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 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
97+ 2.67% |
$47.1K - $60.6K
|
3.72K
$1.74M
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
96+ 0.91% |
$46.6K - $60K
|
10.6K
$4.95M
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
95+ 863.64% |
$46.1K - $59.4K
|
106
$49.4K
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
94+ 11.28% |
$45.6K - $58.8K
|
927
$432K
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
94+ 8.11% |
$45.6K - $58.8K
|
1.25K
$584K
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
93+ 1.38% |
$45.2K - $58.1K
|
6.86K
$3.2M
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
93+ 2.5% |
$45.2K - $58.1K
|
3.81K
$1.78M
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
93+ 21.68% |
$45.2K - $58.1K
|
522
$243K
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
92+ 15.01% |
$44.7K - $57.5K
|
705
$329K
|
|
Feb 11, 2025
Q4 2024
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
92+ 1.33% |
$44.7K - $57.5K
|
7.01K
$3.27M
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
91+ 6.87% |
$44.2K - $56.9K
|
1.42K
$660K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
91+ 4.3% |
$44.2K - $56.9K
|
2.21K
$1.03M
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
91+ 3.8% |
$44.2K - $56.9K
|
2.48K
$1.16M
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
91+ 13.6% |
$44.2K - $56.9K
|
760
$354K
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
90+ 15.2% |
$43.7K - $56.3K
|
682
$318K
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
89+ 1.65% |
$43.2K - $55.6K
|
5.48K
$2.55M
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
89+ 16.48% |
$43.2K - $55.6K
|
629
$293K
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
88+ 11.04% |
$42.7K - $55K
|
885
$413K
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
88+ 7.52% |
$42.7K - $55K
|
1.26K
$587K
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
88+ 13.88% |
$42.7K - $55K
|
722
$337K
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
88+ 4.09% |
$42.7K - $55K
|
2.24K
$1.04M
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
88New |
$42.7K - $55K
|
88
$41K
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
87+ 21.75% |
$42.2K - $54.4K
|
487
$227K
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
86+ 0.4% |
$41.8K - $53.8K
|
21.8K
$10.2M
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
86+ 0.97% |
$41.8K - $53.8K
|
8.94K
$4.17M
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
86+ 2.34% |
$41.8K - $53.8K
|
3.76K
$1.75M
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
86+ 2.93% |
$41.8K - $53.8K
|
3.03K
$1.41M
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
86+ 0.82% |
$41.8K - $53.8K
|
10.6K
$4.94M
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
86+ 6.72% |
$41.8K - $53.8K
|
1.37K
$637K
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
85+ 0.31% |
$41.3K - $53.1K
|
27.8K
$12.9M
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
85+ 20.83% |
$41.3K - $53.1K
|
493
$230K
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
85+ 2.2% |
$41.3K - $53.1K
|
3.96K
$1.85M
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
85+ 13.2% |
$41.3K - $53.1K
|
729
$340K
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
85+ 0.46% |
$41.3K - $53.1K
|
18.6K
$8.7M
|
|
Jan 13, 2025
Q4 2024
|
Actiam N.V.
Rotterdam, P7 |
BUY
|
- |
84+ 0.03% |
$40.8K - $52.5K
|
248K
$116M
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
84+ 2.0% |
$40.8K - $52.5K
|
4.29K
$2M
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
84+ 12.05% |
$40.8K - $52.5K
|
781
$364K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
84+ 2.21% |
$40.8K - $52.5K
|
3.89K
$1.82M
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
84+ 11.78% |
$40.8K - $52.5K
|
797
$372K
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
81+ 0.76% |
$39.3K - $50.6K
|
10.7K
$4.98M
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
81+ 3.03% |
$39.3K - $50.6K
|
2.76K
$1.29M
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
81+ 0.53% |
$39.3K - $50.6K
|
15.5K
$7.23M
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
81+ 0.36% |
$39.3K - $50.6K
|
22.7K
$10.6M
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
81New |
$39.3K - $50.6K
|
81
$37.8K
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
80+ 5.54% |
$38.8K - $50K
|
1.53K
$711K
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
80+ 3.66% |
$38.8K - $50K
|
2.27K
$1.06M
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
80+ 2.73% |
$38.8K - $50K
|
3.01K
$1.4M
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
80+ 0.47% |
$38.8K - $50K
|
17K
$7.95M
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
80New |
$38.8K - $50K
|
80
$37.3K
|
|
Feb 13, 2025
Q4 2024
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
80+ 0.85% |
$38.8K - $50K
|
9.55K
$4.45M
|