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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-124- 8.74% |
$60.2K - $77.5K
|
1.3K
$604K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-125- 21.59% |
$60.7K - $78.2K
|
454
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-125- 0.46% |
$60.7K - $78.2K
|
27K
$12.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-126- 6.55% |
$61.2K - $78.8K
|
1.8K
$839K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-126- 4.06% |
$61.2K - $78.8K
|
2.98K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-127- 2.53% |
$61.7K - $79.4K
|
4.89K
$2.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-128- 1.06% |
$62.1K - $80K
|
12K
$5.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-128- 5.1% |
$62.1K - $80K
|
2.38K
$1.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-129- 0.69% |
$62.6K - $80.7K
|
18.5K
$8.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-130- 18.84% |
$63.1K - $81.3K
|
560
$261K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-130- 6.62% |
$63.1K - $81.3K
|
1.83K
$855K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-131- 9.4% |
$63.6K - $81.9K
|
1.26K
$589K
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-132- 0.91% |
$64.1K - $82.5K
|
14.3K
$6.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-132- 8.96% |
$64.1K - $82.5K
|
1.34K
$626K
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-133- 2.49% |
$64.6K - $83.2K
|
5.22K
$2.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-134- 2.36% |
$65.1K - $83.8K
|
5.55K
$2.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-134- 11.66% |
$65.1K - $83.8K
|
1.02K
$473K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-135- 11.7% |
$65.5K - $84.4K
|
1.02K
$475K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-136- 4.58% |
$66K - $85K
|
2.83K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-136- 19.05% |
$66K - $85K
|
578
$270K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-136- 0.89% |
$66K - $85K
|
15.2K
$7.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Arjuna Capital
|
SELL
|
- |
-136- 1.45% |
$66K - $85K
|
9.24K
$4.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-136- 3.22% |
$66K - $85K
|
4.08K
$1.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-136- 1.84% |
$66K - $85K
|
7.24K
$3.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-136- 1.44% |
$66K - $85K
|
9.29K
$4.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-137- 0.51% |
$66.5K - $85.7K
|
27K
$12.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-138- 3.75% |
$67K - $86.3K
|
3.54K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-138- 10.2% |
$67K - $86.3K
|
1.22K
$567K
|
|
|
Jan 21, 2025
Q4 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-138- 0.36% |
$67K - $86.3K
|
37.9K
$17.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-138- 1.82% |
$67K - $86.3K
|
7.44K
$3.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-140- 2.09% |
$68K - $87.5K
|
6.55K
$3.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-140- 1.91% |
$68K - $87.5K
|
7.18K
$3.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-140- 2.34% |
$68K - $87.5K
|
5.85K
$2.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-141- 11.58% |
$68.5K - $88.2K
|
1.08K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-141- 3.64% |
$68.5K - $88.2K
|
3.73K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-142- 8.46% |
$68.9K - $88.8K
|
1.54K
$716K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-143- 19.09% |
$69.4K - $89.4K
|
606
$283K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-143- 1.43% |
$69.4K - $89.4K
|
9.87K
$4.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-144- 11.55% |
$69.9K - $90K
|
1.1K
$514K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-144- 6.56% |
$69.9K - $90K
|
2.05K
$956K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-146- 7.04% |
$70.9K - $91.3K
|
1.93K
$899K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-147- 0.28% |
$71.4K - $91.9K
|
52.5K
$24.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-147- 11.75% |
$71.4K - $91.9K
|
1.1K
$515K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-147- 16.15% |
$71.4K - $91.9K
|
763
$356K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-148- 49.66% |
$71.9K - $92.5K
|
150
$70K
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-149- 9.46% |
$72.3K - $93.2K
|
1.43K
$665K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-151- 11.55% |
$73.3K - $94.4K
|
1.16K
$539K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-152- 13.91% |
$73.8K - $95K
|
941
$439K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-153- 11.22% |
$74.3K - $95.7K
|
1.21K
$565K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-153- 0.19% |
$74.3K - $95.7K
|
78.9K
$36.8M
|