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 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-2.15K- 20.83% |
$1.04M - $1.34M
|
8.16K
$2.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.18K- 42.27% |
$1.06M - $1.37M
|
2.98K
$780K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-2.19K- 74.62% |
$1.06M - $1.37M
|
744
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2.2K- 12.63% |
$1.07M - $1.38M
|
15.2K
$3.98M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-2.21K- 91.52% |
$1.07M - $1.38M
|
205
$53.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-2.24K- 29.35% |
$1.09M - $1.4M
|
5.38K
$1.41M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.24K- 18.84% |
$1.09M - $1.4M
|
9.63K
$2.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.26K- 3.19% |
$1.1M - $1.41M
|
68.6K
$17.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-2.27K- 52.92% |
$1.1M - $1.42M
|
2.02K
$529K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.28K- 42.85% |
$1.11M - $1.43M
|
3.04K
$796K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-2.28K- 41.11% |
$1.11M - $1.43M
|
3.27K
$856K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.29K- 31.31% |
$1.11M - $1.43M
|
5.01K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.31K- 3.46% |
$1.12M - $1.44M
|
64.3K
$16.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-2.35K- 27.11% |
$1.14M - $1.47M
|
6.31K
$1.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.35K- 59.95% |
$1.14M - $1.47M
|
1.57K
$410K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.37K- 11.38% |
$1.15M - $1.48M
|
18.5K
$4.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-2.37K- 1.02% |
$1.15M - $1.48M
|
230K
$60.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-2.4K- 32.04% |
$1.16M - $1.5M
|
5.08K
$1.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-2.43K- 10.7% |
$1.18M - $1.52M
|
20.3K
$5.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-2.43K- 16.73% |
$1.18M - $1.52M
|
12.1K
$3.16M
|
|
|
Feb 18, 2025
Q4 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-2.46K- 16.87% |
$1.19M - $1.54M
|
12.1K
$3.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-2.46K- 0.75% |
$1.2M - $1.54M
|
327K
$85.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.5K- 4.81% |
$1.21M - $1.56M
|
49.5K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bamco Inc
New York, NY |
SELL
|
- |
-2.5K- 4.39% |
$1.21M - $1.56M
|
54.4K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.52K- 5.39% |
$1.22M - $1.57M
|
44.2K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.53K- 18.37% |
$1.23M - $1.58M
|
11.2K
$2.94M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.53K- 22.53% |
$1.23M - $1.58M
|
8.69K
$2.27M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.53K- 6.17% |
$1.23M - $1.58M
|
38.5K
$10.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.54K- 2.38% |
$1.23M - $1.59M
|
104K
$27.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.61K- 2.64% |
$1.27M - $1.63M
|
96.4K
$25.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-2.63K- 61.42% |
$1.28M - $1.64M
|
1.65K
$432K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.63K- 6.99% |
$1.28M - $1.64M
|
35K
$9.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.63K- 4.43% |
$1.28M - $1.65M
|
56.8K
$14.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-2.64K- 23.44% |
$1.28M - $1.65M
|
8.61K
$2.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-2.64K- 6.81% |
$1.28M - $1.65M
|
36.1K
$9.45M
|
|
|
Feb 14, 2025
Q4 2024
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-2.65K- 4.57% |
$1.29M - $1.66M
|
55.4K
$14.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.66K- 31.22% |
$1.29M - $1.66M
|
5.86K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.7K- 6.06% |
$1.31M - $1.69M
|
41.8K
$10.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.7K- 77.11% |
$1.31M - $1.69M
|
801
$210K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.73K- 1.45% |
$1.33M - $1.71M
|
185K
$48.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.74K- 15.53% |
$1.33M - $1.72M
|
14.9K
$3.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.79K- 13.36% |
$1.36M - $1.75M
|
18.1K
$4.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-2.8K- 4.56% |
$1.36M - $1.75M
|
58.7K
$15.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-2.81K- 99.33% |
$1.37M - $1.76M
|
19
$4.97K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-2.86K- 60.42% |
$1.39M - $1.79M
|
1.87K
$489K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.86K- 3.19% |
$1.39M - $1.79M
|
86.9K
$22.7M
|
|
|
Jul 31, 2025
Q4 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.86K- 3.19% |
$1.39M - $1.79M
|
86.9K
$22.7M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2.86K- 5.47% |
$1.39M - $1.79M
|
49.5K
$12.9M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-2.9K- 66.58% |
$1.41M - $1.81M
|
1.46K
$381K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2.92K- 2.87% |
$1.42M - $1.82M
|
98.6K
$25.8M
|