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
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
37+ 5.75% |
$18K - $23.1K
|
681
$318K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
36+ 0.22% |
$17.5K - $22.5K
|
16.3K
$7.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
36+ 0.89% |
$17.5K - $22.5K
|
4.1K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
36+ 17.56% |
$17.5K - $22.5K
|
241
$112K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
35+ 0.49% |
$17K - $21.9K
|
7.23K
$3.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
35+ 3.33% |
$17K - $21.9K
|
1.09K
$506K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
35New |
$17K - $21.9K
|
35
$16.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
35+ 2.84% |
$17K - $21.9K
|
1.27K
$592K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
34+ 7.8% |
$16.5K - $21.3K
|
470
$219K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
34+ 3.47% |
$16.5K - $21.3K
|
1.02K
$473K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
34+ 0.63% |
$16.5K - $21.3K
|
5.42K
$2.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
33New |
$16K - $20.6K
|
33
$15.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
33+ 8.8% |
$16K - $20.6K
|
408
$190K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
33+ 0.24% |
$16K - $20.6K
|
13.7K
$6.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
33+ 3.03% |
$16K - $20.6K
|
1.12K
$523K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
33+ 2.09% |
$16K - $20.6K
|
1.61K
$752K
|
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
33+ 0.72% |
$16K - $20.6K
|
4.65K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
33New |
$16K - $20.6K
|
33
$15.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
32+ 0.77% |
$15.5K - $20K
|
4.19K
$1.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
32+ 4.41% |
$15.5K - $20K
|
758
$354K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
32+ 4.87% |
$15.5K - $20K
|
689
$321K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
31+ 2.44% |
$15.1K - $19.4K
|
1.3K
$607K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
31New |
$15.1K - $19.4K
|
31
$14.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
31New |
$15.1K - $19.4K
|
31
$14.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
31+ 0.74% |
$15.1K - $19.4K
|
4.22K
$1.97M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
30New |
$14.6K - $18.8K
|
30
$14K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
30+ 1.99% |
$14.6K - $18.8K
|
1.54K
$717K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
30+ 1.02% |
$14.6K - $18.8K
|
2.96K
$1.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
30+ 5.16% |
$14.6K - $18.8K
|
611
$285K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
30+ 1.95% |
$14.6K - $18.8K
|
1.57K
$731K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
30+ 4.86% |
$14.6K - $18.8K
|
647
$302K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
29+ 1.18% |
$14.1K - $18.1K
|
2.49K
$1.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
29+ 0.63% |
$14.1K - $18.1K
|
4.66K
$2.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
29+ 1.73% |
$14.1K - $18.1K
|
1.7K
$794K
|
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
28+ 0.16% |
$13.6K - $17.5K
|
17.5K
$8.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
28New |
$13.6K - $17.5K
|
28
$13.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
28New |
$13.6K - $17.5K
|
28
$13.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
27+ 4.27% |
$13.1K - $16.9K
|
660
$308K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
27+ 2.69% |
$13.1K - $16.9K
|
1.03K
$480K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
27+ 3.65% |
$13.1K - $16.9K
|
766
$357K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
26+ 24.07% |
$12.6K - $16.3K
|
134
$62.5K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
26+ 4.39% |
$12.6K - $16.3K
|
618
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
26+ 2.26% |
$12.6K - $16.3K
|
1.18K
$549K
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
26+ 2.28% |
$12.6K - $16.3K
|
1.17K
$544K
|
|
|
Feb 14, 2025
Q4 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
26+ 0.27% |
$12.6K - $16.3K
|
9.53K
$4.44M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
25+ 1.37% |
$12.1K - $15.6K
|
1.86K
$865K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
25+ 1.43% |
$12.1K - $15.6K
|
1.78K
$828K
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
25+ 1.97% |
$12.1K - $15.6K
|
1.29K
$603K
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
25New |
$12.1K - $15.6K
|
25
$11.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
24+ 1.73% |
$11.7K - $15K
|
1.41K
$657K
|