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 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
18+ 2.26% |
$8.74K - $11.3K
|
814
$249K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
18+ 1.47% |
$8.74K - $11.3K
|
1.24K
$379K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
18+ 1.62% |
$8.74K - $11.3K
|
1.13K
$346K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
18+ 0.82% |
$8.74K - $11.3K
|
2.22K
$678K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
18+ 1.24% |
$8.74K - $11.3K
|
1.47K
$448K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
18+ 2.27% |
$8.74K - $11.3K
|
810
$248K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
18+ 1.4% |
$8.74K - $11.3K
|
1.3K
$397K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
17+ 32.08% |
$8.25K - $10.6K
|
70
$21.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
17+ 3.59% |
$8.25K - $10.6K
|
490
$150K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
17+ 0.42% |
$8.25K - $10.6K
|
4.1K
$1.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
17+ 0.46% |
$8.25K - $10.6K
|
3.75K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
17+ 3.28% |
$8.25K - $10.6K
|
535
$164K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
17+ 3.32% |
$8.25K - $10.6K
|
529
$162K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
17+ 1.27% |
$8.25K - $10.6K
|
1.35K
$413K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
17+ 5.12% |
$8.25K - $10.6K
|
349
$107K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
17+ 0.73% |
$8.25K - $10.6K
|
2.34K
$714K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
17+ 4.02% |
$8.25K - $10.6K
|
440
$134K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
17New |
$8.25K - $10.6K
|
17
$5.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
17+ 4.46% |
$8.25K - $10.6K
|
398
$122K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
16+ 0.36% |
$7.77K - $10K
|
4.5K
$1.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
16+ 0.27% |
$7.77K - $10K
|
5.98K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
16+ 66.67% |
$7.77K - $10K
|
40
$12.2K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
16+ 0.05% |
$7.77K - $10K
|
34.5K
$10.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
16+ 0.59% |
$7.77K - $10K
|
2.73K
$834K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
16+ 0.54% |
$7.77K - $10K
|
2.96K
$903K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
16+ 1600.0% |
$7.77K - $10K
|
17
$5.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
15+ 0.45% |
$7.28K - $9.38K
|
3.31K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
15+ 0.11% |
$7.28K - $9.38K
|
13.4K
$4.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
15New |
$7.28K - $9.38K
|
15
$4.58K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
15+ 3.49% |
$7.28K - $9.38K
|
445
$136K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
15+ 11.11% |
$7.28K - $9.38K
|
150
$45.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
15+ 0.9% |
$7.28K - $9.38K
|
1.68K
$512K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15+ 8.67% |
$7.28K - $9.38K
|
188
$57.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
15+ 0.34% |
$7.28K - $9.38K
|
4.48K
$1.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
15+ 0.35% |
$7.28K - $9.38K
|
4.25K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
15+ 3.56% |
$7.28K - $9.38K
|
436
$133K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
15+ 1.0% |
$7.28K - $9.38K
|
1.52K
$464K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
15+ 1.36% |
$7.28K - $9.38K
|
1.12K
$342K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
14+ 1.36% |
$6.8K - $8.75K
|
1.05K
$320K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
14+ 3.23% |
$6.8K - $8.75K
|
447
$137K
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
14+ 1.89% |
$6.8K - $8.75K
|
756
$231K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
14+ 5.41% |
$6.8K - $8.75K
|
273
$83.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
14+ 0.17% |
$6.8K - $8.75K
|
8.22K
$2.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
14+ 0.4% |
$6.8K - $8.75K
|
3.51K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
13+ 1.92% |
$6.31K - $8.13K
|
690
$211K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
13+ 1.66% |
$6.31K - $8.13K
|
796
$243K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
13+ 0.62% |
$6.31K - $8.13K
|
2.1K
$642K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
13+ 1.16% |
$6.31K - $8.13K
|
1.14K
$347K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
13+ 2.23% |
$6.31K - $8.13K
|
596
$182K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13+ 1.55% |
$6.31K - $8.13K
|
854
$261K
|