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 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-40- 4.65% |
$19.4K - $25K
|
820
$251K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-40- 8.57% |
$19.4K - $25K
|
427
$130K
|
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
SELL
|
- |
-41- 3.43% |
$19.9K - $25.6K
|
1.15K
$353K
|
|
|
Feb 04, 2025
Q4 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-41- 0.48% |
$19.9K - $25.6K
|
8.54K
$2.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-41- 2.23% |
$19.9K - $25.6K
|
1.8K
$549K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-41- 0.31% |
$19.9K - $25.6K
|
13.2K
$4.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-41- 0.25% |
$19.9K - $25.6K
|
16.6K
$5.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-42- 6.3% |
$20.4K - $26.3K
|
625
$191K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-42- 0.07% |
$20.4K - $26.3K
|
62K
$19M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-42- 3.4% |
$20.4K - $26.3K
|
1.2K
$365K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-42- 1.15% |
$20.4K - $26.3K
|
3.62K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-42- 0.88% |
$20.4K - $26.3K
|
4.73K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-43- 5.42% |
$20.9K - $26.9K
|
751
$230K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-43- 0.26% |
$20.9K - $26.9K
|
16.3K
$4.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-43- 0.4% |
$20.9K - $26.9K
|
10.7K
$3.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-43- 0.33% |
$20.9K - $26.9K
|
13K
$3.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-43- 1.67% |
$20.9K - $26.9K
|
2.53K
$773K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-43- 0.52% |
$20.9K - $26.9K
|
8.3K
$2.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-44- 2.43% |
$21.4K - $27.5K
|
1.77K
$541K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-44- 7.64% |
$21.4K - $27.5K
|
532
$163K
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-44- 9.98% |
$21.4K - $27.5K
|
397
$121K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-45- 0.92% |
$21.8K - $28.1K
|
4.86K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-45- 2.61% |
$21.8K - $28.1K
|
1.68K
$513K
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-45- 5.78% |
$21.8K - $28.1K
|
733
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-45- 10.37% |
$21.8K - $28.1K
|
389
$119K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-45- 2.11% |
$21.8K - $28.1K
|
2.08K
$637K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-46- 6.19% |
$22.3K - $28.8K
|
697
$213K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-46- 5.37% |
$22.3K - $28.8K
|
811
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-46- 0.26% |
$22.3K - $28.8K
|
17.9K
$5.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-47- 8.39% |
$22.8K - $29.4K
|
513
$157K
|
|
|
Jan 23, 2025
Q4 2024
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-47- 3.14% |
$22.8K - $29.4K
|
1.45K
$443K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-47- 1.58% |
$22.8K - $29.4K
|
2.93K
$896K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-47- 0.16% |
$22.8K - $29.4K
|
29.2K
$8.93M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-48- 3.09% |
$23.3K - $30K
|
1.5K
$460K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-48- 10.62% |
$23.3K - $30K
|
404
$123K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-48- 8.04% |
$23.3K - $30K
|
549
$168K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-49- 1.9% |
$23.8K - $30.6K
|
2.53K
$774K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-50- 8.18% |
$24.3K - $31.3K
|
561
$171K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-50- 1.83% |
$24.3K - $31.3K
|
2.68K
$819K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-50- 0.36% |
$24.3K - $31.3K
|
14K
$4.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
SELL
|
- |
-50- 2.44% |
$24.3K - $31.3K
|
2K
$611K
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-50- 2.91% |
$24.3K - $31.3K
|
1.67K
$510K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-50- 2.28% |
$24.3K - $31.3K
|
2.14K
$654K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-50- 11.24% |
$24.3K - $31.3K
|
395
$121K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-50- 2.45% |
$24.3K - $31.3K
|
1.99K
$609K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-51- 5.67% |
$24.8K - $31.9K
|
849
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-51- 1.75% |
$24.8K - $31.9K
|
2.86K
$873K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-53- 0.38% |
$25.7K - $33.1K
|
13.9K
$4.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-53- 9.64% |
$25.7K - $33.1K
|
497
$152K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-53- 0.24% |
$25.7K - $33.1K
|
22.2K
$6.8M
|