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 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
221+ 29.12% |
$107K - $138K
|
980
$300K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
218New |
$106K - $136K
|
218
$66.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
217+ 1.21% |
$105K - $136K
|
18.1K
$5.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
BUY
|
- |
215+ 1.72% |
$104K - $134K
|
12.7K
$3.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
214+ 1.08% |
$104K - $134K
|
20.1K
$6.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
212+ 3.49% |
$103K - $133K
|
6.29K
$1.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
209+ 26.29% |
$101K - $131K
|
1K
$307K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
209+ 14.17% |
$101K - $131K
|
1.68K
$515K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
209+ 4.35% |
$101K - $131K
|
5.01K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
208+ 1.6% |
$101K - $130K
|
13.2K
$4.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
206+ 31.12% |
$100K - $129K
|
868
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
206+ 3.94% |
$100K - $129K
|
5.44K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
205New |
$99.5K - $128K
|
205
$62.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
205+ 0.59% |
$99.5K - $128K
|
35.1K
$10.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
204+ 5.99% |
$99K - $128K
|
3.61K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
204+ 3.3% |
$99K - $128K
|
6.39K
$1.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
204+ 2.03% |
$99K - $128K
|
10.2K
$3.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
204+ 1.97% |
$99K - $128K
|
10.6K
$3.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
203+ 21.01% |
$98.6K - $127K
|
1.17K
$357K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
203+ 1.01% |
$98.6K - $127K
|
20.2K
$6.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
203+ 3.08% |
$98.6K - $127K
|
6.8K
$2.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
198+ 3.87% |
$96.1K - $124K
|
5.32K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
198+ 17.35% |
$96.1K - $124K
|
1.34K
$409K
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
BUY
|
- |
198+ 0.85% |
$96.1K - $124K
|
23.4K
$7.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
197+ 1.64% |
$95.6K - $123K
|
12.2K
$3.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
195+ 0.85% |
$94.7K - $122K
|
23.2K
$7.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
195+ 5.7% |
$94.7K - $122K
|
3.61K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
194+ 3.0% |
$94.2K - $121K
|
6.65K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
194+ 46.41% |
$94.2K - $121K
|
612
$187K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
193+ 4.9% |
$93.7K - $121K
|
4.13K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
192+ 46.04% |
$93.2K - $120K
|
609
$186K
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
192+ 1.59% |
$93.2K - $120K
|
12.3K
$3.76M
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
191New |
$92.7K - $119K
|
191
$58.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
190+ 1.58% |
$92.2K - $119K
|
12.2K
$3.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Harvey Investment CO LLC
|
BUY
|
- |
190+ 4.09% |
$92.2K - $119K
|
4.84K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
189+ 5.52% |
$91.8K - $118K
|
3.61K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
188+ 4.48% |
$91.3K - $118K
|
4.39K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Greenwoods Asset Management Hong Kong Ltd.
Hong Kong, K3 |
BUY
|
- |
186+ 1.33% |
$90.3K - $116K
|
14.2K
$4.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
185+ 6.87% |
$89.8K - $116K
|
2.88K
$879K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
185+ 7.36% |
$89.8K - $116K
|
2.7K
$825K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
184+ 9.84% |
$89.3K - $115K
|
2.05K
$627K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
183+ 15.86% |
$88.9K - $114K
|
1.34K
$409K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
183+ 0.79% |
$88.9K - $114K
|
23.4K
$7.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
183+ 7.44% |
$88.9K - $114K
|
2.64K
$808K
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
183+ 7.44% |
$88.9K - $114K
|
2.64K
$808K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
182+ 17.32% |
$88.4K - $114K
|
1.23K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
180+ 2.62% |
$87.4K - $113K
|
7.05K
$2.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
179+ 6.51% |
$86.9K - $112K
|
2.93K
$895K
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
179+ 31.29% |
$86.9K - $112K
|
751
$230K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
178+ 0.58% |
$86.4K - $111K
|
31K
$9.47M
|