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 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
3.02KNew |
$1.47M - $1.82M
|
3.02K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.01K+ 0.77% |
$1.47M - $1.82M
|
393K
$232M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.01K+ 13.68% |
$1.47M - $1.82M
|
25K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3K+ 3.59% |
$1.46M - $1.81M
|
86.7K
$51.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.97K+ 2.86% |
$1.45M - $1.8M
|
107K
$63.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.96K+ 0.76% |
$1.44M - $1.79M
|
390K
$231M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.96K+ 11.42% |
$1.44M - $1.79M
|
28.8K
$17M
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
2.95KNew |
$1.44M - $1.78M
|
2.95K
$1.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.94KNew |
$1.43M - $1.78M
|
2.94K
$1.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Provident Trust CO
|
BUY
|
- |
2.94K+ 0.47% |
$1.43M - $1.77M
|
633K
$374M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
2.91K+ 233.15% |
$1.42M - $1.76M
|
4.16K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.9KNew |
$1.42M - $1.75M
|
2.9K
$1.71M
|
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.88K+ 38.76% |
$1.4M - $1.74M
|
10.3K
$6.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.88K+ 111.85% |
$1.4M - $1.74M
|
5.45K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.84K+ 2.31% |
$1.39M - $1.72M
|
126K
$74.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.83K+ 424.59% |
$1.38M - $1.71M
|
3.5K
$2.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.83KNew |
$1.38M - $1.71M
|
2.83K
$1.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
2.77K+ 309.14% |
$1.35M - $1.68M
|
3.67K
$2.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.77K+ 45.56% |
$1.35M - $1.67M
|
8.85K
$5.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.76K+ 31.27% |
$1.34M - $1.67M
|
11.6K
$6.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.75K+ 3.3% |
$1.34M - $1.66M
|
85.9K
$50.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.7K+ 34.22% |
$1.32M - $1.63M
|
10.6K
$6.26M
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
2.69KNew |
$1.31M - $1.62M
|
2.69K
$1.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
2.67K+ 7.2% |
$1.3M - $1.61M
|
39.7K
$23.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2.64K+ 24.41% |
$1.29M - $1.59M
|
13.4K
$7.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.6K+ 6.43% |
$1.27M - $1.57M
|
43K
$25.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
2.6K+ 6.0% |
$1.27M - $1.57M
|
45.9K
$27.1M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.56K+ 28.75% |
$1.25M - $1.54M
|
11.5K
$6.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
2.52K+ 263.77% |
$1.23M - $1.52M
|
3.47K
$2.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
2.5K+ 5.22% |
$1.22M - $1.51M
|
50.4K
$29.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.48K+ 3.54% |
$1.21M - $1.5M
|
72.4K
$42.8M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.46K+ 9.8% |
$1.2M - $1.48M
|
27.5K
$16.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.42K+ 377.07% |
$1.18M - $1.46M
|
3.06K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.38K+ 1.06% |
$1.16M - $1.44M
|
228K
$134M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.37K+ 55.47% |
$1.16M - $1.43M
|
6.65K
$3.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.37K+ 10.99% |
$1.15M - $1.43M
|
23.9K
$14.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
2.36KNew |
$1.15M - $1.43M
|
2.36K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.36K+ 6.42% |
$1.15M - $1.42M
|
39.1K
$23.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
2.32K+ 2.0% |
$1.13M - $1.4M
|
119K
$70.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.25K+ 382.79% |
$1.1M - $1.36M
|
2.83K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.22KNew |
$1.08M - $1.34M
|
2.22K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.21K+ 107.95% |
$1.08M - $1.34M
|
4.26K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
2.21K+ 1.61% |
$1.08M - $1.34M
|
140K
$82.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.21KNew |
$1.08M - $1.33M
|
2.21K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.2K+ 57.04% |
$1.08M - $1.33M
|
6.07K
$3.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
2.19KNew |
$1.07M - $1.32M
|
2.19K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
2.18KNew |
$1.07M - $1.32M
|
2.18K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.18K+ 27.76% |
$1.07M - $1.32M
|
10.1K
$5.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.14K+ 23.35% |
$1.05M - $1.29M
|
11.3K
$6.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.14K+ 7.96% |
$1.04M - $1.29M
|
29K
$17.1M
|