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 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
334+ 2.63% |
$162K - $209K
|
13K
$6.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
334+ 3.43% |
$162K - $209K
|
10.1K
$4.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
334+ 21.73% |
$162K - $209K
|
1.87K
$873K
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
331+ 1.9% |
$161K - $207K
|
17.7K
$8.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
327+ 2.31% |
$159K - $204K
|
14.5K
$6.75M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
326+ 15.66% |
$158K - $204K
|
2.41K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
324+ 3.89% |
$157K - $203K
|
8.66K
$4.04M
|
|
|
Feb 07, 2025
Q4 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
323+ 1.15% |
$157K - $202K
|
28.4K
$13.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
321+ 65.78% |
$156K - $201K
|
809
$377K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
320+ 3.38% |
$155K - $200K
|
9.8K
$4.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
318+ 7.66% |
$154K - $199K
|
4.47K
$2.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
318+ 7.29% |
$154K - $199K
|
4.68K
$2.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
315+ 0.47% |
$153K - $197K
|
68K
$31.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
314+ 11.07% |
$152K - $196K
|
3.15K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
310+ 4.95% |
$151K - $194K
|
6.57K
$3.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
310+ 17.7% |
$151K - $194K
|
2.06K
$961K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
309+ 32.84% |
$150K - $193K
|
1.25K
$583K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
306+ 3.79% |
$149K - $191K
|
8.38K
$3.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
306New |
$149K - $191K
|
306
$143K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
305New |
$148K - $191K
|
305
$142K
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
304+ 11.21% |
$148K - $190K
|
3.02K
$1.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
304+ 3.07% |
$148K - $190K
|
10.2K
$4.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
303+ 56.42% |
$147K - $189K
|
840
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
302+ 47.94% |
$147K - $189K
|
932
$435K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
300+ 68.65% |
$146K - $188K
|
737
$344K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
300+ 7.21% |
$146K - $188K
|
4.46K
$2.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
300+ 9.24% |
$146K - $188K
|
3.55K
$1.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
300+ 0.6% |
$146K - $188K
|
50.7K
$23.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
300+ 15.58% |
$146K - $188K
|
2.23K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
299+ 48.62% |
$145K - $187K
|
914
$426K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
293+ 51.31% |
$142K - $183K
|
864
$403K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
292+ 9.51% |
$142K - $183K
|
3.36K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
292+ 33.6% |
$142K - $183K
|
1.16K
$542K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
291+ 2.7% |
$141K - $182K
|
11.1K
$5.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
290+ 8.15% |
$141K - $181K
|
3.85K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
290+ 0.57% |
$141K - $181K
|
50.9K
$23.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
289+ 5.17% |
$140K - $181K
|
5.88K
$2.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
289New |
$140K - $181K
|
289
$135K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
287+ 1.81% |
$139K - $179K
|
16.1K
$7.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
284+ 5.64% |
$138K - $178K
|
5.32K
$2.48M
|
|
|
Feb 20, 2025
Q4 2024
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
284+ 1136.0% |
$138K - $178K
|
309
$144K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
282+ 4.97% |
$137K - $176K
|
5.96K
$2.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
281+ 59.91% |
$136K - $176K
|
750
$350K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
281New |
$136K - $176K
|
281
$131K
|
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
281New |
$136K - $176K
|
281
$131K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
274+ 2.37% |
$133K - $171K
|
11.8K
$5.52M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
273+ 14.63% |
$133K - $171K
|
2.14K
$998K
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
273+ 3.4% |
$133K - $171K
|
8.31K
$3.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
273New |
$133K - $171K
|
273
$127K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
270+ 6.14% |
$131K - $169K
|
4.67K
$2.18M
|