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 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
147+ 5.55% |
$71.4K - $91.9K
|
2.8K
$855K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
147+ 5.71% |
$71.4K - $91.9K
|
2.72K
$832K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
147+ 8.52% |
$71.4K - $91.9K
|
1.87K
$572K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
147New |
$71.4K - $91.9K
|
147
$44.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
147+ 1.22% |
$71.4K - $91.9K
|
12.2K
$3.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
146+ 11.92% |
$70.9K - $91.3K
|
1.37K
$419K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
146+ 2.33% |
$70.9K - $91.3K
|
6.4K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
146+ 10.66% |
$70.9K - $91.3K
|
1.52K
$463K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
145New |
$70.4K - $90.7K
|
145
$44.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
143+ 24.49% |
$69.4K - $89.4K
|
727
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
143+ 1.68% |
$69.4K - $89.4K
|
8.67K
$2.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
143+ 3.85% |
$69.4K - $89.4K
|
3.86K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
142+ 12.07% |
$68.9K - $88.8K
|
1.32K
$403K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
142+ 1.98% |
$68.9K - $88.8K
|
7.32K
$2.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
142+ 0.73% |
$68.9K - $88.8K
|
19.5K
$5.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
141+ 16.36% |
$68.5K - $88.2K
|
1K
$307K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
141+ 0.31% |
$68.5K - $88.2K
|
45.1K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
141+ 15.16% |
$68.5K - $88.2K
|
1.07K
$327K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
140+ 3.41% |
$68K - $87.5K
|
4.25K
$1.3M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
140+ 7.12% |
$68K - $87.5K
|
2.11K
$644K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
139+ 4.71% |
$67.5K - $86.9K
|
3.09K
$944K
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
139+ 11.07% |
$67.5K - $86.9K
|
1.4K
$426K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
138+ 3.87% |
$67K - $86.3K
|
3.71K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
138New |
$67K - $86.3K
|
138
$42.2K
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
138+ 14.47% |
$67K - $86.3K
|
1.09K
$334K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
136+ 3.73% |
$66K - $85K
|
3.79K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
136+ 7.31% |
$66K - $85K
|
2K
$610K
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
136+ 5.76% |
$66K - $85K
|
2.5K
$763K
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
136+ 2.1% |
$66K - $85K
|
6.62K
$2.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
136+ 0.32% |
$66K - $85K
|
42.6K
$13M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
135+ 4.44% |
$65.5K - $84.4K
|
3.18K
$971K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
135+ 4.6% |
$65.5K - $84.4K
|
3.07K
$938K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
135New |
$65.5K - $84.4K
|
135
$41.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
134+ 8.26% |
$65.1K - $83.8K
|
1.76K
$537K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
133+ 1.96% |
$64.6K - $83.2K
|
6.92K
$2.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
132+ 0.68% |
$64.1K - $82.5K
|
19.5K
$5.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
131+ 1.69% |
$63.6K - $81.9K
|
7.87K
$2.4M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
131+ 7.41% |
$63.6K - $81.9K
|
1.9K
$581K
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
131+ 4.25% |
$63.6K - $81.9K
|
3.21K
$981K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
131New |
$63.6K - $81.9K
|
131
$40K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
130+ 2.26% |
$63.1K - $81.3K
|
5.88K
$1.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet Bank & Trust LTD
|
BUY
|
- |
130+ 4.1% |
$63.1K - $81.3K
|
3.3K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
129+ 2.51% |
$62.6K - $80.7K
|
5.26K
$1.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
129+ 6.65% |
$62.6K - $80.7K
|
2.07K
$632K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
129+ 1.68% |
$62.6K - $80.7K
|
7.79K
$2.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
129+ 7.13% |
$62.6K - $80.7K
|
1.94K
$593K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
129+ 7.92% |
$62.6K - $80.7K
|
1.76K
$537K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
129New |
$62.6K - $80.7K
|
129
$39.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
129+ 3.17% |
$62.6K - $80.7K
|
4.2K
$1.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
128+ 3.73% |
$62.1K - $80K
|
3.56K
$1.09M
|