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 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-102- 1.06% |
$49.5K - $63.8K
|
9.53K
$4.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-102- 17.5% |
$49.5K - $63.8K
|
481
$224K
|
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-102- 2.8% |
$49.5K - $63.8K
|
3.54K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-103- 0.64% |
$50K - $64.4K
|
16.1K
$7.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-104- 9.55% |
$50.5K - $65K
|
985
$459K
|
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-104- 5.36% |
$50.5K - $65K
|
1.84K
$856K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-104- 17.05% |
$50.5K - $65K
|
506
$236K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-104- 17.48% |
$50.5K - $65K
|
491
$229K
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-104- 0.6% |
$50.5K - $65K
|
17.1K
$7.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-104- 10.95% |
$50.5K - $65K
|
846
$395K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-105- 3.97% |
$51K - $65.7K
|
2.54K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-106- 4.83% |
$51.5K - $66.3K
|
2.09K
$974K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-107- 0.88% |
$52K - $66.9K
|
12K
$5.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-107- 1.76% |
$52K - $66.9K
|
5.98K
$2.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-107- 5.83% |
$52K - $66.9K
|
1.73K
$806K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-107- 15.18% |
$52K - $66.9K
|
598
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-107- 8.05% |
$52K - $66.9K
|
1.22K
$570K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-108- 11.69% |
$52.4K - $67.5K
|
816
$381K
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-109- 6.86% |
$52.9K - $68.2K
|
1.48K
$690K
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
SELL
|
- |
-109- 13.31% |
$52.9K - $68.2K
|
710
$331K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-109- 9.55% |
$52.9K - $68.2K
|
1.03K
$481K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-110- 11.65% |
$53.4K - $68.8K
|
834
$389K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-110- 0.08% |
$53.4K - $68.8K
|
139K
$64.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-110- 2.11% |
$53.4K - $68.8K
|
5.1K
$2.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-111- 14.09% |
$53.9K - $69.4K
|
677
$316K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-111- 6.34% |
$53.9K - $69.4K
|
1.64K
$764K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-111- 12.77% |
$53.9K - $69.4K
|
758
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-111- 2.42% |
$53.9K - $69.4K
|
4.48K
$2.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-112- 2.74% |
$54.4K - $70K
|
3.98K
$1.85M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-112- 4.26% |
$54.4K - $70K
|
2.52K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-112- 1.11% |
$54.4K - $70K
|
9.94K
$4.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-112- 39.02% |
$54.4K - $70K
|
175
$81.6K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-113- 1.1% |
$54.9K - $70.7K
|
10.2K
$4.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-113- 14.23% |
$54.9K - $70.7K
|
681
$318K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-113- 11.2% |
$54.9K - $70.7K
|
896
$418K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-115- 15.67% |
$55.8K - $71.9K
|
619
$289K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-115- 12.39% |
$55.8K - $71.9K
|
813
$379K
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-115- 1.12% |
$55.8K - $71.9K
|
10.2K
$4.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-116- 13.27% |
$56.3K - $72.5K
|
758
$354K
|
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-117- 3.5% |
$56.8K - $73.2K
|
3.23K
$1.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-118- 25.16% |
$57.3K - $73.8K
|
351
$164K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-118- 4.93% |
$57.3K - $73.8K
|
2.28K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-118- 1.19% |
$57.3K - $73.8K
|
9.76K
$4.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Trust Investment Advisors
|
SELL
|
- |
-119- 3.59% |
$57.8K - $74.4K
|
3.19K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-120- 2.1% |
$58.3K - $75K
|
5.6K
$2.61M
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-120- 8.36% |
$58.3K - $75K
|
1.32K
$614K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-121- 4.17% |
$58.7K - $75.7K
|
2.78K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-121- 4.68% |
$58.7K - $75.7K
|
2.46K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-121- 14.19% |
$58.7K - $75.7K
|
732
$341K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-124- 3.88% |
$60.2K - $77.5K
|
3.08K
$1.43M
|