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 14, 2025
Q4 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
700+ 77.78% |
$340K - $438K
|
1.6K
$746K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
699+ 6.42% |
$339K - $437K
|
11.6K
$5.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
695New |
$337K - $435K
|
695
$324K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
693New |
$336K - $433K
|
693
$323K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
680+ 3.12% |
$330K - $425K
|
22.5K
$10.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
671+ 19.83% |
$326K - $420K
|
4.05K
$1.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
668+ 4.07% |
$324K - $418K
|
17.1K
$7.97M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
667New |
$324K - $417K
|
667
$311K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
663+ 3.9% |
$322K - $415K
|
17.7K
$8.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
662+ 11.4% |
$321K - $414K
|
6.47K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
660+ 2.47% |
$320K - $413K
|
27.4K
$12.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
658+ 2.42% |
$319K - $411K
|
27.8K
$13M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
652+ 44.6% |
$317K - $408K
|
2.11K
$986K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
649+ 15.85% |
$315K - $406K
|
4.74K
$2.21M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
647+ 6.36% |
$314K - $405K
|
10.8K
$5.05M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
647+ 19.1% |
$314K - $405K
|
4.03K
$1.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
643+ 4.58% |
$312K - $402K
|
14.7K
$6.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
643+ 10.44% |
$312K - $402K
|
6.8K
$3.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
642New |
$312K - $401K
|
642
$299K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
634+ 5.15% |
$308K - $396K
|
12.9K
$6.03M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
631New |
$306K - $395K
|
631
$294K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
628+ 12.88% |
$305K - $393K
|
5.51K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
627New |
$304K - $392K
|
627
$292K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
625+ 8.22% |
$303K - $391K
|
8.23K
$3.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
625New |
$303K - $391K
|
625
$292K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
622+ 54.66% |
$302K - $389K
|
1.76K
$821K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
618+ 11.33% |
$300K - $386K
|
6.07K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
616+ 42.19% |
$299K - $385K
|
2.08K
$968K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
614+ 4.59% |
$298K - $384K
|
14K
$6.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
609+ 19.88% |
$296K - $381K
|
3.67K
$1.71M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
605New |
$294K - $378K
|
605
$282K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
591+ 62.74% |
$287K - $370K
|
1.53K
$715K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
589New |
$286K - $368K
|
589
$275K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
586New |
$285K - $366K
|
586
$273K
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
582New |
$283K - $364K
|
582
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
581+ 73.08% |
$282K - $363K
|
1.38K
$642K
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
577New |
$280K - $361K
|
577
$269K
|
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
575+ 2.98% |
$279K - $360K
|
19.9K
$9.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
574+ 8.2% |
$279K - $359K
|
7.57K
$3.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
572New |
$278K - $358K
|
572
$267K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
570+ 1.55% |
$277K - $356K
|
37.2K
$17.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
569+ 9.44% |
$276K - $356K
|
6.6K
$3.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
567New |
$275K - $355K
|
567
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
567+ 0.89% |
$275K - $355K
|
64.4K
$30M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
565+ 5.11% |
$274K - $353K
|
11.6K
$5.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
565+ 0.95% |
$274K - $353K
|
60K
$28M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
563New |
$273K - $352K
|
563
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
561+ 1.05% |
$272K - $351K
|
53.9K
$25.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
560+ 6.28% |
$272K - $350K
|
9.48K
$4.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
557+ 24.0% |
$270K - $348K
|
2.88K
$1.34M
|