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 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.37K- 19.66% |
$2.12M - $2.73M
|
17.8K
$4.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.41K- 11.53% |
$2.14M - $2.76M
|
33.8K
$8.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-4.5K- 7.62% |
$2.18M - $2.81M
|
54.6K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Perbak Capital Partners LLP
London, X0 |
SELL
|
- |
-4.63K- 80.6% |
$2.25M - $2.9M
|
1.12K
$292K
|
|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-4.64K- 5.44% |
$2.25M - $2.9M
|
80.6K
$21.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-4.9K- 59.22% |
$2.38M - $3.07M
|
3.38K
$883K
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-4.91K- 8.94% |
$2.38M - $3.07M
|
50K
$13.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-4.91K- 40.55% |
$2.38M - $3.07M
|
7.2K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-4.92K- 60.55% |
$2.39M - $3.07M
|
3.2K
$838K
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-4.96K- 10.79% |
$2.41M - $3.1M
|
41K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.98K- 2.34% |
$2.42M - $3.11M
|
207K
$54.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-5.14K- 15.37% |
$2.5M - $3.21M
|
28.3K
$7.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.34K- 3.48% |
$2.59M - $3.34M
|
148K
$38.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-5.34K- 2.66% |
$2.59M - $3.34M
|
196K
$51.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-5.37K- 2.64% |
$2.61M - $3.36M
|
198K
$51.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Torray LLC
|
SELL
|
- |
-5.51K- 20.15% |
$2.67M - $3.44M
|
21.8K
$5.71M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-5.57K- 17.68% |
$2.7M - $3.48M
|
25.9K
$6.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.62K- 40.13% |
$2.73M - $3.52M
|
8.39K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.76K- 8.87% |
$2.8M - $3.6M
|
59.2K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-5.77K- 76.22% |
$2.8M - $3.61M
|
1.8K
$471K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.89K- 4.84% |
$2.86M - $3.68M
|
116K
$30.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-5.95K- 83.24% |
$2.89M - $3.72M
|
1.2K
$313K
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-5.96K- 13.91% |
$2.89M - $3.73M
|
36.9K
$9.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-5.99K- 17.53% |
$2.91M - $3.74M
|
28.1K
$7.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Viking Fund Management LLC
|
SELL
|
- |
-6K- 60.0% |
$2.91M - $3.75M
|
4K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Abrams Bison Investments, LLC
Bethesda, MD |
SELL
|
- |
-6K- 3.23% |
$2.91M - $3.75M
|
180K
$47.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-6.01K- 56.9% |
$2.92M - $3.76M
|
4.56K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-6.02K- 3.95% |
$2.92M - $3.76M
|
146K
$38.3M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-6.04K- 86.33% |
$2.93M - $3.77M
|
956
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-6.1K- 16.84% |
$2.96M - $3.81M
|
30.1K
$7.87M
|
|
|
Feb 26, 2025
Q4 2024
|
Bristol John W & CO Inc
|
SELL
|
- |
-6.11K- 2.69% |
$2.97M - $3.82M
|
221K
$57.9M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-6.25K- 18.32% |
$3.03M - $3.91M
|
27.9K
$7.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-6.45K- 2.46% |
$3.13M - $4.03M
|
256K
$66.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Provident Trust CO
|
SELL
|
- |
-6.47K- 1.02% |
$3.14M - $4.05M
|
626K
$164M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.53K- 21.46% |
$3.17M - $4.09M
|
23.9K
$6.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-6.54K- 35.25% |
$3.17M - $4.09M
|
12K
$3.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.63K- 2.2% |
$3.22M - $4.15M
|
295K
$77.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-6.69K- 15.61% |
$3.25M - $4.18M
|
36.2K
$9.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-6.69K- 7.81% |
$3.25M - $4.18M
|
79K
$20.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Governors Lane LP
New York, NY |
SELL
|
- |
-6.7K- 22.87% |
$3.25M - $4.19M
|
22.6K
$5.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-6.71K- 8.12% |
$3.26M - $4.19M
|
75.9K
$19.8M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.82K- 17.84% |
$3.31M - $4.26M
|
31.4K
$8.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Apg Asset Management Us Inc.
New York, NY |
SELL
|
- |
-6.83K- 26.35% |
$3.31M - $4.27M
|
19.1K
$4.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-6.88K- 4.85% |
$3.34M - $4.3M
|
135K
$35.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-7K- 2.75% |
$3.4M - $4.38M
|
247K
$64.7M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-7.11K- 29.0% |
$3.45M - $4.45M
|
17.4K
$4.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-7.13K- 68.25% |
$3.46M - $4.46M
|
3.32K
$868K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.18K- 4.16% |
$3.49M - $4.49M
|
166K
$43.3M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
SELL
|
- |
-7.29K- 9.17% |
$3.54M - $4.56M
|
72.2K
$18.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-7.36K- 3.01% |
$3.57M - $4.6M
|
237K
$62M
|