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 14, 2025
Q4 2024
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-265- 12.52% |
$129K - $166K
|
1.85K
$484K
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-266- 9.59% |
$129K - $166K
|
2.51K
$656K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-268- 12.75% |
$130K - $168K
|
1.83K
$480K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-268- 4.94% |
$130K - $168K
|
5.16K
$1.35M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-272- 2.62% |
$132K - $170K
|
10.1K
$2.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-275- 7.8% |
$134K - $172K
|
3.25K
$850K
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-275- 1.07% |
$134K - $172K
|
25.4K
$6.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-276- 15.64% |
$134K - $173K
|
1.49K
$389K
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-276- 3.45% |
$134K - $173K
|
7.73K
$2.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-278- 0.75% |
$135K - $174K
|
37K
$9.68M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-279- 12.31% |
$135K - $174K
|
1.99K
$520K
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-279- 9.42% |
$135K - $174K
|
2.68K
$702K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-279- 13.11% |
$135K - $174K
|
1.85K
$484K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-280- 5.12% |
$136K - $175K
|
5.19K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-282- 1.47% |
$137K - $176K
|
18.9K
$4.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-284- 3.63% |
$138K - $178K
|
7.54K
$1.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-288- 14.83% |
$140K - $180K
|
1.65K
$433K
|
|
|
Feb 04, 2025
Q4 2024
|
Health Invest Partners Ab
|
SELL
|
- |
-288- 0.81% |
$140K - $180K
|
35.2K
$9.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-289- 1.62% |
$140K - $181K
|
17.6K
$4.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-290- 2.42% |
$141K - $181K
|
11.7K
$3.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-291- 9.04% |
$141K - $182K
|
2.93K
$766K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-293- 27.08% |
$142K - $183K
|
789
$206K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-294- 15.66% |
$143K - $184K
|
1.58K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-294- 46.3% |
$143K - $184K
|
341
$89.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-295- 17.53% |
$143K - $184K
|
1.39K
$363K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-296- 1.97% |
$144K - $185K
|
14.7K
$3.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-297- 4.22% |
$144K - $186K
|
6.73K
$1.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-298- 21.19% |
$145K - $186K
|
1.11K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-300- 1.61% |
$146K - $188K
|
18.4K
$4.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-303- 12.81% |
$147K - $189K
|
2.06K
$539K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-307- 2.86% |
$149K - $192K
|
10.4K
$2.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-310- 1.99% |
$151K - $194K
|
15.3K
$3.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-310- 34.56% |
$151K - $194K
|
587
$154K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-312- 1.54% |
$151K - $195K
|
20K
$5.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-314- 3.12% |
$152K - $196K
|
9.76K
$2.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-316- 14.6% |
$153K - $198K
|
1.85K
$484K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-317- 2.58% |
$154K - $198K
|
12K
$3.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-317- 12.04% |
$154K - $198K
|
2.32K
$606K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-320- 2.52% |
$155K - $200K
|
12.4K
$3.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-320- 3.95% |
$155K - $200K
|
7.79K
$2.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-322- 3.4% |
$156K - $201K
|
9.15K
$2.39M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-322- 2.03% |
$156K - $201K
|
15.6K
$4.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-323- 0.04% |
$157K - $202K
|
876K
$229M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-323- 9.19% |
$157K - $202K
|
3.19K
$835K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-326- 24.15% |
$158K - $204K
|
1.02K
$268K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-326- 5.55% |
$158K - $204K
|
5.55K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-327- 32.83% |
$159K - $204K
|
669
$175K
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-330- 4.13% |
$160K - $206K
|
7.65K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-331- 0.29% |
$161K - $207K
|
115K
$30.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-332- 3.34% |
$161K - $208K
|
9.6K
$2.51M
|