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 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
118+ 28.92% |
$57.3K - $73.8K
|
526
$245K
|
|
|
Feb 12, 2025
Q4 2024
|
Somerville Kurt F
|
BUY
|
- |
118+ 0.47% |
$57.3K - $73.8K
|
25.4K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
118+ 12.41% |
$57.3K - $73.8K
|
1.07K
$499K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
117+ 16.69% |
$56.8K - $73.2K
|
818
$382K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
117+ 4.42% |
$56.8K - $73.2K
|
2.77K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
117+ 2.39% |
$56.8K - $73.2K
|
5.01K
$2.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
116+ 0.26% |
$56.3K - $72.5K
|
43.9K
$20.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
116+ 5.79% |
$56.3K - $72.5K
|
2.12K
$989K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
115+ 11.76% |
$55.8K - $71.9K
|
1.09K
$510K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
115+ 0.88% |
$55.8K - $71.9K
|
13.2K
$6.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
114+ 4.97% |
$55.3K - $71.3K
|
2.41K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
114+ 27.08% |
$55.3K - $71.3K
|
535
$250K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
113+ 4.19% |
$54.9K - $70.7K
|
2.81K
$1.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
113+ 27.7% |
$54.9K - $70.7K
|
521
$243K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
113+ 17.71% |
$54.9K - $70.7K
|
751
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
113New |
$54.9K - $70.7K
|
113
$52.7K
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
112+ 0.29% |
$54.4K - $70K
|
38.2K
$17.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
112+ 31.46% |
$54.4K - $70K
|
468
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
111+ 1.02% |
$53.9K - $69.4K
|
11K
$5.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
111+ 5.5% |
$53.9K - $69.4K
|
2.13K
$994K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
111New |
$53.9K - $69.4K
|
111
$51.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
111+ 28.03% |
$53.9K - $69.4K
|
507
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
111+ 3.36% |
$53.9K - $69.4K
|
3.41K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
110+ 17.05% |
$53.4K - $68.8K
|
755
$352K
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
110+ 10.68% |
$53.4K - $68.8K
|
1.14K
$532K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
109+ 22.47% |
$52.9K - $68.2K
|
594
$277K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
109+ 27.74% |
$52.9K - $68.2K
|
502
$234K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
109+ 4.01% |
$52.9K - $68.2K
|
2.83K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
108New |
$52.4K - $67.5K
|
108
$50.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
107+ 115.05% |
$52K - $66.9K
|
200
$93.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
107+ 1.82% |
$52K - $66.9K
|
5.97K
$2.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
105+ 4.03% |
$51K - $65.7K
|
2.71K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
104+ 5.72% |
$50.5K - $65K
|
1.92K
$896K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
104New |
$50.5K - $65K
|
104
$48.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
103+ 0.96% |
$50K - $64.4K
|
10.9K
$5.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
102+ 2.86% |
$49.5K - $63.8K
|
3.67K
$1.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
102+ 2.99% |
$49.5K - $63.8K
|
3.52K
$1.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
102+ 0.72% |
$49.5K - $63.8K
|
14.3K
$6.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
101+ 2.03% |
$49K - $63.2K
|
5.07K
$2.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
101+ 27.82% |
$49K - $63.2K
|
464
$216K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
101+ 10.2% |
$49K - $63.2K
|
1.09K
$509K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
100+ 4.31% |
$48.6K - $62.5K
|
2.42K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
100+ 4.98% |
$48.6K - $62.5K
|
2.11K
$984K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
100+ 4.4% |
$48.6K - $62.5K
|
2.38K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
100+ 7.5% |
$48.6K - $62.5K
|
1.43K
$668K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
100+ 0.62% |
$48.6K - $62.5K
|
16.3K
$7.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
100New |
$48.6K - $62.5K
|
100
$46.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
99+ 14.73% |
$48.1K - $61.9K
|
771
$360K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
98+ 1.78% |
$47.6K - $61.3K
|
5.6K
$2.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
97+ 2.07% |
$47.1K - $60.6K
|
4.79K
$2.23M
|