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 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
30+ 1.99% |
$14.6K - $18.8K
|
1.54K
$470K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
30+ 1.02% |
$14.6K - $18.8K
|
2.96K
$906K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
30+ 5.16% |
$14.6K - $18.8K
|
611
$187K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
30+ 1.95% |
$14.6K - $18.8K
|
1.57K
$479K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
30+ 4.86% |
$14.6K - $18.8K
|
647
$198K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
29+ 1.18% |
$14.1K - $18.1K
|
2.49K
$760K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
29+ 0.63% |
$14.1K - $18.1K
|
4.66K
$1.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
29+ 1.73% |
$14.1K - $18.1K
|
1.7K
$520K
|
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
28+ 0.16% |
$13.6K - $17.5K
|
17.5K
$5.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
28New |
$13.6K - $17.5K
|
28
$8.56K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
28New |
$13.6K - $17.5K
|
28
$8.56K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
27+ 4.27% |
$13.1K - $16.9K
|
660
$202K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
27+ 2.69% |
$13.1K - $16.9K
|
1.03K
$314K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
27+ 3.65% |
$13.1K - $16.9K
|
766
$234K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
26+ 24.07% |
$12.6K - $16.3K
|
134
$41K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
26+ 4.39% |
$12.6K - $16.3K
|
618
$189K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
26+ 2.26% |
$12.6K - $16.3K
|
1.18K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
26+ 2.28% |
$12.6K - $16.3K
|
1.17K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
26+ 0.27% |
$12.6K - $16.3K
|
9.53K
$2.91M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
25+ 1.37% |
$12.1K - $15.6K
|
1.86K
$567K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
25+ 1.43% |
$12.1K - $15.6K
|
1.78K
$542K
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
25+ 1.97% |
$12.1K - $15.6K
|
1.29K
$395K
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
25New |
$12.1K - $15.6K
|
25
$7.64K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
24+ 1.73% |
$11.7K - $15K
|
1.41K
$431K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
23+ 0.26% |
$11.2K - $14.4K
|
8.9K
$2.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
23+ 1.29% |
$11.2K - $14.4K
|
1.8K
$551K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
23+ 2.1% |
$11.2K - $14.4K
|
1.12K
$342K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
23+ 0.16% |
$11.2K - $14.4K
|
14.2K
$4.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
23+ 5.18% |
$11.2K - $14.4K
|
467
$143K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
23+ 1.18% |
$11.2K - $14.4K
|
1.97K
$601K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
23+ 11.0% |
$11.2K - $14.4K
|
232
$70.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
23+ 0.92% |
$11.2K - $14.4K
|
2.51K
$768K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
23New |
$11.2K - $14.4K
|
23
$7.03K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
22+ 0.59% |
$10.7K - $13.8K
|
3.77K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
22+ 0.14% |
$10.7K - $13.8K
|
16.1K
$4.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
21+ 0.84% |
$10.2K - $13.1K
|
2.53K
$772K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
BUY
|
- |
21+ 1.63% |
$10.2K - $13.1K
|
1.31K
$400K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
21+ 4.55% |
$10.2K - $13.1K
|
483
$148K
|
|
|
Feb 13, 2025
Q4 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
21+ 0.24% |
$10.2K - $13.1K
|
8.69K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
21+ 4.3% |
$10.2K - $13.1K
|
509
$156K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
21+ 0.99% |
$10.2K - $13.1K
|
2.14K
$652K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20+ 0.78% |
$9.71K - $12.5K
|
2.58K
$788K
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
20+ 3.6% |
$9.71K - $12.5K
|
575
$176K
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
20+ 0.38% |
$9.71K - $12.5K
|
5.25K
$1.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
19+ 2.15% |
$9.22K - $11.9K
|
902
$276K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
19New |
$9.22K - $11.9K
|
19
$5.81K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
18+ 1.69% |
$8.74K - $11.3K
|
1.09K
$332K
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
18+ 3.64% |
$8.74K - $11.3K
|
512
$156K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
18+ 0.75% |
$8.74K - $11.3K
|
2.4K
$735K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
18+ 23.38% |
$8.74K - $11.3K
|
95
$29K
|