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 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
5+ 1.2% |
$2.43K - $3.13K
|
420
$196K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
5+ 0.46% |
$2.43K - $3.13K
|
1.09K
$509K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.16% |
$2.43K - $3.13K
|
3.13K
$1.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
5+ 2.75% |
$2.43K - $3.13K
|
187
$87.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
5+ 0.32% |
$2.43K - $3.13K
|
1.59K
$741K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
5+ 0.75% |
$2.43K - $3.13K
|
675
$315K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5+ 0.05% |
$2.43K - $3.13K
|
11K
$5.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5+ 0.83% |
$2.43K - $3.13K
|
606
$283K
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
5+ 0.01% |
$2.43K - $3.13K
|
49.8K
$23.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
5New |
$2.43K - $3.13K
|
5
$2.33K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
5+ 0.3% |
$2.43K - $3.13K
|
1.69K
$790K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
5+ 0.28% |
$2.43K - $3.13K
|
1.77K
$824K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
5+ 0.39% |
$2.43K - $3.13K
|
1.3K
$607K
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
BUY
|
- |
4+ 0.81% |
$1.94K - $2.5K
|
496
$231K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
4+ 0.32% |
$1.94K - $2.5K
|
1.25K
$583K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
4+ 0.29% |
$1.94K - $2.5K
|
1.37K
$638K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
4+ 0.37% |
$1.94K - $2.5K
|
1.09K
$510K
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
4+ 0.78% |
$1.94K - $2.5K
|
514
$240K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4+ 0.47% |
$1.94K - $2.5K
|
857
$400K
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4+ 0.24% |
$1.94K - $2.5K
|
1.66K
$775K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
4+ 0.9% |
$1.94K - $2.5K
|
448
$209K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.4% |
$1.94K - $2.5K
|
1K
$468K
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
4+ 0.47% |
$1.94K - $2.5K
|
855
$399K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
4+ 0.54% |
$1.94K - $2.5K
|
742
$346K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
4+ 0.52% |
$1.94K - $2.5K
|
780
$364K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4+ 0.68% |
$1.94K - $2.5K
|
595
$278K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
4+ 0.24% |
$1.94K - $2.5K
|
1.69K
$789K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
4New |
$1.94K - $2.5K
|
4
$1.87K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
4+ 0.24% |
$1.94K - $2.5K
|
1.66K
$776K
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
4+ 0.4% |
$1.94K - $2.5K
|
1.01K
$472K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.17% |
$1.94K - $2.5K
|
2.31K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
4+ 0.03% |
$1.94K - $2.5K
|
12.4K
$5.77M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
4+ 0.37% |
$1.94K - $2.5K
|
1.08K
$504K
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
3+ 0.46% |
$1.46K - $1.88K
|
662
$309K
|
|
|
Jan 15, 2025
Q4 2024
|
Albert D Mason Inc
|
BUY
|
- |
3+ 0.34% |
$1.46K - $1.88K
|
894
$417K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3+ 0.35% |
$1.46K - $1.88K
|
871
$406K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
3+ 0.54% |
$1.46K - $1.88K
|
555
$259K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.25% |
$1.46K - $1.88K
|
1.22K
$569K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 0.34% |
$1.46K - $1.88K
|
892
$416K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.03% |
$1.46K - $1.88K
|
11.7K
$5.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
3+ 0.32% |
$1.46K - $1.88K
|
928
$433K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 1.13% |
$1.46K - $1.88K
|
268
$125K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.1% |
$1.46K - $1.88K
|
3.07K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3+ 0.38% |
$1.46K - $1.88K
|
801
$374K
|
|
|
Feb 10, 2025
Q4 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
3+ 0.53% |
$1.46K - $1.88K
|
567
$264K
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
3+ 0.12% |
$1.46K - $1.88K
|
2.58K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3+ 4.55% |
$1.46K - $1.88K
|
69
$32.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
3+ 0.3% |
$1.46K - $1.88K
|
1.01K
$470K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
3+ 0.17% |
$1.46K - $1.88K
|
1.76K
$822K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3+ 0.45% |
$1.46K - $1.88K
|
677
$316K
|