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 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
590+ 12.0% |
$288K - $356K
|
5.51K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
590New |
$288K - $356K
|
590
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
588New |
$287K - $355K
|
588
$274K
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
584New |
$285K - $353K
|
584
$272K
|
|
|
Nov 05, 2024
Q3 2024
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
584+ 0.25% |
$285K - $353K
|
232K
$108M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
584+ 101.57% |
$285K - $353K
|
1.16K
$541K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
579+ 0.17% |
$283K - $350K
|
340K
$158M
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
578+ 12.02% |
$282K - $349K
|
5.39K
$2.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
577+ 28.4% |
$282K - $349K
|
2.61K
$1.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
576+ 42.17% |
$281K - $348K
|
1.94K
$906K
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
572+ 4.6% |
$279K - $346K
|
13K
$6.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
571New |
$279K - $345K
|
571
$266K
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
564+ 6.86% |
$275K - $341K
|
8.79K
$4.1M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
561+ 23.67% |
$274K - $339K
|
2.93K
$1.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
557New |
$272K - $337K
|
557
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
555+ 1.37% |
$271K - $335K
|
41K
$19.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
555New |
$271K - $335K
|
555
$259K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
554+ 4.65% |
$270K - $335K
|
12.5K
$5.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
550New |
$268K - $332K
|
550
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
545New |
$266K - $329K
|
545
$254K
|
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
544+ 12.5% |
$265K - $329K
|
4.9K
$2.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
542New |
$265K - $327K
|
542
$253K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
539+ 2.4% |
$263K - $326K
|
23K
$10.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
534+ 7.44% |
$261K - $323K
|
7.71K
$3.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
531+ 6.7% |
$259K - $321K
|
8.46K
$3.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
529+ 17.21% |
$258K - $320K
|
3.6K
$1.68M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
528+ 25.81% |
$258K - $319K
|
2.57K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
528+ 49.39% |
$258K - $319K
|
1.6K
$745K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
527New |
$257K - $318K
|
527
$246K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
525+ 1.25% |
$256K - $317K
|
42.4K
$19.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
519+ 50.58% |
$253K - $314K
|
1.55K
$721K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
516+ 27.32% |
$252K - $312K
|
2.41K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
515+ 1.91% |
$251K - $311K
|
27.5K
$12.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
515New |
$251K - $311K
|
515
$240K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
515+ 0.58% |
$251K - $311K
|
90K
$42M
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
514+ 15.74% |
$251K - $311K
|
3.78K
$1.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
512+ 10.32% |
$250K - $309K
|
5.47K
$2.55M
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
507+ 1.49% |
$247K - $306K
|
34.5K
$16.1M
|
|
|
Nov 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
506New |
$247K - $306K
|
506
$236K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
504+ 0.51% |
$246K - $305K
|
99.3K
$46.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
504New |
$246K - $305K
|
504
$235K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
503+ 4.0% |
$245K - $304K
|
13.1K
$6.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
503+ 10.66% |
$245K - $304K
|
5.22K
$2.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
503New |
$245K - $304K
|
503
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
499New |
$244K - $301K
|
499
$233K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
498+ 20.23% |
$243K - $301K
|
2.96K
$1.38M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
497+ 24.39% |
$243K - $300K
|
2.54K
$1.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
497New |
$243K - $300K
|
497
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
497+ 11.25% |
$243K - $300K
|
4.91K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
496+ 0.72% |
$242K - $300K
|
69.1K
$32.2M
|