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 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-121- 8.41% |
$59K - $73.1K
|
1.32K
$804K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-122- 1.82% |
$59.5K - $73.7K
|
6.58K
$4.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-122- 2.2% |
$59.5K - $73.7K
|
5.43K
$3.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-123- 7.41% |
$60K - $74.3K
|
1.54K
$938K
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-125- 2.77% |
$61K - $75.5K
|
4.4K
$2.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-125- 9.92% |
$61K - $75.5K
|
1.14K
$693K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-125- 10.43% |
$61K - $75.5K
|
1.07K
$655K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-126- 0.86% |
$61.5K - $76.1K
|
14.6K
$8.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-126- 6.72% |
$61.5K - $76.1K
|
1.75K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-126- 11.95% |
$61.5K - $76.1K
|
928
$566K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-127- 0.71% |
$62K - $76.7K
|
17.9K
$10.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-128- 2.92% |
$62.5K - $77.3K
|
4.25K
$2.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-129- 0.22% |
$63K - $77.9K
|
59.1K
$36M
|
|
|
Oct 18, 2024
Q3 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-130- 3.94% |
$63.4K - $78.5K
|
3.17K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-130- 3.22% |
$63.4K - $78.5K
|
3.91K
$2.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-131- 21.8% |
$63.9K - $79.1K
|
470
$287K
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-131- 3.82% |
$63.9K - $79.1K
|
3.3K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-132- 5.91% |
$64.4K - $79.8K
|
2.1K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-132- 1.91% |
$64.4K - $79.8K
|
6.79K
$4.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-132- 3.99% |
$64.4K - $79.8K
|
3.17K
$1.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-133- 3.02% |
$64.9K - $80.4K
|
4.27K
$2.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-133- 3.42% |
$64.9K - $80.4K
|
3.76K
$2.29M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-135- 15.61% |
$65.9K - $81.6K
|
730
$445K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-135- 11.4% |
$65.9K - $81.6K
|
1.05K
$640K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-135- 1.85% |
$65.9K - $81.6K
|
7.15K
$4.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-135- 3.06% |
$65.9K - $81.6K
|
4.28K
$2.61M
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-137- 6.84% |
$66.9K - $82.8K
|
1.87K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-137- 0.26% |
$66.9K - $82.8K
|
52.7K
$32.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-137- 0.04% |
$66.9K - $82.8K
|
388K
$237M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-138- 2.04% |
$67.3K - $83.4K
|
6.61K
$4.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
SELL
|
- |
-138- 13.48% |
$67.3K - $83.4K
|
886
$541K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-138- 2.88% |
$67.3K - $83.4K
|
4.65K
$2.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-139- 5.79% |
$67.8K - $84K
|
2.26K
$1.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-140- 3.26% |
$68.3K - $84.6K
|
4.16K
$2.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-140- 1.1% |
$68.3K - $84.6K
|
12.6K
$7.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-140- 1.57% |
$68.3K - $84.6K
|
8.76K
$5.35M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-142- 2.21% |
$69.3K - $85.8K
|
6.27K
$3.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-142- 1.84% |
$69.3K - $85.8K
|
7.6K
$4.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-142- 0.13% |
$69.3K - $85.8K
|
107K
$65.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-143- 3.27% |
$69.8K - $86.4K
|
4.23K
$2.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-144- 4.08% |
$70.3K - $87K
|
3.39K
$2.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-144- 1.69% |
$70.3K - $87K
|
8.38K
$5.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-144- 16.42% |
$70.3K - $87K
|
733
$447K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-144- 16.72% |
$70.3K - $87K
|
717
$438K
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-145- 2.76% |
$70.8K - $87.6K
|
5.11K
$3.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-146- 4.29% |
$71.2K - $88.2K
|
3.26K
$1.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-149- 15.87% |
$72.7K - $90K
|
790
$482K
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-151- 3.94% |
$73.7K - $91.2K
|
3.68K
$2.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-151- 2.55% |
$73.7K - $91.2K
|
5.78K
$3.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-151- 2.29% |
$73.7K - $91.2K
|
6.45K
$3.94M
|