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 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
1.26K+ 1.88% |
$613K - $789K
|
68.3K
$31.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.25K+ 7.93% |
$606K - $780K
|
17K
$7.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
1.25KNew |
$605K - $780K
|
1.25K
$582K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.25K+ 3.46% |
$604K - $778K
|
37.2K
$17.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.24K+ 13.45% |
$604K - $777K
|
10.5K
$4.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.24KNew |
$600K - $773K
|
1.24K
$576K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.23K+ 2.5% |
$599K - $771K
|
50.6K
$23.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
1.23K+ 1.36% |
$595K - $767K
|
91.2K
$42.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.22K+ 190.5% |
$594K - $765K
|
1.87K
$870K
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.2K+ 20.62% |
$585K - $753K
|
7.04K
$3.28M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.2KNew |
$584K - $752K
|
1.2K
$561K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.2K+ 5.1% |
$583K - $751K
|
24.7K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Symmetry Investments LP
|
BUY
|
- |
1.2K+ 16.2% |
$583K - $750K
|
8.61K
$4.01M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.19K+ 17.64% |
$579K - $746K
|
7.96K
$3.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
1.19K+ 0.61% |
$579K - $746K
|
198K
$92.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
1.19K+ 4.97% |
$578K - $745K
|
25.2K
$11.7M
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
1.19K+ 2.86% |
$576K - $742K
|
42.6K
$19.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.19KNew |
$575K - $741K
|
1.19K
$553K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.18KNew |
$573K - $738K
|
1.18K
$550K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.18K+ 1.05% |
$571K - $736K
|
113K
$52.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
1.17K+ 1.64% |
$570K - $734K
|
72.8K
$34M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.17KNew |
$567K - $730K
|
1.17K
$544K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
1.16K+ 9.31% |
$563K - $725K
|
13.6K
$6.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1.16K+ 7.2% |
$563K - $725K
|
17.3K
$8.05M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
1.16KNew |
$563K - $725K
|
1.16K
$541K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.16K+ 191.87% |
$562K - $723K
|
1.76K
$821K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.16KNew |
$561K - $723K
|
1.16K
$539K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.16KNew |
$561K - $722K
|
1.16K
$539K
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
1.15KNew |
$560K - $722K
|
1.15K
$538K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.15K+ 6.83% |
$558K - $718K
|
18K
$8.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
1.15KNew |
$557K - $718K
|
1.15K
$535K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1.14K+ 49.37% |
$552K - $710K
|
3.44K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
1.13K+ 51.36% |
$550K - $708K
|
3.34K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
1.13KNew |
$547K - $705K
|
1.13K
$526K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.12K+ 8.21% |
$544K - $701K
|
14.8K
$6.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
1.11KNew |
$540K - $696K
|
1.11K
$519K
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
1.11KNew |
$536K - $691K
|
1.11K
$515K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.11K+ 9.63% |
$536K - $691K
|
12.6K
$5.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.1KNew |
$534K - $688K
|
1.1K
$513K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.1K+ 0.91% |
$533K - $686K
|
121K
$56.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.1K+ 2.28% |
$533K - $686K
|
49.2K
$22.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.09K+ 15.32% |
$530K - $683K
|
8.22K
$3.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
1.09KNew |
$529K - $681K
|
1.09K
$508K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.09KNew |
$527K - $679K
|
1.09K
$507K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.08K+ 108.46% |
$523K - $673K
|
2.07K
$965K
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
1.08KNew |
$522K - $673K
|
1.08K
$502K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
1.07KNew |
$520K - $670K
|
1.07K
$500K
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
1.07K+ 64.32% |
$518K - $667K
|
2.73K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.07K+ 1.6% |
$518K - $667K
|
67.7K
$31.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.06KNew |
$516K - $664K
|
1.06K
$495K
|