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 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-20- 1.29% |
$9.71K - $12.5K
|
1.53K
$711K
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-20- 0.65% |
$9.71K - $12.5K
|
3.05K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-20- 3.29% |
$9.71K - $12.5K
|
587
$274K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-20- 0.19% |
$9.71K - $12.5K
|
10.7K
$5M
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-20- 1.07% |
$9.71K - $12.5K
|
1.86K
$866K
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-20- 3.05% |
$9.71K - $12.5K
|
635
$296K
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-20- 3.4% |
$9.71K - $12.5K
|
568
$265K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-20- 0.95% |
$9.71K - $12.5K
|
2.09K
$975K
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-20- 0.64% |
$9.71K - $12.5K
|
3.1K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-20- 0.15% |
$9.71K - $12.5K
|
13.2K
$6.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-20- 1.7% |
$9.71K - $12.5K
|
1.15K
$538K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-20- 1.94% |
$9.71K - $12.5K
|
1.01K
$471K
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-21- 0.47% |
$10.2K - $13.1K
|
4.49K
$2.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-21- 0.31% |
$10.2K - $13.1K
|
6.71K
$3.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-22- 2.26% |
$10.7K - $13.8K
|
951
$444K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-23- 3.39% |
$11.2K - $14.4K
|
656
$306K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-23- 3.4% |
$11.2K - $14.4K
|
653
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-23- 0.64% |
$11.2K - $14.4K
|
3.6K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-23- 5.44% |
$11.2K - $14.4K
|
400
$187K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-24- 4.03% |
$11.7K - $15K
|
572
$267K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-24- 1.18% |
$11.7K - $15K
|
2.02K
$941K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-24- 2.04% |
$11.7K - $15K
|
1.16K
$539K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-24- 0.02% |
$11.7K - $15K
|
136K
$63.6M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-25- 4.94% |
$12.1K - $15.6K
|
481
$224K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-25- 0.86% |
$12.1K - $15.6K
|
2.88K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-25- 4.3% |
$12.1K - $15.6K
|
556
$259K
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-25- 1.59% |
$12.1K - $15.6K
|
1.55K
$722K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-25- 0.28% |
$12.1K - $15.6K
|
9K
$4.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-25- 5.21% |
$12.1K - $15.6K
|
455
$212K
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-25- 0.35% |
$12.1K - $15.6K
|
7.11K
$3.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-25- 4.51% |
$12.1K - $15.6K
|
529
$247K
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-25- 0.67% |
$12.1K - $15.6K
|
3.72K
$1.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-26- 0.42% |
$12.6K - $16.3K
|
6.11K
$2.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-26- 2.03% |
$12.6K - $16.3K
|
1.25K
$584K
|
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
SELL
|
- |
-26- 5.78% |
$12.6K - $16.3K
|
424
$198K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-26- 2.07% |
$12.6K - $16.3K
|
1.23K
$575K
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-26- 3.37% |
$12.6K - $16.3K
|
746
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-26- 27.66% |
$12.6K - $16.3K
|
68
$31.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-27- 5.03% |
$13.1K - $16.9K
|
510
$238K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-27- 0.18% |
$13.1K - $16.9K
|
15.3K
$7.14M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-27- 5.39% |
$13.1K - $16.9K
|
474
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-27- 0.34% |
$13.1K - $16.9K
|
8K
$3.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-27- 1.22% |
$13.1K - $16.9K
|
2.18K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-28- 4.61% |
$13.6K - $17.5K
|
579
$270K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-28- 1.44% |
$13.6K - $17.5K
|
1.91K
$892K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-28- 2.24% |
$13.6K - $17.5K
|
1.22K
$570K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-28- 0.35% |
$13.6K - $17.5K
|
7.96K
$3.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28- 0.24% |
$13.6K - $17.5K
|
11.8K
$5.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-28- 3.15% |
$13.6K - $17.5K
|
861
$402K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-29- 0.61% |
$14.1K - $18.1K
|
4.72K
$2.2M
|