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 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-62- 2.24% |
$30.3K - $37.5K
|
2.7K
$1.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-62- 2.22% |
$30.3K - $37.5K
|
2.73K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-62- 5.8% |
$30.3K - $37.5K
|
1.01K
$465K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-64- 2.62% |
$31.2K - $38.7K
|
2.38K
$1.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-65- 6.11% |
$31.7K - $39.3K
|
999
$461K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-65- 0.34% |
$31.7K - $39.3K
|
18.9K
$8.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-65- 5.37% |
$31.7K - $39.3K
|
1.15K
$529K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-65- 0.6% |
$31.7K - $39.3K
|
10.7K
$4.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-65- 1.69% |
$31.7K - $39.3K
|
3.77K
$1.74M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-65- 0.81% |
$31.7K - $39.3K
|
7.92K
$3.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-67- 0.94% |
$32.7K - $40.5K
|
7.08K
$3.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-67- 1.1% |
$32.7K - $40.5K
|
6.03K
$2.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-68- 36.76% |
$33.2K - $41.1K
|
117
$54K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-68- 1.62% |
$33.2K - $41.1K
|
4.12K
$1.9M
|
|
|
Nov 15, 2024
Q3 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-68- 9.32% |
$33.2K - $41.1K
|
662
$306K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-69- 31.51% |
$33.7K - $41.7K
|
150
$69.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-69- 2.29% |
$33.7K - $41.7K
|
2.94K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-69- 1.67% |
$33.7K - $41.7K
|
4.07K
$1.88M
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-70- 0.72% |
$34.2K - $42.3K
|
9.69K
$4.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-70- 2.64% |
$34.2K - $42.3K
|
2.59K
$1.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-70- 1.44% |
$34.2K - $42.3K
|
4.78K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-70- 10.65% |
$34.2K - $42.3K
|
587
$271K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-70- 16.55% |
$34.2K - $42.3K
|
353
$163K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-73- 2.94% |
$35.6K - $44.1K
|
2.41K
$1.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-73- 58.87% |
$35.6K - $44.1K
|
51
$23.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-73- 0.51% |
$35.6K - $44.1K
|
14.2K
$6.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-74- 2.32% |
$36.1K - $44.7K
|
3.12K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-74- 0.66% |
$36.1K - $44.7K
|
11.1K
$5.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-75- 15.63% |
$36.6K - $45.3K
|
405
$187K
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
SELL
|
- |
-75- 0.75% |
$36.6K - $45.3K
|
9.94K
$4.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-75- 3.38% |
$36.6K - $45.3K
|
2.14K
$989K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-76- 1.14% |
$37.1K - $45.9K
|
6.58K
$3.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-76- 11.53% |
$37.1K - $45.9K
|
583
$269K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-76- 4.51% |
$37.1K - $45.9K
|
1.61K
$744K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-76- 1.35% |
$37.1K - $45.9K
|
5.53K
$2.55M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-77- 8.76% |
$37.6K - $46.5K
|
802
$370K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-77- 1.14% |
$37.6K - $46.5K
|
6.7K
$3.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-77- 1.13% |
$37.6K - $46.5K
|
6.73K
$3.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-77- 3.51% |
$37.6K - $46.5K
|
2.11K
$976K
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-78- 1.52% |
$38.1K - $47.1K
|
5.04K
$2.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-78- 2.79% |
$38.1K - $47.1K
|
2.71K
$1.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-79- 3.23% |
$38.6K - $47.7K
|
2.37K
$1.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-80- 0.12% |
$39K - $48.3K
|
66.7K
$30.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-80- 12.48% |
$39K - $48.3K
|
561
$259K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-80- 1.87% |
$39K - $48.3K
|
4.19K
$1.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-81- 2.32% |
$39.5K - $48.9K
|
3.42K
$1.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-81- 9.12% |
$39.5K - $48.9K
|
807
$372K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-81- 1.25% |
$39.5K - $48.9K
|
6.41K
$2.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-81- 3.13% |
$39.5K - $48.9K
|
2.5K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-82- 3.09% |
$40K - $49.5K
|
2.58K
$1.19M
|