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
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-598- 37.03% |
$292K - $361K
|
1.02K
$532K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-598- 4.26% |
$292K - $361K
|
13.4K
$7.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-606- 4.83% |
$296K - $366K
|
12K
$6.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-609- 2.33% |
$297K - $368K
|
25.5K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-609- 47.92% |
$297K - $368K
|
662
$347K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-620- 2.81% |
$303K - $375K
|
21.5K
$11.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-624- 25.06% |
$305K - $377K
|
1.87K
$977K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-624- 3.3% |
$305K - $377K
|
18.3K
$9.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-630- 5.42% |
$307K - $381K
|
11K
$5.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-632- 17.64% |
$308K - $382K
|
2.95K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-632- 47.09% |
$308K - $382K
|
710
$372K
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-635- 2.46% |
$310K - $384K
|
25.1K
$13.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-635- 2.29% |
$310K - $384K
|
27.1K
$14.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-637- 0.72% |
$311K - $385K
|
88.4K
$46.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-639- 0.58% |
$312K - $386K
|
109K
$57.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-639- 60.28% |
$312K - $386K
|
421
$220K
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-644- 1.53% |
$314K - $389K
|
41.4K
$21.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-645- 12.45% |
$315K - $390K
|
4.54K
$2.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-646- 8.05% |
$315K - $390K
|
7.38K
$3.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-651- 2.81% |
$318K - $393K
|
22.5K
$11.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-652- 10.45% |
$318K - $394K
|
5.59K
$2.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-652- 1.83% |
$318K - $394K
|
34.9K
$18.3M
|
|
|
Oct 02, 2024
Q3 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-653- 1.72% |
$319K - $395K
|
37.3K
$19.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-657- 6.47% |
$321K - $397K
|
9.5K
$4.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-659- 7.82% |
$322K - $398K
|
7.77K
$4.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-665- 2.33% |
$325K - $402K
|
27.9K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-665- 1.26% |
$325K - $402K
|
52K
$27.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-667- 3.17% |
$326K - $403K
|
20.4K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-670- 4.83% |
$327K - $405K
|
13.2K
$6.91M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-673- 40.3% |
$328K - $407K
|
997
$522K
|
|
|
Nov 12, 2024
Q3 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-674- 7.72% |
$329K - $407K
|
8.06K
$4.22M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-676- 12.5% |
$330K - $408K
|
4.73K
$2.48M
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-679- 7.39% |
$331K - $410K
|
8.51K
$4.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-680- 59.91% |
$332K - $411K
|
455
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-691- 13.53% |
$337K - $417K
|
4.42K
$2.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-695- 7.61% |
$339K - $420K
|
8.44K
$4.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-697- 33.82% |
$340K - $421K
|
1.36K
$714K
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-697- 26.36% |
$340K - $421K
|
1.95K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-698- 30.93% |
$341K - $422K
|
1.56K
$816K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-699- 23.21% |
$341K - $422K
|
2.31K
$1.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-700- 17.52% |
$342K - $423K
|
3.3K
$1.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-702- 9.52% |
$343K - $424K
|
6.67K
$3.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-709- 1.77% |
$346K - $428K
|
39.4K
$20.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-709- 4.12% |
$346K - $428K
|
16.5K
$8.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-721- 0.88% |
$352K - $436K
|
81.3K
$42.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-735- 3.64% |
$359K - $444K
|
19.5K
$10.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-745- 3.4% |
$364K - $450K
|
21.1K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-751- 5.27% |
$366K - $454K
|
13.5K
$7.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-760- 4.46% |
$371K - $459K
|
16.3K
$8.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-771Closed |
$376K - $466K
|
0
$0
|