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 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-8- 0.29% |
$3.9K - $4.83K
|
2.76K
$1.44M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-9- 0.84% |
$4.39K - $5.44K
|
1.07K
$559K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-9- 0.17% |
$4.39K - $5.44K
|
5.22K
$2.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-9- 0.19% |
$4.39K - $5.44K
|
4.75K
$2.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-9- 0.13% |
$4.39K - $5.44K
|
7.06K
$3.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-9- 1.91% |
$4.39K - $5.44K
|
462
$242K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-9- 0.04% |
$4.39K - $5.44K
|
20K
$10.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-9- 2.04% |
$4.39K - $5.44K
|
433
$227K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-9- 1.81% |
$4.39K - $5.44K
|
489
$256K
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-9- 0.09% |
$4.39K - $5.44K
|
9.96K
$5.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-9- 0.22% |
$4.39K - $5.44K
|
4.09K
$2.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-10- 1.69% |
$4.88K - $6.04K
|
583
$305K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-10- 0.36% |
$4.88K - $6.04K
|
2.75K
$1.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10- 0.61% |
$4.88K - $6.04K
|
1.62K
$847K
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-10- 1.93% |
$4.88K - $6.04K
|
508
$266K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-10- 1.38% |
$4.88K - $6.04K
|
717
$375K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-10- 0.96% |
$4.88K - $6.04K
|
1.04K
$543K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-10- 1.28% |
$4.88K - $6.04K
|
769
$403K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-10- 1.42% |
$4.88K - $6.04K
|
695
$364K
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-10- 1.5% |
$4.88K - $6.04K
|
655
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-10- 2.12% |
$4.88K - $6.04K
|
462
$242K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-10- 2.12% |
$4.88K - $6.04K
|
461
$241K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-11- 1.11% |
$5.37K - $6.65K
|
984
$515K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-11- 20.37% |
$5.37K - $6.65K
|
43
$22.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-11- 11.22% |
$5.37K - $6.65K
|
87
$45.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-11- 1.0% |
$5.37K - $6.65K
|
1.09K
$572K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-11- 0.01% |
$5.37K - $6.65K
|
79.1K
$41.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-11- 2.64% |
$5.37K - $6.65K
|
406
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-11- 1.57% |
$5.37K - $6.65K
|
688
$360K
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-11- 1.17% |
$5.37K - $6.65K
|
931
$487K
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-11- 0.83% |
$5.37K - $6.65K
|
1.31K
$684K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-12- 1.1% |
$5.86K - $7.25K
|
1.08K
$563K
|
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-12- 0.05% |
$5.86K - $7.25K
|
25.6K
$13.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-12- 0.66% |
$5.86K - $7.25K
|
1.81K
$948K
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-12- 1.38% |
$5.86K - $7.25K
|
860
$450K
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-12- 0.81% |
$5.86K - $7.25K
|
1.47K
$769K
|
|
|
Nov 13, 2024
Q3 2024
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-12- 2.91% |
$5.86K - $7.25K
|
400
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-12- 0.29% |
$5.86K - $7.25K
|
4.09K
$2.14M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-13- 1.91% |
$6.34K - $7.85K
|
666
$349K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-13- 0.26% |
$6.34K - $7.85K
|
5.02K
$2.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-13- 0.72% |
$6.34K - $7.85K
|
1.78K
$932K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-13- 0.89% |
$6.34K - $7.85K
|
1.45K
$758K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-13- 3.93% |
$6.34K - $7.85K
|
318
$166K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
SELL
|
- |
-13- 1.19% |
$6.34K - $7.85K
|
1.08K
$564K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-13- 1.16% |
$6.34K - $7.85K
|
1.11K
$579K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-13- 0.29% |
$6.34K - $7.85K
|
4.51K
$2.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-13- 0.99% |
$6.34K - $7.85K
|
1.3K
$680K
|
|
|
Nov 12, 2024
Q3 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-13- 1.39% |
$6.34K - $7.85K
|
925
$484K
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-13- 0.88% |
$6.34K - $7.85K
|
1.46K
$765K
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-14- 2.99% |
$6.83K - $8.46K
|
455
$238K
|