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 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-2.63K- 61.42% |
$1.28M - $1.64M
|
1.65K
$771K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.63K- 6.99% |
$1.28M - $1.64M
|
35K
$16.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.63K- 4.43% |
$1.28M - $1.65M
|
56.8K
$26.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-2.64K- 23.44% |
$1.28M - $1.65M
|
8.61K
$4.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-2.64K- 6.81% |
$1.28M - $1.65M
|
36.1K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-2.65K- 4.57% |
$1.29M - $1.66M
|
55.4K
$25.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.66K- 31.22% |
$1.29M - $1.66M
|
5.86K
$2.73M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.7K- 6.06% |
$1.31M - $1.69M
|
41.8K
$19.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.7K- 77.11% |
$1.31M - $1.69M
|
801
$374K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.73K- 1.45% |
$1.33M - $1.71M
|
185K
$86.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.74K- 15.53% |
$1.33M - $1.72M
|
14.9K
$6.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.79K- 13.36% |
$1.36M - $1.75M
|
18.1K
$8.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-2.8K- 4.56% |
$1.36M - $1.75M
|
58.7K
$27.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-2.81K- 99.33% |
$1.37M - $1.76M
|
19
$8.86K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-2.86K- 60.42% |
$1.39M - $1.79M
|
1.87K
$872K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.86K- 3.19% |
$1.39M - $1.79M
|
86.9K
$40.5M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2.86K- 5.47% |
$1.39M - $1.79M
|
49.5K
$23.1M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-2.9K- 66.58% |
$1.41M - $1.81M
|
1.46K
$679K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2.92K- 2.87% |
$1.42M - $1.82M
|
98.6K
$46M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.98K- 1.54% |
$1.45M - $1.86M
|
191K
$88.9M
|
|
|
Feb 04, 2025
Q4 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-2.99K- 4.38% |
$1.45M - $1.87M
|
65.2K
$30.4M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3.01K- 61.98% |
$1.46M - $1.88M
|
1.85K
$861K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.03K- 0.87% |
$1.47M - $1.89M
|
345K
$161M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-3.04K- 38.68% |
$1.48M - $1.9M
|
4.82K
$2.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.08K- 3.3% |
$1.5M - $1.93M
|
90.3K
$42.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.11K- 3.58% |
$1.51M - $1.94M
|
83.5K
$39M
|
|
|
Feb 13, 2025
Q4 2024
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-3.13K- 1.69% |
$1.52M - $1.96M
|
182K
$84.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-3.15K- 81.92% |
$1.53M - $1.97M
|
695
$324K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.15K- 2.45% |
$1.53M - $1.97M
|
125K
$58.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.2K- 75.02% |
$1.55M - $2M
|
1.07K
$497K
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-3.2K- 3.66% |
$1.55M - $2M
|
84.3K
$39.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.21K- 1.33% |
$1.56M - $2.01M
|
238K
$111M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.23K- 1.71% |
$1.57M - $2.02M
|
186K
$86.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-3.24K- 88.29% |
$1.57M - $2.03M
|
430
$201K
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-3.25K- 6.88% |
$1.58M - $2.03M
|
44K
$20.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
SELL
|
- |
-3.25K- 2.77% |
$1.58M - $2.03M
|
114K
$53.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-3.26K- 6.16% |
$1.58M - $2.04M
|
49.7K
$23.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-3.27K- 77.31% |
$1.59M - $2.04M
|
959
$447K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-3.3K- 1.25% |
$1.6M - $2.06M
|
260K
$121M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.3K- 3.08% |
$1.6M - $2.07M
|
104K
$48.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-3.31K- 37.03% |
$1.61M - $2.07M
|
5.63K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Fosun International LTD
|
SELL
|
- |
-3.33K- 40.64% |
$1.62M - $2.08M
|
4.87K
$2.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-3.35K- 57.77% |
$1.63M - $2.09M
|
2.45K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.36K- 34.37% |
$1.63M - $2.1M
|
6.42K
$2.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-3.48K- 44.27% |
$1.69M - $2.18M
|
4.38K
$2.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-3.48K- 43.1% |
$1.69M - $2.18M
|
4.6K
$2.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.5K- 4.97% |
$1.7M - $2.19M
|
66.9K
$31.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-3.57K- 0.73% |
$1.73M - $2.23M
|
484K
$226M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.58K- 61.24% |
$1.74M - $2.24M
|
2.27K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-3.66K- 7.69% |
$1.78M - $2.29M
|
44K
$20.5M
|