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 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.77K+ 80.05% |
$857K - $1.1M
|
3.97K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.76K+ 31.96% |
$856K - $1.1M
|
7.28K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
1.75KNew |
$849K - $1.09M
|
1.75K
$535K
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
1.75KNew |
$848K - $1.09M
|
1.75K
$534K
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.74KNew |
$847K - $1.09M
|
1.74K
$533K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.74KNew |
$844K - $1.09M
|
1.74K
$531K
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.74K+ 169.53% |
$843K - $1.09M
|
2.76K
$844K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
1.71K+ 15.42% |
$831K - $1.07M
|
12.8K
$3.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.71K+ 25.24% |
$830K - $1.07M
|
8.48K
$2.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.7K+ 3.27% |
$827K - $1.06M
|
53.7K
$16.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
1.69KNew |
$822K - $1.06M
|
1.69K
$518K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
1.69KNew |
$820K - $1.06M
|
1.69K
$516K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.68K+ 33.61% |
$816K - $1.05M
|
6.68K
$2.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.68K+ 16.0% |
$815K - $1.05M
|
12.2K
$3.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.67K+ 15.01% |
$810K - $1.04M
|
12.8K
$3.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
1.66KNew |
$805K - $1.04M
|
1.66K
$507K
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
1.65KNew |
$802K - $1.03M
|
1.65K
$505K
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
1.65KNew |
$801K - $1.03M
|
1.65K
$504K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1.63KNew |
$792K - $1.02M
|
1.63K
$499K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
1.63K+ 11.17% |
$791K - $1.02M
|
16.2K
$4.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.63KNew |
$790K - $1.02M
|
1.63K
$498K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
1.62K+ 9.35% |
$787K - $1.01M
|
19K
$5.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.61KNew |
$781K - $1.01M
|
1.61K
$491K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.61K+ 4.84% |
$780K - $1M
|
34.8K
$10.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
1.61K+ 7.45% |
$779K - $1M
|
23.1K
$7.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.6K+ 19.15% |
$777K - $1M
|
9.96K
$3.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.6K+ 26.3% |
$775K - $998K
|
7.66K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Jain Global LLC
New York, NY |
BUY
|
- |
1.59KNew |
$774K - $997K
|
1.59K
$487K
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
BUY
|
- |
1.59KNew |
$771K - $993K
|
1.59K
$485K
|
|
|
Feb 12, 2025
Q4 2024
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
1.58KNew |
$765K - $985K
|
1.58K
$481K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.57K+ 48.7% |
$763K - $983K
|
4.8K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
1.56K+ 83.95% |
$759K - $978K
|
3.43K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
1.56K+ 21.12% |
$756K - $974K
|
8.93K
$2.73M
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
1.55K+ 118.52% |
$752K - $969K
|
2.86K
$873K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.55K+ 1.16% |
$750K - $966K
|
135K
$41.2M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.54KNew |
$746K - $960K
|
1.54K
$469K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.54K+ 10.24% |
$745K - $960K
|
16.5K
$5.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
1.5KNew |
$728K - $938K
|
1.5K
$458K
|
|
|
Feb 14, 2025
Q4 2024
|
Sectoral Asset Management Inc
Montreal, A8 |
BUY
|
- |
1.5K+ 11.43% |
$728K - $938K
|
14.6K
$4.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
1.5KNew |
$728K - $938K
|
1.5K
$458K
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
1.49KNew |
$724K - $932K
|
1.49K
$456K
|
|
|
Apr 11, 2025
Q4 2024
|
Clg LLC
Long Beach, CA |
BUY
|
- |
1.49KNew |
$721K - $928K
|
1.49K
$454K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
1.46K+ 1.87% |
$709K - $913K
|
79.4K
$24.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.46K+ 17.2% |
$709K - $913K
|
9.95K
$3.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
1.46KNew |
$709K - $913K
|
1.46K
$446K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.45K+ 10.07% |
$704K - $907K
|
15.9K
$4.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
1.44KNew |
$700K - $902K
|
1.44K
$441K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.44K+ 10.09% |
$698K - $899K
|
15.7K
$4.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
1.44K+ 16.09% |
$698K - $899K
|
10.4K
$3.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.43K+ 2.19% |
$695K - $895K
|
66.7K
$20.4M
|