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 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
4.67KNew |
$2.27M - $2.92M
|
4.67K
$1.43M
|
|
|
May 13, 2025
Q4 2024
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
BUY
|
- |
4.66KNew |
$2.26M - $2.91M
|
4.66K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
4.64KNew |
$2.25M - $2.9M
|
4.64K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
4.62K+ 457.17% |
$2.24M - $2.89M
|
5.63K
$1.72M
|
|
|
Apr 29, 2025
Q4 2024
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
4.62KNew |
$2.24M - $2.89M
|
4.62K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
4.62K+ 1.75% |
$2.24M - $2.89M
|
269K
$82.1M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
4.59K+ 12.28% |
$2.23M - $2.87M
|
42K
$12.8M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.58K+ 118.38% |
$2.22M - $2.86M
|
8.45K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
4.58KNew |
$2.22M - $2.86M
|
4.58K
$1.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
4.57KNew |
$2.22M - $2.86M
|
4.57K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.52K+ 2.17% |
$2.2M - $2.83M
|
213K
$65.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
4.5KNew |
$2.18M - $2.81M
|
4.5K
$1.37M
|
|
|
May 06, 2025
Q4 2024
|
Anb Bank
Denver, CO |
BUY
|
- |
4.49KNew |
$2.18M - $2.8M
|
4.49K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
4.46KNew |
$2.17M - $2.79M
|
4.46K
$1.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.34KNew |
$2.11M - $2.72M
|
4.34K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.3K+ 6.23% |
$2.09M - $2.69M
|
73.3K
$22.4M
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
4.29KNew |
$2.08M - $2.68M
|
4.29K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.27K+ 32.5% |
$2.08M - $2.67M
|
17.4K
$5.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Inkwell Capital LLC
Miami, FL |
BUY
|
- |
4.27KNew |
$2.07M - $2.67M
|
4.27K
$1.3M
|
|
|
Apr 14, 2025
Q4 2024
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
4.25KNew |
$2.06M - $2.66M
|
4.25K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
4.19K+ 167.31% |
$2.03M - $2.62M
|
6.7K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
4.18K+ 13.93% |
$2.03M - $2.61M
|
34.2K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.18K+ 16.73% |
$2.03M - $2.61M
|
29.2K
$8.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
4.11K+ 20.66% |
$1.99M - $2.57M
|
24K
$7.33M
|
|
|
Feb 13, 2025
Q4 2024
|
U S Wealth Group, Llc.
Woodbury, NY |
BUY
|
- |
4.09KNew |
$1.99M - $2.56M
|
4.09K
$1.25M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
4.09KNew |
$1.99M - $2.56M
|
4.09K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.09K+ 4.35% |
$1.98M - $2.56M
|
98K
$29.9M
|
|
|
Feb 20, 2025
Q4 2024
|
Baer Investment Advisory LLC
Corte Madera, CA |
BUY
|
- |
4.07KNew |
$1.97M - $2.54M
|
4.07K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
4.02K+ 11.85% |
$1.95M - $2.51M
|
38K
$11.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
3.98KNew |
$1.93M - $2.49M
|
3.98K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.97K+ 29.09% |
$1.93M - $2.48M
|
17.6K
$5.38M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.97KNew |
$1.93M - $2.48M
|
3.97K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Elefante Mark B
Boston, MA |
BUY
|
- |
3.96K+ 264.68% |
$1.92M - $2.47M
|
5.45K
$1.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.95K+ 20.82% |
$1.92M - $2.47M
|
22.9K
$7M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.94K+ 57.12% |
$1.91M - $2.46M
|
10.8K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
3.9KNew |
$1.89M - $2.44M
|
3.9K
$1.19M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
3.87KNew |
$1.88M - $2.42M
|
3.87K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
3.84K+ 56.59% |
$1.87M - $2.4M
|
10.6K
$3.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.74K+ 8.66% |
$1.82M - $2.34M
|
46.9K
$14.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
3.73KNew |
$1.81M - $2.33M
|
3.73K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.73K+ 3.09% |
$1.81M - $2.33M
|
124K
$38M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
3.69K+ 1.53% |
$1.79M - $2.31M
|
244K
$74.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
3.67K+ 10.49% |
$1.78M - $2.29M
|
38.6K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
3.65K+ 52.4% |
$1.77M - $2.28M
|
10.6K
$3.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.64K+ 0.86% |
$1.77M - $2.28M
|
428K
$131M
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
3.6K+ 54.1% |
$1.75M - $2.25M
|
10.3K
$3.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.58K+ 34.37% |
$1.74M - $2.24M
|
14K
$4.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.58K+ 53.49% |
$1.74M - $2.24M
|
10.3K
$3.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.57K+ 29.33% |
$1.73M - $2.23M
|
15.7K
$4.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
3.56KNew |
$1.73M - $2.23M
|
3.56K
$1.09M
|