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 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
2.2KNew |
$1.07M - $1.38M
|
2.2K
$672K
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
2.18KNew |
$1.06M - $1.36M
|
2.18K
$665K
|
|
|
Feb 14, 2025
Q4 2024
|
Ames National Corp
Ames, IA |
BUY
|
- |
2.17KNew |
$1.06M - $1.36M
|
2.17K
$664K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.17K+ 300.83% |
$1.05M - $1.36M
|
2.89K
$883K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
2.17KNew |
$1.05M - $1.35M
|
2.17K
$662K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.16K+ 8.87% |
$1.05M - $1.35M
|
26.4K
$8.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.15KNew |
$1.05M - $1.35M
|
2.15K
$658K
|
|
|
Feb 14, 2025
Q4 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
2.15K+ 0.24% |
$1.04M - $1.34M
|
912K
$279M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.14K+ 8.85% |
$1.04M - $1.34M
|
26.3K
$8.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
2.12K+ 426.36% |
$1.03M - $1.32M
|
2.62K
$800K
|
|
|
Feb 14, 2025
Q4 2024
|
11 Capital Partners LP
New York, NY |
BUY
|
- |
2.1K+ 8.38% |
$1.02M - $1.31M
|
27.2K
$8.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
2.1K+ 23.05% |
$1.02M - $1.31M
|
11.2K
$3.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
2.09KNew |
$1.02M - $1.31M
|
2.09K
$639K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2.09K+ 16.73% |
$1.01M - $1.3M
|
14.5K
$4.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
2.04KNew |
$992K - $1.28M
|
2.04K
$625K
|
|
|
Apr 29, 2025
Q4 2024
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
2.03KNew |
$987K - $1.27M
|
2.03K
$621K
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
2.03KNew |
$984K - $1.27M
|
2.03K
$619K
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.01KNew |
$977K - $1.26M
|
2.01K
$615K
|
|
|
Jan 23, 2025
Q4 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
2K+ 7.14% |
$972K - $1.25M
|
30.1K
$9.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2K+ 110.16% |
$969K - $1.25M
|
3.81K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.99K+ 127.46% |
$967K - $1.24M
|
3.55K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
1.98K+ 419.49% |
$961K - $1.24M
|
2.45K
$749K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.98K+ 11.81% |
$961K - $1.24M
|
18.7K
$5.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.97KNew |
$954K - $1.23M
|
1.97K
$601K
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.96K+ 2.24% |
$950K - $1.22M
|
89.2K
$27.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
1.95KNew |
$947K - $1.22M
|
1.95K
$596K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.95K+ 89.65% |
$946K - $1.22M
|
4.12K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.95KNew |
$944K - $1.22M
|
1.95K
$594K
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
1.94KNew |
$943K - $1.21M
|
1.94K
$594K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.94K+ 2.23% |
$942K - $1.21M
|
89K
$27.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.94K+ 1.81% |
$940K - $1.21M
|
109K
$33.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.91K+ 4.44% |
$927K - $1.19M
|
44.9K
$13.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.91K+ 0.4% |
$926K - $1.19M
|
476K
$146M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.91K+ 1.59% |
$925K - $1.19M
|
122K
$37.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
1.9K+ 11.67% |
$920K - $1.18M
|
18.1K
$5.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
1.89K+ 0.64% |
$919K - $1.18M
|
296K
$90.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.89K+ 197.7% |
$919K - $1.18M
|
2.85K
$871K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
1.89K+ 39.95% |
$916K - $1.18M
|
6.61K
$2.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.87K+ 176.87% |
$906K - $1.17M
|
2.92K
$893K
|
|
|
Feb 12, 2025
Q4 2024
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
1.86KNew |
$905K - $1.17M
|
1.86K
$570K
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
1.86KNew |
$902K - $1.16M
|
1.86K
$568K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.83K+ 1.08% |
$889K - $1.14M
|
171K
$52.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.82K+ 6.14% |
$886K - $1.14M
|
31.5K
$9.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.82K+ 7.6% |
$881K - $1.13M
|
25.7K
$7.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.8KNew |
$873K - $1.12M
|
1.8K
$550K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.78KNew |
$866K - $1.12M
|
1.78K
$545K
|
|
|
May 05, 2025
Q4 2024
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.78KNew |
$864K - $1.11M
|
1.78K
$544K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.78K+ 3.72% |
$862K - $1.11M
|
49.6K
$15.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.77K+ 37.42% |
$860K - $1.11M
|
6.51K
$1.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.77KNew |
$860K - $1.11M
|
1.77K
$541K
|