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 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.06K+ 42.98% |
$515K - $663K
|
3.53K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.06KNew |
$514K - $662K
|
1.06K
$493K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
1.06K+ 2.54% |
$512K - $660K
|
42.6K
$19.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.05K+ 13.03% |
$510K - $657K
|
9.12K
$4.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.05KNew |
$510K - $657K
|
1.05K
$490K
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
1.05KNew |
$508K - $654K
|
1.05K
$488K
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.05K+ 2.51% |
$507K - $653K
|
42.7K
$19.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.04K+ 31.4% |
$505K - $650K
|
4.35K
$2.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.04KNew |
$503K - $647K
|
1.04K
$483K
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
1.03KNew |
$501K - $645K
|
1.03K
$481K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.03K+ 2.02% |
$500K - $643K
|
52K
$24.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.03K+ 1.97% |
$499K - $642K
|
53.2K
$24.8M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
1.02K+ 4.37% |
$497K - $640K
|
24.4K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.02KNew |
$495K - $637K
|
1.02K
$475K
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.02KNew |
$494K - $637K
|
1.02K
$475K
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
1.01KNew |
$491K - $632K
|
1.01K
$472K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.01KNew |
$489K - $630K
|
1.01K
$470K
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
998+ 15.57% |
$485K - $624K
|
7.41K
$3.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
997New |
$484K - $623K
|
997
$465K
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
994New |
$483K - $621K
|
994
$464K
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
987New |
$479K - $617K
|
987
$460K
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
986New |
$479K - $616K
|
986
$460K
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
981+ 67.98% |
$476K - $613K
|
2.42K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
974New |
$473K - $609K
|
974
$454K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
970+ 5.91% |
$471K - $606K
|
17.4K
$8.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
969+ 1.68% |
$470K - $606K
|
58.5K
$27.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
BUY
|
- |
950+ 5.41% |
$461K - $594K
|
18.5K
$8.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
949New |
$461K - $593K
|
949
$443K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
946New |
$459K - $591K
|
946
$441K
|
|
|
Feb 12, 2025
Q4 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
940+ 2.26% |
$456K - $588K
|
42.5K
$19.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
939New |
$456K - $587K
|
939
$438K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
938+ 16.63% |
$455K - $586K
|
6.58K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
938+ 14.8% |
$455K - $586K
|
7.28K
$3.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Bell Asset Management LTD
Melbourne, C3 |
BUY
|
- |
922+ 3.34% |
$448K - $576K
|
28.5K
$13.3M
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
918+ 9.4% |
$446K - $574K
|
10.7K
$4.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
910+ 4.34% |
$442K - $569K
|
21.9K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
909New |
$441K - $568K
|
909
$424K
|
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
BUY
|
- |
908+ 1.62% |
$441K - $568K
|
56.8K
$26.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
905New |
$439K - $566K
|
905
$422K
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
900New |
$437K - $563K
|
900
$420K
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
900New |
$437K - $563K
|
900
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
886+ 62.31% |
$430K - $554K
|
2.31K
$1.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
873+ 5.24% |
$424K - $546K
|
17.5K
$8.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
870+ 2.21% |
$422K - $544K
|
40.3K
$18.8M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
869New |
$422K - $543K
|
869
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
868+ 9.39% |
$421K - $543K
|
10.1K
$4.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
865New |
$420K - $541K
|
865
$403K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
861+ 28.0% |
$418K - $538K
|
3.94K
$1.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
861New |
$418K - $538K
|
861
$402K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
854+ 26.16% |
$415K - $534K
|
4.12K
$1.92M
|