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 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
85+ 13.2% |
$41.3K - $53.1K
|
729
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
85+ 0.46% |
$41.3K - $53.1K
|
18.6K
$5.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Actiam N.V.
Rotterdam, P7 |
BUY
|
- |
84+ 0.03% |
$40.8K - $52.5K
|
248K
$75.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
84+ 2.0% |
$40.8K - $52.5K
|
4.29K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
84+ 12.05% |
$40.8K - $52.5K
|
781
$239K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
84+ 2.21% |
$40.8K - $52.5K
|
3.89K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
84+ 11.78% |
$40.8K - $52.5K
|
797
$244K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
83New |
$40.3K - $51.9K
|
83
$25.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
81+ 0.76% |
$39.3K - $50.6K
|
10.7K
$3.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
81+ 3.03% |
$39.3K - $50.6K
|
2.76K
$843K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
81+ 0.53% |
$39.3K - $50.6K
|
15.5K
$4.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
81+ 0.36% |
$39.3K - $50.6K
|
22.7K
$6.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
81New |
$39.3K - $50.6K
|
81
$24.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
80+ 5.54% |
$38.8K - $50K
|
1.53K
$466K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
80+ 3.66% |
$38.8K - $50K
|
2.27K
$693K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
80+ 2.73% |
$38.8K - $50K
|
3.01K
$920K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
80+ 0.47% |
$38.8K - $50K
|
17K
$5.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
80New |
$38.8K - $50K
|
80
$24.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
80+ 0.85% |
$38.8K - $50K
|
9.55K
$2.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
79+ 19.17% |
$38.4K - $49.4K
|
491
$150K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
79+ 2.51% |
$38.4K - $49.4K
|
3.23K
$986K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
78+ 1.65% |
$37.9K - $48.8K
|
4.81K
$1.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
78+ 5.58% |
$37.9K - $48.8K
|
1.48K
$451K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
78+ 16.85% |
$37.9K - $48.8K
|
541
$165K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
77+ 4.54% |
$37.4K - $48.1K
|
1.77K
$542K
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
76+ 8.31% |
$36.9K - $47.5K
|
991
$303K
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
75+ 0.87% |
$36.4K - $46.9K
|
8.74K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
74+ 6.35% |
$35.9K - $46.3K
|
1.24K
$379K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
73+ 3.45% |
$35.4K - $45.6K
|
2.19K
$670K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
73+ 25.0% |
$35.4K - $45.6K
|
365
$112K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
72+ 6.71% |
$35K - $45K
|
1.15K
$350K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
72+ 0.72% |
$35K - $45K
|
10.1K
$3.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
71+ 2.25% |
$34.5K - $44.4K
|
3.22K
$985K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
71+ 8.45% |
$34.5K - $44.4K
|
911
$278K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
71+ 3.72% |
$34.5K - $44.4K
|
1.98K
$606K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
71+ 11.95% |
$34.5K - $44.4K
|
665
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
71+ 2.61% |
$34.5K - $44.4K
|
2.79K
$852K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
70+ 127.27% |
$34K - $43.8K
|
125
$38.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
70New |
$34K - $43.8K
|
70
$21.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
70+ 9.17% |
$34K - $43.8K
|
833
$255K
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
70+ 166.67% |
$34K - $43.8K
|
112
$34.2K
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
68+ 8.96% |
$33K - $42.5K
|
827
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
68+ 3.52% |
$33K - $42.5K
|
2K
$612K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
68+ 2.01% |
$33K - $42.5K
|
3.45K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
68+ 6.36% |
$33K - $42.5K
|
1.14K
$348K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
67+ 1.53% |
$32.5K - $41.9K
|
4.44K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
67+ 0.53% |
$32.5K - $41.9K
|
12.6K
$3.85M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
67+ 2.86% |
$32.5K - $41.9K
|
2.41K
$737K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
66+ 6.7% |
$32K - $41.3K
|
1.05K
$321K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
66+ 0.03% |
$32K - $41.3K
|
236K
$72.1M
|