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 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
439+ 25.58% |
$213K - $274K
|
2.16K
$659K
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
437New |
$212K - $273K
|
437
$134K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
432+ 1.74% |
$210K - $270K
|
25.2K
$7.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
432+ 6.34% |
$210K - $270K
|
7.25K
$2.21M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
428New |
$208K - $268K
|
428
$131K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
428+ 3.05% |
$208K - $268K
|
14.5K
$4.42M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
428+ 77.68% |
$208K - $268K
|
979
$299K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
427New |
$207K - $267K
|
427
$130K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
426+ 11.11% |
$207K - $266K
|
4.26K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
425New |
$206K - $266K
|
425
$130K
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
423New |
$205K - $264K
|
423
$129K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
422New |
$205K - $264K
|
422
$129K
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
421New |
$204K - $263K
|
421
$129K
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
418New |
$203K - $261K
|
418
$128K
|
|
|
Feb 07, 2025
Q4 2024
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
417New |
$202K - $261K
|
417
$127K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
417New |
$202K - $261K
|
417
$127K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
416+ 7.78% |
$202K - $260K
|
5.76K
$1.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
413+ 2.61% |
$201K - $258K
|
16.2K
$4.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
412New |
$200K - $258K
|
412
$126K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
409New |
$199K - $256K
|
409
$125K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
408+ 3.57% |
$198K - $255K
|
11.8K
$3.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
408New |
$198K - $255K
|
408
$125K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
407+ 32.61% |
$198K - $254K
|
1.66K
$506K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
407+ 50.37% |
$198K - $254K
|
1.22K
$371K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
406+ 298.53% |
$197K - $254K
|
542
$166K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
403+ 4.16% |
$196K - $252K
|
10.1K
$3.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
403+ 1.12% |
$196K - $252K
|
36.4K
$11.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
401+ 1.73% |
$195K - $251K
|
23.5K
$7.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
397New |
$193K - $248K
|
397
$121K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
396+ 16.4% |
$192K - $248K
|
2.81K
$859K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
395New |
$192K - $247K
|
395
$121K
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
393+ 1.22% |
$191K - $246K
|
32.6K
$9.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
387+ 80.79% |
$188K - $242K
|
866
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
387+ 15.38% |
$188K - $242K
|
2.9K
$888K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
387+ 2.27% |
$188K - $242K
|
17.4K
$5.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
386+ 2.03% |
$187K - $241K
|
19.4K
$5.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
384+ 1.75% |
$186K - $240K
|
22.3K
$6.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
382+ 16.89% |
$185K - $239K
|
2.64K
$808K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
379+ 6.69% |
$184K - $237K
|
6.05K
$1.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
377+ 8.46% |
$183K - $236K
|
4.84K
$1.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
377+ 35.27% |
$183K - $236K
|
1.45K
$442K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
376+ 0.39% |
$183K - $235K
|
97.7K
$29.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
371+ 2.11% |
$180K - $232K
|
18K
$5.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
367+ 21.25% |
$178K - $229K
|
2.09K
$640K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
366+ 3.7% |
$178K - $229K
|
10.3K
$3.14M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
365+ 36.1% |
$177K - $228K
|
1.38K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
365+ 12.21% |
$177K - $228K
|
3.35K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
363+ 5.63% |
$176K - $227K
|
6.81K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
361+ 0.24% |
$175K - $226K
|
153K
$46.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
359+ 4.22% |
$174K - $224K
|
8.87K
$2.71M
|