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 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
269+ 6.94% |
$131K - $168K
|
4.15K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
267+ 3.89% |
$130K - $167K
|
7.14K
$3.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
266+ 2.96% |
$129K - $166K
|
9.26K
$4.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
266+ 0.61% |
$129K - $166K
|
43.8K
$20.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
264New |
$128K - $165K
|
264
$123K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
263+ 2.31% |
$128K - $164K
|
11.7K
$5.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
262+ 5.7% |
$127K - $164K
|
4.86K
$2.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
261+ 1.14% |
$127K - $163K
|
23.2K
$10.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
261+ 4.59% |
$127K - $163K
|
5.95K
$2.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
259+ 10.29% |
$126K - $162K
|
2.78K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
258+ 0.81% |
$125K - $161K
|
32.1K
$15M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
257+ 13.78% |
$125K - $161K
|
2.12K
$990K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
252+ 0.89% |
$122K - $158K
|
28.5K
$13.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
250+ 6.78% |
$121K - $156K
|
3.94K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
250+ 29.83% |
$121K - $156K
|
1.09K
$507K
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
249+ 5.07% |
$121K - $156K
|
5.16K
$2.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
245+ 28.13% |
$119K - $153K
|
1.12K
$521K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
245+ 3.36% |
$119K - $153K
|
7.55K
$3.52M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
245New |
$119K - $153K
|
245
$114K
|
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
244+ 2.22% |
$118K - $153K
|
11.2K
$5.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
241+ 64.61% |
$117K - $151K
|
614
$286K
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
238+ 1.78% |
$116K - $149K
|
13.6K
$6.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
237+ 15.39% |
$115K - $148K
|
1.78K
$829K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
236+ 3.57% |
$115K - $148K
|
6.85K
$3.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
236+ 28.33% |
$115K - $148K
|
1.07K
$499K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
235+ 1.11% |
$114K - $147K
|
21.4K
$9.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
234+ 1.04% |
$114K - $146K
|
22.8K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
234+ 38.36% |
$114K - $146K
|
844
$394K
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
233+ 55.61% |
$113K - $146K
|
652
$304K
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
232+ 4.4% |
$113K - $145K
|
5.51K
$2.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
226+ 68.28% |
$110K - $141K
|
557
$260K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
225+ 6.6% |
$109K - $141K
|
3.63K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
225+ 3.77% |
$109K - $141K
|
6.2K
$2.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
224+ 4.7% |
$109K - $140K
|
4.99K
$2.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
222+ 6.32% |
$108K - $139K
|
3.74K
$1.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
221+ 8.43% |
$107K - $138K
|
2.84K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
221+ 29.12% |
$107K - $138K
|
980
$457K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
218New |
$106K - $136K
|
218
$102K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
217+ 1.21% |
$105K - $136K
|
18.1K
$8.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
BUY
|
- |
215+ 1.72% |
$104K - $134K
|
12.7K
$5.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
214+ 1.08% |
$104K - $134K
|
20.1K
$9.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
212+ 3.49% |
$103K - $133K
|
6.29K
$2.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
209+ 26.29% |
$101K - $131K
|
1K
$468K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
209+ 14.17% |
$101K - $131K
|
1.68K
$785K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
209+ 4.35% |
$101K - $131K
|
5.01K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
208+ 1.6% |
$101K - $130K
|
13.2K
$6.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
206+ 31.12% |
$100K - $129K
|
868
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
206+ 3.94% |
$100K - $129K
|
5.44K
$2.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
205New |
$99.5K - $128K
|
205
$95.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
205+ 0.59% |
$99.5K - $128K
|
35.1K
$16.4M
|