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 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.43K+ 59.33% |
$693K - $893K
|
3.84K
$1.17M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.43K+ 7.79% |
$693K - $893K
|
19.8K
$6.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.42K+ 11.83% |
$690K - $889K
|
13.4K
$4.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.42K+ 1.2% |
$689K - $887K
|
120K
$36.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
BUY
|
- |
1.42K+ 5.53% |
$687K - $885K
|
27K
$8.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.41K+ 4.61% |
$686K - $883K
|
32K
$9.79M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
1.41K+ 1.69% |
$683K - $879K
|
84.7K
$25.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.41KNew |
$683K - $879K
|
1.41K
$430K
|
|
|
Jan 28, 2025
Q4 2024
|
Unison Asset Management LLC
|
BUY
|
- |
1.41K+ 8.32% |
$682K - $878K
|
18.3K
$5.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
1.4KNew |
$682K - $878K
|
1.4K
$429K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
1.4K+ 21.05% |
$682K - $878K
|
8.07K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
1.4K+ 5.56% |
$679K - $875K
|
26.5K
$8.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
1.39K+ 32.56% |
$676K - $871K
|
5.67K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
1.39KNew |
$676K - $871K
|
1.39K
$426K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.39KNew |
$676K - $870K
|
1.39K
$425K
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
1.38KNew |
$671K - $865K
|
1.38K
$423K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.38KNew |
$669K - $861K
|
1.38K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.37K+ 4.38% |
$665K - $856K
|
32.6K
$9.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.36K+ 2.09% |
$661K - $852K
|
66.4K
$20.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
1.35KNew |
$657K - $846K
|
1.35K
$414K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.35K+ 11.3% |
$653K - $841K
|
13.2K
$4.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
1.34K+ 13.2% |
$653K - $840K
|
11.5K
$3.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.34K+ 324.03% |
$648K - $835K
|
1.75K
$534K
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
1.33KNew |
$646K - $832K
|
1.33K
$407K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.32K+ 25.33% |
$642K - $827K
|
6.55K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.32K+ 273.8% |
$639K - $823K
|
1.8K
$550K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.32K+ 1.1% |
$639K - $823K
|
120K
$36.8M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.31K+ 141.23% |
$637K - $820K
|
2.24K
$685K
|
|
|
Feb 13, 2025
Q4 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
1.31K+ 1.23% |
$635K - $817K
|
108K
$32.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.31K+ 17.54% |
$634K - $817K
|
8.75K
$2.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.3K+ 77.37% |
$629K - $810K
|
2.97K
$908K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.29K+ 1.35% |
$625K - $805K
|
97K
$29.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.27KNew |
$619K - $797K
|
1.27K
$389K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.27K+ 4.41% |
$618K - $796K
|
30.1K
$9.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
1.27K+ 2.45% |
$617K - $795K
|
53.2K
$16.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.27K+ 4.87% |
$616K - $793K
|
27.3K
$8.36M
|
|
|
Feb 26, 2025
Q4 2024
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.27KNew |
$614K - $791K
|
1.27K
$387K
|
|
|
Feb 12, 2025
Q4 2024
|
Broderick Brian C
|
BUY
|
- |
1.26K+ 5.88% |
$614K - $790K
|
22.8K
$6.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
1.26KNew |
$613K - $790K
|
1.26K
$386K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
1.26K+ 1.88% |
$613K - $789K
|
68.3K
$20.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.25K+ 7.93% |
$606K - $780K
|
17K
$5.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
1.25KNew |
$605K - $780K
|
1.25K
$381K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.25K+ 3.46% |
$604K - $778K
|
37.2K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.24K+ 13.45% |
$604K - $777K
|
10.5K
$3.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.24KNew |
$600K - $773K
|
1.24K
$378K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.23K+ 2.5% |
$599K - $771K
|
50.6K
$15.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
1.23K+ 1.36% |
$595K - $767K
|
91.2K
$27.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.22K+ 190.5% |
$594K - $765K
|
1.87K
$570K
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.2K+ 20.62% |
$585K - $753K
|
7.04K
$2.15M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.2KNew |
$584K - $752K
|
1.2K
$368K
|