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 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-415- 98.57% |
$203K - $251K
|
6
$2.77K
|
|
|
Nov 04, 2024
Q3 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-417- 1.08% |
$204K - $252K
|
38.1K
$17.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-423- 22.26% |
$206K - $256K
|
1.48K
$682K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-432- 28.82% |
$211K - $261K
|
1.07K
$492K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-436- 0.23% |
$213K - $263K
|
190K
$87.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-438- 0.51% |
$214K - $265K
|
85.9K
$39.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-440- 31.79% |
$215K - $266K
|
944
$436K
|
|
|
Oct 23, 2024
Q3 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-445- 42.75% |
$217K - $269K
|
596
$275K
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-450- 42.45% |
$220K - $272K
|
610
$282K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-450- 1.6% |
$220K - $272K
|
27.7K
$12.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-454- 1.56% |
$222K - $274K
|
28.7K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-464- 3.7% |
$226K - $280K
|
12.1K
$5.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-466- 4.04% |
$227K - $282K
|
11.1K
$5.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-467- 9.52% |
$228K - $282K
|
4.44K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-468- 0.93% |
$228K - $283K
|
50.1K
$23.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-469- 1.39% |
$229K - $283K
|
33.2K
$15.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-474- 0.34% |
$231K - $286K
|
139K
$64.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-477- 21.72% |
$233K - $288K
|
1.72K
$793K
|
|
|
Nov 06, 2024
Q3 2024
|
Accent Capital Management, LLC
Dayton, OH |
SELL
|
- |
-478- 6.42% |
$233K - $289K
|
6.97K
$3.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-483- 3.77% |
$236K - $292K
|
12.3K
$5.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-483- 9.92% |
$236K - $292K
|
4.39K
$2.02M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-486- 5.15% |
$237K - $294K
|
8.95K
$4.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-491- 8.4% |
$240K - $297K
|
5.36K
$2.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-492- 0.28% |
$240K - $297K
|
177K
$81.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-496- 1.43% |
$242K - $300K
|
34.2K
$15.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-498- 42.56% |
$243K - $301K
|
672
$310K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-499- 8.97% |
$244K - $301K
|
5.07K
$2.34M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-500- 0.19% |
$244K - $302K
|
263K
$121M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-500- 40.0% |
$244K - $302K
|
750
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-500- 1.62% |
$244K - $302K
|
30.3K
$14M
|
|
|
Oct 17, 2024
Q3 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-501- 1.53% |
$244K - $303K
|
32.2K
$14.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-501- 9.64% |
$244K - $303K
|
4.7K
$2.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-514- 3.48% |
$251K - $311K
|
14.3K
$6.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-518- 3.53% |
$253K - $313K
|
14.1K
$6.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-521- 0.79% |
$254K - $315K
|
65.3K
$30.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-525- 11.05% |
$256K - $317K
|
4.23K
$1.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-530- 4.23% |
$259K - $320K
|
12K
$5.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-532- 14.12% |
$260K - $321K
|
3.24K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-532- 17.88% |
$260K - $321K
|
2.44K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-534- 5.11% |
$261K - $323K
|
9.92K
$4.58M
|
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-551- 0.59% |
$269K - $333K
|
92.2K
$42.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-555- 1.26% |
$271K - $335K
|
43.6K
$20.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-559- 18.18% |
$273K - $338K
|
2.52K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-561- 17.73% |
$274K - $339K
|
2.6K
$1.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-565- 3.06% |
$276K - $341K
|
17.9K
$8.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
SELL
|
- |
-567- 2.98% |
$277K - $343K
|
18.5K
$8.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-569- 29.5% |
$278K - $344K
|
1.36K
$628K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-571- 2.12% |
$279K - $345K
|
26.4K
$12.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-585- 4.24% |
$285K - $353K
|
13.2K
$6.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-589- 17.33% |
$287K - $356K
|
2.81K
$1.3M
|