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 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-991- 17.85% |
$481K - $620K
|
4.56K
$2.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-1K- 40.0% |
$486K - $625K
|
1.5K
$700K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1K- 2.22% |
$486K - $625K
|
44K
$20.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-1K- 12.86% |
$486K - $625K
|
6.78K
$3.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.02K- 2.6% |
$494K - $637K
|
38.1K
$17.8M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-1.02K- 39.56% |
$496K - $638K
|
1.56K
$728K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.03K- 14.12% |
$500K - $643K
|
6.26K
$2.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.03K- 0.58% |
$500K - $643K
|
176K
$82M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.03K- 8.96% |
$502K - $646K
|
10.5K
$4.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-1.04K- 14.57% |
$504K - $650K
|
6.09K
$2.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-1.04K- 1.18% |
$507K - $653K
|
87.3K
$40.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-1.05K- 3.46% |
$507K - $653K
|
29.1K
$13.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.08K- 11.89% |
$523K - $674K
|
7.99K
$3.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1.1K- 20.15% |
$534K - $687K
|
4.36K
$2.03M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-1.12K- 48.13% |
$543K - $699K
|
1.21K
$562K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-1.12K- 1.62% |
$543K - $699K
|
67.8K
$31.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.12K- 17.2% |
$543K - $699K
|
5.38K
$2.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-1.12K- 7.33% |
$544K - $701K
|
14.2K
$6.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Accent Capital Management, LLC
Dayton, OH |
SELL
|
- |
-1.12K- 16.12% |
$545K - $702K
|
5.84K
$2.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1.16K- 29.29% |
$562K - $723K
|
2.79K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-1.16K- 17.98% |
$562K - $723K
|
5.28K
$2.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-1.17K- 3.26% |
$570K - $734K
|
34.8K
$16.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-1.18K- 40.0% |
$572K - $737K
|
1.77K
$824K
|
|
|
Feb 14, 2025
Q4 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.18K- 33.91% |
$572K - $737K
|
2.3K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.2K- 31.11% |
$581K - $748K
|
2.65K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-1.2K- 68.85% |
$581K - $748K
|
541
$252K
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
SELL
|
- |
-1.2K- 13.45% |
$582K - $749K
|
7.71K
$3.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 0.34% |
$584K - $752K
|
353K
$165M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.21K- 14.59% |
$585K - $753K
|
7.05K
$3.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.21K- 23.32% |
$586K - $755K
|
3.97K
$1.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.22K- 4.23% |
$592K - $762K
|
27.6K
$12.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.23K- 2.11% |
$595K - $767K
|
56.9K
$26.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.24K- 14.6% |
$600K - $772K
|
7.22K
$3.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 5.71% |
$602K - $775K
|
20.5K
$9.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.24K- 5.02% |
$602K - $775K
|
23.4K
$10.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.24K- 69.13% |
$604K - $777K
|
555
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.24K- 24.05% |
$604K - $778K
|
3.93K
$1.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.26K- 5.3% |
$612K - $788K
|
22.5K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.26K- 3.91% |
$613K - $789K
|
31K
$14.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.28K- 42.25% |
$619K - $797K
|
1.74K
$813K
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.28K- 0.39% |
$620K - $798K
|
327K
$153M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.28K- 6.81% |
$621K - $800K
|
17.5K
$8.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.28K- 0.3% |
$621K - $800K
|
426K
$199M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.29K- 13.36% |
$625K - $805K
|
8.35K
$3.89M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.3K- 27.59% |
$629K - $810K
|
3.4K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.3K- 2.35% |
$630K - $811K
|
54K
$25.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.31K- 0.86% |
$636K - $819K
|
151K
$70.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.34K- 43.3% |
$649K - $836K
|
1.75K
$817K
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.35K- 0.15% |
$656K - $845K
|
885K
$413M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.35K- 4.34% |
$656K - $845K
|
29.8K
$13.9M
|