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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
78+ 5.58% |
$37.9K - $48.8K
|
1.48K
$689K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
78+ 16.85% |
$37.9K - $48.8K
|
541
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
77+ 4.54% |
$37.4K - $48.1K
|
1.77K
$826K
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
76+ 8.31% |
$36.9K - $47.5K
|
991
$462K
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
75+ 0.87% |
$36.4K - $46.9K
|
8.74K
$4.08M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
74+ 6.35% |
$35.9K - $46.3K
|
1.24K
$578K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
73+ 3.45% |
$35.4K - $45.6K
|
2.19K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
73+ 25.0% |
$35.4K - $45.6K
|
365
$170K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
72+ 6.71% |
$35K - $45K
|
1.15K
$534K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
72+ 0.72% |
$35K - $45K
|
10.1K
$4.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
71+ 2.25% |
$34.5K - $44.4K
|
3.22K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
71+ 8.45% |
$34.5K - $44.4K
|
911
$425K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
71+ 3.72% |
$34.5K - $44.4K
|
1.98K
$924K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
71+ 11.95% |
$34.5K - $44.4K
|
665
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
71+ 2.61% |
$34.5K - $44.4K
|
2.79K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
70+ 127.27% |
$34K - $43.8K
|
125
$58.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
70New |
$34K - $43.8K
|
70
$32.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
70+ 9.17% |
$34K - $43.8K
|
833
$389K
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
70+ 166.67% |
$34K - $43.8K
|
112
$52.2K
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
68+ 8.96% |
$33K - $42.5K
|
827
$386K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
68+ 3.52% |
$33K - $42.5K
|
2K
$933K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
68+ 2.01% |
$33K - $42.5K
|
3.45K
$1.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
68+ 6.36% |
$33K - $42.5K
|
1.14K
$531K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
67+ 1.53% |
$32.5K - $41.9K
|
4.44K
$2.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
67+ 0.53% |
$32.5K - $41.9K
|
12.6K
$5.88M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
67+ 2.86% |
$32.5K - $41.9K
|
2.41K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
66+ 6.7% |
$32K - $41.3K
|
1.05K
$490K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
66+ 0.03% |
$32K - $41.3K
|
236K
$110M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
66+ 1.51% |
$32K - $41.3K
|
4.44K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
66+ 3.31% |
$32K - $41.3K
|
2.06K
$960K
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
66+ 5.94% |
$32K - $41.3K
|
1.18K
$549K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
65+ 19.52% |
$31.6K - $40.6K
|
398
$186K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
65+ 5.48% |
$31.6K - $40.6K
|
1.25K
$583K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
65+ 3.13% |
$31.6K - $40.6K
|
2.14K
$999K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
65+ 0.83% |
$31.6K - $40.6K
|
7.93K
$3.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
65+ 16.93% |
$31.6K - $40.6K
|
449
$209K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
65+ 4.94% |
$31.6K - $40.6K
|
1.38K
$644K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
64+ 5.34% |
$31.1K - $40K
|
1.26K
$589K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
64+ 0.01% |
$31.1K - $40K
|
1.12M
$522M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
64+ 12.7% |
$31.1K - $40K
|
568
$265K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
63+ 5.92% |
$30.6K - $39.4K
|
1.13K
$526K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
63+ 1.72% |
$30.6K - $39.4K
|
3.73K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
63+ 5.93% |
$30.6K - $39.4K
|
1.13K
$525K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
63New |
$30.6K - $39.4K
|
63
$29.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
62+ 155.0% |
$30.1K - $38.8K
|
102
$47.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
62+ 5.98% |
$30.1K - $38.8K
|
1.1K
$513K
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
61+ 14.49% |
$29.6K - $38.1K
|
482
$225K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
61+ 0.81% |
$29.6K - $38.1K
|
7.61K
$3.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
61+ 3.24% |
$29.6K - $38.1K
|
1.94K
$906K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
61+ 9.21% |
$29.6K - $38.1K
|
723
$337K
|