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 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
128+ 8.8% |
$62.1K - $80K
|
1.58K
$483K
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
127+ 2.48% |
$61.7K - $79.4K
|
5.25K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
126+ 11.45% |
$61.2K - $78.8K
|
1.23K
$375K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
125+ 8.31% |
$60.7K - $78.2K
|
1.63K
$498K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
125New |
$60.7K - $78.2K
|
125
$38.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
125New |
$60.7K - $78.2K
|
125
$38.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
123+ 12.05% |
$59.7K - $76.9K
|
1.14K
$350K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
122+ 23.69% |
$59.2K - $76.3K
|
637
$195K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
122+ 8.04% |
$59.2K - $76.3K
|
1.64K
$501K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
121+ 16.05% |
$58.7K - $75.7K
|
875
$267K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
121+ 5.26% |
$58.7K - $75.7K
|
2.42K
$741K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
121+ 9.46% |
$58.7K - $75.7K
|
1.4K
$428K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
121+ 1.55% |
$58.7K - $75.7K
|
7.95K
$2.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
120New |
$58.3K - $75K
|
120
$36.7K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
120+ 9.5% |
$58.3K - $75K
|
1.38K
$423K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
119+ 19.26% |
$57.8K - $74.4K
|
737
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
119+ 4.36% |
$57.8K - $74.4K
|
2.85K
$870K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
118+ 28.92% |
$57.3K - $73.8K
|
526
$161K
|
|
|
Feb 12, 2025
Q4 2024
|
Somerville Kurt F
|
BUY
|
- |
118+ 0.47% |
$57.3K - $73.8K
|
25.4K
$7.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
118+ 12.41% |
$57.3K - $73.8K
|
1.07K
$327K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
117+ 16.69% |
$56.8K - $73.2K
|
818
$250K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
117+ 4.42% |
$56.8K - $73.2K
|
2.77K
$846K
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
117+ 2.39% |
$56.8K - $73.2K
|
5.01K
$1.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
116+ 0.26% |
$56.3K - $72.5K
|
43.9K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
116+ 5.79% |
$56.3K - $72.5K
|
2.12K
$648K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
115+ 11.76% |
$55.8K - $71.9K
|
1.09K
$334K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
115+ 0.88% |
$55.8K - $71.9K
|
13.2K
$4.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
114+ 4.97% |
$55.3K - $71.3K
|
2.41K
$737K
|
|
|
Feb 14, 2025
Q4 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
114+ 27.08% |
$55.3K - $71.3K
|
535
$164K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
113+ 4.19% |
$54.9K - $70.7K
|
2.81K
$860K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
113+ 27.7% |
$54.9K - $70.7K
|
521
$159K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
113+ 17.71% |
$54.9K - $70.7K
|
751
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
113New |
$54.9K - $70.7K
|
113
$34.5K
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
112+ 0.29% |
$54.4K - $70K
|
38.2K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
112+ 31.46% |
$54.4K - $70K
|
468
$143K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
111+ 1.02% |
$53.9K - $69.4K
|
11K
$3.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
111+ 5.5% |
$53.9K - $69.4K
|
2.13K
$651K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
111New |
$53.9K - $69.4K
|
111
$33.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
111+ 28.03% |
$53.9K - $69.4K
|
507
$155K
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
111+ 3.36% |
$53.9K - $69.4K
|
3.41K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
110+ 17.05% |
$53.4K - $68.8K
|
755
$231K
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
110+ 10.68% |
$53.4K - $68.8K
|
1.14K
$348K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
109+ 22.47% |
$52.9K - $68.2K
|
594
$182K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
109+ 27.74% |
$52.9K - $68.2K
|
502
$153K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
109+ 4.01% |
$52.9K - $68.2K
|
2.83K
$864K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
108New |
$52.4K - $67.5K
|
108
$33K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
107+ 115.05% |
$52K - $66.9K
|
200
$61.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
107+ 1.82% |
$52K - $66.9K
|
5.97K
$1.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
105+ 4.03% |
$51K - $65.7K
|
2.71K
$828K
|
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
104+ 5.72% |
$50.5K - $65K
|
1.92K
$587K
|