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 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-82- 0.85% |
$40K - $49.5K
|
9.52K
$4.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-83- 6.7% |
$40.5K - $50.1K
|
1.16K
$533K
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-83- 0.27% |
$40.5K - $50.1K
|
30.7K
$14.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-84- 15.44% |
$41K - $50.8K
|
460
$212K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-84- 2.39% |
$41K - $50.8K
|
3.43K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-84- 4.55% |
$41K - $50.8K
|
1.76K
$813K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-85- 5.0% |
$41.5K - $51.4K
|
1.62K
$746K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-85- 1.46% |
$41.5K - $51.4K
|
5.72K
$2.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-85- 3.64% |
$41.5K - $51.4K
|
2.25K
$1.04M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-85- 6.43% |
$41.5K - $51.4K
|
1.24K
$571K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-85- 10.65% |
$41.5K - $51.4K
|
713
$329K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-85- 13.58% |
$41.5K - $51.4K
|
541
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-85- 46.96% |
$41.5K - $51.4K
|
96
$44.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-86- 3.2% |
$42K - $52K
|
2.6K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-86- 8.3% |
$42K - $52K
|
950
$438K
|
|
|
Nov 13, 2024
Q3 2024
|
Arnhold LLC
|
SELL
|
- |
-87- 0.2% |
$42.5K - $52.6K
|
44K
$20.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-88- 17.32% |
$42.9K - $53.2K
|
420
$194K
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-88- 5.67% |
$42.9K - $53.2K
|
1.46K
$676K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-88- 1.45% |
$42.9K - $53.2K
|
5.99K
$2.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-88- 0.43% |
$42.9K - $53.2K
|
20.2K
$9.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-88- 0.17% |
$42.9K - $53.2K
|
52.2K
$24.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-89- 0.31% |
$43.4K - $53.8K
|
28.6K
$13.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-89- 4.8% |
$43.4K - $53.8K
|
1.77K
$815K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-89- 0.15% |
$43.4K - $53.8K
|
59.5K
$27.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-89- 6.04% |
$43.4K - $53.8K
|
1.39K
$639K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-90- 13.68% |
$43.9K - $54.4K
|
568
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-90- 18.99% |
$43.9K - $54.4K
|
384
$177K
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-90- 1.22% |
$43.9K - $54.4K
|
7.31K
$3.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-92- 18.11% |
$44.9K - $55.6K
|
416
$192K
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-92- 8.57% |
$44.9K - $55.6K
|
982
$453K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-92- 7.96% |
$44.9K - $55.6K
|
1.06K
$491K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-92- 2.44% |
$44.9K - $55.6K
|
3.68K
$1.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-93- 0.77% |
$45.4K - $56.2K
|
12K
$5.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-94- 14.37% |
$45.9K - $56.8K
|
560
$258K
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-95- 1.01% |
$46.4K - $57.4K
|
9.31K
$4.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-95- 1.29% |
$46.4K - $57.4K
|
7.28K
$3.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-95- 12.96% |
$46.4K - $57.4K
|
638
$294K
|
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-96- 6.78% |
$46.8K - $58K
|
1.32K
$609K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-96- 30.77% |
$46.8K - $58K
|
216
$99.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-97- 4.61% |
$47.3K - $58.6K
|
2.01K
$925K
|
|
|
Nov 06, 2024
Q3 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-98- 0.42% |
$47.8K - $59.2K
|
23.2K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-98- 3.79% |
$47.8K - $59.2K
|
2.49K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-99- 20.8% |
$48.3K - $59.8K
|
377
$174K
|
|
|
Oct 18, 2024
Q3 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-100- 3.85% |
$48.8K - $60.4K
|
2.5K
$1.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-100- 11.3% |
$48.8K - $60.4K
|
785
$362K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.19% |
$48.8K - $60.4K
|
52K
$24M
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-100- 2.73% |
$48.8K - $60.4K
|
3.57K
$1.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-100- 12.8% |
$48.8K - $60.4K
|
681
$314K
|
|
|
Nov 13, 2024
Q3 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-100- 6.98% |
$48.8K - $60.4K
|
1.33K
$615K
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-101- 0.42% |
$49.3K - $61K
|
23.7K
$10.9M
|