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 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-21- 0.25% |
$10.2K - $12.7K
|
8.33K
$4.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-21- 10.82% |
$10.2K - $12.7K
|
173
$90.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-21- 2.25% |
$10.2K - $12.7K
|
913
$478K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-21- 3.29% |
$10.2K - $12.7K
|
618
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-21- 1.98% |
$10.2K - $12.7K
|
1.04K
$543K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-21- 1.25% |
$10.2K - $12.7K
|
1.66K
$871K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-22- 6.57% |
$10.7K - $13.3K
|
313
$164K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-22- 0.54% |
$10.7K - $13.3K
|
4.08K
$2.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-22- 5.12% |
$10.7K - $13.3K
|
408
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-22- 4.47% |
$10.7K - $13.3K
|
470
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-22- 3.18% |
$10.7K - $13.3K
|
670
$351K
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-22- 0.14% |
$10.7K - $13.3K
|
15.4K
$8.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-23- 0.89% |
$11.2K - $13.9K
|
2.56K
$1.34M
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-23- 0.03% |
$11.2K - $13.9K
|
79.5K
$41.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-23- 14.94% |
$11.2K - $13.9K
|
131
$68.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-23- 0.08% |
$11.2K - $13.9K
|
29.3K
$15.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-24- 5.53% |
$11.7K - $14.5K
|
410
$215K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-24- 6.76% |
$11.7K - $14.5K
|
331
$173K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-24- 0.21% |
$11.7K - $14.5K
|
11.5K
$6.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-24- 3.1% |
$11.7K - $14.5K
|
749
$392K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-24- 1.2% |
$11.7K - $14.5K
|
1.98K
$1.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-24- 4.59% |
$11.7K - $14.5K
|
499
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
SELL
|
- |
-24- 0.35% |
$11.7K - $14.5K
|
6.81K
$3.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
SELL
|
- |
-25- 2.75% |
$12.2K - $15.1K
|
884
$463K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-25- 1.65% |
$12.2K - $15.1K
|
1.49K
$778K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-25- 1.84% |
$12.2K - $15.1K
|
1.34K
$699K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-25- 0.33% |
$12.2K - $15.1K
|
7.62K
$3.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-25- 3.42% |
$12.2K - $15.1K
|
707
$370K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-25- 1.44% |
$12.2K - $15.1K
|
1.71K
$895K
|
|
|
Nov 05, 2024
Q3 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-25- 4.15% |
$12.2K - $15.1K
|
578
$303K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-25- 3.89% |
$12.2K - $15.1K
|
617
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-25- 1.49% |
$12.2K - $15.1K
|
1.65K
$863K
|
|
|
Nov 13, 2024
Q3 2024
|
Unison Asset Management LLC
|
SELL
|
- |
-25- 0.15% |
$12.2K - $15.1K
|
16.9K
$8.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-25- 0.83% |
$12.2K - $15.1K
|
2.99K
$1.56M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-25- 1.66% |
$12.2K - $15.1K
|
1.49K
$777K
|
|
|
Jan 29, 2025
Q3 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-25- 5.06% |
$12.2K - $15.1K
|
469
$246K
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
SELL
|
- |
-26- 1.65% |
$12.7K - $15.7K
|
1.55K
$812K
|
|
|
Oct 18, 2024
Q3 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-26- 0.05% |
$12.7K - $15.7K
|
55.5K
$29M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-26- 0.77% |
$12.7K - $15.7K
|
3.33K
$1.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-26- 4.89% |
$12.7K - $15.7K
|
506
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-26- 0.61% |
$12.7K - $15.7K
|
4.21K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-26- 1.52% |
$12.7K - $15.7K
|
1.69K
$884K
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-26- 2.51% |
$12.7K - $15.7K
|
1.01K
$528K
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-27- 0.97% |
$13.2K - $16.3K
|
2.76K
$1.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-27- 1.9% |
$13.2K - $16.3K
|
1.39K
$730K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-27- 2.97% |
$13.2K - $16.3K
|
883
$462K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-27- 5.22% |
$13.2K - $16.3K
|
490
$257K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-27- 0.26% |
$13.2K - $16.3K
|
10.5K
$5.5M
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-27- 0.15% |
$13.2K - $16.3K
|
17.6K
$9.21M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-28- 1.43% |
$13.7K - $16.9K
|
1.93K
$1.01M
|