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
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-1.2K- 68.85% |
$581K - $748K
|
541
$142K
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
SELL
|
- |
-1.2K- 13.45% |
$582K - $749K
|
7.71K
$2.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 0.34% |
$584K - $752K
|
353K
$92.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.21K- 14.59% |
$585K - $753K
|
7.05K
$1.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.21K- 23.32% |
$586K - $755K
|
3.97K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.22K- 4.23% |
$592K - $762K
|
27.6K
$7.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.23K- 2.11% |
$595K - $767K
|
56.9K
$14.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.24K- 14.6% |
$600K - $772K
|
7.22K
$1.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 5.71% |
$602K - $775K
|
20.5K
$5.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.24K- 5.02% |
$602K - $775K
|
23.4K
$6.13M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.24K- 69.13% |
$604K - $777K
|
555
$145K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.24K- 24.05% |
$604K - $778K
|
3.93K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.26K- 5.3% |
$612K - $788K
|
22.5K
$5.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.26K- 3.91% |
$613K - $789K
|
31K
$8.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.28K- 42.25% |
$619K - $797K
|
1.74K
$456K
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.28K- 0.39% |
$620K - $798K
|
327K
$85.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.28K- 6.81% |
$621K - $800K
|
17.5K
$4.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.28K- 0.3% |
$621K - $800K
|
426K
$111M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.29K- 13.36% |
$625K - $805K
|
8.35K
$2.18M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.3K- 27.59% |
$629K - $810K
|
3.4K
$890K
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.3K- 2.35% |
$630K - $811K
|
54K
$14.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.31K- 0.86% |
$636K - $819K
|
151K
$39.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.34K- 43.3% |
$649K - $836K
|
1.75K
$458K
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.35K- 0.15% |
$656K - $845K
|
885K
$231M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.35K- 4.34% |
$656K - $845K
|
29.8K
$7.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.36K- 1.64% |
$658K - $848K
|
81.3K
$21.3M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.36K- 27.05% |
$660K - $850K
|
3.67K
$959K
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-1.36K- 71.53% |
$660K - $850K
|
541
$142K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.37K- 3.32% |
$663K - $853K
|
39.7K
$10.4M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.37K- 64.21% |
$664K - $855K
|
762
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.37K- 5.69% |
$666K - $858K
|
22.7K
$5.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-1.37K- 11.0% |
$667K - $858K
|
11.1K
$2.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-1.38K- 8.35% |
$669K - $862K
|
15.1K
$3.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.38K- 12.22% |
$670K - $863K
|
9.91K
$2.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.4K- 45.05% |
$681K - $877K
|
1.71K
$447K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.41K- 12.52% |
$684K - $881K
|
9.85K
$2.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-1.42K- 5.06% |
$687K - $885K
|
26.5K
$6.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.42K- 8.84% |
$688K - $887K
|
14.6K
$3.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.42K- 4.49% |
$690K - $889K
|
30.3K
$7.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.43K- 0.28% |
$693K - $893K
|
516K
$135M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-1.44K- 4.45% |
$699K - $900K
|
30.9K
$8.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.45K- 97.97% |
$704K - $907K
|
30
$7.85K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.47K- 5.05% |
$714K - $919K
|
27.6K
$7.23M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.47K- 4.75% |
$714K - $919K
|
29.5K
$7.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.47K- 9.55% |
$716K - $922K
|
14K
$3.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.48K- 3.57% |
$717K - $923K
|
40K
$10.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.49K- 8.36% |
$724K - $932K
|
16.3K
$4.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Kp Management LLC
Edina, MN |
SELL
|
- |
-1.5K- 23.08% |
$728K - $938K
|
5K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.56K- 1.64% |
$758K - $977K
|
93.6K
$24.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.58K- 6.14% |
$765K - $985K
|
24.1K
$6.3M
|