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 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-14- 0.11% |
$6.83K - $8.46K
|
13.2K
$6.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-14- 1.28% |
$6.83K - $8.46K
|
1.08K
$567K
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-14- 0.25% |
$6.83K - $8.46K
|
5.63K
$2.95M
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-14- 1.22% |
$6.83K - $8.46K
|
1.14K
$595K
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
SELL
|
- |
-14- 0.04% |
$6.83K - $8.46K
|
38.2K
$20M
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
SELL
|
- |
-15- 3.87% |
$7.32K - $9.06K
|
373
$195K
|
|
|
Oct 10, 2024
Q3 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-15- 1.48% |
$7.32K - $9.06K
|
996
$521K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-15- 1.13% |
$7.32K - $9.06K
|
1.31K
$684K
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-15- 2.72% |
$7.32K - $9.06K
|
536
$281K
|
|
|
Nov 08, 2024
Q3 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-15- 0.46% |
$7.32K - $9.06K
|
3.27K
$1.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-15- 2.28% |
$7.32K - $9.06K
|
644
$337K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-16- 0.03% |
$7.81K - $9.67K
|
46.2K
$24.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-16- 1.51% |
$7.81K - $9.67K
|
1.05K
$547K
|
|
|
Nov 12, 2024
Q3 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-16- 2.22% |
$7.81K - $9.67K
|
706
$370K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-16- 0.21% |
$7.81K - $9.67K
|
7.74K
$4.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-17- 0.66% |
$8.3K - $10.3K
|
2.56K
$1.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-17- 2.83% |
$8.3K - $10.3K
|
583
$305K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-17- 0.32% |
$8.3K - $10.3K
|
5.23K
$2.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-17- 3.63% |
$8.3K - $10.3K
|
451
$236K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-17- 0.54% |
$8.3K - $10.3K
|
3.15K
$1.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-17- 41.46% |
$8.3K - $10.3K
|
24
$12.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-17- 0.25% |
$8.3K - $10.3K
|
6.77K
$3.54M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-17- 1.77% |
$8.3K - $10.3K
|
943
$494K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-17- 4.03% |
$8.3K - $10.3K
|
405
$212K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-17- 0.92% |
$8.3K - $10.3K
|
1.83K
$960K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-17- 0.24% |
$8.3K - $10.3K
|
7.18K
$3.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-17- 0.55% |
$8.3K - $10.3K
|
3.07K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-17- 0.17% |
$8.3K - $10.3K
|
9.88K
$5.17M
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-18- 15.79% |
$8.78K - $10.9K
|
96
$50.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-18- 3.51% |
$8.78K - $10.9K
|
495
$259K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-18- 0.94% |
$8.78K - $10.9K
|
1.89K
$988K
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-18- 2.62% |
$8.78K - $10.9K
|
670
$351K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-18- 2.08% |
$8.78K - $10.9K
|
848
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-18- 2.68% |
$8.78K - $10.9K
|
653
$342K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-19- 0.61% |
$9.27K - $11.5K
|
3.11K
$1.63M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19- 0.53% |
$9.27K - $11.5K
|
3.57K
$1.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-19- 3.48% |
$9.27K - $11.5K
|
527
$276K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-19- 1.53% |
$9.27K - $11.5K
|
1.22K
$639K
|
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
SELL
|
- |
-19- 0.57% |
$9.27K - $11.5K
|
3.31K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-19- 1.55% |
$9.27K - $11.5K
|
1.2K
$630K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-19- 1.98% |
$9.27K - $11.5K
|
941
$493K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-20- 5.09% |
$9.76K - $12.1K
|
373
$195K
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-20- 0.86% |
$9.76K - $12.1K
|
2.3K
$1.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-20- 13.79% |
$9.76K - $12.1K
|
125
$65.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-20- 3.6% |
$9.76K - $12.1K
|
535
$280K
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-20- 0.34% |
$9.76K - $12.1K
|
5.86K
$3.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-20- 0.18% |
$9.76K - $12.1K
|
11K
$5.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-20- 0.84% |
$9.76K - $12.1K
|
2.35K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-20- 43.48% |
$9.76K - $12.1K
|
26
$13.6K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-21- 0.37% |
$10.2K - $12.7K
|
5.65K
$2.96M
|