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 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-7- 0.22% |
$3.4K - $4.38K
|
3.13K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-7- 4.96% |
$3.4K - $4.38K
|
134
$61.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-7- 1.13% |
$3.4K - $4.38K
|
610
$282K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-7- 1.03% |
$3.4K - $4.38K
|
672
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-7- 0.94% |
$3.4K - $4.38K
|
736
$340K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-8- 0.62% |
$3.88K - $5K
|
1.29K
$596K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-8- 0.62% |
$3.88K - $5K
|
1.29K
$596K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-8- 0.48% |
$3.88K - $5K
|
1.67K
$771K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-8- 33.33% |
$3.88K - $5K
|
16
$7.38K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-9- 0.08% |
$4.37K - $5.63K
|
11.9K
$5.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-9- 11.69% |
$4.37K - $5.63K
|
68
$31.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-9- 0.25% |
$4.37K - $5.63K
|
3.62K
$1.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-9- 0.2% |
$4.37K - $5.63K
|
4.5K
$2.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-9- 1.54% |
$4.37K - $5.63K
|
574
$265K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-9- 0.28% |
$4.37K - $5.63K
|
3.2K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-10- 1.42% |
$4.86K - $6.25K
|
696
$321K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-10- 0.74% |
$4.86K - $6.25K
|
1.34K
$620K
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-10- 1.72% |
$4.86K - $6.25K
|
573
$264K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-10- 1.37% |
$4.86K - $6.25K
|
720
$332K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-10- 1.9% |
$4.86K - $6.25K
|
517
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-10- 0.31% |
$4.86K - $6.25K
|
3.24K
$1.49M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-10- 1.39% |
$4.86K - $6.25K
|
707
$326K
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-10- 1.11% |
$4.86K - $6.25K
|
893
$412K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-10- 0.61% |
$4.86K - $6.25K
|
1.64K
$757K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-10- 3.18% |
$4.86K - $6.25K
|
304
$140K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-10- 1.59% |
$4.86K - $6.25K
|
619
$286K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-10- 10.64% |
$4.86K - $6.25K
|
84
$38.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-10- 10.64% |
$4.86K - $6.25K
|
84
$38.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-10- 3.13% |
$4.86K - $6.25K
|
310
$143K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-11- 0.38% |
$5.34K - $6.88K
|
2.89K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-11- 2.53% |
$5.34K - $6.88K
|
424
$196K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-11- 0.41% |
$5.34K - $6.88K
|
2.66K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-11- 0.85% |
$5.34K - $6.88K
|
1.29K
$593K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-11- 0.51% |
$5.34K - $6.88K
|
2.15K
$993K
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-11- 2.03% |
$5.34K - $6.88K
|
530
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-11- 29.73% |
$5.34K - $6.88K
|
26
$12K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-12- 0.36% |
$5.83K - $7.5K
|
3.32K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-12- 3.9% |
$5.83K - $7.5K
|
296
$137K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-12- 2.47% |
$5.83K - $7.5K
|
473
$218K
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-12- 1.11% |
$5.83K - $7.5K
|
1.07K
$495K
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-12- 1.57% |
$5.83K - $7.5K
|
752
$347K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-12- 1.41% |
$5.83K - $7.5K
|
837
$386K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-13- 1.14% |
$6.31K - $8.13K
|
1.13K
$522K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-13- 1.91% |
$6.31K - $8.13K
|
668
$308K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-13- 0.62% |
$6.31K - $8.13K
|
2.09K
$965K
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-13- 0.31% |
$6.31K - $8.13K
|
4.15K
$1.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-13- 0.5% |
$6.31K - $8.13K
|
2.56K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-13- 2.77% |
$6.31K - $8.13K
|
457
$211K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-13- 0.73% |
$6.31K - $8.13K
|
1.77K
$817K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-13- 0.2% |
$6.31K - $8.13K
|
6.41K
$2.96M
|