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
|
Nbw Capital LLC
|
SELL
|
- |
-61- 0.69% |
$29.6K - $38.1K
|
8.81K
$4.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-61- 2.4% |
$29.6K - $38.1K
|
2.48K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-61- 1.3% |
$29.6K - $38.1K
|
4.62K
$2.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-62- 8.31% |
$30.1K - $38.8K
|
684
$316K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-62- 5.63% |
$30.1K - $38.8K
|
1.04K
$480K
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-62- 1.68% |
$30.1K - $38.8K
|
3.63K
$1.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-63- 7.04% |
$30.6K - $39.4K
|
832
$384K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
SELL
|
- |
-63- 9.35% |
$30.6K - $39.4K
|
611
$282K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-63- 2.26% |
$30.6K - $39.4K
|
2.73K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-63- 4.78% |
$30.6K - $39.4K
|
1.25K
$579K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-63- 41.45% |
$30.6K - $39.4K
|
89
$41.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-64- 2.36% |
$31.1K - $40K
|
2.65K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-64- 1.87% |
$31.1K - $40K
|
3.36K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-64- 0.21% |
$31.1K - $40K
|
30.9K
$14.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-64- 1.73% |
$31.1K - $40K
|
3.64K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-64- 1.52% |
$31.1K - $40K
|
4.15K
$1.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-65- 2.22% |
$31.6K - $40.6K
|
2.86K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-65- 2.05% |
$31.6K - $40.6K
|
3.11K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-65- 9.29% |
$31.6K - $40.6K
|
635
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-65- 31.4% |
$31.6K - $40.6K
|
142
$65.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-66- 1.43% |
$32K - $41.3K
|
4.56K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-66- 2.34% |
$32K - $41.3K
|
2.76K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-66- 6.09% |
$32K - $41.3K
|
1.02K
$470K
|
|
|
Jan 30, 2025
Q4 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-67- 12.48% |
$32.5K - $41.9K
|
470
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-67- 4.89% |
$32.5K - $41.9K
|
1.3K
$602K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-68- 0.72% |
$33K - $42.5K
|
9.43K
$4.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-69- 43.4% |
$33.5K - $43.1K
|
90
$41.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-69- 1.32% |
$33.5K - $43.1K
|
5.16K
$2.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-69- 4.69% |
$33.5K - $43.1K
|
1.4K
$647K
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-70- 56.0% |
$34K - $43.8K
|
55
$25.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-70- 10.65% |
$34K - $43.8K
|
587
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-70- 0.77% |
$34K - $43.8K
|
8.99K
$4.15M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-71- 3.42% |
$34.5K - $44.4K
|
2.01K
$927K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-71- 4.02% |
$34.5K - $44.4K
|
1.7K
$782K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-71- 7.98% |
$34.5K - $44.4K
|
819
$378K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-72- 11.69% |
$35K - $45K
|
544
$251K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-73- 0.41% |
$35.4K - $45.6K
|
17.7K
$8.18M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-73- 0.45% |
$35.4K - $45.6K
|
16.3K
$7.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-74- 2.54% |
$35.9K - $46.3K
|
2.84K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-74- 0.84% |
$35.9K - $46.3K
|
8.73K
$4.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-74- 8.96% |
$35.9K - $46.3K
|
752
$347K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-75- 7.03% |
$36.4K - $46.9K
|
992
$458K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-76- 3.37% |
$36.9K - $47.5K
|
2.18K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-76- 1.73% |
$36.9K - $47.5K
|
4.32K
$1.99M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-76Closed |
$36.9K - $47.5K
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-77- 9.51% |
$37.4K - $48.1K
|
733
$338K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-77- 3.22% |
$37.4K - $48.1K
|
2.32K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-78- 4.06% |
$37.9K - $48.8K
|
1.85K
$852K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-79- 3.49% |
$38.4K - $49.4K
|
2.19K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-79- 2.09% |
$38.4K - $49.4K
|
3.7K
$1.71M
|