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 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
23+ 0.26% |
$11.2K - $14.4K
|
8.9K
$4.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
23+ 1.29% |
$11.2K - $14.4K
|
1.8K
$841K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
23+ 2.1% |
$11.2K - $14.4K
|
1.12K
$522K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
23+ 0.16% |
$11.2K - $14.4K
|
14.2K
$6.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
23+ 5.18% |
$11.2K - $14.4K
|
467
$218K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
23+ 1.18% |
$11.2K - $14.4K
|
1.97K
$917K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
23+ 11.0% |
$11.2K - $14.4K
|
232
$108K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
23+ 0.92% |
$11.2K - $14.4K
|
2.51K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
22+ 0.59% |
$10.7K - $13.8K
|
3.77K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
22+ 0.14% |
$10.7K - $13.8K
|
16.1K
$7.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
21+ 0.84% |
$10.2K - $13.1K
|
2.53K
$1.18M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
BUY
|
- |
21+ 1.63% |
$10.2K - $13.1K
|
1.31K
$611K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
21+ 4.55% |
$10.2K - $13.1K
|
483
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
21+ 0.24% |
$10.2K - $13.1K
|
8.69K
$4.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
21+ 4.3% |
$10.2K - $13.1K
|
509
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
21+ 0.99% |
$10.2K - $13.1K
|
2.14K
$996K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20+ 0.78% |
$9.71K - $12.5K
|
2.58K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
20+ 3.6% |
$9.71K - $12.5K
|
575
$268K
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
20+ 0.38% |
$9.71K - $12.5K
|
5.25K
$2.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
19+ 2.15% |
$9.22K - $11.9K
|
902
$421K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
19New |
$9.22K - $11.9K
|
19
$8.86K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
18+ 1.69% |
$8.74K - $11.3K
|
1.09K
$506K
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
18+ 3.64% |
$8.74K - $11.3K
|
512
$239K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
18+ 0.75% |
$8.74K - $11.3K
|
2.4K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
18+ 23.38% |
$8.74K - $11.3K
|
95
$44.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
18+ 2.26% |
$8.74K - $11.3K
|
814
$380K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
18+ 1.47% |
$8.74K - $11.3K
|
1.24K
$578K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
18+ 1.62% |
$8.74K - $11.3K
|
1.13K
$528K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
18+ 0.82% |
$8.74K - $11.3K
|
2.22K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
18+ 1.24% |
$8.74K - $11.3K
|
1.47K
$683K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
18+ 2.27% |
$8.74K - $11.3K
|
810
$378K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
18+ 1.4% |
$8.74K - $11.3K
|
1.3K
$606K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
17+ 32.08% |
$8.25K - $10.6K
|
70
$32.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
17+ 3.59% |
$8.25K - $10.6K
|
490
$229K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
17+ 0.42% |
$8.25K - $10.6K
|
4.1K
$1.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
17+ 0.46% |
$8.25K - $10.6K
|
3.75K
$1.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
17+ 3.28% |
$8.25K - $10.6K
|
535
$250K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
17+ 3.32% |
$8.25K - $10.6K
|
529
$247K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
17+ 1.27% |
$8.25K - $10.6K
|
1.35K
$631K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
17+ 5.12% |
$8.25K - $10.6K
|
349
$163K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
17+ 0.73% |
$8.25K - $10.6K
|
2.34K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
17+ 4.02% |
$8.25K - $10.6K
|
440
$205K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
17New |
$8.25K - $10.6K
|
17
$7.93K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
17+ 4.46% |
$8.25K - $10.6K
|
398
$186K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
16+ 0.36% |
$7.77K - $10K
|
4.5K
$2.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
16+ 0.27% |
$7.77K - $10K
|
5.98K
$2.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
16+ 66.67% |
$7.77K - $10K
|
40
$18.7K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
16+ 0.05% |
$7.77K - $10K
|
34.5K
$16.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
16+ 0.59% |
$7.77K - $10K
|
2.73K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
16+ 0.54% |
$7.77K - $10K
|
2.96K
$1.38M
|