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 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
355New |
$173K - $214K
|
355
$166K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
355New |
$173K - $214K
|
355
$166K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
354New |
$173K - $214K
|
354
$165K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
353+ 3.24% |
$172K - $213K
|
11.3K
$5.25M
|
|
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
BUY
|
- |
353New |
$172K - $213K
|
353
$165K
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
352New |
$172K - $213K
|
352
$164K
|
|
|
Nov 01, 2024
Q3 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
351New |
$171K - $212K
|
351
$164K
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
350New |
$171K - $211K
|
350
$163K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
350+ 12.08% |
$171K - $211K
|
3.25K
$1.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
349+ 28.03% |
$170K - $211K
|
1.59K
$743K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
349+ 0.63% |
$170K - $211K
|
56.2K
$26.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
349New |
$170K - $211K
|
349
$163K
|
|
|
Feb 10, 2025
Q3 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
349New |
$170K - $211K
|
349
$163K
|
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
348New |
$170K - $210K
|
348
$162K
|
|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
345+ 0.86% |
$168K - $208K
|
40.6K
$18.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
344New |
$168K - $208K
|
344
$160K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
343New |
$167K - $207K
|
343
$160K
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
341+ 8.39% |
$166K - $206K
|
4.4K
$2.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
340+ 14.95% |
$166K - $205K
|
2.62K
$1.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
338+ 26.87% |
$165K - $204K
|
1.6K
$744K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
338+ 11.46% |
$165K - $204K
|
3.29K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
337+ 45.23% |
$164K - $204K
|
1.08K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
337+ 0.66% |
$164K - $204K
|
51.5K
$24M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
336+ 2.91% |
$164K - $203K
|
11.9K
$5.54M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
333+ 5.47% |
$163K - $201K
|
6.43K
$3M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
332+ 2.72% |
$162K - $201K
|
12.5K
$5.84M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
328+ 4.92% |
$160K - $198K
|
7K
$3.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
328+ 2.05% |
$160K - $198K
|
16.3K
$7.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
327+ 4.44% |
$160K - $198K
|
7.7K
$3.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
326+ 9.51% |
$159K - $197K
|
3.75K
$1.75M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
325+ 0.95% |
$159K - $196K
|
34.5K
$16.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
322+ 6.01% |
$157K - $195K
|
5.68K
$2.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
321+ 5.79% |
$157K - $194K
|
5.86K
$2.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
319+ 27.29% |
$156K - $193K
|
1.49K
$694K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
319+ 5.2% |
$156K - $193K
|
6.46K
$3.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
316+ 3.29% |
$154K - $191K
|
9.91K
$4.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
316+ 44.26% |
$154K - $191K
|
1.03K
$480K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
316+ 23.92% |
$154K - $191K
|
1.64K
$764K
|
|
|
Nov 14, 2024
Q3 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
315+ 0.76% |
$154K - $190K
|
41.6K
$19.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
310+ 0.84% |
$151K - $187K
|
37.4K
$17.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
309+ 5.2% |
$151K - $187K
|
6.25K
$2.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
309+ 12.82% |
$151K - $187K
|
2.72K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
308+ 28.33% |
$150K - $186K
|
1.4K
$651K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
303+ 0.45% |
$148K - $183K
|
68.2K
$31.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
300+ 13.97% |
$146K - $181K
|
2.45K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
294+ 35.9% |
$143K - $178K
|
1.11K
$519K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
291+ 2.9% |
$142K - $176K
|
10.3K
$4.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
290+ 5.11% |
$142K - $175K
|
5.97K
$2.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
287+ 3.93% |
$140K - $173K
|
7.59K
$3.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
287+ 1.17% |
$140K - $173K
|
24.8K
$11.6M
|