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 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.91K+ 0.4% |
$926K - $1.19M
|
476K
$222M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.91K+ 1.59% |
$925K - $1.19M
|
122K
$56.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
1.9K+ 11.67% |
$920K - $1.18M
|
18.1K
$8.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
1.89K+ 0.64% |
$919K - $1.18M
|
296K
$138M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.89K+ 197.7% |
$919K - $1.18M
|
2.85K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
1.89K+ 39.95% |
$916K - $1.18M
|
6.61K
$3.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.87K+ 176.87% |
$906K - $1.17M
|
2.92K
$1.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
1.86KNew |
$905K - $1.17M
|
1.86K
$869K
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
1.86KNew |
$902K - $1.16M
|
1.86K
$866K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.83K+ 1.08% |
$889K - $1.14M
|
171K
$79.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.82K+ 6.14% |
$886K - $1.14M
|
31.5K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.82K+ 7.6% |
$881K - $1.13M
|
25.7K
$12M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.8KNew |
$873K - $1.12M
|
1.8K
$839K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.78KNew |
$866K - $1.12M
|
1.78K
$832K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.78K+ 3.72% |
$862K - $1.11M
|
49.6K
$23.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.77K+ 37.42% |
$860K - $1.11M
|
6.51K
$3.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.77KNew |
$860K - $1.11M
|
1.77K
$826K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.77K+ 80.05% |
$857K - $1.1M
|
3.97K
$1.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.76K+ 31.96% |
$856K - $1.1M
|
7.28K
$3.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
1.75KNew |
$849K - $1.09M
|
1.75K
$816K
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.74KNew |
$847K - $1.09M
|
1.74K
$813K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.74KNew |
$844K - $1.09M
|
1.74K
$811K
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.74K+ 169.53% |
$843K - $1.09M
|
2.76K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
1.71K+ 15.42% |
$831K - $1.07M
|
12.8K
$5.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.71K+ 25.24% |
$830K - $1.07M
|
8.48K
$3.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.7K+ 3.27% |
$827K - $1.06M
|
53.7K
$25M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
1.69KNew |
$822K - $1.06M
|
1.69K
$790K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
1.69KNew |
$820K - $1.06M
|
1.69K
$788K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.68K+ 33.61% |
$816K - $1.05M
|
6.68K
$3.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.68K+ 16.0% |
$815K - $1.05M
|
12.2K
$5.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.67K+ 15.01% |
$810K - $1.04M
|
12.8K
$5.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
1.66KNew |
$805K - $1.04M
|
1.66K
$773K
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
1.65KNew |
$802K - $1.03M
|
1.65K
$770K
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
1.65KNew |
$801K - $1.03M
|
1.65K
$770K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1.63KNew |
$792K - $1.02M
|
1.63K
$761K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
1.63K+ 11.17% |
$791K - $1.02M
|
16.2K
$7.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.63KNew |
$790K - $1.02M
|
1.63K
$759K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
1.62K+ 9.35% |
$787K - $1.01M
|
19K
$8.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.61KNew |
$781K - $1.01M
|
1.61K
$750K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.61K+ 4.84% |
$780K - $1M
|
34.8K
$16.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
1.61K+ 7.45% |
$779K - $1M
|
23.1K
$10.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.6K+ 19.15% |
$777K - $1M
|
9.96K
$4.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.6K+ 26.3% |
$775K - $998K
|
7.66K
$3.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Jain Global LLC
New York, NY |
BUY
|
- |
1.59KNew |
$774K - $997K
|
1.59K
$743K
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
BUY
|
- |
1.59KNew |
$771K - $993K
|
1.59K
$741K
|
|
|
Feb 12, 2025
Q4 2024
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
1.58KNew |
$765K - $985K
|
1.58K
$735K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.57K+ 48.7% |
$763K - $983K
|
4.8K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
1.56K+ 83.95% |
$759K - $978K
|
3.43K
$1.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
1.56K+ 21.12% |
$756K - $974K
|
8.93K
$4.16M
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
1.55K+ 118.52% |
$752K - $969K
|
2.86K
$1.33M
|