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 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.37K+ 17.4% |
$1.15M - $1.48M
|
16K
$7.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.37KNew |
$1.15M - $1.48M
|
2.37K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.37K+ 4.78% |
$1.15M - $1.48M
|
51.9K
$24.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
2.36KNew |
$1.15M - $1.48M
|
2.36K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.36KNew |
$1.14M - $1.47M
|
2.36K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
2.35KNew |
$1.14M - $1.47M
|
2.35K
$1.1M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
2.34K+ 20.45% |
$1.14M - $1.46M
|
13.8K
$6.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.33K+ 213.97% |
$1.13M - $1.46M
|
3.42K
$1.59M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
2.32K+ 8.67% |
$1.12M - $1.45M
|
29K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
2.31K+ 273.85% |
$1.12M - $1.45M
|
3.16K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
2.29KNew |
$1.11M - $1.43M
|
2.29K
$1.07M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
2.29K+ 7.61% |
$1.11M - $1.43M
|
32.3K
$15.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.28K+ 7.9% |
$1.11M - $1.43M
|
31.2K
$14.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.27K+ 3.4% |
$1.1M - $1.42M
|
69K
$32.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.27K+ 1.11% |
$1.1M - $1.42M
|
206K
$96.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Capital Management Associates
New York, NY |
BUY
|
- |
2.25K+ 186.96% |
$1.09M - $1.41M
|
3.46K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
2.25K+ 6.53% |
$1.09M - $1.41M
|
36.7K
$17.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
2.23K+ 5.61% |
$1.08M - $1.39M
|
41.9K
$19.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
2.23K+ 1.32% |
$1.08M - $1.39M
|
171K
$79.8M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.21K+ 8.03% |
$1.07M - $1.38M
|
29.7K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
2.2KNew |
$1.07M - $1.38M
|
2.2K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Ames National Corp
Ames, IA |
BUY
|
- |
2.17KNew |
$1.06M - $1.36M
|
2.17K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.17K+ 300.83% |
$1.05M - $1.36M
|
2.89K
$1.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
2.17KNew |
$1.05M - $1.35M
|
2.17K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.16K+ 8.87% |
$1.05M - $1.35M
|
26.4K
$12.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.15KNew |
$1.05M - $1.35M
|
2.15K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
2.15K+ 0.24% |
$1.04M - $1.34M
|
912K
$425M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.14K+ 8.85% |
$1.04M - $1.34M
|
26.3K
$12.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
2.12K+ 426.36% |
$1.03M - $1.32M
|
2.62K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
11 Capital Partners LP
New York, NY |
BUY
|
- |
2.1K+ 8.38% |
$1.02M - $1.31M
|
27.2K
$12.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
2.1K+ 23.05% |
$1.02M - $1.31M
|
11.2K
$5.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
2.09KNew |
$1.02M - $1.31M
|
2.09K
$975K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2.09K+ 16.73% |
$1.01M - $1.3M
|
14.5K
$6.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
2.04KNew |
$992K - $1.28M
|
2.04K
$953K
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
2.03KNew |
$984K - $1.27M
|
2.03K
$945K
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.01KNew |
$977K - $1.26M
|
2.01K
$938K
|
|
|
Jan 23, 2025
Q4 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
2K+ 7.14% |
$972K - $1.25M
|
30.1K
$14M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2K+ 110.16% |
$969K - $1.25M
|
3.81K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.99K+ 127.46% |
$967K - $1.24M
|
3.55K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
1.98K+ 419.49% |
$961K - $1.24M
|
2.45K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.98K+ 11.81% |
$961K - $1.24M
|
18.7K
$8.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.97KNew |
$954K - $1.23M
|
1.97K
$917K
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.96K+ 2.24% |
$950K - $1.22M
|
89.2K
$41.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
1.95KNew |
$947K - $1.22M
|
1.95K
$910K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.95K+ 89.65% |
$946K - $1.22M
|
4.12K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.95KNew |
$944K - $1.22M
|
1.95K
$907K
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
1.94KNew |
$943K - $1.21M
|
1.94K
$906K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.94K+ 2.23% |
$942K - $1.21M
|
89K
$41.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.94K+ 1.81% |
$940K - $1.21M
|
109K
$50.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.91K+ 4.44% |
$927K - $1.19M
|
44.9K
$21M
|