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
|
Woodstock Corp
|
SELL
|
- |
-10- 1.72% |
$4.86K - $6.25K
|
573
$175K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-10- 1.37% |
$4.86K - $6.25K
|
720
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-10- 1.9% |
$4.86K - $6.25K
|
517
$158K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-10- 0.31% |
$4.86K - $6.25K
|
3.24K
$990K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-10- 1.39% |
$4.86K - $6.25K
|
707
$216K
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-10- 1.11% |
$4.86K - $6.25K
|
893
$273K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-10- 0.61% |
$4.86K - $6.25K
|
1.64K
$501K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-10- 3.18% |
$4.86K - $6.25K
|
304
$92.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-10- 1.59% |
$4.86K - $6.25K
|
619
$189K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-10- 10.64% |
$4.86K - $6.25K
|
84
$25.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-10- 10.64% |
$4.86K - $6.25K
|
84
$25.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-10- 3.13% |
$4.86K - $6.25K
|
310
$94.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-11- 0.38% |
$5.34K - $6.88K
|
2.89K
$884K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-11- 2.53% |
$5.34K - $6.88K
|
424
$130K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-11- 0.41% |
$5.34K - $6.88K
|
2.66K
$813K
|
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-11- 0.85% |
$5.34K - $6.88K
|
1.29K
$393K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-11- 0.51% |
$5.34K - $6.88K
|
2.15K
$657K
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-11- 2.03% |
$5.34K - $6.88K
|
530
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-11- 29.73% |
$5.34K - $6.88K
|
26
$7.95K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-12- 0.36% |
$5.83K - $7.5K
|
3.32K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-12- 3.9% |
$5.83K - $7.5K
|
296
$90.5K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-12- 2.47% |
$5.83K - $7.5K
|
473
$145K
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-12- 1.11% |
$5.83K - $7.5K
|
1.07K
$328K
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-12- 1.57% |
$5.83K - $7.5K
|
752
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-12- 1.41% |
$5.83K - $7.5K
|
837
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-13- 1.14% |
$6.31K - $8.13K
|
1.13K
$346K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-13- 1.91% |
$6.31K - $8.13K
|
668
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-13- 0.62% |
$6.31K - $8.13K
|
2.09K
$639K
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-13- 0.31% |
$6.31K - $8.13K
|
4.15K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-13- 0.5% |
$6.31K - $8.13K
|
2.56K
$783K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-13- 2.77% |
$6.31K - $8.13K
|
457
$140K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-13- 0.73% |
$6.31K - $8.13K
|
1.77K
$541K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-13- 0.2% |
$6.31K - $8.13K
|
6.41K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-13- 0.71% |
$6.31K - $8.13K
|
1.82K
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-13- 1.4% |
$6.31K - $8.13K
|
913
$279K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-14- 1.46% |
$6.8K - $8.75K
|
944
$289K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-14- 2.89% |
$6.8K - $8.75K
|
471
$144K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-14- 11.97% |
$6.8K - $8.75K
|
103
$31.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-14- 8.75% |
$6.8K - $8.75K
|
146
$44.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-14- 1.47% |
$6.8K - $8.75K
|
937
$286K
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-14- 0.25% |
$6.8K - $8.75K
|
5.52K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-14- 1.8% |
$6.8K - $8.75K
|
765
$234K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-14- 18.92% |
$6.8K - $8.75K
|
60
$18.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-15- 1.65% |
$7.28K - $9.38K
|
895
$274K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-15- 0.34% |
$7.28K - $9.38K
|
4.41K
$1.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-15- 1.09% |
$7.28K - $9.38K
|
1.36K
$414K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-15- 0.49% |
$7.28K - $9.38K
|
3.03K
$925K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-15- 0.35% |
$7.28K - $9.38K
|
4.29K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-15- 0.57% |
$7.28K - $9.38K
|
2.59K
$793K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-15- 37.5% |
$7.28K - $9.38K
|
25
$7.64K
|