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 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-50- 0.36% |
$24.3K - $31.3K
|
14K
$6.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
SELL
|
- |
-50- 2.44% |
$24.3K - $31.3K
|
2K
$933K
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-50- 2.91% |
$24.3K - $31.3K
|
1.67K
$778K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-50- 2.28% |
$24.3K - $31.3K
|
2.14K
$998K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-50- 11.24% |
$24.3K - $31.3K
|
395
$184K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-51- 5.67% |
$24.8K - $31.9K
|
849
$396K
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-51- 1.75% |
$24.8K - $31.9K
|
2.86K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-53- 0.38% |
$25.7K - $33.1K
|
13.9K
$6.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-53- 9.64% |
$25.7K - $33.1K
|
497
$232K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-53- 0.24% |
$25.7K - $33.1K
|
22.2K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-53- 2.11% |
$25.7K - $33.1K
|
2.46K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-54- 2.53% |
$26.2K - $33.8K
|
2.08K
$972K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-54- 1.23% |
$26.2K - $33.8K
|
4.33K
$2.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-54- 0.93% |
$26.2K - $33.8K
|
5.72K
$2.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-54- 1.15% |
$26.2K - $33.8K
|
4.63K
$2.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-54- 1.14% |
$26.2K - $33.8K
|
4.69K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-54- 2.85% |
$26.2K - $33.8K
|
1.84K
$858K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-55- 1.3% |
$26.7K - $34.4K
|
4.18K
$1.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-55- 6.09% |
$26.7K - $34.4K
|
848
$396K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-55- 0.86% |
$26.7K - $34.4K
|
6.35K
$2.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-56- 3.83% |
$27.2K - $35K
|
1.41K
$657K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-56- 2.56% |
$27.2K - $35K
|
2.13K
$995K
|
|
|
Feb 13, 2025
Q4 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-56- 0.51% |
$27.2K - $35K
|
11K
$5.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-57- 1.23% |
$27.7K - $35.6K
|
4.6K
$2.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-57- 0.96% |
$27.7K - $35.6K
|
5.89K
$2.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-57- 3.3% |
$27.7K - $35.6K
|
1.67K
$780K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-58- 10.28% |
$28.2K - $36.3K
|
506
$236K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-58- 1.3% |
$28.2K - $36.3K
|
4.4K
$2.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-58- 2.4% |
$28.2K - $36.3K
|
2.36K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-58- 3.85% |
$28.2K - $36.3K
|
1.45K
$676K
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-58- 5.82% |
$28.2K - $36.3K
|
938
$438K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-58- 12.34% |
$28.2K - $36.3K
|
412
$192K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-58- 1.45% |
$28.2K - $36.3K
|
3.95K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-58- 0.9% |
$28.2K - $36.3K
|
6.42K
$2.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-59- 12.14% |
$28.6K - $36.9K
|
427
$199K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-59- 32.07% |
$28.6K - $36.9K
|
125
$58.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-59- 10.69% |
$28.6K - $36.9K
|
493
$230K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-60- 13.36% |
$29.1K - $37.5K
|
389
$181K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-60- 1.01% |
$29.1K - $37.5K
|
5.89K
$2.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-60- 6.63% |
$29.1K - $37.5K
|
845
$394K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-60- 2.15% |
$29.1K - $37.5K
|
2.73K
$1.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-60- 11.07% |
$29.1K - $37.5K
|
482
$225K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-60- 1.36% |
$29.1K - $37.5K
|
4.34K
$2.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-60- 6.75% |
$29.1K - $37.5K
|
829
$387K
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-60- 7.39% |
$29.1K - $37.5K
|
752
$351K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-61- 0.23% |
$29.6K - $38.1K
|
26K
$12.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-61- 11.19% |
$29.6K - $38.1K
|
484
$226K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-61- 0.85% |
$29.6K - $38.1K
|
7.09K
$3.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-61- 10.95% |
$29.6K - $38.1K
|
496
$231K
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-61- 0.69% |
$29.6K - $38.1K
|
8.81K
$4.11M
|