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 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-681- 59.63% |
$331K - $426K
|
461
$121K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-683- 3.89% |
$332K - $427K
|
16.9K
$4.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-685- 24.4% |
$333K - $428K
|
2.12K
$555K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-692- 5.9% |
$336K - $433K
|
11K
$2.89M
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-695- 13.01% |
$337K - $435K
|
4.65K
$1.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-700- 9.01% |
$340K - $438K
|
7.07K
$1.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-703- 7.11% |
$341K - $440K
|
9.18K
$2.4M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-705- 5.79% |
$342K - $441K
|
11.5K
$3M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-707- 58.57% |
$343K - $442K
|
500
$131K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-712- 22.81% |
$346K - $445K
|
2.41K
$630K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-713- 2.79% |
$346K - $446K
|
24.8K
$6.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-717- 10.57% |
$348K - $448K
|
6.07K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-718- 17.72% |
$349K - $449K
|
3.34K
$872K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-720- 19.57% |
$350K - $450K
|
2.96K
$774K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-730- 3.15% |
$354K - $456K
|
22.5K
$5.87M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-731- 9.51% |
$355K - $457K
|
6.96K
$1.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-749- 1.03% |
$364K - $468K
|
72K
$18.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-750- 5.61% |
$364K - $469K
|
12.6K
$3.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-753- 3.27% |
$366K - $471K
|
22.2K
$5.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-754- 22.07% |
$366K - $471K
|
2.66K
$697K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-755- 56.13% |
$367K - $472K
|
590
$154K
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-757- 53.76% |
$368K - $473K
|
651
$170K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-761- 3.91% |
$369K - $476K
|
18.7K
$4.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-770- 1.28% |
$374K - $481K
|
59.4K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-774- 0.95% |
$376K - $484K
|
80.5K
$21.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-776- 15.57% |
$377K - $485K
|
4.21K
$1.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-777- 17.43% |
$377K - $486K
|
3.68K
$963K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-777- 6.19% |
$377K - $486K
|
11.8K
$3.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-777- 3.82% |
$377K - $486K
|
19.6K
$5.12M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-794- 49.04% |
$386K - $496K
|
825
$216K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-802- 2.8% |
$389K - $501K
|
27.8K
$7.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-803- 2.13% |
$390K - $502K
|
36.8K
$9.64M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-803- 5.7% |
$390K - $502K
|
13.3K
$3.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Puzo Michael J
|
SELL
|
- |
-804- 4.83% |
$390K - $503K
|
15.8K
$4.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-806- 1.32% |
$391K - $504K
|
60.2K
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-817- 1.63% |
$397K - $511K
|
49.3K
$12.9M
|
|
|
Jan 22, 2025
Q4 2024
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-822- 3.21% |
$399K - $514K
|
24.8K
$6.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-829- 4.94% |
$402K - $518K
|
15.9K
$4.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-830- 36.84% |
$403K - $519K
|
1.42K
$372K
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-832- 2.64% |
$404K - $520K
|
30.7K
$8.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-833- 1.57% |
$404K - $521K
|
52.4K
$13.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-837- 34.21% |
$406K - $523K
|
1.61K
$421K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-844- 6.83% |
$410K - $528K
|
11.5K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-850- 9.96% |
$413K - $531K
|
7.69K
$2.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Ns Partners LTD
|
SELL
|
- |
-851- 1.04% |
$413K - $532K
|
80.8K
$21.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-862- 3.14% |
$419K - $539K
|
26.6K
$6.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-865- 2.11% |
$420K - $541K
|
40.1K
$10.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-874- 1.36% |
$424K - $546K
|
63.5K
$16.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-878- 74.66% |
$426K - $549K
|
298
$77.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-878- 9.27% |
$426K - $549K
|
8.6K
$2.25M
|