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
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
846+ 89.9% |
$411K - $529K
|
1.79K
$833K
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
844New |
$410K - $528K
|
844
$394K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
843New |
$409K - $527K
|
843
$393K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
839New |
$407K - $525K
|
839
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
839New |
$407K - $525K
|
839
$391K
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
836New |
$406K - $523K
|
836
$390K
|
|
|
Jan 27, 2025
Q4 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
835+ 17.25% |
$405K - $522K
|
5.68K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
835New |
$405K - $522K
|
835
$389K
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
833+ 1.42% |
$404K - $521K
|
59.4K
$27.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
831New |
$403K - $520K
|
831
$388K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
830+ 1.42% |
$403K - $519K
|
59.3K
$27.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
820+ 26.7% |
$398K - $513K
|
3.89K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
815+ 2.78% |
$396K - $510K
|
30.1K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
812+ 16.12% |
$394K - $508K
|
5.85K
$2.73M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
811New |
$394K - $507K
|
811
$378K
|
|
|
Feb 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
810New |
$393K - $506K
|
810
$378K
|
|
|
Feb 13, 2025
Q4 2024
|
Carroll Investors, Inc
|
BUY
|
- |
809+ 174.35% |
$393K - $506K
|
1.27K
$594K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
807New |
$392K - $505K
|
807
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
799New |
$388K - $500K
|
799
$373K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
797New |
$387K - $498K
|
797
$372K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
796+ 18.05% |
$386K - $498K
|
5.21K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
795+ 47.1% |
$386K - $497K
|
2.48K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
794+ 17.84% |
$386K - $496K
|
5.24K
$2.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
789+ 12.98% |
$383K - $493K
|
6.87K
$3.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
787+ 0.74% |
$382K - $492K
|
108K
$50.3M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
786New |
$382K - $491K
|
786
$367K
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
781New |
$379K - $488K
|
781
$364K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
779+ 6.12% |
$378K - $487K
|
13.5K
$6.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Parametrica Management LTD
|
BUY
|
- |
777New |
$377K - $486K
|
777
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
773+ 28.86% |
$375K - $483K
|
3.45K
$1.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
767+ 18.62% |
$372K - $480K
|
4.89K
$2.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
760+ 11.54% |
$369K - $475K
|
7.34K
$3.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
759New |
$369K - $475K
|
759
$354K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
759+ 4.71% |
$369K - $475K
|
16.9K
$7.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
758+ 14.98% |
$368K - $474K
|
5.82K
$2.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
755+ 124.79% |
$367K - $472K
|
1.36K
$634K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
738+ 1.07% |
$358K - $461K
|
69.8K
$32.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
737+ 3.11% |
$358K - $461K
|
24.4K
$11.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
734New |
$356K - $459K
|
734
$342K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
729+ 1.64% |
$354K - $456K
|
45.1K
$21M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
727+ 1.92% |
$353K - $455K
|
38.5K
$18M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
723+ 23.02% |
$351K - $452K
|
3.86K
$1.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
720+ 2.36% |
$350K - $450K
|
31.2K
$14.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
719+ 24.9% |
$349K - $450K
|
3.61K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
714New |
$347K - $446K
|
714
$333K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
712New |
$346K - $445K
|
712
$332K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
704+ 45.1% |
$342K - $440K
|
2.27K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
703New |
$341K - $440K
|
703
$328K
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
700New |
$340K - $438K
|
700
$326K
|
|
|
Feb 07, 2025
Q4 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
700+ 1.72% |
$340K - $438K
|
41.4K
$19.3M
|