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 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
50New |
$24.3K - $31.3K
|
50
$23.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
50+ 2.81% |
$24.3K - $31.3K
|
1.83K
$853K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
49+ 12.93% |
$23.8K - $30.6K
|
428
$200K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
48+ 6.65% |
$23.3K - $30K
|
770
$359K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
48+ 0.34% |
$23.3K - $30K
|
14.1K
$6.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
48+ 12.15% |
$23.3K - $30K
|
443
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
48+ 8.04% |
$23.3K - $30K
|
645
$301K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
47+ 2.33% |
$22.8K - $29.4K
|
2.06K
$961K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
47New |
$22.8K - $29.4K
|
47
$21.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
47+ 9.29% |
$22.8K - $29.4K
|
553
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
47+ 5.53% |
$22.8K - $29.4K
|
897
$418K
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
47+ 1.54% |
$22.8K - $29.4K
|
3.1K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Humankind Investments LLC
|
BUY
|
- |
47+ 1.89% |
$22.8K - $29.4K
|
2.53K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
46+ 0.23% |
$22.3K - $28.8K
|
20.2K
$9.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
46+ 5.15% |
$22.3K - $28.8K
|
939
$438K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
46+ 7.53% |
$22.3K - $28.8K
|
657
$306K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
46+ 0.23% |
$22.3K - $28.8K
|
20.2K
$9.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
46+ 5.52% |
$22.3K - $28.8K
|
880
$410K
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
46+ 5.8% |
$22.3K - $28.8K
|
839
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
46+ 0.37% |
$22.3K - $28.8K
|
12.5K
$5.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
45+ 5.09% |
$21.8K - $28.1K
|
929
$433K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
45+ 2.73% |
$21.8K - $28.1K
|
1.69K
$790K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
45+ 1.85% |
$21.8K - $28.1K
|
2.48K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
44+ 7.05% |
$21.4K - $27.5K
|
668
$312K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
44+ 0.24% |
$21.4K - $27.5K
|
18.6K
$8.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
44+ 9.73% |
$21.4K - $27.5K
|
496
$231K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
44+ 8.33% |
$21.4K - $27.5K
|
572
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
44+ 7.69% |
$21.4K - $27.5K
|
616
$287K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
43+ 1.31% |
$20.9K - $26.9K
|
3.32K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
43+ 1.66% |
$20.9K - $26.9K
|
2.63K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
42+ 0.52% |
$20.4K - $26.3K
|
8.06K
$3.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
42+ 8.35% |
$20.4K - $26.3K
|
545
$254K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
41+ 6.86% |
$19.9K - $25.6K
|
639
$298K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
41+ 1.01% |
$19.9K - $25.6K
|
4.1K
$1.91M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
41+ 6.77% |
$19.9K - $25.6K
|
647
$302K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
40+ 5.7% |
$19.4K - $25K
|
742
$346K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
40+ 3.64% |
$19.4K - $25K
|
1.14K
$531K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
40+ 2.59% |
$19.4K - $25K
|
1.58K
$739K
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
40+ 1.53% |
$19.4K - $25K
|
2.65K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
39+ 0.44% |
$18.9K - $24.4K
|
8.83K
$4.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
39New |
$18.9K - $24.4K
|
39
$18.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
39+ 1.97% |
$18.9K - $24.4K
|
2.02K
$943K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
39+ 3.28% |
$18.9K - $24.4K
|
1.23K
$573K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
39+ 2.7% |
$18.9K - $24.4K
|
1.49K
$693K
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
38+ 6.54% |
$18.4K - $23.8K
|
619
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
38+ 0.43% |
$18.4K - $23.8K
|
8.8K
$4.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
37+ 0.97% |
$18K - $23.1K
|
3.85K
$1.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
37+ 8.06% |
$18K - $23.1K
|
496
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
37+ 6.45% |
$18K - $23.1K
|
611
$285K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
37+ 0.86% |
$18K - $23.1K
|
4.35K
$2.03M
|