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 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
104New |
$50.5K - $65K
|
104
$31.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
103+ 0.96% |
$50K - $64.4K
|
10.9K
$3.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
102+ 2.86% |
$49.5K - $63.8K
|
3.67K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
102+ 2.99% |
$49.5K - $63.8K
|
3.52K
$1.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
102+ 0.72% |
$49.5K - $63.8K
|
14.3K
$4.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
101+ 2.03% |
$49K - $63.2K
|
5.07K
$1.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
101+ 27.82% |
$49K - $63.2K
|
464
$142K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
101+ 10.2% |
$49K - $63.2K
|
1.09K
$333K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
100+ 4.31% |
$48.6K - $62.5K
|
2.42K
$740K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
100+ 4.98% |
$48.6K - $62.5K
|
2.11K
$645K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
100+ 4.4% |
$48.6K - $62.5K
|
2.38K
$726K
|
|
|
Feb 13, 2025
Q4 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
100+ 7.5% |
$48.6K - $62.5K
|
1.43K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
100+ 0.62% |
$48.6K - $62.5K
|
16.3K
$4.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
100New |
$48.6K - $62.5K
|
100
$30.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
99+ 14.73% |
$48.1K - $61.9K
|
771
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
98+ 1.78% |
$47.6K - $61.3K
|
5.6K
$1.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
97+ 2.07% |
$47.1K - $60.6K
|
4.79K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
97+ 2.67% |
$47.1K - $60.6K
|
3.72K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
96+ 0.91% |
$46.6K - $60K
|
10.6K
$3.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
95+ 863.64% |
$46.1K - $59.4K
|
106
$32.4K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
94+ 11.28% |
$45.6K - $58.8K
|
927
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
94+ 8.11% |
$45.6K - $58.8K
|
1.25K
$383K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
93+ 1.38% |
$45.2K - $58.1K
|
6.86K
$2.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
93+ 2.5% |
$45.2K - $58.1K
|
3.81K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
93+ 21.68% |
$45.2K - $58.1K
|
522
$160K
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
92+ 15.01% |
$44.7K - $57.5K
|
705
$215K
|
|
|
Feb 11, 2025
Q4 2024
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
92+ 1.33% |
$44.7K - $57.5K
|
7.01K
$2.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
91+ 6.87% |
$44.2K - $56.9K
|
1.42K
$432K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
91+ 4.3% |
$44.2K - $56.9K
|
2.21K
$675K
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
91+ 3.8% |
$44.2K - $56.9K
|
2.48K
$759K
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
91+ 13.6% |
$44.2K - $56.9K
|
760
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
90+ 15.2% |
$43.7K - $56.3K
|
682
$208K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
90+ 17.11% |
$43.7K - $56.3K
|
616
$188K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
89+ 1.65% |
$43.2K - $55.6K
|
5.48K
$1.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
89+ 16.48% |
$43.2K - $55.6K
|
629
$192K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
88+ 11.04% |
$42.7K - $55K
|
885
$270K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
88+ 7.52% |
$42.7K - $55K
|
1.26K
$384K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
88+ 13.88% |
$42.7K - $55K
|
722
$221K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
88+ 4.09% |
$42.7K - $55K
|
2.24K
$684K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
88New |
$42.7K - $55K
|
88
$26.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
87+ 21.75% |
$42.2K - $54.4K
|
487
$149K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
86+ 0.4% |
$41.8K - $53.8K
|
21.8K
$6.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
86+ 0.97% |
$41.8K - $53.8K
|
8.94K
$2.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
86+ 2.34% |
$41.8K - $53.8K
|
3.76K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
86+ 2.93% |
$41.8K - $53.8K
|
3.03K
$925K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
86+ 0.82% |
$41.8K - $53.8K
|
10.6K
$3.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
86+ 6.72% |
$41.8K - $53.8K
|
1.37K
$417K
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
85+ 0.31% |
$41.3K - $53.1K
|
27.8K
$8.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
85+ 20.83% |
$41.3K - $53.1K
|
493
$151K
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
85+ 2.2% |
$41.3K - $53.1K
|
3.96K
$1.21M
|