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 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-81- 1.79% |
$39.3K - $50.6K
|
4.46K
$2.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-81- 2.56% |
$39.3K - $50.6K
|
3.08K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-81- 4.92% |
$39.3K - $50.6K
|
1.56K
$729K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-82- 0.88% |
$39.8K - $51.3K
|
9.23K
$4.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-82- 8.79% |
$39.8K - $51.3K
|
851
$397K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-82- 6.65% |
$39.8K - $51.3K
|
1.15K
$537K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-82- 8.24% |
$39.8K - $51.3K
|
913
$426K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-82- 4.75% |
$39.8K - $51.3K
|
1.65K
$767K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-83- 2.21% |
$40.3K - $51.9K
|
3.67K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-84- 0.76% |
$40.8K - $52.5K
|
11K
$5.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-84- 23.08% |
$40.8K - $52.5K
|
280
$131K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-85- 0.42% |
$41.3K - $53.1K
|
20.1K
$9.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-85- 15.15% |
$41.3K - $53.1K
|
476
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-85- 1.49% |
$41.3K - $53.1K
|
5.61K
$2.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-85- 7.48% |
$41.3K - $53.1K
|
1.05K
$491K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-86- 2.46% |
$41.8K - $53.8K
|
3.41K
$1.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-86- 7.01% |
$41.8K - $53.8K
|
1.14K
$532K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-86- 3.39% |
$41.8K - $53.8K
|
2.45K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-86- 4.92% |
$41.8K - $53.8K
|
1.66K
$775K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-87- 1.87% |
$42.2K - $54.4K
|
4.58K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-87- 3.57% |
$42.2K - $54.4K
|
2.35K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-88- 1.03% |
$42.7K - $55K
|
8.42K
$3.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-88- 2.39% |
$42.7K - $55K
|
3.59K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-89- 2.0% |
$43.2K - $55.6K
|
4.35K
$2.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-90- 2.38% |
$43.7K - $56.3K
|
3.69K
$1.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-90- 15.93% |
$43.7K - $56.3K
|
475
$222K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-90- 0.69% |
$43.7K - $56.3K
|
12.9K
$6.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-91- 11.62% |
$44.2K - $56.9K
|
692
$323K
|
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-92- 2.29% |
$44.7K - $57.5K
|
3.92K
$1.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Vista Finance, LLC
|
SELL
|
- |
-92- 2.29% |
$44.7K - $57.5K
|
3.93K
$1.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-93- 3.93% |
$45.2K - $58.1K
|
2.28K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-94- 0.51% |
$45.6K - $58.8K
|
18.5K
$8.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-94- 12.11% |
$45.6K - $58.8K
|
682
$318K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-94- 9.0% |
$45.6K - $58.8K
|
951
$444K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-94- 4.05% |
$45.6K - $58.8K
|
2.23K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-94- 0.04% |
$45.6K - $58.8K
|
235K
$110M
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-94- 3.41% |
$45.6K - $58.8K
|
2.66K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-94- 3.36% |
$45.6K - $58.8K
|
2.71K
$1.26M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-94- 7.32% |
$45.6K - $58.8K
|
1.19K
$555K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-95- 13.16% |
$46.1K - $59.4K
|
627
$292K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-96- 6.46% |
$46.6K - $60K
|
1.39K
$648K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-97- 6.02% |
$47.1K - $60.6K
|
1.51K
$706K
|
|
|
Feb 11, 2025
Q4 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-97- 8.04% |
$47.1K - $60.6K
|
1.11K
$517K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-98- 0.19% |
$47.6K - $61.3K
|
51.6K
$24.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-100- 2.37% |
$48.6K - $62.5K
|
4.13K
$1.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-100- 1.7% |
$48.6K - $62.5K
|
5.78K
$2.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-100- 1.78% |
$48.6K - $62.5K
|
5.53K
$2.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-100- 1.06% |
$48.6K - $62.5K
|
9.38K
$4.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-100- 4.54% |
$48.6K - $62.5K
|
2.1K
$980K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-102- 5.13% |
$49.5K - $63.8K
|
1.89K
$879K
|