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 04, 2024
Q3 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
35+ 3.73% |
$17.1K - $21.1K
|
973
$454K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
35+ 3.65% |
$17.1K - $21.1K
|
995
$464K
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
35+ 2.78% |
$17.1K - $21.1K
|
1.3K
$604K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
35+ 2.93% |
$17.1K - $21.1K
|
1.23K
$573K
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
35+ 7.53% |
$17.1K - $21.1K
|
500
$233K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
34+ 3.58% |
$16.6K - $20.5K
|
985
$459K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
34+ 0.26% |
$16.6K - $20.5K
|
13K
$6.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
34+ 2.76% |
$16.6K - $20.5K
|
1.27K
$591K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
33+ 3.5% |
$16.1K - $19.9K
|
976
$455K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
33+ 2.96% |
$16.1K - $19.9K
|
1.15K
$536K
|
|
|
Nov 12, 2024
Q3 2024
|
Kidder Stephen W
|
BUY
|
- |
33+ 0.22% |
$16.1K - $19.9K
|
14.7K
$6.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
33+ 0.96% |
$16.1K - $19.9K
|
3.48K
$1.62M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
32+ 152.38% |
$15.6K - $19.3K
|
53
$24.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
32+ 0.33% |
$15.6K - $19.3K
|
9.69K
$4.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
32+ 5.62% |
$15.6K - $19.3K
|
601
$280K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
32+ 4.26% |
$15.6K - $19.3K
|
783
$365K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
32+ 5.54% |
$15.6K - $19.3K
|
610
$285K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
31+ 4.06% |
$15.1K - $18.7K
|
794
$370K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
31+ 3.27% |
$15.1K - $18.7K
|
978
$456K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
31+ 3.66% |
$15.1K - $18.7K
|
878
$410K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
31+ 2.79% |
$15.1K - $18.7K
|
1.14K
$532K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
31+ 5.35% |
$15.1K - $18.7K
|
610
$285K
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
31+ 0.72% |
$15.1K - $18.7K
|
4.31K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
31+ 7.19% |
$15.1K - $18.7K
|
462
$215K
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
30+ 0.42% |
$14.6K - $18.1K
|
7.19K
$3.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
30+ 1.62% |
$14.6K - $18.1K
|
1.88K
$877K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
30+ 28.3% |
$14.6K - $18.1K
|
136
$63.4K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
30+ 2.72% |
$14.6K - $18.1K
|
1.13K
$528K
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
30+ 4.75% |
$14.6K - $18.1K
|
662
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
30+ 7.41% |
$14.6K - $18.1K
|
435
$203K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
29+ 1.52% |
$14.2K - $17.5K
|
1.94K
$905K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
29+ 6.0% |
$14.2K - $17.5K
|
512
$239K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
29+ 0.25% |
$14.2K - $17.5K
|
11.4K
$5.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
29+ 16.38% |
$14.2K - $17.5K
|
206
$96.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
29+ 0.54% |
$14.2K - $17.5K
|
5.44K
$2.54M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
29+ 5.34% |
$14.2K - $17.5K
|
572
$267K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
28+ 1.7% |
$13.7K - $16.9K
|
1.67K
$780K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
28+ 9.79% |
$13.7K - $16.9K
|
314
$146K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
28+ 6.45% |
$13.7K - $16.9K
|
462
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
28+ 6.13% |
$13.7K - $16.9K
|
485
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
28+ 0.92% |
$13.7K - $16.9K
|
3.06K
$1.43M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
27+ 0.55% |
$13.2K - $16.3K
|
4.92K
$2.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
27+ 1.24% |
$13.2K - $16.3K
|
2.21K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
27+ 2.77% |
$13.2K - $16.3K
|
1K
$467K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
27+ 0.96% |
$13.2K - $16.3K
|
2.83K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
27+ 2.42% |
$13.2K - $16.3K
|
1.14K
$532K
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
26+ 4.48% |
$12.7K - $15.7K
|
607
$283K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
26+ 0.83% |
$12.7K - $15.7K
|
3.14K
$1.47M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
26+ 2.35% |
$12.7K - $15.7K
|
1.13K
$529K
|
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
26New |
$12.7K - $15.7K
|
26
$12.1K
|