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 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
16+ 0.54% |
$7.77K - $10K
|
2.96K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
16+ 1600.0% |
$7.77K - $10K
|
17
$7.93K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
15+ 0.45% |
$7.28K - $9.38K
|
3.31K
$1.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
15+ 0.11% |
$7.28K - $9.38K
|
13.4K
$6.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
15New |
$7.28K - $9.38K
|
15
$7K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
15+ 3.49% |
$7.28K - $9.38K
|
445
$208K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
15+ 11.11% |
$7.28K - $9.38K
|
150
$70K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
15+ 0.9% |
$7.28K - $9.38K
|
1.68K
$781K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15+ 8.67% |
$7.28K - $9.38K
|
188
$87.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
15+ 0.34% |
$7.28K - $9.38K
|
4.48K
$2.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
15+ 0.35% |
$7.28K - $9.38K
|
4.25K
$1.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
15+ 3.56% |
$7.28K - $9.38K
|
436
$203K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
15+ 1.0% |
$7.28K - $9.38K
|
1.52K
$708K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
14+ 1.36% |
$6.8K - $8.75K
|
1.05K
$488K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
14+ 3.23% |
$6.8K - $8.75K
|
447
$208K
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
14+ 1.89% |
$6.8K - $8.75K
|
756
$353K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
14+ 5.41% |
$6.8K - $8.75K
|
273
$127K
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
14+ 0.17% |
$6.8K - $8.75K
|
8.22K
$3.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
14+ 0.4% |
$6.8K - $8.75K
|
3.51K
$1.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
13+ 1.92% |
$6.31K - $8.13K
|
690
$322K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
13+ 1.66% |
$6.31K - $8.13K
|
796
$371K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
13+ 0.62% |
$6.31K - $8.13K
|
2.1K
$979K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
13+ 1.16% |
$6.31K - $8.13K
|
1.14K
$530K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
13+ 2.23% |
$6.31K - $8.13K
|
596
$278K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13+ 1.55% |
$6.31K - $8.13K
|
854
$398K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 2.68% |
$6.31K - $8.13K
|
498
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
13+ 0.25% |
$6.31K - $8.13K
|
5.12K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
13+ 0.32% |
$6.31K - $8.13K
|
4.11K
$1.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
12+ 1.45% |
$5.83K - $7.5K
|
837
$390K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
12+ 1.05% |
$5.83K - $7.5K
|
1.16K
$540K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
12+ 3.76% |
$5.83K - $7.5K
|
331
$154K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
12New |
$5.83K - $7.5K
|
12
$5.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
12+ 0.48% |
$5.83K - $7.5K
|
2.54K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
12+ 0.05% |
$5.83K - $7.5K
|
24.6K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
12New |
$5.83K - $7.5K
|
12
$5.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
12+ 1.08% |
$5.83K - $7.5K
|
1.12K
$523K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
12New |
$5.83K - $7.5K
|
12
$5.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
11+ 0.98% |
$5.34K - $6.88K
|
1.14K
$531K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
11+ 1.15% |
$5.34K - $6.88K
|
964
$450K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
11+ 2.2% |
$5.34K - $6.88K
|
510
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
11+ 0.31% |
$5.34K - $6.88K
|
3.51K
$1.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
11+ 0.7% |
$5.34K - $6.88K
|
1.57K
$734K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
11+ 0.68% |
$5.34K - $6.88K
|
1.64K
$763K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11+ 1.16% |
$5.34K - $6.88K
|
956
$446K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
11New |
$5.34K - $6.88K
|
11
$5.13K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
11+ 1.5% |
$5.34K - $6.88K
|
746
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
11+ 0.11% |
$5.34K - $6.88K
|
10.3K
$4.79M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
10+ 1.02% |
$4.86K - $6.25K
|
994
$464K
|
|
|
Jan 13, 2025
Q4 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
10+ 0.08% |
$4.86K - $6.25K
|
12K
$5.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
10+ 1.22% |
$4.86K - $6.25K
|
829
$387K
|