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 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-33- 13.87% |
$16.1K - $19.9K
|
205
$125K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-33- 2.35% |
$16.1K - $19.9K
|
1.37K
$834K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-34- 1.91% |
$16.6K - $20.5K
|
1.74K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-34- 0.05% |
$16.6K - $20.5K
|
66.5K
$40.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-35- 4.47% |
$17.1K - $21.1K
|
748
$455K
|
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-35- 0.85% |
$17.1K - $21.1K
|
4.08K
$2.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-35- 4.76% |
$17.1K - $21.1K
|
700
$426K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-35- 1.1% |
$17.1K - $21.1K
|
3.14K
$1.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-35- 3.0% |
$17.1K - $21.1K
|
1.13K
$687K
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-35- 5.68% |
$17.1K - $21.1K
|
581
$353K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-36- 0.57% |
$17.6K - $21.8K
|
6.26K
$3.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-36- 0.03% |
$17.6K - $21.8K
|
117K
$71M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-36- 2.24% |
$17.6K - $21.8K
|
1.57K
$955K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-36- 1.03% |
$17.6K - $21.8K
|
3.45K
$2.1M
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-36- 5.01% |
$17.6K - $21.8K
|
683
$416K
|
|
|
Oct 25, 2024
Q3 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-36- 5.83% |
$17.6K - $21.8K
|
581
$353K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-36- 1.41% |
$17.6K - $21.8K
|
2.51K
$1.53M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-36- 0.74% |
$17.6K - $21.8K
|
4.85K
$2.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-37- 2.87% |
$18.1K - $22.4K
|
1.25K
$761K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-37- 0.32% |
$18.1K - $22.4K
|
11.5K
$6.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-37- 1.98% |
$18.1K - $22.4K
|
1.83K
$1.11M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-37- 1.95% |
$18.1K - $22.4K
|
1.86K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-38- 2.71% |
$18.5K - $23K
|
1.37K
$830K
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-38- 2.56% |
$18.5K - $23K
|
1.45K
$880K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-38- 0.07% |
$18.5K - $23K
|
50.6K
$30.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-38- 6.11% |
$18.5K - $23K
|
584
$355K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-38- 0.5% |
$18.5K - $23K
|
7.56K
$4.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-38- 43.18% |
$18.5K - $23K
|
50
$30.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-39- 0.87% |
$19K - $23.6K
|
4.46K
$2.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-39- 0.47% |
$19K - $23.6K
|
8.29K
$5.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-39- 5.28% |
$19K - $23.6K
|
699
$425K
|
|
|
Nov 12, 2024
Q3 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-39- 0.55% |
$19K - $23.6K
|
7.07K
$4.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-40- 10.13% |
$19.5K - $24.2K
|
355
$216K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-40- 8.71% |
$19.5K - $24.2K
|
419
$255K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-40- 17.86% |
$19.5K - $24.2K
|
184
$112K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-40- 0.22% |
$19.5K - $24.2K
|
17.8K
$10.8M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-40- 1.84% |
$19.5K - $24.2K
|
2.13K
$1.3M
|
|
|
Nov 20, 2024
Q3 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-40- 2.12% |
$19.5K - $24.2K
|
1.85K
$1.13M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-41- 0.35% |
$20K - $24.8K
|
11.7K
$7.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
SELL
|
- |
-41- 0.27% |
$20K - $24.8K
|
14.9K
$9.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-41- 0.44% |
$20K - $24.8K
|
9.28K
$5.64M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-42- 3.48% |
$20.5K - $25.4K
|
1.16K
$708K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-42- 3.91% |
$20.5K - $25.4K
|
1.03K
$628K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-42- 3.13% |
$20.5K - $25.4K
|
1.3K
$791K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-42- 1.56% |
$20.5K - $25.4K
|
2.65K
$1.61M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-42- 1.03% |
$20.5K - $25.4K
|
4.06K
$2.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-42- 7.68% |
$20.5K - $25.4K
|
505
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-42- 8.47% |
$20.5K - $25.4K
|
454
$276K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-43- 3.68% |
$21K - $26K
|
1.12K
$684K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-43- 0.64% |
$21K - $26K
|
6.68K
$4.06M
|