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 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-27- 0.26% |
$13.2K - $16.3K
|
10.5K
$4.85M
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-27- 0.15% |
$13.2K - $16.3K
|
17.6K
$8.12M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-28- 1.43% |
$13.7K - $16.9K
|
1.93K
$892K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-28- 1.22% |
$13.7K - $16.9K
|
2.27K
$1.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-28- 4.49% |
$13.7K - $16.9K
|
596
$275K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-28- 0.68% |
$13.7K - $16.9K
|
4.07K
$1.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-28- 5.2% |
$13.7K - $16.9K
|
510
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-28- 0.76% |
$13.7K - $16.9K
|
3.64K
$1.68M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-29- 1.76% |
$14.2K - $17.5K
|
1.62K
$749K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-29- 2.54% |
$14.2K - $17.5K
|
1.11K
$514K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-29- 11.46% |
$14.2K - $17.5K
|
224
$103K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-29- 0.63% |
$14.2K - $17.5K
|
4.6K
$2.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-29- 0.97% |
$14.2K - $17.5K
|
2.95K
$1.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-29- 0.99% |
$14.2K - $17.5K
|
2.91K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-29- 3.59% |
$14.2K - $17.5K
|
779
$360K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-30- 4.23% |
$14.6K - $18.1K
|
679
$313K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-30- 3.14% |
$14.6K - $18.1K
|
924
$426K
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-30- 5.08% |
$14.6K - $18.1K
|
561
$259K
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-30- 1.69% |
$14.6K - $18.1K
|
1.75K
$808K
|
|
|
Nov 08, 2024
Q3 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-30- 5.83% |
$14.6K - $18.1K
|
485
$224K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-31- 11.23% |
$15.1K - $18.7K
|
245
$113K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-31- 4.01% |
$15.1K - $18.7K
|
743
$343K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-31- 0.44% |
$15.1K - $18.7K
|
6.94K
$3.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-31- 0.1% |
$15.1K - $18.7K
|
30.4K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-31- 0.62% |
$15.1K - $18.7K
|
4.99K
$2.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-32- 1.82% |
$15.6K - $19.3K
|
1.73K
$796K
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-32- 0.28% |
$15.6K - $19.3K
|
11.2K
$5.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-32- 3.86% |
$15.6K - $19.3K
|
797
$368K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-32- 3.04% |
$15.6K - $19.3K
|
1.02K
$471K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-32- 0.95% |
$15.6K - $19.3K
|
3.35K
$1.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-33- 1.22% |
$16.1K - $19.9K
|
2.67K
$1.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-33- 0.79% |
$16.1K - $19.9K
|
4.16K
$1.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-33- 1.16% |
$16.1K - $19.9K
|
2.82K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-33- 13.87% |
$16.1K - $19.9K
|
205
$94.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-33- 2.35% |
$16.1K - $19.9K
|
1.37K
$633K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-34- 1.91% |
$16.6K - $20.5K
|
1.74K
$804K
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-34- 0.05% |
$16.6K - $20.5K
|
66.5K
$30.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-35- 4.47% |
$17.1K - $21.1K
|
748
$345K
|
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-35- 0.85% |
$17.1K - $21.1K
|
4.08K
$1.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-35- 4.76% |
$17.1K - $21.1K
|
700
$323K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-35- 1.1% |
$17.1K - $21.1K
|
3.14K
$1.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-35- 3.0% |
$17.1K - $21.1K
|
1.13K
$522K
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-35- 5.68% |
$17.1K - $21.1K
|
581
$268K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-36- 0.57% |
$17.6K - $21.8K
|
6.26K
$2.89M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-36- 0.03% |
$17.6K - $21.8K
|
117K
$53.8M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-36- 2.24% |
$17.6K - $21.8K
|
1.57K
$724K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-36- 1.03% |
$17.6K - $21.8K
|
3.45K
$1.59M
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-36- 5.01% |
$17.6K - $21.8K
|
683
$315K
|
|
|
Oct 25, 2024
Q3 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-36- 5.83% |
$17.6K - $21.8K
|
581
$268K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-36- 1.41% |
$17.6K - $21.8K
|
2.51K
$1.16M
|