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 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-219- 23.27% |
$106K - $137K
|
722
$189K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-220- 23.86% |
$107K - $138K
|
702
$184K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-221- 1.67% |
$107K - $138K
|
13K
$3.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-222- 21.31% |
$108K - $139K
|
820
$214K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-223- 4.16% |
$108K - $139K
|
5.13K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-225- 12.92% |
$109K - $141K
|
1.52K
$397K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
SELL
|
- |
-225- 1.29% |
$109K - $141K
|
17.2K
$4.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-225- 1.96% |
$109K - $141K
|
11.2K
$2.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-226- 0.66% |
$110K - $141K
|
33.8K
$8.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-226- 9.75% |
$110K - $141K
|
2.09K
$547K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-229- 1.32% |
$111K - $143K
|
17.1K
$4.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-229- 1.21% |
$111K - $143K
|
18.7K
$4.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-230- 5.05% |
$112K - $144K
|
4.32K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-230- 0.45% |
$112K - $144K
|
51.2K
$13.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-230- 4.87% |
$112K - $144K
|
4.49K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-230- 7.97% |
$112K - $144K
|
2.66K
$694K
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-231- 24.29% |
$112K - $144K
|
720
$188K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-232- 14.17% |
$113K - $145K
|
1.41K
$368K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-233- 6.3% |
$113K - $146K
|
3.47K
$907K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-234- 21.89% |
$114K - $146K
|
835
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-234- 6.14% |
$114K - $146K
|
3.57K
$935K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-236- 4.3% |
$115K - $148K
|
5.26K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-239- 2.96% |
$116K - $149K
|
7.82K
$2.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-241- 2.41% |
$117K - $151K
|
9.74K
$2.55M
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-242- 35.43% |
$117K - $151K
|
441
$115K
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-242- 0.18% |
$117K - $151K
|
134K
$35M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-244- 13.63% |
$118K - $153K
|
1.55K
$404K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-245- 8.12% |
$119K - $153K
|
2.77K
$726K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-246- 31.7% |
$119K - $154K
|
530
$139K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-246- 1.69% |
$119K - $154K
|
14.3K
$3.75M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-247- 2.91% |
$120K - $154K
|
8.24K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-247- 34.99% |
$120K - $154K
|
459
$120K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-249- 10.47% |
$121K - $156K
|
2.13K
$557K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-250- 4.41% |
$121K - $156K
|
5.42K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-250- 24.53% |
$121K - $156K
|
769
$201K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-250- 19.78% |
$121K - $156K
|
1.01K
$265K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-251- 1.56% |
$122K - $157K
|
15.9K
$4.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-252- 13.35% |
$122K - $158K
|
1.64K
$428K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-253- 6.99% |
$123K - $158K
|
3.37K
$880K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-255- 9.59% |
$124K - $159K
|
2.41K
$629K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-255- 20.13% |
$124K - $159K
|
1.01K
$265K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-256- 0.74% |
$124K - $160K
|
34.6K
$9.04M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-256- 25.27% |
$124K - $160K
|
757
$198K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-256- 17.47% |
$124K - $160K
|
1.21K
$316K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-259- 24.27% |
$126K - $162K
|
808
$211K
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-261- 25.29% |
$127K - $163K
|
771
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-263- 20.68% |
$128K - $164K
|
1.01K
$264K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-264- 2.01% |
$128K - $165K
|
12.8K
$3.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-264- 3.41% |
$128K - $165K
|
7.47K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-265- 7.46% |
$129K - $166K
|
3.29K
$860K
|