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
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-509- 38.65% |
$247K - $318K
|
808
$211K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-512- 4.55% |
$249K - $320K
|
10.7K
$2.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-513- 22.29% |
$249K - $321K
|
1.79K
$468K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-521- 4.98% |
$253K - $326K
|
9.94K
$2.6M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-522- 28.11% |
$253K - $326K
|
1.34K
$349K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-526- 12.71% |
$255K - $329K
|
3.61K
$945K
|
|
|
Jan 17, 2025
Q4 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-527- 50.33% |
$256K - $330K
|
520
$136K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-527- 49.53% |
$256K - $330K
|
537
$140K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-535- 38.0% |
$260K - $335K
|
873
$228K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-535- 19.18% |
$260K - $335K
|
2.26K
$590K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-542- 23.44% |
$263K - $339K
|
1.77K
$463K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-545- 17.36% |
$265K - $341K
|
2.6K
$679K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-546- 10.63% |
$265K - $341K
|
4.59K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-548- 3.04% |
$266K - $343K
|
17.5K
$4.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-549- 39.73% |
$267K - $343K
|
833
$218K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-560- 16.81% |
$272K - $350K
|
2.77K
$725K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-561- 2.96% |
$272K - $351K
|
18.4K
$4.81M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-568- 5.16% |
$276K - $355K
|
10.4K
$2.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-570- 5.98% |
$277K - $356K
|
8.95K
$2.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-572- 11.47% |
$278K - $358K
|
4.41K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-573- 3.52% |
$278K - $358K
|
15.7K
$4.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-574- 12.13% |
$279K - $359K
|
4.16K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-575- 42.81% |
$279K - $360K
|
768
$201K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-576- 21.44% |
$280K - $360K
|
2.11K
$552K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-578- 71.01% |
$281K - $361K
|
236
$61.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-578- 4.95% |
$281K - $361K
|
11.1K
$2.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-579- 11.94% |
$281K - $362K
|
4.27K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-582- 11.55% |
$283K - $364K
|
4.46K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-583- 8.86% |
$283K - $365K
|
6K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-584- 5.99% |
$284K - $365K
|
9.17K
$2.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-588- 5.93% |
$285K - $368K
|
9.33K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-590- 1.94% |
$286K - $369K
|
29.8K
$7.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-594- 3.53% |
$288K - $371K
|
16.3K
$4.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-598- 0.88% |
$290K - $374K
|
67.6K
$17.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-600- 1.01% |
$291K - $375K
|
58.6K
$15.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-601- 5.44% |
$292K - $376K
|
10.4K
$2.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-606- 1.32% |
$294K - $379K
|
45.3K
$11.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-606- 4.33% |
$294K - $379K
|
13.4K
$3.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-612- 4.35% |
$297K - $383K
|
13.5K
$3.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-617- 39.94% |
$300K - $386K
|
928
$243K
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-617- 12.51% |
$300K - $386K
|
4.32K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-622- 3.07% |
$302K - $389K
|
19.6K
$5.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-623- 96.74% |
$302K - $390K
|
21
$5.49K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-627- 2.71% |
$304K - $392K
|
22.5K
$5.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-649- 2.01% |
$315K - $406K
|
31.7K
$8.3M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-651- 1.38% |
$316K - $407K
|
46.5K
$12.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-655- 4.95% |
$318K - $410K
|
12.6K
$3.29M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-656- 6.77% |
$319K - $410K
|
9.03K
$2.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-665- 2.52% |
$323K - $416K
|
25.8K
$6.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-666- 3.03% |
$323K - $416K
|
21.3K
$5.58M
|