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 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-95- 12.96% |
$46.4K - $57.4K
|
638
$388K
|
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-96- 6.78% |
$46.8K - $58K
|
1.32K
$803K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-96- 30.77% |
$46.8K - $58K
|
216
$131K
|
|
|
Nov 13, 2024
Q3 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-97- 4.61% |
$47.3K - $58.6K
|
2.01K
$1.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-98- 0.42% |
$47.8K - $59.2K
|
23.2K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-98- 3.79% |
$47.8K - $59.2K
|
2.49K
$1.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-99- 20.8% |
$48.3K - $59.8K
|
377
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-100- 3.85% |
$48.8K - $60.4K
|
2.5K
$1.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-100- 11.3% |
$48.8K - $60.4K
|
785
$478K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.19% |
$48.8K - $60.4K
|
52K
$31.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-100- 2.73% |
$48.8K - $60.4K
|
3.57K
$2.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-100- 12.8% |
$48.8K - $60.4K
|
681
$414K
|
|
|
Nov 13, 2024
Q3 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-100- 6.98% |
$48.8K - $60.4K
|
1.33K
$811K
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-101- 0.42% |
$49.3K - $61K
|
23.7K
$14.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-101- 2.19% |
$49.3K - $61K
|
4.51K
$2.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-101- 1.86% |
$49.3K - $61K
|
5.32K
$3.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-102- 7.98% |
$49.8K - $61.6K
|
1.18K
$715K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-103- 1.27% |
$50.3K - $62.2K
|
8.01K
$4.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-103- 8.22% |
$50.3K - $62.2K
|
1.15K
$700K
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-103- 3.67% |
$50.3K - $62.2K
|
2.7K
$1.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-104- 1.08% |
$50.8K - $62.8K
|
9.5K
$5.78M
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-104- 5.45% |
$50.8K - $62.8K
|
1.8K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-105- 1.47% |
$51.2K - $63.4K
|
7.03K
$4.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-105- 1.93% |
$51.2K - $63.4K
|
5.33K
$3.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-106- 0.43% |
$51.7K - $64K
|
24.7K
$15M
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-107- 4.58% |
$52.2K - $64.6K
|
2.23K
$1.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-107- 4.91% |
$52.2K - $64.6K
|
2.07K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-107- 4.49% |
$52.2K - $64.6K
|
2.28K
$1.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-108- 0.35% |
$52.7K - $65.3K
|
30.5K
$18.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
SELL
|
- |
-110- 13.68% |
$53.7K - $66.5K
|
694
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-110- 4.77% |
$53.7K - $66.5K
|
2.19K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-111- 2.67% |
$54.2K - $67.1K
|
4.05K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
SELL
|
- |
-111- 18.2% |
$54.2K - $67.1K
|
499
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-112- 2.66% |
$54.7K - $67.7K
|
4.1K
$2.49M
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-113- 1.01% |
$55.1K - $68.3K
|
11.1K
$6.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-113- 0.77% |
$55.1K - $68.3K
|
14.7K
$8.92M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-113- 3.54% |
$55.1K - $68.3K
|
3.08K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-114- 2.09% |
$55.6K - $68.9K
|
5.35K
$3.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-115- 3.08% |
$56.1K - $69.5K
|
3.62K
$2.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-115- 0.76% |
$56.1K - $69.5K
|
15K
$9.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-116- 8.91% |
$56.6K - $70.1K
|
1.19K
$722K
|
|
|
Nov 14, 2024
Q3 2024
|
Humankind Investments LLC
|
SELL
|
- |
-116- 4.46% |
$56.6K - $70.1K
|
2.48K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-117- 0.6% |
$57.1K - $70.7K
|
19.3K
$11.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-117- 0.3% |
$57.1K - $70.7K
|
38.8K
$23.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-119- 0.15% |
$58.1K - $71.9K
|
78K
$47.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-120- 2.42% |
$58.6K - $72.5K
|
4.85K
$2.95M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-120- 3.88% |
$58.6K - $72.5K
|
2.97K
$1.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-120- 22.43% |
$58.6K - $72.5K
|
415
$252K
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-120- 4.78% |
$58.6K - $72.5K
|
2.39K
$1.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-120- 2.37% |
$58.6K - $72.5K
|
4.94K
$3.01M
|