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 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
50+ 5000.0% |
$8.79K - $11.8K
|
51
$8.3K
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
50+ 0.14% |
$8.79K - $11.8K
|
35.2K
$5.72M
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
49New |
$8.61K - $11.6K
|
49
$7.97K
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
47New |
$8.26K - $11.1K
|
47
$7.65K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
47New |
$8.26K - $11.1K
|
47
$7.65K
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
47+ 0.72% |
$8.26K - $11.1K
|
6.6K
$1.07M
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
44+ 3.09% |
$7.74K - $10.4K
|
1.47K
$239K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
37+ 9.95% |
$6.5K - $8.77K
|
409
$66.5K
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
33+ 0.41% |
$5.8K - $7.82K
|
8.02K
$1.3M
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
32New |
$5.63K - $7.58K
|
32
$5.21K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
32New |
$5.63K - $7.58K
|
32
$5.21K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
24New |
$4.22K - $5.69K
|
24
$3.9K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24+ 0.18% |
$4.22K - $5.69K
|
13.2K
$2.16M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
23+ 1.49% |
$4.04K - $5.45K
|
1.57K
$255K
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
23+ 0.69% |
$4.04K - $5.45K
|
3.35K
$545K
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
20+ 10.58% |
$3.52K - $4.74K
|
209
$34K
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
18+ 10.53% |
$3.16K - $4.26K
|
189
$30.7K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16+ 22.54% |
$2.81K - $3.79K
|
87
$14.2K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
15+ 12.4% |
$2.64K - $3.55K
|
136
$22.1K
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
14New |
$2.46K - $3.32K
|
14
$2.28K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
11New |
$1.93K - $2.61K
|
11
$1.79K
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
10New |
$1.76K - $2.37K
|
10
$1.63K
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
9New |
$1.58K - $2.13K
|
9
$1.46K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
8+ 9.2% |
$1.41K - $1.9K
|
95
$15.5K
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
8+ 8.16% |
$1.41K - $1.9K
|
106
$17.2K
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 100.0% |
$1.23K - $1.66K
|
14
$2.28K
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 11.54% |
$1.05K - $1.42K
|
58
$9.44K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 5.0% |
$879 - $1.18K
|
105
$17.1K
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
5New |
$879 - $1.18K
|
5
$813
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5+ 0.62% |
$879 - $1.18K
|
813
$132K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 22.73% |
$879 - $1.18K
|
27
$4.39K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5+ 10.2% |
$879 - $1.18K
|
54
$8.78K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
4New |
$703 - $948
|
4
$651
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4+ 33.33% |
$703 - $948
|
16
$2.6K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4New |
$703 - $948
|
4
$651
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 23.08% |
$527 - $711
|
16
$2.6K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3New |
$527 - $711
|
3
$488
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3New |
$527 - $711
|
3
$488
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3New |
$527 - $711
|
3
$488
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 8.57% |
$527 - $711
|
38
$6.18K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3New |
$527 - $711
|
3
$488
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2New |
$352 - $474
|
2
$325
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 0.98% |
$352 - $474
|
206
$33.5K
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
2New |
$352 - $474
|
2
$325
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 100.0% |
$352 - $474
|
4
$651
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 16.67% |
$176 - $237
|
7
$1.14K
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 1.67% |
$176 - $237
|
61
$9.92K
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$176 - $237
|
1.12K
$183K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1New |
$176 - $237
|
1
$163
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1New |
$176 - $237
|
1
$163
|