Purchases and Sales Made in Q3 2024 in Unitedhealth Group Inc (UNH)

UNH Quotes by TradingView

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 21, 2024 Q3 2024
Northwest Investment Counselors, LLC

BUY
 -
383
New
$187K - $231K
383 $179K
Nov 05, 2024 Q3 2024
Modern Wealth Management, LLC

Lenexa, KS
BUY
 -
383
+ 6.31%
$187K - $231K
6.45K $3.01M
Nov 13, 2024 Q3 2024
Levin Capital Strategies, L.P.

New York, NY
BUY
 -
383
New
$187K - $231K
383 $179K
Oct 17, 2024 Q3 2024
Ifg Advisors, LLC

BUY
 -
382
New
$186K - $231K
382 $178K
Oct 18, 2024 Q3 2024
Alpha Financial Advisors, LLC

Charlotte, NC
BUY
 -
381
New
$186K - $230K
381 $178K
Nov 08, 2024 Q3 2024
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
381
New
$186K - $230K
381 $178K
Nov 14, 2024 Q3 2024
Walleye Capital LLC

Plymouth, MN
BUY
 -
381
+ 1.53%
$186K - $230K
25.3K $11.8M
Nov 14, 2024 Q3 2024
Knightsbridge Asset Management, LLC

Newport Beach, CA
BUY
 -
381
New
$186K - $230K
381 $178K
Oct 09, 2024 Q3 2024
Pine Haven Investment Counsel, Inc

Fairhaven, MA
BUY
 -
380
New
$185K - $230K
380 $177K
Nov 14, 2024 Q3 2024
Palisade Capital Management LLC

Fort Lee, NJ
BUY
 -
380
New
$185K - $230K
380 $177K
Oct 24, 2024 Q3 2024
Wells Trecaso Financial Group, LLC

BUY
 -
378
New
$184K - $228K
378 $176K
Nov 06, 2024 Q3 2024
Kapstone Financial Advisors LLC

Dayton, OH
BUY
 -
378
New
$184K - $228K
378 $176K
Oct 17, 2024 Q3 2024
Barton Investment Management

BUY
 -
377
New
$184K - $228K
377 $176K
Oct 31, 2024 Q3 2024
Hara Capital LLC

Bellevue, WA
BUY
 -
377
New
$184K - $228K
377 $176K
Nov 08, 2024 Q3 2024
Revisor Wealth Management LLC

Akron, OH
BUY
 -
376
New
$183K - $227K
376 $175K
Oct 08, 2024 Q3 2024
Howard Financial Services, Ltd.

BUY
 -
375
New
$183K - $227K
375 $175K
Oct 08, 2024 Q3 2024
Cornerstone Management, Inc.

Duluth, GA
BUY
 -
375
New
$183K - $227K
375 $175K
Oct 23, 2024 Q3 2024
Tarbox Family Office, Inc.

BUY
 -
375
New
$183K - $227K
375 $175K
Oct 29, 2024 Q3 2024
Kearns & Associates LLC

BUY
 -
375
New
$183K - $227K
375 $175K
Nov 04, 2024 Q3 2024
Investment Management Associates Inc

BUY
 -
375
New
$183K - $227K
375 $175K
Oct 29, 2024 Q3 2024
Ground Swell Capital, LLC

Folly Beach, SC
BUY
 -
373
New
$182K - $225K
373 $174K
Oct 21, 2024 Q3 2024
Harbor Advisory Corp

BUY
 -
372
New
$182K - $225K
372 $174K
Oct 10, 2024 Q3 2024
Crestmont Private Wealth LLC

BUY
 -
371
New
$181K - $224K
371 $173K
Nov 07, 2024 Q3 2024
Beirne Wealth Consulting Services, LLC

BUY
 -
371
New
$181K - $224K
371 $173K
Nov 12, 2024 Q3 2024
Delaney Dennis R

Boston, MA
BUY
 -
370
+ 4.07%
$181K - $224K
9.47K $4.42M
Oct 08, 2024 Q3 2024
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
368
New
$180K - $222K
368 $172K
Oct 10, 2024 Q3 2024
Gilman Hill Asset Management, LLC

BUY
 -
367
New
$179K - $222K
367 $171K
Oct 15, 2024 Q3 2024
Cabot Wealth Management Inc

BUY
 -
367
New
$179K - $222K
367 $171K
Nov 07, 2024 Q3 2024
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
367
New
$179K - $222K
367 $171K
Nov 12, 2024 Q3 2024
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
367
+ 2.08%
$179K - $222K
18K $8.41M
Nov 04, 2024 Q3 2024
New Jersey Better Educational Savings Trust

BUY
 -
366
New
$179K - $221K
366 $171K
Oct 03, 2024 Q3 2024
Alpha Omega Wealth Management LLC

BUY
 -
365
New
$178K - $221K
365 $170K
Oct 15, 2024 Q3 2024
Independent Wealth Network Inc.

BUY
 -
363
New
$177K - $219K
363 $169K
Oct 29, 2024 Q3 2024
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
362
+ 6.71%
$177K - $219K
5.75K $2.68M
Oct 31, 2024 Q3 2024
Lifestyle Asset Management, Inc.

Friendswood, TX
BUY
 -
362
New
$177K - $219K
362 $169K
Nov 14, 2024 Q3 2024
Verdad Advisers, LP

Boston, MA
BUY
 -
362
+ 26.21%
$177K - $219K
1.74K $813K
Oct 15, 2024 Q3 2024
Baldwin Brothers LLC

BUY
 -
361
+ 22.83%
$176K - $218K
1.94K $906K
Oct 18, 2024 Q3 2024
Resonant Capital Advisors, LLC

BUY
 -
361
+ 16.22%
$176K - $218K
2.59K $1.21M
Oct 15, 2024 Q3 2024
S.E.E.D. Planning Group LLC

BUY
 -
359
+ 3.82%
$175K - $217K
9.77K $4.56M
Oct 16, 2024 Q3 2024
Sensible Money, LLC

Scottsdale, AZ
BUY
 -
359
New
$175K - $217K
359 $167K
Oct 22, 2024 Q3 2024
Meadow Creek Wealth Advisors LLC

BUY
 -
359
+ 15.24%
$175K - $217K
2.71K $1.27M
Oct 23, 2024 Q3 2024
Moody Lynn & Lieberson, LLC

BUY
 -
358
+ 4.48%
$175K - $216K
8.35K $3.9M
Oct 21, 2024 Q3 2024
Financial Symmetry Inc

Raleigh, NC
BUY
 -
357
New
$174K - $216K
357 $167K
Oct 28, 2024 Q3 2024
Roanoke Asset Management Corp

Jersey City, NJ
BUY
 -
357
+ 5.02%
$174K - $216K
7.46K $3.48M
Nov 05, 2024 Q3 2024
Fortis Capital Management LLC

BUY
 -
357
+ 4.17%
$174K - $216K
8.92K $4.16M
Oct 08, 2024 Q3 2024
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
356
+ 30.8%
$174K - $215K
1.51K $705K
Oct 15, 2024 Q3 2024
Vander Pol Investments L.L.C.

Caledonia, MI
BUY
 -
356
New
$174K - $215K
356 $166K
Nov 06, 2024 Q3 2024
Meridian Investment Counsel Inc.

Lafayette, CA
BUY
 -
356
New
$174K - $215K
356 $166K
Nov 14, 2024 Q3 2024
Acorns Advisers, LLC

Irvine, CA
BUY
 -
356
New
$174K - $215K
356 $166K

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