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 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-363- 8.26% |
$176K - $227K
|
4.03K
$1.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-364- 2.48% |
$177K - $228K
|
14.3K
$6.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-364- 3.79% |
$177K - $228K
|
9.23K
$4.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-365- 34.56% |
$177K - $228K
|
691
$322K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-370- 31.76% |
$180K - $231K
|
795
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-370- 1.76% |
$180K - $231K
|
20.7K
$9.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-371- 22.26% |
$180K - $232K
|
1.3K
$604K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-373- 4.45% |
$181K - $233K
|
8.01K
$3.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-373- 16.45% |
$181K - $233K
|
1.9K
$884K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-374- 8.8% |
$182K - $234K
|
3.88K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-375- 0.55% |
$182K - $234K
|
68.2K
$31.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-376- 3.29% |
$183K - $235K
|
11K
$5.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-376- 9.36% |
$183K - $235K
|
3.64K
$1.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-383- 0.76% |
$186K - $239K
|
49.9K
$23.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-385- 1.99% |
$187K - $241K
|
19K
$8.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-389- 16.72% |
$189K - $243K
|
1.94K
$904K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-391- 1.14% |
$190K - $244K
|
33.8K
$15.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-393- 0.52% |
$191K - $246K
|
75.3K
$35.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-394- 4.4% |
$191K - $246K
|
8.55K
$3.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-395- 11.57% |
$192K - $247K
|
3.02K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-395- 84.22% |
$192K - $247K
|
74
$34.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-397- 3.99% |
$193K - $248K
|
9.56K
$4.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-397- 1.55% |
$193K - $248K
|
25.2K
$11.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-400- 10.37% |
$194K - $250K
|
3.46K
$1.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-400- 2.73% |
$194K - $250K
|
14.3K
$6.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-400- 17.02% |
$194K - $250K
|
1.95K
$910K
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-400- 19.51% |
$194K - $250K
|
1.65K
$770K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-400- 4.26% |
$194K - $250K
|
9K
$4.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-405- 1.26% |
$197K - $253K
|
31.8K
$14.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-408- 5.27% |
$198K - $255K
|
7.33K
$3.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-410- 9.74% |
$199K - $256K
|
3.8K
$1.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-413- 9.11% |
$201K - $258K
|
4.12K
$1.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-413- 5.99% |
$201K - $258K
|
6.49K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-413- 3.68% |
$201K - $258K
|
10.8K
$5.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-414- 0.35% |
$201K - $259K
|
116K
$54.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-414- 3.62% |
$201K - $259K
|
11K
$5.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-417- 3.09% |
$202K - $261K
|
13.1K
$6.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-420- 14.04% |
$204K - $263K
|
2.57K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-420- 28.44% |
$204K - $263K
|
1.06K
$493K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-421- 18.3% |
$204K - $263K
|
1.88K
$877K
|
|
|
Feb 13, 2025
Q4 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-423- 3.71% |
$205K - $264K
|
11K
$5.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-424- 13.02% |
$206K - $265K
|
2.83K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-425- 2.35% |
$206K - $266K
|
17.6K
$8.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-427- 36.84% |
$207K - $267K
|
732
$341K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-429- 16.1% |
$208K - $268K
|
2.24K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-433- 22.06% |
$210K - $271K
|
1.53K
$714K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-436- 28.48% |
$212K - $273K
|
1.1K
$511K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-438- 42.57% |
$213K - $274K
|
591
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-439- 1.55% |
$213K - $274K
|
27.9K
$13M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-446- 10.89% |
$217K - $279K
|
3.65K
$1.7M
|