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 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-153- 4.25% |
$74.3K - $95.7K
|
3.45K
$1.61M
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-154- 1.49% |
$74.8K - $96.3K
|
10.2K
$4.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-155- 2.19% |
$75.3K - $96.9K
|
6.92K
$3.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-156- 0.69% |
$75.7K - $97.5K
|
22.4K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-156- 1.86% |
$75.7K - $97.5K
|
8.25K
$3.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-158- 5.24% |
$76.7K - $98.8K
|
2.86K
$1.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-159- 0.88% |
$77.2K - $99.4K
|
18K
$8.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-159- 1.56% |
$77.2K - $99.4K
|
10K
$4.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-160- 25.52% |
$77.7K - $100K
|
467
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-160- 14.52% |
$77.7K - $100K
|
942
$439K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-161- 18.99% |
$78.2K - $101K
|
687
$320K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-161- 14.45% |
$78.2K - $101K
|
953
$444K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-161- 3.63% |
$78.2K - $101K
|
4.27K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-162- 0.52% |
$78.7K - $101K
|
30.8K
$14.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-163- 21.56% |
$79.1K - $102K
|
593
$277K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-164- 21.72% |
$79.6K - $103K
|
591
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
SELL
|
- |
-165- 23.78% |
$80.1K - $103K
|
529
$247K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-165- 1.49% |
$80.1K - $103K
|
10.9K
$5.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-165- 10.73% |
$80.1K - $103K
|
1.37K
$640K
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-165- 19.32% |
$80.1K - $103K
|
689
$321K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-165- 1.52% |
$80.1K - $103K
|
10.7K
$4.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-167- 11.83% |
$81.1K - $104K
|
1.25K
$581K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-167- 16.73% |
$81.1K - $104K
|
831
$388K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-169- 2.23% |
$82.1K - $106K
|
7.42K
$3.46M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-170- 6.65% |
$82.5K - $106K
|
2.39K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-170- 1.14% |
$82.5K - $106K
|
14.8K
$6.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-171- 0.4% |
$83K - $107K
|
42.2K
$19.7M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-172- 1.0% |
$83.5K - $108K
|
17.1K
$7.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-173- 3.92% |
$84K - $108K
|
4.24K
$1.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-174- 1.4% |
$84.5K - $109K
|
12.2K
$5.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-176- 4.2% |
$85.5K - $110K
|
4.02K
$1.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-176- 3.32% |
$85.5K - $110K
|
5.13K
$2.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-176- 10.33% |
$85.5K - $110K
|
1.53K
$712K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-178- 1.08% |
$86.4K - $111K
|
16.4K
$7.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-179- 1.94% |
$86.9K - $112K
|
9.04K
$4.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
SELL
|
- |
-179- 7.15% |
$86.9K - $112K
|
2.32K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-179- 10.79% |
$86.9K - $112K
|
1.48K
$690K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-180- 15.71% |
$87.4K - $113K
|
966
$451K
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-180- 5.48% |
$87.4K - $113K
|
3.11K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-180- 1.68% |
$87.4K - $113K
|
10.5K
$4.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-180- 7.37% |
$87.4K - $113K
|
2.26K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-181- 8.7% |
$87.9K - $113K
|
1.9K
$886K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-186- 1.13% |
$90.3K - $116K
|
16.2K
$7.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-187- 20.0% |
$90.8K - $117K
|
748
$349K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-187- 25.58% |
$90.8K - $117K
|
544
$254K
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-188- 0.96% |
$91.3K - $118K
|
19.3K
$9M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-188- 12.65% |
$91.3K - $118K
|
1.3K
$605K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-188- 3.54% |
$91.3K - $118K
|
5.13K
$2.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-189- 5.27% |
$91.8K - $118K
|
3.39K
$1.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-190- 11.79% |
$92.2K - $119K
|
1.42K
$663K
|