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 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-57- 0.15% |
$27.8K - $34.4K
|
38.1K
$23.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-57- 1.79% |
$27.8K - $34.4K
|
3.12K
$1.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-58- 8.32% |
$28.3K - $35K
|
639
$389K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-58- 8.98% |
$28.3K - $35K
|
588
$358K
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-58- 1.35% |
$28.3K - $35K
|
4.25K
$2.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-58- 11.13% |
$28.3K - $35K
|
463
$282K
|
|
|
Nov 07, 2024
Q3 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-58- 0.4% |
$28.3K - $35K
|
14.4K
$8.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-59- 7.71% |
$28.8K - $35.6K
|
706
$430K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-59- 4.69% |
$28.8K - $35.6K
|
1.2K
$729K
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-59- 2.48% |
$28.8K - $35.6K
|
2.32K
$1.41M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-60- 3.19% |
$29.3K - $36.3K
|
1.82K
$1.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-60- 9.17% |
$29.3K - $36.3K
|
594
$361K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-60- 2.3% |
$29.3K - $36.3K
|
2.54K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-60- 2.01% |
$29.3K - $36.3K
|
2.92K
$1.78M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-61- 0.76% |
$29.8K - $36.9K
|
7.99K
$4.86M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-62- 2.24% |
$30.3K - $37.5K
|
2.7K
$1.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-62- 2.22% |
$30.3K - $37.5K
|
2.73K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-62- 5.8% |
$30.3K - $37.5K
|
1.01K
$613K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-64- 2.62% |
$31.2K - $38.7K
|
2.38K
$1.45M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-65- 6.11% |
$31.7K - $39.3K
|
999
$608K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-65- 0.34% |
$31.7K - $39.3K
|
18.9K
$11.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-65- 5.37% |
$31.7K - $39.3K
|
1.15K
$697K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-65- 0.6% |
$31.7K - $39.3K
|
10.7K
$6.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-65- 1.69% |
$31.7K - $39.3K
|
3.77K
$2.29M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-65- 0.81% |
$31.7K - $39.3K
|
7.92K
$4.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-67- 0.94% |
$32.7K - $40.5K
|
7.08K
$4.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-67- 1.1% |
$32.7K - $40.5K
|
6.03K
$3.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-68- 36.76% |
$33.2K - $41.1K
|
117
$71.2K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-68- 1.62% |
$33.2K - $41.1K
|
4.12K
$2.51M
|
|
|
Nov 15, 2024
Q3 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-68- 9.32% |
$33.2K - $41.1K
|
662
$403K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-69- 31.51% |
$33.7K - $41.7K
|
150
$91.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-69- 2.29% |
$33.7K - $41.7K
|
2.94K
$1.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-69- 1.67% |
$33.7K - $41.7K
|
4.07K
$2.48M
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-70- 0.72% |
$34.2K - $42.3K
|
9.69K
$5.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-70- 2.64% |
$34.2K - $42.3K
|
2.59K
$1.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-70- 1.44% |
$34.2K - $42.3K
|
4.78K
$2.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-70- 10.65% |
$34.2K - $42.3K
|
587
$357K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-73- 2.94% |
$35.6K - $44.1K
|
2.41K
$1.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-73- 58.87% |
$35.6K - $44.1K
|
51
$31K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-73- 0.51% |
$35.6K - $44.1K
|
14.2K
$8.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-74- 2.32% |
$36.1K - $44.7K
|
3.12K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-74- 0.66% |
$36.1K - $44.7K
|
11.1K
$6.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-75- 15.63% |
$36.6K - $45.3K
|
405
$246K
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
SELL
|
- |
-75- 0.75% |
$36.6K - $45.3K
|
9.94K
$6.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-75- 3.38% |
$36.6K - $45.3K
|
2.14K
$1.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-76- 1.14% |
$37.1K - $45.9K
|
6.58K
$4M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-76- 11.53% |
$37.1K - $45.9K
|
583
$355K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-76- 4.51% |
$37.1K - $45.9K
|
1.61K
$980K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-76- 1.35% |
$37.1K - $45.9K
|
5.53K
$3.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-77- 8.76% |
$37.6K - $46.5K
|
802
$488K
|