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 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
10+ 1.62% |
$4.88K - $6.04K
|
627
$289K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
10+ 2.11% |
$4.88K - $6.04K
|
485
$224K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
10+ 0.87% |
$4.88K - $6.04K
|
1.16K
$534K
|
|
|
Oct 21, 2024
Q3 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
10+ 0.33% |
$4.88K - $6.04K
|
3.07K
$1.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
10+ 1.45% |
$4.88K - $6.04K
|
702
$324K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
10+ 1.89% |
$4.88K - $6.04K
|
540
$249K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
10+ 2.1% |
$4.88K - $6.04K
|
486
$224K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
10+ 0.31% |
$4.88K - $6.04K
|
3.23K
$1.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
10+ 0.35% |
$4.88K - $6.04K
|
2.87K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
10+ 0.44% |
$4.88K - $6.04K
|
2.26K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
10+ 1.11% |
$4.88K - $6.04K
|
910
$420K
|
|
|
Nov 14, 2024
Q3 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
10+ 2.03% |
$4.88K - $6.04K
|
503
$232K
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
10+ 2.42% |
$4.88K - $6.04K
|
423
$195K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
9New |
$4.39K - $5.44K
|
9
$4.15K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9+ 0.08% |
$4.39K - $5.44K
|
11.6K
$5.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
9+ 112.5% |
$4.39K - $5.44K
|
17
$7.85K
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
9+ 0.21% |
$4.39K - $5.44K
|
4.23K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
9+ 1.9% |
$4.39K - $5.44K
|
482
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
9+ 1.16% |
$4.39K - $5.44K
|
783
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
9+ 0.23% |
$4.39K - $5.44K
|
3.85K
$1.78M
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
9+ 0.39% |
$4.39K - $5.44K
|
2.32K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
8+ 1.92% |
$3.9K - $4.83K
|
424
$196K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
8+ 6.67% |
$3.9K - $4.83K
|
128
$59.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
8+ 1.33% |
$3.9K - $4.83K
|
608
$281K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8+ 0.04% |
$3.9K - $4.83K
|
19.9K
$9.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
8+ 1.11% |
$3.9K - $4.83K
|
726
$335K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
8+ 0.89% |
$3.9K - $4.83K
|
908
$419K
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.06% |
$3.9K - $4.83K
|
13.1K
$6.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
8+ 53.33% |
$3.9K - $4.83K
|
23
$10.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
BUY
|
- |
8+ 0.67% |
$3.9K - $4.83K
|
1.21K
$556K
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
8+ 0.51% |
$3.9K - $4.83K
|
1.58K
$729K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
8+ 50.0% |
$3.9K - $4.83K
|
24
$11.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
8+ 0.05% |
$3.9K - $4.83K
|
16.6K
$7.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
8+ 1.2% |
$3.9K - $4.83K
|
674
$311K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
8+ 0.34% |
$3.9K - $4.83K
|
2.37K
$1.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
7+ 1.17% |
$3.42K - $4.23K
|
607
$280K
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
7+ 0.82% |
$3.42K - $4.23K
|
863
$398K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
7+ 1.21% |
$3.42K - $4.23K
|
584
$270K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7+ 0.7% |
$3.42K - $4.23K
|
1.01K
$464K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
7+ 0.29% |
$3.42K - $4.23K
|
2.39K
$1.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
6+ 0.38% |
$2.93K - $3.63K
|
1.57K
$726K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
6+ 6.0% |
$2.93K - $3.63K
|
106
$48.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
BUY
|
- |
6+ 0.49% |
$2.93K - $3.63K
|
1.23K
$566K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6+ 1.29% |
$2.93K - $3.63K
|
472
$218K
|
|
|
Oct 22, 2024
Q3 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
6+ 0.37% |
$2.93K - $3.63K
|
1.62K
$749K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6+ 0.04% |
$2.93K - $3.63K
|
14K
$6.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
6+ 0.11% |
$2.93K - $3.63K
|
5.69K
$2.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
6+ 0.2% |
$2.93K - $3.63K
|
2.97K
$1.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
6+ 0.07% |
$2.93K - $3.63K
|
8.02K
$3.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
6+ 0.04% |
$2.93K - $3.63K
|
14K
$6.45M
|