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 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
17+ 1.92% |
$8.3K - $10.3K
|
903
$417K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
16+ 0.63% |
$7.81K - $9.67K
|
2.56K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
16+ 1.3% |
$7.81K - $9.67K
|
1.25K
$576K
|
|
|
Oct 21, 2024
Q3 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
16+ 3.35% |
$7.81K - $9.67K
|
494
$228K
|
|
|
Oct 25, 2024
Q3 2024
|
Bck Partners, Inc.
|
BUY
|
- |
16+ 1.25% |
$7.81K - $9.67K
|
1.3K
$598K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
15+ 0.72% |
$7.32K - $9.06K
|
2.1K
$970K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
15+ 1.62% |
$7.32K - $9.06K
|
941
$434K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
15+ 3.77% |
$7.32K - $9.06K
|
413
$191K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
15+ 3.59% |
$7.32K - $9.06K
|
433
$200K
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
15+ 1.81% |
$7.32K - $9.06K
|
845
$390K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
15+ 2.48% |
$7.32K - $9.06K
|
621
$287K
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
15+ 2.45% |
$7.32K - $9.06K
|
627
$289K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
15+ 1.61% |
$7.32K - $9.06K
|
944
$436K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
15+ 60.0% |
$7.32K - $9.06K
|
40
$18.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
15+ 3.35% |
$7.32K - $9.06K
|
463
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
15+ 0.69% |
$7.32K - $9.06K
|
2.19K
$1.01M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
14+ 2.29% |
$6.83K - $8.46K
|
625
$288K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
14+ 1.06% |
$6.83K - $8.46K
|
1.33K
$615K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
14+ 1.54% |
$6.83K - $8.46K
|
926
$427K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
14+ 2.3% |
$6.83K - $8.46K
|
624
$288K
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
14+ 0.27% |
$6.83K - $8.46K
|
5.28K
$2.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
14+ 0.57% |
$6.83K - $8.46K
|
2.46K
$1.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
14+ 1.37% |
$6.83K - $8.46K
|
1.04K
$479K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
14+ 1.95% |
$6.83K - $8.46K
|
731
$337K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
13+ 0.35% |
$6.34K - $7.85K
|
3.71K
$1.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
13+ 21.67% |
$6.34K - $7.85K
|
73
$33.7K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
13+ 4.28% |
$6.34K - $7.85K
|
317
$146K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
13+ 0.37% |
$6.34K - $7.85K
|
3.5K
$1.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
13+ 1.31% |
$6.34K - $7.85K
|
1.01K
$466K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
13+ 0.55% |
$6.34K - $7.85K
|
2.37K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
13+ 2.36% |
$6.34K - $7.85K
|
564
$260K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
12+ 2.23% |
$5.86K - $7.25K
|
549
$253K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
12+ 0.58% |
$5.86K - $7.25K
|
2.08K
$960K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 5.06% |
$5.86K - $7.25K
|
249
$115K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
12+ 4.86% |
$5.86K - $7.25K
|
259
$120K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
12+ 2.05% |
$5.86K - $7.25K
|
597
$276K
|
|
|
Nov 06, 2024
Q3 2024
|
Sather Financial Group Inc
|
BUY
|
- |
12+ 0.77% |
$5.86K - $7.25K
|
1.58K
$727K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
12+ 1.74% |
$5.86K - $7.25K
|
701
$324K
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
12+ 0.18% |
$5.86K - $7.25K
|
6.83K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
12+ 1.45% |
$5.86K - $7.25K
|
838
$387K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
11+ 3.01% |
$5.37K - $6.65K
|
376
$174K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
11+ 1.49% |
$5.37K - $6.65K
|
751
$347K
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
11+ 0.9% |
$5.37K - $6.65K
|
1.23K
$570K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
11+ 0.29% |
$5.37K - $6.65K
|
3.81K
$1.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
11+ 0.61% |
$5.37K - $6.65K
|
1.82K
$840K
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
11+ 0.2% |
$5.37K - $6.65K
|
5.64K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
11+ 0.14% |
$5.37K - $6.65K
|
7.86K
$3.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
11+ 1.41% |
$5.37K - $6.65K
|
793
$366K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
11+ 42.31% |
$5.37K - $6.65K
|
37
$17.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10+ 15.63% |
$4.88K - $6.04K
|
74
$34.2K
|