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 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-13- 0.71% |
$6.31K - $8.13K
|
1.82K
$847K
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-13- 1.4% |
$6.31K - $8.13K
|
913
$426K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-14- 1.46% |
$6.8K - $8.75K
|
944
$440K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-14- 2.89% |
$6.8K - $8.75K
|
471
$220K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-14- 11.97% |
$6.8K - $8.75K
|
103
$48K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-14- 8.75% |
$6.8K - $8.75K
|
146
$68.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-14- 1.47% |
$6.8K - $8.75K
|
937
$437K
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-14- 0.25% |
$6.8K - $8.75K
|
5.52K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-14- 1.8% |
$6.8K - $8.75K
|
765
$357K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-15- 1.65% |
$7.28K - $9.38K
|
895
$417K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-15- 0.34% |
$7.28K - $9.38K
|
4.41K
$2.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-15- 1.09% |
$7.28K - $9.38K
|
1.36K
$632K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-15- 0.49% |
$7.28K - $9.38K
|
3.03K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-15- 0.35% |
$7.28K - $9.38K
|
4.29K
$2M
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-15- 0.57% |
$7.28K - $9.38K
|
2.59K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-15- 37.5% |
$7.28K - $9.38K
|
25
$11.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-15- 1.09% |
$7.28K - $9.38K
|
1.36K
$633K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-15- 2.29% |
$7.28K - $9.38K
|
639
$298K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-16- 0.8% |
$7.77K - $10K
|
1.99K
$928K
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-16- 2.7% |
$7.77K - $10K
|
577
$269K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-16- 0.62% |
$7.77K - $10K
|
2.56K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-16- 2.55% |
$7.77K - $10K
|
611
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-16- 2.15% |
$7.77K - $10K
|
728
$340K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-16- 0.74% |
$7.77K - $10K
|
2.14K
$998K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-16- 0.72% |
$7.77K - $10K
|
2.22K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-16- 2.25% |
$7.77K - $10K
|
694
$324K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-16- 0.54% |
$7.77K - $10K
|
2.95K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-16- 3.82% |
$7.77K - $10K
|
403
$188K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-17- 3.68% |
$8.25K - $10.6K
|
445
$208K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-17- 1.66% |
$8.25K - $10.6K
|
1.01K
$470K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-17- 1.97% |
$8.25K - $10.6K
|
846
$395K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-17- 0.45% |
$8.25K - $10.6K
|
3.79K
$1.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-17- 0.39% |
$8.25K - $10.6K
|
4.37K
$2.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-17- 1.38% |
$8.25K - $10.6K
|
1.21K
$565K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-17- 0.92% |
$8.25K - $10.6K
|
1.82K
$850K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-17- 0.49% |
$8.25K - $10.6K
|
3.46K
$1.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-17- 0.08% |
$8.25K - $10.6K
|
22.4K
$10.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-17- 0.03% |
$8.25K - $10.6K
|
51.1K
$23.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-17- 0.27% |
$8.25K - $10.6K
|
6.36K
$2.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-18- 41.86% |
$8.74K - $11.3K
|
25
$11.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-18- 0.42% |
$8.74K - $11.3K
|
4.26K
$1.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-18- 1.11% |
$8.74K - $11.3K
|
1.6K
$748K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-18- 0.28% |
$8.74K - $11.3K
|
6.31K
$2.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-18- 2.3% |
$8.74K - $11.3K
|
764
$356K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-18- 8.74% |
$8.74K - $11.3K
|
188
$87.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-18- 0.87% |
$8.74K - $11.3K
|
2.05K
$956K
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
SELL
|
- |
-18- 2.65% |
$8.74K - $11.3K
|
660
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-19- 0.25% |
$9.22K - $11.9K
|
7.58K
$3.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-19- 3.29% |
$9.22K - $11.9K
|
559
$261K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-20- 1.68% |
$9.71K - $12.5K
|
1.17K
$544K
|