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 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
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
61+ 3.91% |
$29.6K - $38.1K
|
1.62K
$756K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
60+ 0.83% |
$29.1K - $37.5K
|
7.25K
$3.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
60+ 2.13% |
$29.1K - $37.5K
|
2.87K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
60New |
$29.1K - $37.5K
|
60
$28K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
60+ 1.78% |
$29.1K - $37.5K
|
3.43K
$1.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
60+ 3.0% |
$29.1K - $37.5K
|
2.06K
$961K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
60+ 1.51% |
$29.1K - $37.5K
|
4.03K
$1.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
60+ 12.35% |
$29.1K - $37.5K
|
546
$255K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
60+ 10.51% |
$29.1K - $37.5K
|
631
$294K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
60+ 0.54% |
$29.1K - $37.5K
|
11.3K
$5.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
60+ 2.86% |
$29.1K - $37.5K
|
2.16K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
60+ 0.85% |
$29.1K - $37.5K
|
7.08K
$3.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
59+ 2.19% |
$28.6K - $36.9K
|
2.76K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
59New |
$28.6K - $36.9K
|
59
$27.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
59+ 5.27% |
$28.6K - $36.9K
|
1.18K
$549K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
59+ 0.27% |
$28.6K - $36.9K
|
21.8K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
58+ 12.31% |
$28.2K - $36.3K
|
529
$247K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
58+ 9.34% |
$28.2K - $36.3K
|
679
$317K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
58+ 12.01% |
$28.2K - $36.3K
|
541
$252K
|
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
58+ 1.77% |
$28.2K - $36.3K
|
3.33K
$1.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
57+ 3.53% |
$27.7K - $35.6K
|
1.67K
$781K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
57+ 0.95% |
$27.7K - $35.6K
|
6.04K
$2.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
57+ 2.46% |
$27.7K - $35.6K
|
2.38K
$1.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
57+ 2.35% |
$27.7K - $35.6K
|
2.48K
$1.16M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
56+ 7.49% |
$27.2K - $35K
|
804
$375K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
56+ 0.21% |
$27.2K - $35K
|
26.6K
$12.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
56+ 6.87% |
$27.2K - $35K
|
871
$406K
|
|
|
Feb 13, 2025
Q4 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
56+ 0.22% |
$27.2K - $35K
|
25.3K
$11.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
55New |
$26.7K - $34.4K
|
55
$25.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
54+ 2.52% |
$26.2K - $33.8K
|
2.2K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
54+ 1.44% |
$26.2K - $33.8K
|
3.8K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
54+ 7.37% |
$26.2K - $33.8K
|
787
$367K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
53+ 4.59% |
$25.7K - $33.1K
|
1.21K
$563K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
53+ 10.91% |
$25.7K - $33.1K
|
539
$251K
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
53+ 7.17% |
$25.7K - $33.1K
|
792
$369K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
52+ 1.92% |
$25.2K - $32.5K
|
2.77K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
52New |
$25.2K - $32.5K
|
52
$24.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
51+ 2.32% |
$24.8K - $31.9K
|
2.25K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
51+ 6.2% |
$24.8K - $31.9K
|
874
$408K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
51+ 3.2% |
$24.8K - $31.9K
|
1.65K
$768K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
51New |
$24.8K - $31.9K
|
51
$23.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
51+ 4.18% |
$24.8K - $31.9K
|
1.27K
$593K
|
|
|
Feb 12, 2025
Q4 2024
|
Dempze Nancy E
|
BUY
|
- |
51+ 0.67% |
$24.8K - $31.9K
|
7.67K
$3.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
50+ 1.86% |
$24.3K - $31.3K
|
2.74K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Lynch Asset Management, Inc.
|
BUY
|
- |
50+ 0.44% |
$24.3K - $31.3K
|
11.5K
$5.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
50+ 1.57% |
$24.3K - $31.3K
|
3.24K
$1.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
50+ 11.57% |
$24.3K - $31.3K
|
482
$225K
|