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 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-216- 2.8% |
$105K - $131K
|
7.49K
$3.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-216- 17.35% |
$105K - $131K
|
1.03K
$475K
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-217- 4.54% |
$106K - $131K
|
4.57K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Fosun International LTD
|
SELL
|
- |
-217- 2.58% |
$106K - $131K
|
8.2K
$3.78M
|
|
|
Oct 09, 2024
Q3 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-218- 1.79% |
$106K - $132K
|
12K
$5.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-224- 1.42% |
$109K - $135K
|
15.6K
$7.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-225- 24.32% |
$110K - $136K
|
700
$323K
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-225- 9.64% |
$110K - $136K
|
2.11K
$974K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-225- 34.78% |
$110K - $136K
|
422
$195K
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-226- 1.15% |
$110K - $137K
|
19.5K
$9M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-227- 2.49% |
$111K - $137K
|
8.87K
$4.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-229- 3.21% |
$112K - $138K
|
6.91K
$3.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-230- 6.67% |
$112K - $139K
|
3.22K
$1.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-231- 3.74% |
$113K - $140K
|
5.95K
$2.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-231- 3.28% |
$113K - $140K
|
6.82K
$3.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-231- 36.78% |
$113K - $140K
|
397
$183K
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-231- 2.25% |
$113K - $140K
|
10K
$4.63M
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-232- 3.34% |
$113K - $140K
|
6.71K
$3.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-233- 2.12% |
$114K - $141K
|
10.7K
$4.96M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-235- 2.57% |
$115K - $142K
|
8.9K
$4.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-235- 25.57% |
$115K - $142K
|
684
$316K
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-236- 12.94% |
$115K - $143K
|
1.59K
$733K
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-236- 3.25% |
$115K - $143K
|
7.02K
$3.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-237- 8.03% |
$116K - $143K
|
2.72K
$1.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-238- 9.54% |
$116K - $144K
|
2.26K
$1.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-239- 17.96% |
$117K - $144K
|
1.09K
$504K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-239- 0.21% |
$117K - $144K
|
115K
$53.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-240- 2.0% |
$117K - $145K
|
11.7K
$5.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-242- 5.45% |
$118K - $146K
|
4.2K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-243- 9.4% |
$119K - $147K
|
2.34K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-244- 2.75% |
$119K - $147K
|
8.62K
$3.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-244- 7.43% |
$119K - $147K
|
3.04K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-245- 0.95% |
$120K - $148K
|
25.6K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-246- 0.76% |
$120K - $149K
|
32.3K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-246- 3.39% |
$120K - $149K
|
7.01K
$3.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-248- 1.94% |
$121K - $150K
|
12.5K
$5.79M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-249- 5.79% |
$122K - $150K
|
4.05K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-250- 1.14% |
$122K - $151K
|
21.7K
$10M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-251- 1.46% |
$122K - $152K
|
17K
$7.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-252- 1.54% |
$123K - $152K
|
16.1K
$7.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-252- 2.04% |
$123K - $152K
|
12.1K
$5.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-253- 1.71% |
$123K - $153K
|
14.5K
$6.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-253- 2.57% |
$123K - $153K
|
9.6K
$4.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-255- 5.22% |
$124K - $154K
|
4.63K
$2.14M
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-258- 0.93% |
$126K - $156K
|
27.5K
$12.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-259- 5.3% |
$126K - $156K
|
4.63K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-259- 31.2% |
$126K - $156K
|
571
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-260- 9.75% |
$127K - $157K
|
2.41K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-262- 9.81% |
$128K - $158K
|
2.41K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-263- 9.57% |
$128K - $159K
|
2.49K
$1.15M
|