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
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
21+ 0.99% |
$10.2K - $13.1K
|
2.14K
$558K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20+ 0.78% |
$9.71K - $12.5K
|
2.58K
$674K
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
20+ 3.6% |
$9.71K - $12.5K
|
575
$150K
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
20+ 0.38% |
$9.71K - $12.5K
|
5.25K
$1.37M
|
|
|
Aug 15, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
20+ 2.13% |
$9.71K - $12.5K
|
959
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
19+ 2.15% |
$9.22K - $11.9K
|
902
$236K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
19New |
$9.22K - $11.9K
|
19
$4.97K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
18+ 1.69% |
$8.74K - $11.3K
|
1.09K
$284K
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
18+ 3.64% |
$8.74K - $11.3K
|
512
$134K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
18+ 0.75% |
$8.74K - $11.3K
|
2.4K
$629K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
18+ 23.38% |
$8.74K - $11.3K
|
95
$24.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
18+ 2.26% |
$8.74K - $11.3K
|
814
$213K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
18+ 1.47% |
$8.74K - $11.3K
|
1.24K
$324K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
18+ 1.62% |
$8.74K - $11.3K
|
1.13K
$296K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
18+ 0.82% |
$8.74K - $11.3K
|
2.22K
$580K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
18+ 1.24% |
$8.74K - $11.3K
|
1.47K
$383K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
18+ 2.27% |
$8.74K - $11.3K
|
810
$212K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
18+ 1.4% |
$8.74K - $11.3K
|
1.3K
$340K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
17+ 32.08% |
$8.25K - $10.6K
|
70
$18.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
17+ 3.59% |
$8.25K - $10.6K
|
490
$128K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
17+ 0.42% |
$8.25K - $10.6K
|
4.1K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
17+ 0.46% |
$8.25K - $10.6K
|
3.75K
$980K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
17+ 3.28% |
$8.25K - $10.6K
|
535
$140K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
17+ 3.32% |
$8.25K - $10.6K
|
529
$138K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
17+ 1.27% |
$8.25K - $10.6K
|
1.35K
$354K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
17+ 5.12% |
$8.25K - $10.6K
|
349
$91.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
17+ 0.73% |
$8.25K - $10.6K
|
2.34K
$611K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
17+ 4.02% |
$8.25K - $10.6K
|
440
$115K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
17New |
$8.25K - $10.6K
|
17
$4.45K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
17+ 4.46% |
$8.25K - $10.6K
|
398
$104K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
17New |
$8.25K - $10.6K
|
17
$4.45K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
16+ 0.36% |
$7.77K - $10K
|
4.5K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
16+ 0.27% |
$7.77K - $10K
|
5.98K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
16+ 66.67% |
$7.77K - $10K
|
40
$10.5K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
16+ 0.05% |
$7.77K - $10K
|
34.5K
$9.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
16+ 0.59% |
$7.77K - $10K
|
2.73K
$714K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
16+ 0.54% |
$7.77K - $10K
|
2.96K
$773K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
16+ 1600.0% |
$7.77K - $10K
|
17
$4.45K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
15+ 0.45% |
$7.28K - $9.38K
|
3.31K
$866K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
15+ 0.11% |
$7.28K - $9.38K
|
13.4K
$3.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
15New |
$7.28K - $9.38K
|
15
$3.92K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
15+ 3.49% |
$7.28K - $9.38K
|
445
$116K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
15+ 11.11% |
$7.28K - $9.38K
|
150
$39.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
15+ 0.9% |
$7.28K - $9.38K
|
1.68K
$438K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15+ 8.67% |
$7.28K - $9.38K
|
188
$49.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
15+ 0.34% |
$7.28K - $9.38K
|
4.48K
$1.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
15+ 0.35% |
$7.28K - $9.38K
|
4.25K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
15+ 3.56% |
$7.28K - $9.38K
|
436
$114K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
15+ 1.0% |
$7.28K - $9.38K
|
1.52K
$397K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
15+ 1.36% |
$7.28K - $9.38K
|
1.12K
$293K
|