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 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-29- 0.68% |
$14.1K - $18.1K
|
4.24K
$1.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-29- 1.46% |
$14.1K - $18.1K
|
1.96K
$914K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-29- 5.81% |
$14.1K - $18.1K
|
470
$219K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-30- 4.25% |
$14.6K - $18.8K
|
676
$315K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-30- 0.64% |
$14.6K - $18.8K
|
4.66K
$2.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-30- 1.62% |
$14.6K - $18.8K
|
1.82K
$849K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-30- 0.68% |
$14.6K - $18.8K
|
4.4K
$2.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-30- 1.26% |
$14.6K - $18.8K
|
2.36K
$1.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-30- 1.8% |
$14.6K - $18.8K
|
1.63K
$762K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-30- 4.35% |
$14.6K - $18.8K
|
659
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-31- 2.2% |
$15.1K - $19.4K
|
1.38K
$644K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-32- 4.78% |
$15.5K - $20K
|
638
$298K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-32- 0.91% |
$15.5K - $20K
|
3.47K
$1.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-32- 0.85% |
$15.5K - $20K
|
3.72K
$1.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-32- 0.18% |
$15.5K - $20K
|
17.8K
$8.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-32- 0.38% |
$15.5K - $20K
|
8.34K
$3.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-33- 0.64% |
$16K - $20.6K
|
5.1K
$2.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-33- 3.9% |
$16K - $20.6K
|
814
$380K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-33- 2.91% |
$16K - $20.6K
|
1.1K
$514K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-33- 1.21% |
$16K - $20.6K
|
2.7K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-33- 0.85% |
$16K - $20.6K
|
3.87K
$1.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-33- 0.46% |
$16K - $20.6K
|
7.09K
$3.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-33- 0.64% |
$16K - $20.6K
|
5.16K
$2.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-34- 5.12% |
$16.5K - $21.3K
|
630
$294K
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-34- 5.65% |
$16.5K - $21.3K
|
568
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-34- 1.26% |
$16.5K - $21.3K
|
2.67K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-34- 0.27% |
$16.5K - $21.3K
|
12.4K
$5.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-35- 5.41% |
$17K - $21.9K
|
612
$285K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-35- 3.16% |
$17K - $21.9K
|
1.07K
$500K
|
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-35- 2.07% |
$17K - $21.9K
|
1.66K
$774K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-36- 0.44% |
$17.5K - $22.5K
|
8.06K
$3.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-36- 1.53% |
$17.5K - $22.5K
|
2.31K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-37- 2.47% |
$18K - $23.1K
|
1.46K
$681K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-37- 1.72% |
$18K - $23.1K
|
2.12K
$988K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-37- 6.41% |
$18K - $23.1K
|
540
$252K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-37- 4.07% |
$18K - $23.1K
|
871
$406K
|
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-37- 8.01% |
$18K - $23.1K
|
425
$198K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-38- 2.32% |
$18.4K - $23.8K
|
1.6K
$748K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-38- 0.61% |
$18.4K - $23.8K
|
6.24K
$2.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-38- 2.7% |
$18.4K - $23.8K
|
1.37K
$638K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-38- 7.38% |
$18.4K - $23.8K
|
477
$222K
|
|
|
Feb 11, 2025
Q4 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-38- 3.15% |
$18.4K - $23.8K
|
1.17K
$544K
|
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-39- 0.45% |
$18.9K - $24.4K
|
8.54K
$3.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-39- 0.83% |
$18.9K - $24.4K
|
4.66K
$2.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-39- 0.16% |
$18.9K - $24.4K
|
24.8K
$11.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-39- 1.15% |
$18.9K - $24.4K
|
3.35K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-39- 1.03% |
$18.9K - $24.4K
|
3.73K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-39- 6.17% |
$18.9K - $24.4K
|
593
$277K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-40- 1.1% |
$19.4K - $25K
|
3.6K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-40- 0.8% |
$19.4K - $25K
|
4.97K
$2.32M
|