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 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
45+ 1.64% |
$22K - $27.2K
|
2.79K
$1.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
45+ 6.4% |
$22K - $27.2K
|
748
$349K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
45+ 6.44% |
$22K - $27.2K
|
744
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
45+ 1.64% |
$22K - $27.2K
|
2.79K
$1.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
44+ 1.19% |
$21.5K - $26.6K
|
3.73K
$1.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
44+ 2.87% |
$21.5K - $26.6K
|
1.58K
$735K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
44+ 4.54% |
$21.5K - $26.6K
|
1.01K
$472K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
43+ 3.68% |
$21K - $26K
|
1.21K
$565K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
43+ 0.06% |
$21K - $26K
|
70.9K
$33.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
43+ 2.06% |
$21K - $26K
|
2.13K
$993K
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
42+ 4.0% |
$20.5K - $25.4K
|
1.09K
$509K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
42+ 7.14% |
$20.5K - $25.4K
|
630
$294K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
42+ 3.74% |
$20.5K - $25.4K
|
1.17K
$544K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
42+ 1.21% |
$20.5K - $25.4K
|
3.5K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
42+ 1.01% |
$20.5K - $25.4K
|
4.22K
$1.97M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
41+ 1.66% |
$20K - $24.8K
|
2.51K
$1.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
41+ 7.74% |
$20K - $24.8K
|
571
$266K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
41+ 1.99% |
$20K - $24.8K
|
2.1K
$981K
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
41+ 2.02% |
$20K - $24.8K
|
2.07K
$964K
|
|
|
Oct 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
40+ 0.29% |
$19.5K - $24.2K
|
13.6K
$6.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
40+ 0.48% |
$19.5K - $24.2K
|
8.38K
$3.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
40+ 0.48% |
$19.5K - $24.2K
|
8.34K
$3.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
39+ 0.13% |
$19K - $23.6K
|
30.2K
$14.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
39+ 0.44% |
$19K - $23.6K
|
8.87K
$4.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
38+ 4.86% |
$18.5K - $23K
|
820
$382K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
38+ 0.35% |
$18.5K - $23K
|
11K
$5.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
38+ 2.65% |
$18.5K - $23K
|
1.47K
$688K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
38+ 6.11% |
$18.5K - $23K
|
660
$308K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
38+ 4.19% |
$18.5K - $23K
|
945
$441K
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
37+ 1.39% |
$18.1K - $22.4K
|
2.69K
$1.26M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
37+ 1.07% |
$18.1K - $22.4K
|
3.48K
$1.62M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
37+ 2.31% |
$18.1K - $22.4K
|
1.64K
$765K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
37+ 1.1% |
$18.1K - $22.4K
|
3.39K
$1.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
37+ 1.43% |
$18.1K - $22.4K
|
2.63K
$1.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
37+ 1.9% |
$18.1K - $22.4K
|
1.98K
$925K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
37+ 0.93% |
$18.1K - $22.4K
|
4.03K
$1.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
37+ 6.21% |
$18.1K - $22.4K
|
633
$295K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
37+ 0.56% |
$18.1K - $22.4K
|
6.69K
$3.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
37+ 3.31% |
$18.1K - $22.4K
|
1.15K
$538K
|
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
37+ 0.42% |
$18.1K - $22.4K
|
8.91K
$4.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
37+ 2.86% |
$18.1K - $22.4K
|
1.33K
$620K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
37+ 0.89% |
$18.1K - $22.4K
|
4.22K
$1.97M
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
37+ 0.26% |
$18.1K - $22.4K
|
14.1K
$6.56M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
36+ 1.79% |
$17.6K - $21.8K
|
2.04K
$952K
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
36+ 0.8% |
$17.6K - $21.8K
|
4.55K
$2.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
36+ 1.01% |
$17.6K - $21.8K
|
3.58K
$1.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
36+ 4.69% |
$17.6K - $21.8K
|
803
$375K
|
|
|
Nov 13, 2024
Q3 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
36+ 0.14% |
$17.6K - $21.8K
|
25.6K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
36+ 1.25% |
$17.6K - $21.8K
|
2.92K
$1.36M
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
35+ 5.94% |
$17.1K - $21.1K
|
624
$291K
|