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 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.36K- 27.05% |
$660K - $850K
|
3.67K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-1.36K- 71.53% |
$660K - $850K
|
541
$252K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.37K- 3.32% |
$663K - $853K
|
39.7K
$18.5M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.37K- 64.21% |
$664K - $855K
|
762
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.37K- 5.69% |
$666K - $858K
|
22.7K
$10.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-1.37K- 11.0% |
$667K - $858K
|
11.1K
$5.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-1.38K- 8.35% |
$669K - $862K
|
15.1K
$7.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.38K- 12.22% |
$670K - $863K
|
9.91K
$4.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.4K- 45.05% |
$681K - $877K
|
1.71K
$798K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.41K- 12.52% |
$684K - $881K
|
9.85K
$4.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-1.42K- 5.06% |
$687K - $885K
|
26.5K
$12.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.42K- 8.84% |
$688K - $887K
|
14.6K
$6.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.42K- 4.49% |
$690K - $889K
|
30.3K
$14.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.43K- 0.28% |
$693K - $893K
|
516K
$241M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-1.44K- 4.45% |
$699K - $900K
|
30.9K
$14.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.45K- 97.97% |
$704K - $907K
|
30
$14K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.47K- 5.05% |
$714K - $919K
|
27.6K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.47K- 4.75% |
$714K - $919K
|
29.5K
$13.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.47K- 9.55% |
$716K - $922K
|
14K
$6.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.48K- 3.57% |
$717K - $923K
|
40K
$18.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.49K- 8.36% |
$724K - $932K
|
16.3K
$7.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Kp Management LLC
Edina, MN |
SELL
|
- |
-1.5K- 23.08% |
$728K - $938K
|
5K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.56K- 1.64% |
$758K - $977K
|
93.6K
$43.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.58K- 6.14% |
$765K - $985K
|
24.1K
$11.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.6K- 14.14% |
$777K - $1M
|
9.72K
$4.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.61K- 3.15% |
$782K - $1.01M
|
49.5K
$23.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.62K- 14.06% |
$786K - $1.01M
|
9.89K
$4.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Cooke & Bieler LP
|
SELL
|
- |
-1.63K- 0.66% |
$792K - $1.02M
|
247K
$115M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-1.65K- 8.71% |
$802K - $1.03M
|
17.3K
$8.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.66K- 2.35% |
$807K - $1.04M
|
69.1K
$32.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.67K- 4.46% |
$811K - $1.04M
|
35.8K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.69K- 59.7% |
$820K - $1.06M
|
1.14K
$532K
|
|
|
Feb 11, 2025
Q4 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
SELL
|
- |
-1.7K- 62.96% |
$825K - $1.06M
|
1K
$466K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.7K- 59.25% |
$826K - $1.06M
|
1.17K
$546K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-1.71K- 3.05% |
$830K - $1.07M
|
54.4K
$25.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.73K- 3.71% |
$838K - $1.08M
|
44.7K
$20.9M
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.73K- 2.59% |
$838K - $1.08M
|
64.8K
$30.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.74K- 31.51% |
$846K - $1.09M
|
3.79K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.76K- 57.42% |
$853K - $1.1M
|
1.3K
$607K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.76K- 9.55% |
$853K - $1.1M
|
16.6K
$7.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.76K- 18.69% |
$855K - $1.1M
|
7.67K
$3.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-1.77K- 11.08% |
$861K - $1.11M
|
14.2K
$6.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-1.77K- 1.84% |
$861K - $1.11M
|
94.7K
$44.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.8K- 57.79% |
$872K - $1.12M
|
1.31K
$612K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.83K- 10.29% |
$890K - $1.15M
|
16K
$7.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.85K- 20.87% |
$897K - $1.15M
|
7K
$3.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.93K- 23.05% |
$935K - $1.2M
|
6.43K
$3M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.93K- 22.87% |
$937K - $1.21M
|
6.51K
$3.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.93K- 31.84% |
$938K - $1.21M
|
4.14K
$1.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.95K- 52.67% |
$948K - $1.22M
|
1.76K
$819K
|