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
|
Capital Market Strategies LLC
|
SELL
|
- |
-4- 0.2% |
$1.95K - $2.42K
|
1.99K
$917K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-4- 3.2% |
$1.95K - $2.42K
|
121
$55.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-4- 0.89% |
$1.95K - $2.42K
|
444
$205K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-4- 0.4% |
$1.95K - $2.42K
|
1K
$462K
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-4- 0.39% |
$1.95K - $2.42K
|
1.02K
$473K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-4- 2.34% |
$1.95K - $2.42K
|
167
$77.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.5% |
$2.44K - $3.02K
|
998
$461K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-5- 0.37% |
$2.44K - $3.02K
|
1.35K
$623K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-5- 0.19% |
$2.44K - $3.02K
|
2.64K
$1.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-5- 1.48% |
$2.44K - $3.02K
|
332
$153K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-5- 0.27% |
$2.44K - $3.02K
|
1.86K
$859K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-5- 3.55% |
$2.44K - $3.02K
|
136
$62.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5- 1.6% |
$2.44K - $3.02K
|
308
$142K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-5- 0.83% |
$2.44K - $3.02K
|
595
$275K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-5- 0.08% |
$2.44K - $3.02K
|
6.07K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Carroll Investors, Inc
|
SELL
|
- |
-5- 1.07% |
$2.44K - $3.02K
|
464
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-5- 0.52% |
$2.44K - $3.02K
|
951
$439K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-5- 1.06% |
$2.44K - $3.02K
|
467
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-6- 0.06% |
$2.93K - $3.63K
|
10.3K
$4.73M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-6- 0.1% |
$2.93K - $3.63K
|
5.96K
$2.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-6- 7.23% |
$2.93K - $3.63K
|
77
$35.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-6- 0.95% |
$2.93K - $3.63K
|
627
$289K
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-6- 0.19% |
$2.93K - $3.63K
|
3.12K
$1.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-6- 54.55% |
$2.93K - $3.63K
|
5
$2.31K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-6- 0.28% |
$2.93K - $3.63K
|
2.15K
$992K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-7- 0.47% |
$3.42K - $4.23K
|
1.49K
$689K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-7- 0.35% |
$3.42K - $4.23K
|
2.01K
$929K
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-7- 0.42% |
$3.42K - $4.23K
|
1.66K
$765K
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-7- 12.28% |
$3.42K - $4.23K
|
50
$23.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-7- 4.35% |
$3.42K - $4.23K
|
154
$71.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-7- 1.19% |
$3.42K - $4.23K
|
579
$267K
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-7- 0.52% |
$3.42K - $4.23K
|
1.35K
$621K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-7- 0.67% |
$3.42K - $4.23K
|
1.04K
$481K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-7- 0.71% |
$3.42K - $4.23K
|
984
$454K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-7- 2.99% |
$3.42K - $4.23K
|
227
$105K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-7- 0.54% |
$3.42K - $4.23K
|
1.29K
$594K
|
|
|
Nov 12, 2024
Q3 2024
|
Ov Management LLC
Minneapolis, MN |
SELL
|
- |
-7- 0.25% |
$3.42K - $4.23K
|
2.84K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-7- 0.03% |
$3.42K - $4.23K
|
25.2K
$11.6M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-8- 1.8% |
$3.9K - $4.83K
|
436
$201K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.88% |
$3.9K - $4.83K
|
900
$415K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-8- 0.94% |
$3.9K - $4.83K
|
840
$388K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-8- 1.35% |
$3.9K - $4.83K
|
584
$270K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-8- 0.73% |
$3.9K - $4.83K
|
1.09K
$502K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-8- 0.72% |
$3.9K - $4.83K
|
1.1K
$509K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-8- 0.7% |
$3.9K - $4.83K
|
1.13K
$522K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-8- 1.09% |
$3.9K - $4.83K
|
728
$336K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-8- 0.42% |
$3.9K - $4.83K
|
1.88K
$868K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-8- 0.07% |
$3.9K - $4.83K
|
11.1K
$5.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-8- 0.31% |
$3.9K - $4.83K
|
2.58K
$1.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-8- 1.26% |
$3.9K - $4.83K
|
629
$290K
|