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 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
58+ 12.01% |
$28.2K - $36.3K
|
541
$142K
|
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
58+ 1.77% |
$28.2K - $36.3K
|
3.33K
$872K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
57+ 3.53% |
$27.7K - $35.6K
|
1.67K
$438K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
57+ 0.95% |
$27.7K - $35.6K
|
6.04K
$1.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
57+ 2.46% |
$27.7K - $35.6K
|
2.38K
$621K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
57+ 2.35% |
$27.7K - $35.6K
|
2.48K
$649K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
56+ 7.49% |
$27.2K - $35K
|
804
$210K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
56+ 0.21% |
$27.2K - $35K
|
26.6K
$6.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
56+ 6.87% |
$27.2K - $35K
|
871
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
56+ 0.22% |
$27.2K - $35K
|
25.3K
$6.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
55New |
$26.7K - $34.4K
|
55
$14.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
54+ 2.52% |
$26.2K - $33.8K
|
2.2K
$576K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
54+ 1.44% |
$26.2K - $33.8K
|
3.8K
$994K
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
54+ 7.37% |
$26.2K - $33.8K
|
787
$206K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
53+ 4.59% |
$25.7K - $33.1K
|
1.21K
$316K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
53+ 10.91% |
$25.7K - $33.1K
|
539
$141K
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
53+ 7.17% |
$25.7K - $33.1K
|
792
$207K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
52+ 1.92% |
$25.2K - $32.5K
|
2.77K
$724K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
52New |
$25.2K - $32.5K
|
52
$13.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
51+ 2.32% |
$24.8K - $31.9K
|
2.25K
$588K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
51+ 6.2% |
$24.8K - $31.9K
|
874
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
51+ 3.2% |
$24.8K - $31.9K
|
1.65K
$431K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
51New |
$24.8K - $31.9K
|
51
$13.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
51+ 4.18% |
$24.8K - $31.9K
|
1.27K
$333K
|
|
|
Feb 12, 2025
Q4 2024
|
Dempze Nancy E
|
BUY
|
- |
51+ 0.67% |
$24.8K - $31.9K
|
7.67K
$2.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
50+ 1.86% |
$24.3K - $31.3K
|
2.74K
$716K
|
|
|
Jan 24, 2025
Q4 2024
|
Lynch Asset Management, Inc.
|
BUY
|
- |
50+ 0.44% |
$24.3K - $31.3K
|
11.5K
$2.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
50+ 1.57% |
$24.3K - $31.3K
|
3.24K
$848K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
50+ 11.57% |
$24.3K - $31.3K
|
482
$126K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
50New |
$24.3K - $31.3K
|
50
$13.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
50+ 2.81% |
$24.3K - $31.3K
|
1.83K
$478K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
49+ 12.93% |
$23.8K - $30.6K
|
428
$112K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
48+ 6.65% |
$23.3K - $30K
|
770
$201K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
48+ 0.34% |
$23.3K - $30K
|
14.1K
$3.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
48+ 12.15% |
$23.3K - $30K
|
443
$116K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
48+ 8.04% |
$23.3K - $30K
|
645
$169K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
47+ 2.33% |
$22.8K - $29.4K
|
2.06K
$539K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
47New |
$22.8K - $29.4K
|
47
$12.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
47+ 9.29% |
$22.8K - $29.4K
|
553
$145K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
47+ 5.53% |
$22.8K - $29.4K
|
897
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
47+ 1.54% |
$22.8K - $29.4K
|
3.1K
$812K
|
|
|
Feb 14, 2025
Q4 2024
|
Humankind Investments LLC
|
BUY
|
- |
47+ 1.89% |
$22.8K - $29.4K
|
2.53K
$662K
|
|
|
Jan 16, 2025
Q4 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
46+ 0.23% |
$22.3K - $28.8K
|
20.2K
$5.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
46+ 5.15% |
$22.3K - $28.8K
|
939
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
46+ 7.53% |
$22.3K - $28.8K
|
657
$172K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
46+ 0.23% |
$22.3K - $28.8K
|
20.2K
$5.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
46+ 5.52% |
$22.3K - $28.8K
|
880
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
46+ 5.8% |
$22.3K - $28.8K
|
839
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
46+ 0.37% |
$22.3K - $28.8K
|
12.5K
$3.28M
|
|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
46+ 7.53% |
$22.3K - $28.8K
|
657
$172K
|