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
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
141+ 15.16% |
$68.5K - $88.2K
|
1.07K
$500K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
140+ 3.41% |
$68K - $87.5K
|
4.25K
$1.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
139+ 4.71% |
$67.5K - $86.9K
|
3.09K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
138+ 3.87% |
$67K - $86.3K
|
3.71K
$1.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
138New |
$67K - $86.3K
|
138
$64.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
136+ 3.73% |
$66K - $85K
|
3.79K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
136+ 7.31% |
$66K - $85K
|
2K
$931K
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
136+ 5.76% |
$66K - $85K
|
2.5K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
136+ 2.1% |
$66K - $85K
|
6.62K
$3.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
136+ 0.32% |
$66K - $85K
|
42.6K
$19.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
135+ 4.44% |
$65.5K - $84.4K
|
3.18K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
135+ 4.6% |
$65.5K - $84.4K
|
3.07K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
135New |
$65.5K - $84.4K
|
135
$63K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
134+ 8.26% |
$65.1K - $83.8K
|
1.76K
$819K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
133+ 1.96% |
$64.6K - $83.2K
|
6.92K
$3.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
132+ 0.68% |
$64.1K - $82.5K
|
19.5K
$9.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
131+ 1.69% |
$63.6K - $81.9K
|
7.87K
$3.67M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
131+ 7.41% |
$63.6K - $81.9K
|
1.9K
$886K
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
131+ 4.25% |
$63.6K - $81.9K
|
3.21K
$1.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
130+ 2.26% |
$63.1K - $81.3K
|
5.88K
$2.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet Bank & Trust LTD
|
BUY
|
- |
130+ 4.1% |
$63.1K - $81.3K
|
3.3K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
129+ 2.51% |
$62.6K - $80.7K
|
5.26K
$2.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
129+ 6.65% |
$62.6K - $80.7K
|
2.07K
$965K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
129+ 1.68% |
$62.6K - $80.7K
|
7.79K
$3.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
129+ 7.13% |
$62.6K - $80.7K
|
1.94K
$904K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
129+ 7.92% |
$62.6K - $80.7K
|
1.76K
$819K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
129New |
$62.6K - $80.7K
|
129
$60.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
129+ 3.17% |
$62.6K - $80.7K
|
4.2K
$1.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
128+ 3.73% |
$62.1K - $80K
|
3.56K
$1.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
128+ 8.8% |
$62.1K - $80K
|
1.58K
$738K
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
127+ 2.48% |
$61.7K - $79.4K
|
5.25K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
126+ 11.45% |
$61.2K - $78.8K
|
1.23K
$572K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
125+ 8.31% |
$60.7K - $78.2K
|
1.63K
$760K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
125New |
$60.7K - $78.2K
|
125
$58.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
125New |
$60.7K - $78.2K
|
125
$58.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
123+ 12.05% |
$59.7K - $76.9K
|
1.14K
$534K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
122+ 23.69% |
$59.2K - $76.3K
|
637
$297K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
122+ 8.04% |
$59.2K - $76.3K
|
1.64K
$765K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
121+ 16.05% |
$58.7K - $75.7K
|
875
$408K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
121+ 5.26% |
$58.7K - $75.7K
|
2.42K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
121+ 9.46% |
$58.7K - $75.7K
|
1.4K
$653K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
121+ 1.55% |
$58.7K - $75.7K
|
7.95K
$3.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
120New |
$58.3K - $75K
|
120
$56K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
120+ 9.5% |
$58.3K - $75K
|
1.38K
$645K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
119+ 19.26% |
$57.8K - $74.4K
|
737
$344K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
119+ 4.36% |
$57.8K - $74.4K
|
2.85K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
118+ 28.92% |
$57.3K - $73.8K
|
526
$245K
|
|
|
Feb 12, 2025
Q4 2024
|
Somerville Kurt F
|
BUY
|
- |
118+ 0.47% |
$57.3K - $73.8K
|
25.4K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
118+ 12.41% |
$57.3K - $73.8K
|
1.07K
$499K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
117+ 16.69% |
$56.8K - $73.2K
|
818
$382K
|