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
|
Willner & Heller, LLC
|
BUY
|
- |
10+ 0.27% |
$4.86K - $6.25K
|
3.72K
$1.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
10+ 1.31% |
$4.86K - $6.25K
|
775
$361K
|
|
|
Jan 17, 2025
Q4 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
10+ 0.51% |
$4.86K - $6.25K
|
1.96K
$914K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
10+ 1.18% |
$4.86K - $6.25K
|
855
$399K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
10+ 0.85% |
$4.86K - $6.25K
|
1.18K
$552K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
10+ 1.23% |
$4.86K - $6.25K
|
826
$385K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
10+ 3.15% |
$4.86K - $6.25K
|
327
$153K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
10+ 0.14% |
$4.86K - $6.25K
|
6.97K
$3.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
10New |
$4.86K - $6.25K
|
10
$4.66K
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
10+ 0.68% |
$4.86K - $6.25K
|
1.48K
$690K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
10+ 0.06% |
$4.86K - $6.25K
|
16.4K
$7.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
10New |
$4.86K - $6.25K
|
10
$4.66K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 0.3% |
$4.37K - $5.63K
|
3.02K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
9+ 2.05% |
$4.37K - $5.63K
|
447
$208K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
9+ 1.1% |
$4.37K - $5.63K
|
829
$387K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
9+ 1.02% |
$4.37K - $5.63K
|
891
$416K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
9+ 0.58% |
$4.37K - $5.63K
|
1.56K
$729K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
9+ 0.85% |
$4.37K - $5.63K
|
1.07K
$497K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
9+ 0.25% |
$4.37K - $5.63K
|
3.58K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
9+ 0.96% |
$4.37K - $5.63K
|
948
$442K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
9+ 0.87% |
$4.37K - $5.63K
|
1.05K
$488K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
9+ 2.07% |
$4.37K - $5.63K
|
444
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
9+ 0.71% |
$4.37K - $5.63K
|
1.28K
$596K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
8+ 0.99% |
$3.88K - $5K
|
815
$380K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
8+ 0.5% |
$3.88K - $5K
|
1.61K
$749K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.21% |
$3.88K - $5K
|
3.85K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
8+ 0.28% |
$3.88K - $5K
|
2.9K
$1.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8+ 5.19% |
$3.88K - $5K
|
162
$75.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
8+ 0.24% |
$3.88K - $5K
|
3.39K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
8+ 0.43% |
$3.88K - $5K
|
1.86K
$868K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8+ 1.57% |
$3.88K - $5K
|
516
$241K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 1.53% |
$3.4K - $4.38K
|
466
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7+ 0.39% |
$3.4K - $4.38K
|
1.8K
$839K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
7New |
$3.4K - $4.38K
|
7
$3.26K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 0.74% |
$3.4K - $4.38K
|
951
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
7+ 0.28% |
$3.4K - $4.38K
|
2.49K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
7New |
$3.4K - $4.38K
|
7
$3.26K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
6+ 0.61% |
$2.91K - $3.75K
|
982
$458K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
6+ 1.21% |
$2.91K - $3.75K
|
501
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
6+ 1.17% |
$2.91K - $3.75K
|
517
$241K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
6+ 0.43% |
$2.91K - $3.75K
|
1.4K
$653K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.53% |
$2.91K - $3.75K
|
1.13K
$528K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
6+ 0.71% |
$2.91K - $3.75K
|
856
$399K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
6+ 7.89% |
$2.91K - $3.75K
|
82
$38.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
6+ 0.69% |
$2.91K - $3.75K
|
875
$408K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
6+ 0.44% |
$2.91K - $3.75K
|
1.36K
$636K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
5+ 1.02% |
$2.43K - $3.13K
|
494
$230K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$2.43K - $3.13K
|
5
$2.33K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
5+ 0.17% |
$2.43K - $3.13K
|
2.96K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5+ 0.73% |
$2.43K - $3.13K
|
687
$320K
|