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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
2.65K+ 11.01% |
$1.29M - $1.66M
|
26.7K
$8.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
2.65KNew |
$1.29M - $1.66M
|
2.65K
$810K
|
|
|
Mar 21, 2025
Q4 2024
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
2.64KNew |
$1.28M - $1.65M
|
2.64K
$805K
|
|
|
Feb 11, 2025
Q4 2024
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
2.63K+ 17.15% |
$1.28M - $1.65M
|
18K
$5.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.63K+ 11.08% |
$1.28M - $1.64M
|
26.4K
$8.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.62KNew |
$1.27M - $1.64M
|
2.62K
$801K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.61KNew |
$1.27M - $1.63M
|
2.61K
$798K
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
2.6KNew |
$1.26M - $1.63M
|
2.6K
$795K
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
2.58KNew |
$1.25M - $1.62M
|
2.58K
$790K
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2.58KNew |
$1.25M - $1.62M
|
2.58K
$789K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.58K+ 11.37% |
$1.25M - $1.61M
|
25.3K
$7.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.58K+ 1.49% |
$1.25M - $1.61M
|
176K
$53.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2.57K+ 35.55% |
$1.25M - $1.61M
|
9.81K
$3M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.56K+ 3.64% |
$1.24M - $1.6M
|
73K
$22.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
2.54K+ 4.4% |
$1.24M - $1.59M
|
60.3K
$18.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.53KNew |
$1.23M - $1.58M
|
2.53K
$773K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
2.52K+ 74.17% |
$1.22M - $1.57M
|
5.91K
$1.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.5K+ 16.06% |
$1.22M - $1.57M
|
18.1K
$5.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.49K+ 0.34% |
$1.21M - $1.56M
|
745K
$228M
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
2.49KNew |
$1.21M - $1.56M
|
2.49K
$761K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.48K+ 41.6% |
$1.21M - $1.55M
|
8.45K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.48K+ 18.43% |
$1.2M - $1.55M
|
15.9K
$4.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.47K+ 5.92% |
$1.2M - $1.54M
|
44.2K
$13.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
2.44KNew |
$1.18M - $1.52M
|
2.44K
$744K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
2.42KNew |
$1.17M - $1.51M
|
2.42K
$739K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2.42KNew |
$1.17M - $1.51M
|
2.42K
$739K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
2.4K+ 1.16% |
$1.17M - $1.5M
|
209K
$63.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.37K+ 17.4% |
$1.15M - $1.48M
|
16K
$4.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.37KNew |
$1.15M - $1.48M
|
2.37K
$724K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.37K+ 4.78% |
$1.15M - $1.48M
|
51.9K
$15.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
2.36KNew |
$1.15M - $1.48M
|
2.36K
$722K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.36KNew |
$1.14M - $1.47M
|
2.36K
$721K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
2.35KNew |
$1.14M - $1.47M
|
2.35K
$718K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
2.34K+ 20.45% |
$1.14M - $1.46M
|
13.8K
$4.21M
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.33KNew |
$1.13M - $1.46M
|
2.33K
$713K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.33K+ 213.97% |
$1.13M - $1.46M
|
3.42K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
2.32K+ 8.67% |
$1.12M - $1.45M
|
29K
$8.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
2.31K+ 273.85% |
$1.12M - $1.45M
|
3.16K
$965K
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
2.29KNew |
$1.11M - $1.43M
|
2.29K
$701K
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
2.29K+ 7.61% |
$1.11M - $1.43M
|
32.3K
$9.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.28K+ 7.9% |
$1.11M - $1.43M
|
31.2K
$9.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.27K+ 3.4% |
$1.1M - $1.42M
|
69K
$21.1M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
2.27KNew |
$1.1M - $1.42M
|
2.27K
$694K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.27K+ 1.11% |
$1.1M - $1.42M
|
206K
$63M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.26K+ 121.32% |
$1.1M - $1.41M
|
4.12K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Capital Management Associates
New York, NY |
BUY
|
- |
2.25K+ 186.96% |
$1.09M - $1.41M
|
3.46K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
2.25K+ 6.53% |
$1.09M - $1.41M
|
36.7K
$11.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
2.23K+ 5.61% |
$1.08M - $1.39M
|
41.9K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
2.23K+ 1.32% |
$1.08M - $1.39M
|
171K
$52.3M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.21K+ 8.03% |
$1.07M - $1.38M
|
29.7K
$9.08M
|