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 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
491New |
$238K - $307K
|
491
$150K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
491+ 7.08% |
$238K - $307K
|
7.43K
$2.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
490New |
$238K - $306K
|
490
$150K
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
486New |
$236K - $304K
|
486
$149K
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
485+ 22.92% |
$235K - $303K
|
2.6K
$795K
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
482+ 2.59% |
$234K - $301K
|
19.1K
$5.83M
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
481New |
$234K - $301K
|
481
$147K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
480+ 5.48% |
$233K - $300K
|
9.25K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
480New |
$233K - $300K
|
480
$147K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
475New |
$231K - $297K
|
475
$145K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
474New |
$230K - $296K
|
474
$145K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
473+ 112.89% |
$230K - $296K
|
892
$273K
|
|
|
May 28, 2025
Q4 2024
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
472New |
$229K - $295K
|
472
$144K
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
469+ 10.6% |
$228K - $293K
|
4.9K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
469New |
$228K - $293K
|
469
$143K
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
469New |
$228K - $293K
|
469
$143K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
468+ 31.18% |
$227K - $293K
|
1.97K
$602K
|
|
|
Feb 06, 2025
Q4 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
467New |
$227K - $292K
|
467
$143K
|
|
|
Feb 12, 2025
Q4 2024
|
George Kaiser Family Foundation
|
BUY
|
- |
467New |
$227K - $292K
|
467
$143K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
465+ 10.36% |
$226K - $291K
|
4.95K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Paralel Advisors LLC
|
BUY
|
- |
464+ 10.05% |
$225K - $290K
|
5.08K
$1.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
462+ 11.01% |
$224K - $289K
|
4.66K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
462New |
$224K - $289K
|
462
$141K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
461New |
$224K - $288K
|
461
$141K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
461+ 8.47% |
$224K - $288K
|
5.9K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
458New |
$222K - $286K
|
458
$140K
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
457+ 17.58% |
$222K - $286K
|
3.06K
$934K
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
455+ 18.86% |
$221K - $284K
|
2.87K
$877K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
455+ 6.46% |
$221K - $284K
|
7.49K
$2.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
454+ 8.3% |
$220K - $284K
|
5.93K
$1.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
454New |
$220K - $284K
|
454
$139K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
451+ 16.35% |
$219K - $282K
|
3.21K
$981K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
451+ 0.98% |
$219K - $282K
|
46.7K
$14.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
451New |
$219K - $282K
|
451
$138K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
450+ 13.91% |
$218K - $281K
|
3.69K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
447+ 39.7% |
$217K - $279K
|
1.57K
$481K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
447+ 0.61% |
$217K - $279K
|
73.7K
$22.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
446+ 5.01% |
$217K - $279K
|
9.35K
$2.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
445New |
$216K - $278K
|
445
$136K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
443+ 0.72% |
$215K - $277K
|
61.9K
$18.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
442+ 50.34% |
$215K - $276K
|
1.32K
$403K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
442New |
$215K - $276K
|
442
$135K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
441+ 6.67% |
$214K - $276K
|
7.05K
$2.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
441+ 187.66% |
$214K - $276K
|
676
$207K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
441+ 13.16% |
$214K - $276K
|
3.79K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
441+ 2.35% |
$214K - $276K
|
19.2K
$5.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
440New |
$214K - $275K
|
440
$134K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
440New |
$214K - $275K
|
440
$134K
|
|
|
Feb 13, 2025
Q4 2024
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
440New |
$214K - $275K
|
440
$134K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
440New |
$214K - $275K
|
440
$134K
|