6.04K
|
462
$273K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-10- 2.12% |
$4.88K - $6.04K
|
461
$272K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-11- 1.11% |
$5.37K - $6.65K
|
984
$581K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-11- 20.37% |
$5.37K - $6.65K
|
43
$25.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-11- 11.22% |
$5.37K - $6.65K
|
87
$51.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-11- 1.0% |
$5.37K - $6.65K
|
1.09K
$646K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-11- 0.01% |
$5.37K - $6.65K
|
79.1K
$46.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-11- 2.64% |
$5.37K - $6.65K
|
406
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-11- 1.57% |
$5.37K - $6.65K
|
688
$407K
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-11- 1.17% |
$5.37K - $6.65K
|
931
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-11- 0.83% |
$5.37K - $6.65K
|
1.31K
$772K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-12- 1.1% |
$5.86K - $7.25K
|
1.08K
$635K
|