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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.55K+ 1.16% |
$750K - $966K
|
135K
$62.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.54K+ 10.24% |
$745K - $960K
|
16.5K
$7.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
1.5KNew |
$728K - $938K
|
1.5K
$700K
|
|
|
Feb 14, 2025
Q4 2024
|
Sectoral Asset Management Inc
Montreal, A8 |
BUY
|
- |
1.5K+ 11.43% |
$728K - $938K
|
14.6K
$6.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
1.5KNew |
$728K - $938K
|
1.5K
$700K
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
1.49KNew |
$724K - $932K
|
1.49K
$695K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
1.46K+ 1.87% |
$709K - $913K
|
79.4K
$37.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.46K+ 17.2% |
$709K - $913K
|
9.95K
$4.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
1.46KNew |
$709K - $913K
|
1.46K
$681K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.45K+ 10.07% |
$704K - $907K
|
15.9K
$7.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
1.44KNew |
$700K - $902K
|
1.44K
$673K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.44K+ 10.09% |
$698K - $899K
|
15.7K
$7.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
1.44K+ 16.09% |
$698K - $899K
|
10.4K
$4.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.43K+ 2.19% |
$695K - $895K
|
66.7K
$31.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.43K+ 59.33% |
$693K - $893K
|
3.84K
$1.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.42K+ 11.83% |
$690K - $889K
|
13.4K
$6.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.42K+ 1.2% |
$689K - $887K
|
120K
$56M
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
BUY
|
- |
1.42K+ 5.53% |
$687K - $885K
|
27K
$12.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.41K+ 4.61% |
$686K - $883K
|
32K
$14.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
1.41K+ 1.69% |
$683K - $879K
|
84.7K
$39.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.41KNew |
$683K - $879K
|
1.41K
$656K
|
|
|
Jan 28, 2025
Q4 2024
|
Unison Asset Management LLC
|
BUY
|
- |
1.41K+ 8.32% |
$682K - $878K
|
18.3K
$8.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
1.4KNew |
$682K - $878K
|
1.4K
$655K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
1.4K+ 21.05% |
$682K - $878K
|
8.07K
$3.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
1.4K+ 5.56% |
$679K - $875K
|
26.5K
$12.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
1.39K+ 32.56% |
$676K - $871K
|
5.67K
$2.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
1.39KNew |
$676K - $871K
|
1.39K
$650K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.39KNew |
$676K - $870K
|
1.39K
$649K
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
1.38KNew |
$671K - $865K
|
1.38K
$645K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.37K+ 4.38% |
$665K - $856K
|
32.6K
$15.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.36K+ 2.09% |
$661K - $852K
|
66.4K
$31M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
1.35KNew |
$657K - $846K
|
1.35K
$631K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.35K+ 11.3% |
$653K - $841K
|
13.2K
$6.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
1.34K+ 13.2% |
$653K - $840K
|
11.5K
$5.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.34K+ 324.03% |
$648K - $835K
|
1.75K
$815K
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
1.33KNew |
$646K - $832K
|
1.33K
$621K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.32K+ 25.33% |
$642K - $827K
|
6.55K
$3.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.32K+ 273.8% |
$639K - $823K
|
1.8K
$839K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.32K+ 1.1% |
$639K - $823K
|
120K
$56.2M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.31K+ 141.23% |
$637K - $820K
|
2.24K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
1.31K+ 1.23% |
$635K - $817K
|
108K
$50.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.31K+ 17.54% |
$634K - $817K
|
8.75K
$4.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.3K+ 77.37% |
$629K - $810K
|
2.97K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.29K+ 1.35% |
$625K - $805K
|
97K
$45.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.27KNew |
$619K - $797K
|
1.27K
$594K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.27K+ 4.41% |
$618K - $796K
|
30.1K
$14M
|
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
1.27K+ 2.45% |
$617K - $795K
|
53.2K
$24.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.27K+ 4.87% |
$616K - $793K
|
27.3K
$12.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Broderick Brian C
|
BUY
|
- |
1.26K+ 5.88% |
$614K - $790K
|
22.8K
$10.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
1.26KNew |
$613K - $790K
|
1.26K
$589K
|