Purchases and Sales Made in Q4 2024 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
3.05K+ 48.41% |
$1.48M - $1.91M
|
9.35K
$4.8M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
365+ 36.1% |
$177K - $228K
|
1.38K
$707K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
356+ 2.47% |
$173K - $223K
|
14.7K
$7.58M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
338+ 11.41% |
$164K - $211K
|
3.3K
$1.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
121+ 16.05% |
$58.7K - $75.7K
|
875
$449K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
117+ 16.69% |
$56.8K - $73.2K
|
818
$420K
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
37+ 0.97% |
$18K - $23.1K
|
3.85K
$1.98M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
17+ 32.08% |
$8.25K - $10.6K
|
70
$36K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
6+ 0.61% |
$2.91K - $3.75K
|
982
$504K
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
BUY
|
- |
4+ 0.81% |
$1.94K - $2.5K
|
496
$255K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-1- 0.15% |
$486 - $625
|
665
$342K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-3- 0.55% |
$1.46K - $1.88K
|
546
$280K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-5- 1.19% |
$2.43K - $3.13K
|
415
$213K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-16- 0.8% |
$7.77K - $10K
|
1.99K
$1.02M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-71- 3.42% |
$34.5K - $44.4K
|
2.01K
$1.03M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-102- 5.13% |
$49.5K - $63.8K
|
1.89K
$968K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-113- 1.1% |
$54.9K - $70.7K
|
10.2K
$5.22M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-170- 6.65% |
$82.5K - $106K
|
2.39K
$1.23M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-197- 3.08% |
$95.6K - $123K
|
6.2K
$3.18M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-204- 7.89% |
$99K - $128K
|
2.38K
$1.22M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-247- 2.91% |
$120K - $154K
|
8.24K
$4.23M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-777- 17.43% |
$377K - $486K
|
3.68K
$1.89M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-862- 3.14% |
$419K - $539K
|
26.6K
$13.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.34K- 43.3% |
$649K - $836K
|
1.75K
$899K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.36K- 27.05% |
$660K - $850K
|
3.67K
$1.88M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-110K- 19.52% |
$53.6M - $69M
|
455K
$234M
|