Purchases and Sales Made in Q4 2024 in Universal Health Services Inc (UHS)
This table provides information about the institutional ownership of Universal Health Services Inc (UHS) during Q4 2024. The information is specifically focused on institutions that hold shares of UNIVERSAL HEALTH SERVICES INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
49New |
$8.61K - $11.6K
|
49
$9.25K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
47New |
$8.26K - $11.1K
|
47
$8.87K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
47+ 0.72% |
$8.26K - $11.1K
|
6.6K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
47New |
$8.26K - $11.1K
|
47
$8.87K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
44+ 3.09% |
$7.74K - $10.4K
|
1.47K
$277K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
37+ 9.95% |
$6.5K - $8.77K
|
409
$77.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
33+ 0.41% |
$5.8K - $7.82K
|
8.02K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
32New |
$5.63K - $7.58K
|
32
$6.04K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
32New |
$5.63K - $7.58K
|
32
$6.04K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24+ 0.18% |
$4.22K - $5.69K
|
13.2K
$2.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
24New |
$4.22K - $5.69K
|
24
$4.53K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
23+ 1.49% |
$4.04K - $5.45K
|
1.57K
$295K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
23+ 0.69% |
$4.04K - $5.45K
|
3.35K
$633K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
20+ 10.58% |
$3.52K - $4.74K
|
209
$39.5K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
18+ 10.53% |
$3.16K - $4.26K
|
189
$35.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16+ 22.54% |
$2.81K - $3.79K
|
87
$16.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
15+ 12.4% |
$2.64K - $3.55K
|
136
$25.7K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
14New |
$2.46K - $3.32K
|
14
$2.64K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
11New |
$1.93K - $2.61K
|
11
$2.08K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
10New |
$1.76K - $2.37K
|
10
$1.89K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
9New |
$1.58K - $2.13K
|
9
$1.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
8+ 8.16% |
$1.41K - $1.9K
|
106
$20K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
8+ 9.2% |
$1.41K - $1.9K
|
95
$17.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 100.0% |
$1.23K - $1.66K
|
14
$2.64K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 11.54% |
$1.05K - $1.42K
|
58
$11K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 22.73% |
$879 - $1.18K
|
27
$5.1K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
5New |
$879 - $1.18K
|
5
$944
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 5.0% |
$879 - $1.18K
|
105
$19.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5+ 0.62% |
$879 - $1.18K
|
813
$154K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5+ 10.2% |
$879 - $1.18K
|
54
$10.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4+ 33.33% |
$703 - $948
|
16
$3.02K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4New |
$703 - $948
|
4
$755
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
4New |
$703 - $948
|
4
$755
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3New |
$527 - $711
|
3
$566
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 23.08% |
$527 - $711
|
16
$3.02K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3New |
$527 - $711
|
3
$566
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 8.57% |
$527 - $711
|
38
$7.17K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3New |
$527 - $711
|
3
$566
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3New |
$527 - $711
|
3
$566
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2New |
$352 - $474
|
2
$378
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 100.0% |
$352 - $474
|
4
$755
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 0.98% |
$352 - $474
|
206
$38.9K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
2New |
$352 - $474
|
2
$378
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 16.67% |
$176 - $237
|
7
$1.32K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1New |
$176 - $237
|
1
$189
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1New |
$176 - $237
|
1
$189
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1New |
$176 - $237
|
1
$189
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$176 - $237
|
1.12K
$212K
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$176 - $237
|
163K
$30.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 1.67% |
$176 - $237
|
61
$11.5K
|