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 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-289- 1.62% |
$140K - $181K
|
17.6K
$8.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-290- 2.42% |
$141K - $181K
|
11.7K
$5.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-291- 9.04% |
$141K - $182K
|
2.93K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-293- 27.08% |
$142K - $183K
|
789
$368K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-294- 15.66% |
$143K - $184K
|
1.58K
$738K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-294- 46.3% |
$143K - $184K
|
341
$159K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-295- 17.53% |
$143K - $184K
|
1.39K
$647K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-296- 1.97% |
$144K - $185K
|
14.7K
$6.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-297- 4.22% |
$144K - $186K
|
6.73K
$3.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-298- 21.19% |
$145K - $186K
|
1.11K
$517K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-300- 1.61% |
$146K - $188K
|
18.4K
$8.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-303- 12.81% |
$147K - $189K
|
2.06K
$962K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-307- 2.86% |
$149K - $192K
|
10.4K
$4.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-310- 1.99% |
$151K - $194K
|
15.3K
$7.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-310- 34.56% |
$151K - $194K
|
587
$274K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-312- 1.54% |
$151K - $195K
|
20K
$9.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-314- 3.12% |
$152K - $196K
|
9.76K
$4.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-316- 14.6% |
$153K - $198K
|
1.85K
$862K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-317- 2.58% |
$154K - $198K
|
12K
$5.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-317- 12.04% |
$154K - $198K
|
2.32K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-320- 2.52% |
$155K - $200K
|
12.4K
$5.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-320- 3.95% |
$155K - $200K
|
7.79K
$3.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-322- 3.4% |
$156K - $201K
|
9.15K
$4.27M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-322- 2.03% |
$156K - $201K
|
15.6K
$7.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-323- 0.04% |
$157K - $202K
|
876K
$409M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-323- 9.19% |
$157K - $202K
|
3.19K
$1.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-326- 24.15% |
$158K - $204K
|
1.02K
$478K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-326- 5.55% |
$158K - $204K
|
5.55K
$2.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-327- 32.83% |
$159K - $204K
|
669
$312K
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-330- 4.13% |
$160K - $206K
|
7.65K
$3.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-331- 0.29% |
$161K - $207K
|
115K
$53.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-332- 3.34% |
$161K - $208K
|
9.6K
$4.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-334- 22.34% |
$162K - $209K
|
1.16K
$542K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-335- 13.9% |
$163K - $209K
|
2.08K
$968K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-336- 7.26% |
$163K - $210K
|
4.29K
$2M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-338- 0.89% |
$164K - $211K
|
37.6K
$17.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-338- 1.92% |
$164K - $211K
|
17.3K
$8.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-338- 1.45% |
$164K - $211K
|
23K
$10.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-342- 5.51% |
$166K - $214K
|
5.87K
$2.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-342- 11.31% |
$166K - $214K
|
2.68K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-342- 13.76% |
$166K - $214K
|
2.14K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-347- 46.02% |
$168K - $217K
|
407
$190K
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-349Closed |
$169K - $218K
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-349- 21.22% |
$169K - $218K
|
1.3K
$604K
|
|
|
Jan 27, 2025
Q4 2024
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-350- 10.62% |
$170K - $219K
|
2.95K
$1.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-350- 8.23% |
$170K - $219K
|
3.9K
$1.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-350- 46.67% |
$170K - $219K
|
400
$187K
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-351- 4.44% |
$170K - $219K
|
7.55K
$3.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-353Closed |
$171K - $221K
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-356- 17.21% |
$173K - $223K
|
1.71K
$799K
|