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 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-574- 12.13% |
$279K - $359K
|
4.16K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-575- 42.81% |
$279K - $360K
|
768
$358K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-576- 21.44% |
$280K - $360K
|
2.11K
$985K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-578- 71.01% |
$281K - $361K
|
236
$110K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-578- 4.95% |
$281K - $361K
|
11.1K
$5.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-579- 11.94% |
$281K - $362K
|
4.27K
$1.99M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-582- 11.55% |
$283K - $364K
|
4.46K
$2.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-583- 8.86% |
$283K - $365K
|
6K
$2.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-584- 5.99% |
$284K - $365K
|
9.17K
$4.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-588- 5.93% |
$285K - $368K
|
9.33K
$4.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-590- 1.94% |
$286K - $369K
|
29.8K
$13.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-594- 3.53% |
$288K - $371K
|
16.3K
$7.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-598- 0.88% |
$290K - $374K
|
67.6K
$31.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-600- 1.01% |
$291K - $375K
|
58.6K
$27.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-601- 5.44% |
$292K - $376K
|
10.4K
$4.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-606- 1.32% |
$294K - $379K
|
45.3K
$21.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-606- 4.33% |
$294K - $379K
|
13.4K
$6.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-612- 4.35% |
$297K - $383K
|
13.5K
$6.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-617- 39.94% |
$300K - $386K
|
928
$433K
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-617- 12.51% |
$300K - $386K
|
4.32K
$2.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-622- 3.07% |
$302K - $389K
|
19.6K
$9.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-623- 96.74% |
$302K - $390K
|
21
$9.79K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-649- 2.01% |
$315K - $406K
|
31.7K
$14.8M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-651- 1.38% |
$316K - $407K
|
46.5K
$21.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-655- 4.95% |
$318K - $410K
|
12.6K
$5.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-665- 2.52% |
$323K - $416K
|
25.8K
$12M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-666- 3.03% |
$323K - $416K
|
21.3K
$9.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-681- 59.63% |
$331K - $426K
|
461
$215K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-683- 3.89% |
$332K - $427K
|
16.9K
$7.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-685- 24.4% |
$333K - $428K
|
2.12K
$990K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-692- 5.9% |
$336K - $433K
|
11K
$5.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-700- 9.01% |
$340K - $438K
|
7.07K
$3.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-703- 7.11% |
$341K - $440K
|
9.18K
$4.28M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-705- 5.79% |
$342K - $441K
|
11.5K
$5.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-707- 58.57% |
$343K - $442K
|
500
$233K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-712- 22.81% |
$346K - $445K
|
2.41K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-713- 2.79% |
$346K - $446K
|
24.8K
$11.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-717- 10.57% |
$348K - $448K
|
6.07K
$2.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-718- 17.72% |
$349K - $449K
|
3.34K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-720- 19.57% |
$350K - $450K
|
2.96K
$1.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-730- 3.15% |
$354K - $456K
|
22.5K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-731- 9.51% |
$355K - $457K
|
6.96K
$3.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-749- 1.03% |
$364K - $468K
|
72K
$33.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-750- 5.61% |
$364K - $469K
|
12.6K
$5.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-753- 3.27% |
$366K - $471K
|
22.2K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-754- 22.07% |
$366K - $471K
|
2.66K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-755- 56.13% |
$367K - $472K
|
590
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-757- 53.76% |
$368K - $473K
|
651
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-761- 3.91% |
$369K - $476K
|
18.7K
$8.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-770- 1.28% |
$374K - $481K
|
59.4K
$27.7M
|