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 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
206+ 31.12% |
$100K - $129K
|
868
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
206+ 3.94% |
$100K - $129K
|
5.44K
$2.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
205New |
$99.5K - $128K
|
205
$95.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
205+ 0.59% |
$99.5K - $128K
|
35.1K
$16.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
204+ 5.99% |
$99K - $128K
|
3.61K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
204+ 3.3% |
$99K - $128K
|
6.39K
$2.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
204+ 2.03% |
$99K - $128K
|
10.2K
$4.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
204+ 1.97% |
$99K - $128K
|
10.6K
$4.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
203+ 21.01% |
$98.6K - $127K
|
1.17K
$545K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
203+ 1.01% |
$98.6K - $127K
|
20.2K
$9.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
203+ 3.08% |
$98.6K - $127K
|
6.8K
$3.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
198+ 3.87% |
$96.1K - $124K
|
5.32K
$2.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
198+ 17.35% |
$96.1K - $124K
|
1.34K
$625K
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
BUY
|
- |
198+ 0.85% |
$96.1K - $124K
|
23.4K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
197+ 1.64% |
$95.6K - $123K
|
12.2K
$5.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
195+ 0.85% |
$94.7K - $122K
|
23.2K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
195+ 5.7% |
$94.7K - $122K
|
3.61K
$1.69M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
194+ 3.0% |
$94.2K - $121K
|
6.65K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
194+ 46.41% |
$94.2K - $121K
|
612
$285K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
193+ 4.9% |
$93.7K - $121K
|
4.13K
$1.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
192+ 46.04% |
$93.2K - $120K
|
609
$284K
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
192+ 1.59% |
$93.2K - $120K
|
12.3K
$5.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
190+ 1.58% |
$92.2K - $119K
|
12.2K
$5.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Harvey Investment CO LLC
|
BUY
|
- |
190+ 4.09% |
$92.2K - $119K
|
4.84K
$2.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
189+ 5.52% |
$91.8K - $118K
|
3.61K
$1.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
188+ 4.48% |
$91.3K - $118K
|
4.39K
$2.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Greenwoods Asset Management Hong Kong Ltd.
Hong Kong, K3 |
BUY
|
- |
186+ 1.33% |
$90.3K - $116K
|
14.2K
$6.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
185+ 6.87% |
$89.8K - $116K
|
2.88K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
185+ 7.36% |
$89.8K - $116K
|
2.7K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
184+ 9.84% |
$89.3K - $115K
|
2.05K
$958K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
183+ 15.86% |
$88.9K - $114K
|
1.34K
$624K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
183+ 0.79% |
$88.9K - $114K
|
23.4K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
183+ 7.44% |
$88.9K - $114K
|
2.64K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
182+ 17.32% |
$88.4K - $114K
|
1.23K
$575K
|
|
|
Feb 14, 2025
Q4 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
180+ 2.62% |
$87.4K - $113K
|
7.05K
$3.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
179+ 6.51% |
$86.9K - $112K
|
2.93K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
179+ 31.29% |
$86.9K - $112K
|
751
$350K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
178+ 0.58% |
$86.4K - $111K
|
31K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
178+ 25.07% |
$86.4K - $111K
|
888
$414K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
178New |
$86.4K - $111K
|
178
$83K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
175+ 1.28% |
$85K - $109K
|
13.9K
$6.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
175+ 10.1% |
$85K - $109K
|
1.91K
$890K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
174+ 36.1% |
$84.5K - $109K
|
656
$306K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
173+ 3.68% |
$84K - $108K
|
4.87K
$2.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
173+ 0.52% |
$84K - $108K
|
33.5K
$15.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
172+ 10.62% |
$83.5K - $108K
|
1.79K
$835K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
172+ 24.64% |
$83.5K - $108K
|
870
$406K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
170+ 3.01% |
$82.5K - $106K
|
5.82K
$2.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
170+ 35.12% |
$82.5K - $106K
|
654
$305K
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
170+ 10.59% |
$82.5K - $106K
|
1.78K
$828K
|