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 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-449- 9.35% |
$218K - $281K
|
4.35K
$2.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-450- 20.79% |
$218K - $281K
|
1.71K
$799K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-451- 14.55% |
$219K - $282K
|
2.65K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-454- 1.95% |
$220K - $284K
|
22.8K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-458- 8.49% |
$222K - $286K
|
4.94K
$2.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-459- 12.67% |
$223K - $287K
|
3.16K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-461- 12.19% |
$224K - $288K
|
3.32K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-464- 12.91% |
$225K - $290K
|
3.13K
$1.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-464- 11.44% |
$225K - $290K
|
3.59K
$1.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-467- 29.76% |
$227K - $292K
|
1.1K
$514K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-469- 4.73% |
$228K - $293K
|
9.45K
$4.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-470- 6.43% |
$228K - $294K
|
6.84K
$3.19M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-477- 5.73% |
$232K - $298K
|
7.85K
$3.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-480- 24.33% |
$233K - $300K
|
1.49K
$696K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-481- 3.19% |
$234K - $301K
|
14.6K
$6.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-488- 5.26% |
$237K - $305K
|
8.79K
$4.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-488- 1.7% |
$237K - $305K
|
28.2K
$13.2M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-496- 52.6% |
$241K - $310K
|
447
$208K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-497- 2.2% |
$241K - $311K
|
22K
$10.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-498- 5.53% |
$242K - $311K
|
8.5K
$3.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-500- 47.13% |
$243K - $313K
|
561
$262K
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-500- 33.33% |
$243K - $313K
|
1K
$466K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-501- 1.22% |
$243K - $313K
|
40.4K
$18.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-502- 85.37% |
$244K - $314K
|
86
$40.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-502- 1.24% |
$244K - $314K
|
40.1K
$18.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-502- 48.74% |
$244K - $314K
|
528
$246K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-505- 3.15% |
$245K - $316K
|
15.5K
$7.24M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-505- 21.0% |
$245K - $316K
|
1.9K
$886K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-507- 23.53% |
$246K - $317K
|
1.65K
$769K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-509- 38.65% |
$247K - $318K
|
808
$377K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-512- 4.55% |
$249K - $320K
|
10.7K
$5.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-513- 22.29% |
$249K - $321K
|
1.79K
$834K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-521- 4.98% |
$253K - $326K
|
9.94K
$4.64M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-522- 28.11% |
$253K - $326K
|
1.34K
$623K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-526- 12.71% |
$255K - $329K
|
3.61K
$1.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-527- 50.33% |
$256K - $330K
|
520
$243K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-527- 49.53% |
$256K - $330K
|
537
$250K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-535- 38.0% |
$260K - $335K
|
873
$407K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-535- 19.18% |
$260K - $335K
|
2.26K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-542- 23.44% |
$263K - $339K
|
1.77K
$826K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-545- 17.36% |
$265K - $341K
|
2.6K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-546- 10.63% |
$265K - $341K
|
4.59K
$2.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-548- 3.04% |
$266K - $343K
|
17.5K
$8.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-549- 39.73% |
$267K - $343K
|
833
$389K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-560- 16.81% |
$272K - $350K
|
2.77K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-561- 2.96% |
$272K - $351K
|
18.4K
$8.58M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-568- 5.16% |
$276K - $355K
|
10.4K
$4.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-570- 5.98% |
$277K - $356K
|
8.95K
$4.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-572- 11.47% |
$278K - $358K
|
4.41K
$2.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-573- 3.52% |
$278K - $358K
|
15.7K
$7.33M
|