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 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
26+ 4.95% |
$12.7K - $15.7K
|
551
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
26+ 0.26% |
$12.7K - $15.7K
|
10K
$4.68M
|
|
|
Feb 11, 2025
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
26+ 0.43% |
$12.7K - $15.7K
|
6.14K
$2.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
25+ 1.22% |
$12.2K - $15.1K
|
2.08K
$969K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
25+ 0.31% |
$12.2K - $15.1K
|
8.01K
$3.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
25+ 21.55% |
$12.2K - $15.1K
|
141
$65.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
25+ 1.58% |
$12.2K - $15.1K
|
1.61K
$749K
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
25+ 0.27% |
$12.2K - $15.1K
|
9.24K
$4.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
25+ 3.5% |
$12.2K - $15.1K
|
739
$345K
|
|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
BUY
|
- |
25+ 0.69% |
$12.2K - $15.1K
|
3.63K
$1.69M
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
BUY
|
- |
24+ 5.13% |
$11.7K - $14.5K
|
492
$229K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
24+ 1.63% |
$11.7K - $14.5K
|
1.5K
$698K
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
24+ 5.63% |
$11.7K - $14.5K
|
450
$210K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
24+ 6.11% |
$11.7K - $14.5K
|
417
$194K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
24+ 3.36% |
$11.7K - $14.5K
|
739
$345K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
24+ 4.47% |
$11.7K - $14.5K
|
561
$262K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
24+ 0.87% |
$11.7K - $14.5K
|
2.79K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
23+ 1.08% |
$11.2K - $13.9K
|
2.16K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
23+ 0.27% |
$11.2K - $13.9K
|
8.65K
$4.04M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
23+ 1.17% |
$11.2K - $13.9K
|
1.99K
$929K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
22+ 1.84% |
$10.7K - $13.3K
|
1.22K
$568K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
22+ 1.42% |
$10.7K - $13.3K
|
1.57K
$732K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
22+ 5.29% |
$10.7K - $13.3K
|
438
$204K
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
22+ 1.64% |
$10.7K - $13.3K
|
1.36K
$636K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
22+ 3.25% |
$10.7K - $13.3K
|
698
$326K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
22+ 4.14% |
$10.7K - $13.3K
|
554
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
22+ 0.47% |
$10.7K - $13.3K
|
4.73K
$2.21M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
22+ 0.41% |
$10.7K - $13.3K
|
5.38K
$2.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
21+ 3.35% |
$10.2K - $12.7K
|
647
$302K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
21+ 1.16% |
$10.2K - $12.7K
|
1.84K
$858K
|
|
|
Oct 28, 2024
Q3 2024
|
Davis Rea Ltd.
|
BUY
|
- |
21+ 0.12% |
$10.2K - $12.7K
|
17.9K
$8.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
21+ 1.4% |
$10.2K - $12.7K
|
1.52K
$709K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
21+ 0.91% |
$10.2K - $12.7K
|
2.33K
$1.09M
|
|
|
Feb 04, 2025
Q3 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
21+ 0.95% |
$10.2K - $12.7K
|
2.24K
$1.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
20+ 0.13% |
$9.76K - $12.1K
|
15.3K
$7.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
20New |
$9.76K - $12.1K
|
20
$9.33K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
20+ 0.43% |
$9.76K - $12.1K
|
4.69K
$2.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
20+ 2.85% |
$9.76K - $12.1K
|
721
$336K
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
20+ 5.01% |
$9.76K - $12.1K
|
419
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
20+ 0.33% |
$9.76K - $12.1K
|
5.99K
$2.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
19+ 4.76% |
$9.27K - $11.5K
|
418
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
19+ 4.58% |
$9.27K - $11.5K
|
434
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
19+ 0.9% |
$9.27K - $11.5K
|
2.12K
$988K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
18+ 7.03% |
$8.78K - $10.9K
|
274
$128K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
18+ 1.85% |
$8.78K - $10.9K
|
990
$462K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
18+ 2.24% |
$8.78K - $10.9K
|
823
$384K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
18+ 0.09% |
$8.78K - $10.9K
|
20.3K
$9.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
18+ 0.39% |
$8.78K - $10.9K
|
4.62K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
18+ 2.16% |
$8.78K - $10.9K
|
853
$398K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
17+ 1.04% |
$8.3K - $10.3K
|
1.65K
$770K
|