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
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-180- 7.37% |
$87.4K - $113K
|
2.26K
$592K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-180- 2.29% |
$87.4K - $113K
|
7.68K
$2.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-181- 8.7% |
$87.9K - $113K
|
1.9K
$497K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-186- 1.13% |
$90.3K - $116K
|
16.2K
$4.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-187- 20.0% |
$90.8K - $117K
|
748
$196K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-187- 25.58% |
$90.8K - $117K
|
544
$142K
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-188- 0.96% |
$91.3K - $118K
|
19.3K
$5.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-188- 12.65% |
$91.3K - $118K
|
1.3K
$340K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-188- 3.54% |
$91.3K - $118K
|
5.13K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-189- 5.27% |
$91.8K - $118K
|
3.39K
$888K
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-189- 2.72% |
$91.8K - $118K
|
6.77K
$1.77M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-189- 2.72% |
$91.8K - $118K
|
6.77K
$1.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-190- 11.79% |
$92.2K - $119K
|
1.42K
$372K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-190- 21.97% |
$92.2K - $119K
|
675
$177K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-190- 6.8% |
$92.2K - $119K
|
2.6K
$681K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-191- 18.21% |
$92.7K - $119K
|
858
$224K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-192- 23.47% |
$93.2K - $120K
|
626
$164K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-192- 1.4% |
$93.2K - $120K
|
13.6K
$3.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-193- 5.14% |
$93.7K - $121K
|
3.56K
$931K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-193- 3.81% |
$93.7K - $121K
|
4.87K
$1.27M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-197- 3.08% |
$95.6K - $123K
|
6.2K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-197- 3.25% |
$95.6K - $123K
|
5.87K
$1.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-198- 4.58% |
$96.1K - $124K
|
4.12K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-198- 10.36% |
$96.1K - $124K
|
1.71K
$448K
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-198- 1.75% |
$96.1K - $124K
|
11.1K
$2.91M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-199- 16.86% |
$96.6K - $124K
|
981
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-200- 7.39% |
$97.1K - $125K
|
2.51K
$655K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-200- 16.03% |
$97.1K - $125K
|
1.05K
$274K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-200- 2.52% |
$97.1K - $125K
|
7.72K
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-200- 16.76% |
$97.1K - $125K
|
993
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-201- 0.55% |
$97.6K - $126K
|
36.3K
$9.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-202- 28.57% |
$98.1K - $126K
|
505
$132K
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-202- 8.4% |
$98.1K - $126K
|
2.2K
$577K
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-203- 2.88% |
$98.6K - $127K
|
6.85K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-203- 1.87% |
$98.6K - $127K
|
10.7K
$2.79M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-204- 7.89% |
$99K - $128K
|
2.38K
$623K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-204- 1.64% |
$99K - $128K
|
12.2K
$3.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-204- 29.82% |
$99K - $128K
|
480
$126K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-205- 1.06% |
$99.5K - $128K
|
19.1K
$4.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-206- 2.48% |
$100K - $129K
|
8.08K
$2.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-207- 1.86% |
$101K - $129K
|
10.9K
$2.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-207- 5.14% |
$101K - $129K
|
3.82K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-209- 19.21% |
$101K - $131K
|
879
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-210- 7.71% |
$102K - $131K
|
2.52K
$658K
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-211- 23.79% |
$102K - $132K
|
676
$177K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-214- 1.78% |
$104K - $134K
|
11.8K
$3.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-215- 1.7% |
$104K - $134K
|
12.4K
$3.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-215- 7.12% |
$104K - $134K
|
2.81K
$734K
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-216- 4.12% |
$105K - $135K
|
5.03K
$1.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-219- 13.74% |
$106K - $137K
|
1.38K
$360K
|