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
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
86+ 1.87% |
$42K - $52K
|
4.7K
$2.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
83+ 0.85% |
$40.5K - $50.1K
|
9.88K
$4.61M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
83+ 11.07% |
$40.5K - $50.1K
|
833
$389K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
83+ 9.76% |
$40.5K - $50.1K
|
933
$435K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
82+ 4.99% |
$40K - $49.5K
|
1.73K
$805K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
82+ 11.17% |
$40K - $49.5K
|
816
$381K
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
82+ 8.31% |
$40K - $49.5K
|
1.07K
$499K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
81+ 1.72% |
$39.5K - $48.9K
|
4.8K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
81+ 1.85% |
$39.5K - $48.9K
|
4.45K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
81+ 2.76% |
$39.5K - $48.9K
|
3.01K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
81+ 1.63% |
$39.5K - $48.9K
|
5.04K
$2.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
80+ 3.21% |
$39K - $48.3K
|
2.57K
$1.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
79+ 5.78% |
$38.6K - $47.7K
|
1.45K
$674K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
79+ 19.27% |
$38.6K - $47.7K
|
489
$228K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
79+ 4.79% |
$38.6K - $47.7K
|
1.73K
$806K
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
79+ 2.62% |
$38.6K - $47.7K
|
3.1K
$1.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
79+ 17.25% |
$38.6K - $47.7K
|
537
$250K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
79+ 0.57% |
$38.6K - $47.7K
|
13.9K
$6.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
79+ 1.61% |
$38.6K - $47.7K
|
5K
$2.33M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
78+ 4.23% |
$38.1K - $47.1K
|
1.92K
$897K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
78+ 1.53% |
$38.1K - $47.1K
|
5.18K
$2.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
78+ 9.95% |
$38.1K - $47.1K
|
862
$402K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
78+ 6.91% |
$38.1K - $47.1K
|
1.21K
$563K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
77+ 7.39% |
$37.6K - $46.5K
|
1.12K
$522K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
77+ 18.83% |
$37.6K - $46.5K
|
486
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
77+ 9.17% |
$37.6K - $46.5K
|
917
$428K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
76+ 0.42% |
$37.1K - $45.9K
|
18K
$8.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
76+ 0.7% |
$37.1K - $45.9K
|
11K
$5.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
76+ 5.03% |
$37.1K - $45.9K
|
1.59K
$740K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
76+ 12.67% |
$37.1K - $45.9K
|
676
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
76+ 9.37% |
$37.1K - $45.9K
|
887
$414K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
75+ 0.97% |
$36.6K - $45.3K
|
7.83K
$3.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
75+ 0.54% |
$36.6K - $45.3K
|
14K
$6.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
75+ 7.72% |
$36.6K - $45.3K
|
1.05K
$488K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
75+ 7.14% |
$36.6K - $45.3K
|
1.13K
$525K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
74+ 13.94% |
$36.1K - $44.7K
|
605
$282K
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
74+ 2.71% |
$36.1K - $44.7K
|
2.8K
$1.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
73+ 3.57% |
$35.6K - $44.1K
|
2.12K
$988K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
72+ 4.08% |
$35.1K - $43.5K
|
1.84K
$856K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
71+ 2.12% |
$34.6K - $42.9K
|
3.42K
$1.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
71+ 13.37% |
$34.6K - $42.9K
|
602
$281K
|
|
|
Nov 08, 2024
Q3 2024
|
Heron Bay Capital Management
|
BUY
|
- |
71+ 4.37% |
$34.6K - $42.9K
|
1.69K
$790K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
71+ 0.73% |
$34.6K - $42.9K
|
9.75K
$4.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
70+ 13.28% |
$34.2K - $42.3K
|
597
$278K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
69+ 9.5% |
$33.7K - $41.7K
|
795
$371K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
69+ 1.89% |
$33.7K - $41.7K
|
3.72K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
69+ 0.39% |
$33.7K - $41.7K
|
17.8K
$8.31M
|
|
|
Jan 10, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
69+ 5.54% |
$33.7K - $41.7K
|
1.32K
$613K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
68+ 3.98% |
$33.2K - $41.1K
|
1.78K
$829K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
68+ 8.8% |
$33.2K - $41.1K
|
841
$392K
|