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 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
126+ 4.69% |
$61.5K - $76.1K
|
2.81K
$1.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
124+ 3.04% |
$60.5K - $74.9K
|
4.2K
$1.96M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
124+ 3.97% |
$60.5K - $74.9K
|
3.25K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
124+ 1.14% |
$60.5K - $74.9K
|
11K
$5.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Puzo Michael J
|
BUY
|
- |
123+ 0.74% |
$60K - $74.3K
|
16.6K
$7.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
123+ 10.84% |
$60K - $74.3K
|
1.26K
$587K
|
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
122+ 0.56% |
$59.5K - $73.7K
|
21.8K
$10.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
121+ 4.3% |
$59K - $73.1K
|
2.93K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
121+ 24.69% |
$59K - $73.1K
|
611
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
121+ 16.6% |
$59K - $73.1K
|
850
$396K
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
120+ 3.05% |
$58.6K - $72.5K
|
4.06K
$1.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
120+ 4.74% |
$58.6K - $72.5K
|
2.65K
$1.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
120+ 4.6% |
$58.6K - $72.5K
|
2.73K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
120+ 3.63% |
$58.6K - $72.5K
|
3.43K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
120+ 0.33% |
$58.6K - $72.5K
|
36.7K
$17.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
118+ 33.62% |
$57.6K - $71.3K
|
469
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
118+ 10.16% |
$57.6K - $71.3K
|
1.28K
$597K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
117+ 9.69% |
$57.1K - $70.7K
|
1.32K
$618K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
117+ 27.66% |
$57.1K - $70.7K
|
540
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
117+ 15.16% |
$57.1K - $70.7K
|
889
$415K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
116+ 4.94% |
$56.6K - $70.1K
|
2.47K
$1.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
116+ 2.21% |
$56.6K - $70.1K
|
5.36K
$2.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
115+ 14.59% |
$56.1K - $69.5K
|
903
$421K
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
115+ 3.63% |
$56.1K - $69.5K
|
3.29K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Elite Wealth Management, Inc.
|
BUY
|
- |
115+ 13.67% |
$56.1K - $69.5K
|
956
$446K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
114+ 0.67% |
$55.6K - $68.9K
|
17K
$7.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
114+ 23.31% |
$55.6K - $68.9K
|
603
$281K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
114+ 7.97% |
$55.6K - $68.9K
|
1.54K
$720K
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
112+ 14.32% |
$54.7K - $67.7K
|
894
$417K
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
111+ 1.25% |
$54.2K - $67.1K
|
9K
$4.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
110+ 24.89% |
$53.7K - $66.5K
|
552
$257K
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
110+ 5.36% |
$53.7K - $66.5K
|
2.16K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
110+ 1.72% |
$53.7K - $66.5K
|
6.5K
$3.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
109+ 6.38% |
$53.2K - $65.9K
|
1.82K
$848K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
108+ 80.6% |
$52.7K - $65.3K
|
242
$113K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
108+ 10.6% |
$52.7K - $65.3K
|
1.13K
$526K
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
108+ 1.74% |
$52.7K - $65.3K
|
6.32K
$2.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
108+ 5.51% |
$52.7K - $65.3K
|
2.07K
$965K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
107+ 2.24% |
$52.2K - $64.6K
|
4.88K
$2.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
107+ 7.05% |
$52.2K - $64.6K
|
1.62K
$757K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
107+ 5.18% |
$52.2K - $64.6K
|
2.17K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
107+ 8.01% |
$52.2K - $64.6K
|
1.44K
$673K
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
107+ 12.04% |
$52.2K - $64.6K
|
996
$465K
|
|
|
Jan 08, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
107+ 8.14% |
$52.2K - $64.6K
|
1.42K
$663K
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
106+ 0.7% |
$51.7K - $64K
|
15.3K
$7.14M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
106+ 9.16% |
$51.7K - $64K
|
1.26K
$589K
|
|
|
Oct 28, 2024
Q3 2024
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
106+ 1.25% |
$51.7K - $64K
|
8.58K
$4M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
106+ 1.32% |
$51.7K - $64K
|
8.15K
$3.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
105+ 4.03% |
$51.2K - $63.4K
|
2.71K
$1.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
103+ 4.01% |
$50.3K - $62.2K
|
2.67K
$1.25M
|