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
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-774- 0.95% |
$376K - $484K
|
80.5K
$37.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-776- 15.57% |
$377K - $485K
|
4.21K
$1.96M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-777- 17.43% |
$377K - $486K
|
3.68K
$1.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-777- 6.19% |
$377K - $486K
|
11.8K
$5.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-777- 3.82% |
$377K - $486K
|
19.6K
$9.13M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-794- 49.04% |
$386K - $496K
|
825
$385K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-802- 2.8% |
$389K - $501K
|
27.8K
$13M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-803- 2.13% |
$390K - $502K
|
36.8K
$17.2M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-803- 5.7% |
$390K - $502K
|
13.3K
$6.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Puzo Michael J
|
SELL
|
- |
-804- 4.83% |
$390K - $503K
|
15.8K
$7.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-806- 1.32% |
$391K - $504K
|
60.2K
$28.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-817- 1.63% |
$397K - $511K
|
49.3K
$23M
|
|
|
Jan 22, 2025
Q4 2024
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-822- 3.21% |
$399K - $514K
|
24.8K
$11.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-829- 4.94% |
$402K - $518K
|
15.9K
$7.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-830- 36.84% |
$403K - $519K
|
1.42K
$664K
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-832- 2.64% |
$404K - $520K
|
30.7K
$14.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-833- 1.57% |
$404K - $521K
|
52.4K
$24.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-837- 34.21% |
$406K - $523K
|
1.61K
$751K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-844- 6.83% |
$410K - $528K
|
11.5K
$5.37M
|
|
|
Feb 14, 2025
Q4 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-850- 9.96% |
$413K - $531K
|
7.69K
$3.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Ns Partners LTD
|
SELL
|
- |
-851- 1.04% |
$413K - $532K
|
80.8K
$37.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-862- 3.14% |
$419K - $539K
|
26.6K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-865- 2.11% |
$420K - $541K
|
40.1K
$18.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-874- 1.36% |
$424K - $546K
|
63.5K
$29.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-878- 74.66% |
$426K - $549K
|
298
$139K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-878- 9.27% |
$426K - $549K
|
8.6K
$4.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-882- 38.99% |
$428K - $551K
|
1.38K
$644K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-884- 3.49% |
$429K - $553K
|
24.4K
$11.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-894- 28.65% |
$434K - $559K
|
2.23K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-901- 30.44% |
$437K - $563K
|
2.06K
$960K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-902- 61.87% |
$438K - $564K
|
556
$259K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-903- 25.55% |
$438K - $565K
|
2.63K
$1.23M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-910- 13.53% |
$442K - $569K
|
5.82K
$2.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-912- 28.63% |
$443K - $570K
|
2.27K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-912- 54.29% |
$443K - $570K
|
768
$358K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-915- 6.14% |
$444K - $572K
|
14K
$6.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-915- 7.24% |
$444K - $572K
|
11.7K
$5.47M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
SELL
|
- |
-922- 57.59% |
$448K - $576K
|
679
$317K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-923- 2.15% |
$448K - $577K
|
42K
$19.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-931- 6.71% |
$452K - $582K
|
13K
$6.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-932- 17.81% |
$453K - $583K
|
4.3K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-933- 0.41% |
$453K - $583K
|
227K
$106M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-933- 11.45% |
$453K - $583K
|
7.22K
$3.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-938- 17.49% |
$455K - $586K
|
4.43K
$2.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-951- 6.28% |
$462K - $595K
|
14.2K
$6.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-955- 3.67% |
$464K - $597K
|
25K
$11.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-965- 27.97% |
$469K - $603K
|
2.49K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-974- 2.61% |
$473K - $609K
|
36.4K
$17M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-980- 14.8% |
$476K - $613K
|
5.64K
$2.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-986- 1.08% |
$479K - $616K
|
90.5K
$42.2M
|