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
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
169+ 18.25% |
$82.1K - $106K
|
1.1K
$511K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
168+ 38.36% |
$81.6K - $105K
|
606
$283K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
168+ 1.63% |
$81.6K - $105K
|
10.5K
$4.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
168+ 13.04% |
$81.6K - $105K
|
1.46K
$679K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
167+ 16.62% |
$81.1K - $104K
|
1.17K
$547K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
165+ 0.6% |
$80.1K - $103K
|
27.6K
$12.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
165+ 1.64% |
$80.1K - $103K
|
10.2K
$4.76M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
162+ 1.47% |
$78.7K - $101K
|
11.2K
$5.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
162+ 8.64% |
$78.7K - $101K
|
2.04K
$950K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
161+ 3.77% |
$78.2K - $101K
|
4.43K
$2.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
160+ 34.12% |
$77.7K - $100K
|
629
$293K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
160+ 1.35% |
$77.7K - $100K
|
12K
$5.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
160+ 27.4% |
$77.7K - $100K
|
744
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
160+ 5.31% |
$77.7K - $100K
|
3.18K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
160New |
$77.7K - $100K
|
160
$74.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
159+ 3.48% |
$77.2K - $99.4K
|
4.73K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
159+ 22.18% |
$77.2K - $99.4K
|
876
$409K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
157+ 0.39% |
$76.2K - $98.2K
|
40.2K
$18.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
157New |
$76.2K - $98.2K
|
157
$73.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
156+ 9.83% |
$75.7K - $97.5K
|
1.74K
$813K
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
155+ 14.13% |
$75.3K - $96.9K
|
1.25K
$584K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
155+ 1.95% |
$75.3K - $96.9K
|
8.11K
$3.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
154+ 0.1% |
$74.8K - $96.3K
|
160K
$74.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
154+ 0.04% |
$74.8K - $96.3K
|
380K
$177M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
153+ 1.24% |
$74.3K - $95.7K
|
12.5K
$5.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
153+ 2.1% |
$74.3K - $95.7K
|
7.43K
$3.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
153+ 18.7% |
$74.3K - $95.7K
|
971
$453K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
153+ 3.77% |
$74.3K - $95.7K
|
4.21K
$1.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
152+ 100.66% |
$73.8K - $95K
|
303
$141K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
152+ 5.84% |
$73.8K - $95K
|
2.76K
$1.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
151+ 11.07% |
$73.3K - $94.4K
|
1.52K
$707K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
BUY
|
- |
151+ 6.34% |
$73.3K - $94.4K
|
2.53K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
150+ 3.34% |
$72.8K - $93.8K
|
4.64K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
150+ 6.44% |
$72.8K - $93.8K
|
2.48K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
150+ 37.78% |
$72.8K - $93.8K
|
547
$255K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
149+ 16.82% |
$72.3K - $93.2K
|
1.04K
$483K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
149+ 0.14% |
$72.3K - $93.2K
|
107K
$50.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
147+ 5.55% |
$71.4K - $91.9K
|
2.8K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
147+ 5.71% |
$71.4K - $91.9K
|
2.72K
$1.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
147+ 8.52% |
$71.4K - $91.9K
|
1.87K
$874K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
147New |
$71.4K - $91.9K
|
147
$68.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
147+ 1.22% |
$71.4K - $91.9K
|
12.2K
$5.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
146+ 11.92% |
$70.9K - $91.3K
|
1.37K
$639K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
146+ 2.33% |
$70.9K - $91.3K
|
6.4K
$2.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
146+ 10.66% |
$70.9K - $91.3K
|
1.52K
$707K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
143+ 24.49% |
$69.4K - $89.4K
|
727
$339K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
143+ 1.68% |
$69.4K - $89.4K
|
8.67K
$4.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
143+ 3.85% |
$69.4K - $89.4K
|
3.86K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
142+ 12.07% |
$68.9K - $88.8K
|
1.32K
$615K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
142+ 1.98% |
$68.9K - $88.8K
|
7.32K
$3.42M
|