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 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3- 0.03% |
$1.46K - $1.88K
|
11.4K
$3.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-3- 0.13% |
$1.46K - $1.88K
|
2.32K
$702K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-3- 0.68% |
$1.46K - $1.88K
|
438
$133K
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-3- 0.46% |
$1.46K - $1.88K
|
652
$197K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-3- 0.41% |
$1.46K - $1.88K
|
725
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-3- 0.43% |
$1.46K - $1.88K
|
692
$209K
|
|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-4- 0.99% |
$1.94K - $2.5K
|
400
$121K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-4- 0.85% |
$1.94K - $2.5K
|
468
$142K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.71% |
$1.94K - $2.5K
|
557
$169K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-5- 1.19% |
$2.43K - $3.13K
|
415
$126K
|
|
|
Jan 07, 2025
Q4 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-5- 0.26% |
$2.43K - $3.13K
|
1.94K
$588K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-5- 1.1% |
$2.43K - $3.13K
|
449
$136K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-5- 0.3% |
$2.43K - $3.13K
|
1.68K
$507K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-5- 0.32% |
$2.43K - $3.13K
|
1.57K
$475K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-5- 0.22% |
$2.43K - $3.13K
|
2.3K
$696K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-5- 0.27% |
$2.43K - $3.13K
|
1.88K
$567K
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-5- 0.98% |
$2.43K - $3.13K
|
503
$152K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-5- 0.46% |
$2.43K - $3.13K
|
1.09K
$329K
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-5- 2.04% |
$2.43K - $3.13K
|
240
$72.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-5- 0.09% |
$2.43K - $3.13K
|
5.5K
$1.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Kidder Stephen W
|
SELL
|
- |
-5- 0.03% |
$2.43K - $3.13K
|
14.7K
$4.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-5- 0.19% |
$2.43K - $3.13K
|
2.64K
$798K
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-5- 0.06% |
$2.43K - $3.13K
|
8.01K
$2.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-6- 0.15% |
$2.91K - $3.75K
|
4.05K
$1.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-6- 0.24% |
$2.91K - $3.75K
|
2.45K
$741K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-6- 1.34% |
$2.91K - $3.75K
|
441
$133K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-6- 0.47% |
$2.91K - $3.75K
|
1.27K
$384K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-6- 0.89% |
$2.91K - $3.75K
|
668
$202K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-6- 0.03% |
$2.91K - $3.75K
|
23.9K
$7.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-6- 0.14% |
$2.91K - $3.75K
|
4.39K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-7- 0.39% |
$3.4K - $4.38K
|
1.77K
$534K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-7- 0.22% |
$3.4K - $4.38K
|
3.13K
$948K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-7- 4.96% |
$3.4K - $4.38K
|
134
$40.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-7- 1.13% |
$3.4K - $4.38K
|
610
$185K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-7- 1.03% |
$3.4K - $4.38K
|
672
$203K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-7- 0.94% |
$3.4K - $4.38K
|
736
$223K
|
|
|
Apr 14, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-7- 0.11% |
$3.4K - $4.38K
|
6.55K
$1.98M
|
|
|
May 14, 2025
Q4 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-7- 0.71% |
$3.4K - $4.38K
|
977
$296K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-8- 0.62% |
$3.88K - $5K
|
1.29K
$391K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-8- 0.62% |
$3.88K - $5K
|
1.29K
$391K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-8- 0.48% |
$3.88K - $5K
|
1.67K
$506K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-8- 33.33% |
$3.88K - $5K
|
16
$4.84K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-9- 0.08% |
$4.37K - $5.63K
|
11.9K
$3.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-9- 11.69% |
$4.37K - $5.63K
|
68
$20.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-9- 0.25% |
$4.37K - $5.63K
|
3.62K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-9- 0.2% |
$4.37K - $5.63K
|
4.5K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-9- 1.54% |
$4.37K - $5.63K
|
574
$174K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-9- 0.28% |
$4.37K - $5.63K
|
3.2K
$968K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-10- 1.42% |
$4.86K - $6.25K
|
696
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-10- 0.74% |
$4.86K - $6.25K
|
1.34K
$406K
|