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 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
9+ 2.05% |
$4.37K - $5.63K
|
447
$117K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
9+ 1.1% |
$4.37K - $5.63K
|
829
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
9+ 1.02% |
$4.37K - $5.63K
|
891
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
9+ 0.58% |
$4.37K - $5.63K
|
1.56K
$409K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
9+ 0.85% |
$4.37K - $5.63K
|
1.07K
$279K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
9+ 0.25% |
$4.37K - $5.63K
|
3.58K
$935K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
9+ 0.96% |
$4.37K - $5.63K
|
948
$248K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
9+ 0.87% |
$4.37K - $5.63K
|
1.05K
$274K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
9+ 2.07% |
$4.37K - $5.63K
|
444
$116K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
9+ 0.71% |
$4.37K - $5.63K
|
1.28K
$334K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
8+ 0.99% |
$3.88K - $5K
|
815
$213K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
8+ 0.5% |
$3.88K - $5K
|
1.61K
$420K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.21% |
$3.88K - $5K
|
3.85K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
8+ 0.28% |
$3.88K - $5K
|
2.9K
$759K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8+ 5.19% |
$3.88K - $5K
|
162
$42.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
8+ 0.24% |
$3.88K - $5K
|
3.39K
$886K
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
8+ 0.43% |
$3.88K - $5K
|
1.86K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8+ 1.57% |
$3.88K - $5K
|
516
$135K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 1.53% |
$3.4K - $4.38K
|
466
$122K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7+ 0.39% |
$3.4K - $4.38K
|
1.8K
$470K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
7New |
$3.4K - $4.38K
|
7
$1.83K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 0.74% |
$3.4K - $4.38K
|
951
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
7+ 0.28% |
$3.4K - $4.38K
|
2.49K
$652K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
7New |
$3.4K - $4.38K
|
7
$1.83K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
6+ 0.61% |
$2.91K - $3.75K
|
982
$257K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
6+ 1.21% |
$2.91K - $3.75K
|
501
$131K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
6+ 1.17% |
$2.91K - $3.75K
|
517
$135K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
6+ 0.43% |
$2.91K - $3.75K
|
1.4K
$366K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.53% |
$2.91K - $3.75K
|
1.13K
$296K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
6+ 0.71% |
$2.91K - $3.75K
|
856
$224K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
6+ 7.89% |
$2.91K - $3.75K
|
82
$21.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
6+ 0.69% |
$2.91K - $3.75K
|
875
$229K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
6+ 0.44% |
$2.91K - $3.75K
|
1.36K
$357K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
6New |
$2.91K - $3.75K
|
6
$1.57K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
5+ 1.02% |
$2.43K - $3.13K
|
494
$129K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$2.43K - $3.13K
|
5
$1.31K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
5+ 0.17% |
$2.43K - $3.13K
|
2.96K
$773K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5+ 0.73% |
$2.43K - $3.13K
|
687
$180K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
5+ 1.2% |
$2.43K - $3.13K
|
420
$110K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
5+ 0.46% |
$2.43K - $3.13K
|
1.09K
$285K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.16% |
$2.43K - $3.13K
|
3.13K
$817K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
5+ 2.75% |
$2.43K - $3.13K
|
187
$48.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
5+ 0.32% |
$2.43K - $3.13K
|
1.59K
$415K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
5+ 0.75% |
$2.43K - $3.13K
|
675
$177K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5+ 0.05% |
$2.43K - $3.13K
|
11K
$2.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5+ 0.83% |
$2.43K - $3.13K
|
606
$159K
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
5+ 0.01% |
$2.43K - $3.13K
|
49.8K
$13M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
5New |
$2.43K - $3.13K
|
5
$1.31K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
5+ 0.3% |
$2.43K - $3.13K
|
1.69K
$443K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
5+ 0.28% |
$2.43K - $3.13K
|
1.77K
$462K
|