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 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
359New |
$174K - $224K
|
359
$110K
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
358+ 1.99% |
$174K - $224K
|
18.4K
$5.62M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
356+ 2.47% |
$173K - $223K
|
14.7K
$4.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
356+ 4.13% |
$173K - $223K
|
8.98K
$2.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
BUY
|
- |
355+ 4.6% |
$172K - $222K
|
8.07K
$2.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
352+ 5.91% |
$171K - $220K
|
6.3K
$1.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
351+ 7.72% |
$170K - $219K
|
4.9K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
350+ 43.7% |
$170K - $219K
|
1.15K
$352K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
349New |
$169K - $218K
|
349
$107K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
348+ 1.0% |
$169K - $218K
|
35.3K
$10.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
347+ 2.68% |
$168K - $217K
|
13.3K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
341+ 10.74% |
$166K - $213K
|
3.52K
$1.07M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
338+ 11.41% |
$164K - $211K
|
3.3K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
337+ 6.28% |
$164K - $211K
|
5.7K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
334+ 2.63% |
$162K - $209K
|
13K
$3.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
334+ 3.43% |
$162K - $209K
|
10.1K
$3.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
334+ 21.73% |
$162K - $209K
|
1.87K
$572K
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
331+ 1.9% |
$161K - $207K
|
17.7K
$5.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
327+ 2.31% |
$159K - $204K
|
14.5K
$4.42M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
326+ 15.66% |
$158K - $204K
|
2.41K
$736K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
324+ 3.89% |
$157K - $203K
|
8.66K
$2.65M
|
|
|
Feb 07, 2025
Q4 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
323+ 1.15% |
$157K - $202K
|
28.4K
$8.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
321+ 65.78% |
$156K - $201K
|
809
$247K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
320+ 3.38% |
$155K - $200K
|
9.8K
$2.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
318+ 7.66% |
$154K - $199K
|
4.47K
$1.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
318+ 7.29% |
$154K - $199K
|
4.68K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
315+ 0.47% |
$153K - $197K
|
68K
$20.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
314+ 11.07% |
$152K - $196K
|
3.15K
$963K
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
310+ 4.95% |
$151K - $194K
|
6.57K
$2.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
310+ 17.7% |
$151K - $194K
|
2.06K
$630K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
309+ 32.84% |
$150K - $193K
|
1.25K
$382K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
306+ 3.79% |
$149K - $191K
|
8.38K
$2.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
306New |
$149K - $191K
|
306
$93.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
305New |
$148K - $191K
|
305
$93.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
304+ 11.21% |
$148K - $190K
|
3.02K
$922K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
304+ 3.07% |
$148K - $190K
|
10.2K
$3.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
303+ 56.42% |
$147K - $189K
|
840
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
302+ 47.94% |
$147K - $189K
|
932
$285K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
300+ 68.65% |
$146K - $188K
|
737
$225K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
300+ 7.21% |
$146K - $188K
|
4.46K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
300+ 9.24% |
$146K - $188K
|
3.55K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
300+ 0.6% |
$146K - $188K
|
50.7K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
300+ 15.58% |
$146K - $188K
|
2.23K
$680K
|
|
|
Feb 14, 2025
Q4 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
299+ 48.62% |
$145K - $187K
|
914
$279K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
293+ 51.31% |
$142K - $183K
|
864
$264K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
292+ 9.51% |
$142K - $183K
|
3.36K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
292+ 33.6% |
$142K - $183K
|
1.16K
$355K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
291+ 2.7% |
$141K - $182K
|
11.1K
$3.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
290+ 8.15% |
$141K - $181K
|
3.85K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
290+ 0.57% |
$141K - $181K
|
50.9K
$15.6M
|