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 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-47- 5.83% |
$22.9K - $28.4K
|
759
$350K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-47- 4.11% |
$22.9K - $28.4K
|
1.1K
$506K
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-47- 1.94% |
$22.9K - $28.4K
|
2.38K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-47- 3.54% |
$22.9K - $28.4K
|
1.28K
$592K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-47- 1.16% |
$22.9K - $28.4K
|
4K
$1.85M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-48- 0.15% |
$23.4K - $29K
|
31.9K
$14.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
SELL
|
- |
-48- 0.28% |
$23.4K - $29K
|
17.4K
$8.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-48- 2.2% |
$23.4K - $29K
|
2.14K
$986K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-48- 2.81% |
$23.4K - $29K
|
1.66K
$766K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-48- 2.25% |
$23.4K - $29K
|
2.08K
$961K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-49- 0.42% |
$23.9K - $29.6K
|
11.7K
$5.38M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-49- 8.8% |
$23.9K - $29.6K
|
508
$234K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-49- 1.51% |
$23.9K - $29.6K
|
3.2K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-49- 2.08% |
$23.9K - $29.6K
|
2.31K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-50- 6.01% |
$24.4K - $30.2K
|
782
$361K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-50- 1.39% |
$24.4K - $30.2K
|
3.55K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-50- 0.64% |
$24.4K - $30.2K
|
7.73K
$3.57M
|
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-50Closed |
$24.4K - $30.2K
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-51- 8.29% |
$24.9K - $30.8K
|
564
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-51- 1.22% |
$24.9K - $30.8K
|
4.12K
$1.9M
|
|
|
Oct 11, 2024
Q3 2024
|
M. Kraus & CO
|
SELL
|
- |
-52- 8.06% |
$25.4K - $31.4K
|
593
$274K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-52- 1.3% |
$25.4K - $31.4K
|
3.94K
$1.82M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-52- 7.37% |
$25.4K - $31.4K
|
654
$302K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-53- 4.31% |
$25.9K - $32K
|
1.18K
$544K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-54- 9.44% |
$26.4K - $32.6K
|
518
$239K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-54- 6.51% |
$26.4K - $32.6K
|
776
$358K
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-54- 3.46% |
$26.4K - $32.6K
|
1.51K
$696K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-54- 4.08% |
$26.4K - $32.6K
|
1.27K
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-55- 14.67% |
$26.8K - $33.2K
|
320
$148K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-56- 1.9% |
$27.3K - $33.8K
|
2.9K
$1.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
- |
-56- 0.42% |
$27.3K - $33.8K
|
13.2K
$6.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-56- 6.9% |
$27.3K - $33.8K
|
756
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-56- 1.77% |
$27.3K - $33.8K
|
3.11K
$1.44M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-57- 1.29% |
$27.8K - $34.4K
|
4.36K
$2.01M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-57- 0.15% |
$27.8K - $34.4K
|
38.1K
$17.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-57- 1.79% |
$27.8K - $34.4K
|
3.12K
$1.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-58- 8.32% |
$28.3K - $35K
|
639
$295K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-58- 8.98% |
$28.3K - $35K
|
588
$271K
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-58- 1.35% |
$28.3K - $35K
|
4.25K
$1.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-58- 11.13% |
$28.3K - $35K
|
463
$214K
|
|
|
Nov 07, 2024
Q3 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-58- 0.4% |
$28.3K - $35K
|
14.4K
$6.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-59- 7.71% |
$28.8K - $35.6K
|
706
$326K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-59- 4.69% |
$28.8K - $35.6K
|
1.2K
$553K
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-59- 2.48% |
$28.8K - $35.6K
|
2.32K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-60- 3.19% |
$29.3K - $36.3K
|
1.82K
$841K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-60- 9.17% |
$29.3K - $36.3K
|
594
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-60- 2.3% |
$29.3K - $36.3K
|
2.54K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-60- 2.01% |
$29.3K - $36.3K
|
2.92K
$1.35M
|
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-60- 6.75% |
$29.3K - $36.3K
|
829
$383K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-61- 0.76% |
$29.8K - $36.9K
|
7.99K
$3.69M
|