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 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
4+ 0.54% |
$1.94K - $2.5K
|
742
$227K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
4+ 0.52% |
$1.94K - $2.5K
|
780
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4+ 0.68% |
$1.94K - $2.5K
|
595
$182K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
4+ 0.24% |
$1.94K - $2.5K
|
1.69K
$517K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
4New |
$1.94K - $2.5K
|
4
$1.22K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
4+ 0.24% |
$1.94K - $2.5K
|
1.66K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
4+ 0.4% |
$1.94K - $2.5K
|
1.01K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.17% |
$1.94K - $2.5K
|
2.31K
$706K
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
4+ 0.03% |
$1.94K - $2.5K
|
12.4K
$3.78M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
4+ 0.37% |
$1.94K - $2.5K
|
1.08K
$330K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
4+ 0.1% |
$1.94K - $2.5K
|
3.86K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
3+ 0.46% |
$1.46K - $1.88K
|
662
$202K
|
|
|
Jan 15, 2025
Q4 2024
|
Albert D Mason Inc
|
BUY
|
- |
3+ 0.34% |
$1.46K - $1.88K
|
894
$273K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3+ 0.35% |
$1.46K - $1.88K
|
871
$266K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
3+ 0.54% |
$1.46K - $1.88K
|
555
$170K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.25% |
$1.46K - $1.88K
|
1.22K
$373K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 0.34% |
$1.46K - $1.88K
|
892
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.03% |
$1.46K - $1.88K
|
11.7K
$3.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
3+ 0.32% |
$1.46K - $1.88K
|
928
$284K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 1.13% |
$1.46K - $1.88K
|
268
$81.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.1% |
$1.46K - $1.88K
|
3.07K
$939K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3+ 0.38% |
$1.46K - $1.88K
|
801
$245K
|
|
|
Feb 10, 2025
Q4 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
3+ 0.53% |
$1.46K - $1.88K
|
567
$173K
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
3+ 0.12% |
$1.46K - $1.88K
|
2.58K
$788K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3+ 4.55% |
$1.46K - $1.88K
|
69
$21.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
3+ 0.3% |
$1.46K - $1.88K
|
1.01K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
3+ 0.17% |
$1.46K - $1.88K
|
1.76K
$539K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3+ 0.45% |
$1.46K - $1.88K
|
677
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
3New |
$1.46K - $1.88K
|
3
$917
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2+ 0.32% |
$971 - $1.25K
|
629
$192K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2+ 0.36% |
$971 - $1.25K
|
565
$173K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
2+ 0.48% |
$971 - $1.25K
|
420
$128K
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
2+ 0.32% |
$971 - $1.25K
|
631
$193K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2+ 0.44% |
$971 - $1.25K
|
453
$138K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
2+ 0.29% |
$971 - $1.25K
|
690
$211K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
2+ 8.7% |
$971 - $1.25K
|
25
$7.64K
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
2+ 0.43% |
$971 - $1.25K
|
467
$143K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.82% |
$971 - $1.25K
|
247
$75.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2+ 0.5% |
$971 - $1.25K
|
399
$122K
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
2+ 0.36% |
$971 - $1.25K
|
557
$170K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.25% |
$971 - $1.25K
|
795
$243K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2+ 0.32% |
$971 - $1.25K
|
626
$191K
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
2+ 0.06% |
$971 - $1.25K
|
3.23K
$986K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2+ 0.21% |
$971 - $1.25K
|
956
$292K
|
|
|
Feb 13, 2025
Q4 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
1+ 1.75% |
$486 - $625
|
58
$17.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.38% |
$486 - $625
|
266
$81.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$486 - $625
|
858
$262K
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
1+ 0.22% |
$486 - $625
|
456
$139K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$486 - $625
|
1.93K
$591K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
1+ 0.25% |
$486 - $625
|
400
$122K
|