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 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-333- 23.84% |
$163K - $201K
|
1.06K
$491K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-333- 39.55% |
$163K - $201K
|
509
$235K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-335- 3.97% |
$163K - $202K
|
8.11K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-337- 10.15% |
$164K - $204K
|
2.98K
$1.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-338- 22.53% |
$165K - $204K
|
1.16K
$536K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-338- 4.27% |
$165K - $204K
|
7.58K
$3.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-339- 15.92% |
$165K - $205K
|
1.79K
$826K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-340- 2.69% |
$166K - $205K
|
12.3K
$5.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-343- 1.5% |
$167K - $207K
|
22.5K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-345- 0.95% |
$168K - $208K
|
35.9K
$16.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-346- 27.99% |
$169K - $209K
|
890
$411K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-349- 5.22% |
$170K - $211K
|
6.34K
$2.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-349- 10.0% |
$170K - $211K
|
3.14K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-349- 4.78% |
$170K - $211K
|
6.96K
$3.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-350- 6.27% |
$171K - $211K
|
5.23K
$2.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-351- 1.04% |
$171K - $212K
|
33.3K
$15.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-353- 2.6% |
$172K - $213K
|
13.2K
$6.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-354- 7.32% |
$173K - $214K
|
4.48K
$2.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-358- 15.14% |
$175K - $216K
|
2.01K
$926K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-358- 12.21% |
$175K - $216K
|
2.57K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-358- 28.12% |
$175K - $216K
|
915
$422K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-359- 1.9% |
$175K - $217K
|
18.6K
$8.56M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-363- 1.46% |
$177K - $219K
|
24.5K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-365- 1.15% |
$178K - $221K
|
31.3K
$14.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-366- 5.04% |
$179K - $221K
|
6.9K
$3.18M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-371- 3.58% |
$181K - $224K
|
9.98K
$4.61M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-374- 1.93% |
$183K - $226K
|
19K
$8.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-376- 3.38% |
$183K - $227K
|
10.7K
$4.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-377- 3.29% |
$184K - $228K
|
11.1K
$5.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-378- 1.33% |
$184K - $228K
|
27.9K
$12.9M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-382- 14.45% |
$186K - $231K
|
2.26K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-383- 1.08% |
$187K - $231K
|
34.9K
$16.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-384- 2.34% |
$187K - $232K
|
16K
$7.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-384- 2.29% |
$187K - $232K
|
16.4K
$7.57M
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-387- 10.27% |
$189K - $234K
|
3.38K
$1.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-388- 8.04% |
$189K - $234K
|
4.44K
$2.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-388- 16.5% |
$189K - $234K
|
1.96K
$906K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-389- 1.47% |
$190K - $235K
|
26.1K
$12M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-390- 15.05% |
$190K - $236K
|
2.2K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-390- 2.99% |
$190K - $236K
|
12.6K
$5.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-392- 2.04% |
$191K - $237K
|
18.8K
$8.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-393- 51.24% |
$192K - $237K
|
374
$173K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-393- 2.63% |
$192K - $237K
|
14.6K
$6.72M
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-399- 4.54% |
$195K - $241K
|
8.38K
$3.87M
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-400- 37.11% |
$195K - $242K
|
678
$313K
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-403- 9.46% |
$197K - $243K
|
3.86K
$1.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-403- 8.24% |
$197K - $243K
|
4.49K
$2.07M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-407- 3.56% |
$199K - $246K
|
11K
$5.09M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-413- 13.5% |
$202K - $250K
|
2.65K
$1.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-415- 8.46% |
$203K - $251K
|
4.49K
$2.07M
|