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
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.6K- 14.14% |
$777K - $1M
|
9.72K
$2.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.61K- 3.15% |
$782K - $1.01M
|
49.5K
$12.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.62K- 14.06% |
$786K - $1.01M
|
9.89K
$2.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Cooke & Bieler LP
|
SELL
|
- |
-1.63K- 0.66% |
$792K - $1.02M
|
247K
$64.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-1.65K- 8.71% |
$802K - $1.03M
|
17.3K
$4.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.66K- 2.35% |
$807K - $1.04M
|
69.1K
$18.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.67K- 4.46% |
$811K - $1.04M
|
35.8K
$9.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.69K- 59.7% |
$820K - $1.06M
|
1.14K
$298K
|
|
|
Feb 11, 2025
Q4 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
SELL
|
- |
-1.7K- 62.96% |
$825K - $1.06M
|
1K
$262K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.7K- 59.25% |
$826K - $1.06M
|
1.17K
$306K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-1.71K- 3.05% |
$830K - $1.07M
|
54.4K
$14.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.73K- 3.71% |
$838K - $1.08M
|
44.7K
$11.7M
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.73K- 2.59% |
$838K - $1.08M
|
64.8K
$17M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.74K- 31.51% |
$846K - $1.09M
|
3.79K
$991K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.76K- 57.42% |
$853K - $1.1M
|
1.3K
$341K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.76K- 9.55% |
$853K - $1.1M
|
16.6K
$4.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.76K- 18.69% |
$855K - $1.1M
|
7.67K
$2M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-1.77K- 11.08% |
$861K - $1.11M
|
14.2K
$3.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-1.77K- 1.84% |
$861K - $1.11M
|
94.7K
$24.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.8K- 57.79% |
$872K - $1.12M
|
1.31K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.83K- 10.29% |
$890K - $1.15M
|
16K
$4.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.85K- 20.87% |
$897K - $1.15M
|
7K
$1.83M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.86K- 72.3% |
$904K - $1.16M
|
713
$186K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.88K- 11.95% |
$914K - $1.18M
|
13.9K
$3.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.93K- 23.05% |
$935K - $1.2M
|
6.43K
$1.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.93K- 22.87% |
$937K - $1.21M
|
6.51K
$1.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.93K- 31.84% |
$938K - $1.21M
|
4.14K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.95K- 52.67% |
$948K - $1.22M
|
1.76K
$459K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-1.96K- 8.16% |
$949K - $1.22M
|
22K
$5.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.96K- 29.46% |
$950K - $1.22M
|
4.68K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1.96K- 0.75% |
$950K - $1.22M
|
261K
$68.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-1.98K- 7.09% |
$961K - $1.24M
|
25.9K
$6.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.98K- 12.05% |
$962K - $1.24M
|
14.5K
$3.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.98K- 26.1% |
$962K - $1.24M
|
5.61K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.98K- 10.82% |
$963K - $1.24M
|
16.3K
$4.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1.99K- 1.82% |
$966K - $1.24M
|
107K
$28M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.03K- 20.36% |
$983K - $1.27M
|
7.92K
$2.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.04K- 3.92% |
$990K - $1.28M
|
49.9K
$13.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.04K- 92.78% |
$991K - $1.28M
|
159
$41.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-2.04K- 8.79% |
$991K - $1.28M
|
21.2K
$5.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.04K- 3.92% |
$992K - $1.28M
|
50K
$13.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-2.06K- 34.45% |
$1M - $1.29M
|
3.92K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.08K- 5.43% |
$1.01M - $1.3M
|
36.1K
$9.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.1K- 5.84% |
$1.02M - $1.31M
|
33.9K
$8.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.1K- 5.74% |
$1.02M - $1.31M
|
34.5K
$9.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.11K- 6.1% |
$1.02M - $1.32M
|
32.4K
$8.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-2.11K- 18.31% |
$1.02M - $1.32M
|
9.41K
$2.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.13K- 25.34% |
$1.04M - $1.33M
|
6.28K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-2.14K- 21.6% |
$1.04M - $1.34M
|
7.77K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-2.14K- 52.32% |
$1.04M - $1.34M
|
1.95K
$510K
|