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 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
418New |
$203K - $261K
|
418
$195K
|
|
|
Feb 07, 2025
Q4 2024
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
417New |
$202K - $261K
|
417
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
417New |
$202K - $261K
|
417
$194K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
416+ 7.78% |
$202K - $260K
|
5.76K
$2.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
413+ 2.61% |
$201K - $258K
|
16.2K
$7.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
412New |
$200K - $258K
|
412
$192K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
409New |
$199K - $256K
|
409
$191K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
408+ 3.57% |
$198K - $255K
|
11.8K
$5.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
408New |
$198K - $255K
|
408
$190K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
407+ 32.61% |
$198K - $254K
|
1.66K
$772K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
406+ 298.53% |
$197K - $254K
|
542
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
403+ 4.16% |
$196K - $252K
|
10.1K
$4.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
403+ 1.12% |
$196K - $252K
|
36.4K
$17M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
401+ 1.73% |
$195K - $251K
|
23.5K
$11M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
397New |
$193K - $248K
|
397
$185K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
396+ 16.4% |
$192K - $248K
|
2.81K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
395New |
$192K - $247K
|
395
$184K
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
393+ 1.22% |
$191K - $246K
|
32.6K
$15.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
387+ 80.79% |
$188K - $242K
|
866
$404K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
387+ 15.38% |
$188K - $242K
|
2.9K
$1.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
387+ 2.27% |
$188K - $242K
|
17.4K
$8.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
386+ 2.03% |
$187K - $241K
|
19.4K
$9.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
384+ 1.75% |
$186K - $240K
|
22.3K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
382+ 16.89% |
$185K - $239K
|
2.64K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
379+ 6.69% |
$184K - $237K
|
6.05K
$2.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
377+ 8.46% |
$183K - $236K
|
4.84K
$2.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
377+ 35.27% |
$183K - $236K
|
1.45K
$674K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
376+ 0.39% |
$183K - $235K
|
97.7K
$45.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
371+ 2.11% |
$180K - $232K
|
18K
$8.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
367+ 21.25% |
$178K - $229K
|
2.09K
$977K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
366+ 3.7% |
$178K - $229K
|
10.3K
$4.79M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
365+ 36.1% |
$177K - $228K
|
1.38K
$642K
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
365+ 12.21% |
$177K - $228K
|
3.35K
$1.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
363+ 5.63% |
$176K - $227K
|
6.81K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
361+ 0.24% |
$175K - $226K
|
153K
$71.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
359+ 4.22% |
$174K - $224K
|
8.87K
$4.14M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
359New |
$174K - $224K
|
359
$167K
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
358+ 1.99% |
$174K - $224K
|
18.4K
$8.57M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
356+ 2.47% |
$173K - $223K
|
14.7K
$6.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
356+ 4.13% |
$173K - $223K
|
8.98K
$4.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
BUY
|
- |
355+ 4.6% |
$172K - $222K
|
8.07K
$3.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
352+ 5.91% |
$171K - $220K
|
6.3K
$2.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
351+ 7.72% |
$170K - $219K
|
4.9K
$2.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
350+ 43.7% |
$170K - $219K
|
1.15K
$537K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
349New |
$169K - $218K
|
349
$163K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
348+ 1.0% |
$169K - $218K
|
35.3K
$16.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
347+ 2.68% |
$168K - $217K
|
13.3K
$6.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
341+ 10.74% |
$166K - $213K
|
3.52K
$1.64M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
338+ 11.41% |
$164K - $211K
|
3.3K
$1.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
337+ 6.28% |
$164K - $211K
|
5.7K
$2.66M
|