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 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-252- 1.54% |
$123K - $152K
|
16.1K
$9.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-252- 2.04% |
$123K - $152K
|
12.1K
$7.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-253- 1.71% |
$123K - $153K
|
14.5K
$8.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-253- 2.57% |
$123K - $153K
|
9.6K
$5.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-255- 5.22% |
$124K - $154K
|
4.63K
$2.82M
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-258- 0.93% |
$126K - $156K
|
27.5K
$16.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-259- 5.3% |
$126K - $156K
|
4.63K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-259- 31.2% |
$126K - $156K
|
571
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-260- 9.75% |
$127K - $157K
|
2.41K
$1.47M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-262- 9.81% |
$128K - $158K
|
2.41K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-263- 9.57% |
$128K - $159K
|
2.49K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-264- 1.2% |
$129K - $160K
|
21.8K
$13.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-270- 1.61% |
$132K - $163K
|
16.5K
$10.1M
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-272- 17.44% |
$133K - $164K
|
1.29K
$786K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-272- 5.82% |
$133K - $164K
|
4.4K
$2.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-274- 1.09% |
$134K - $166K
|
24.8K
$15.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-275- 5.91% |
$134K - $166K
|
4.38K
$2.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-275- 2.08% |
$134K - $166K
|
13K
$7.91M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-275- 3.21% |
$134K - $166K
|
8.28K
$5.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-275- 1.55% |
$134K - $166K
|
17.4K
$10.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-280- 2.16% |
$137K - $169K
|
12.7K
$7.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-281- 8.79% |
$137K - $170K
|
2.91K
$1.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-282- 5.22% |
$138K - $170K
|
5.12K
$3.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-284- 26.79% |
$139K - $172K
|
776
$474K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-284- 9.25% |
$139K - $172K
|
2.79K
$1.7M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-285- 1.06% |
$139K - $172K
|
26.7K
$16.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-287- 24.4% |
$140K - $173K
|
889
$542K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-288- 1.74% |
$141K - $174K
|
16.3K
$9.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-288- 4.52% |
$141K - $174K
|
6.09K
$3.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-292- 8.38% |
$142K - $176K
|
3.19K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-293- 3.13% |
$143K - $177K
|
9.07K
$5.53M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-293- 12.93% |
$143K - $177K
|
1.97K
$1.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-294- 1.97% |
$143K - $178K
|
14.6K
$8.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-294- 5.13% |
$143K - $178K
|
5.44K
$3.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-295- 5.43% |
$144K - $178K
|
5.14K
$3.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-295- 1.57% |
$144K - $178K
|
18.5K
$11.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-296- 2.44% |
$144K - $179K
|
11.8K
$7.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-296- 2.88% |
$144K - $179K
|
9.98K
$6.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-300- 14.76% |
$146K - $181K
|
1.73K
$1.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-301- 0.36% |
$147K - $182K
|
83.3K
$50.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-303- 22.39% |
$148K - $183K
|
1.05K
$641K
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-305- 2.23% |
$149K - $184K
|
13.4K
$8.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-305- 12.17% |
$149K - $184K
|
2.2K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-307- 2.73% |
$150K - $185K
|
10.9K
$6.67M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-308- 3.1% |
$150K - $186K
|
9.63K
$5.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-308- 15.53% |
$150K - $186K
|
1.68K
$1.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-310- 10.09% |
$151K - $187K
|
2.76K
$1.69M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-312- 3.19% |
$152K - $189K
|
9.48K
$5.78M
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-313- 9.2% |
$153K - $189K
|
3.09K
$1.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-313- 12.49% |
$153K - $189K
|
2.19K
$1.34M
|