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 31, 2025
Q4 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-932- 17.81% |
$453K - $583K
|
4.3K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-933- 0.41% |
$453K - $583K
|
227K
$105M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-933- 11.45% |
$453K - $583K
|
7.22K
$3.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-938- 17.49% |
$455K - $586K
|
4.43K
$2.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-951- 6.28% |
$462K - $595K
|
14.2K
$6.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-955- 3.67% |
$464K - $597K
|
25K
$11.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-965- 27.97% |
$469K - $603K
|
2.49K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-974- 2.61% |
$473K - $609K
|
36.4K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-980- 14.8% |
$476K - $613K
|
5.64K
$2.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-986- 1.08% |
$479K - $616K
|
90.5K
$41.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-991- 17.85% |
$481K - $620K
|
4.56K
$2.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-1K- 40.0% |
$486K - $625K
|
1.5K
$692K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1K- 2.22% |
$486K - $625K
|
44K
$20.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-1K- 12.86% |
$486K - $625K
|
6.78K
$3.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.02K- 2.6% |
$494K - $637K
|
38.1K
$17.6M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-1.02K- 39.56% |
$496K - $638K
|
1.56K
$720K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.03K- 14.12% |
$500K - $643K
|
6.26K
$2.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.03K- 0.58% |
$500K - $643K
|
176K
$81.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.03K- 8.96% |
$502K - $646K
|
10.5K
$4.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-1.04K- 14.57% |
$504K - $650K
|
6.09K
$2.81M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.04K- 2.54% |
$504K - $650K
|
39.9K
$18.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-1.04K- 1.18% |
$507K - $653K
|
87.3K
$40.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-1.05K- 3.46% |
$507K - $653K
|
29.1K
$13.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.08K- 11.89% |
$523K - $674K
|
7.99K
$3.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1.1K- 20.15% |
$534K - $687K
|
4.36K
$2.01M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-1.12K- 48.13% |
$543K - $699K
|
1.21K
$556K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-1.12K- 1.62% |
$543K - $699K
|
67.8K
$31.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.12K- 17.2% |
$543K - $699K
|
5.38K
$2.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-1.12K- 7.33% |
$544K - $701K
|
14.2K
$6.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Accent Capital Management, LLC
Dayton, OH |
SELL
|
- |
-1.12K- 16.12% |
$545K - $702K
|
5.84K
$2.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1.16K- 29.29% |
$562K - $723K
|
2.79K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-1.16K- 17.98% |
$562K - $723K
|
5.28K
$2.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-1.17K- 3.26% |
$570K - $734K
|
34.8K
$16.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-1.18K- 40.0% |
$572K - $737K
|
1.77K
$816K
|
|
|
Feb 14, 2025
Q4 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.18K- 33.91% |
$572K - $737K
|
2.3K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.2K- 31.11% |
$581K - $748K
|
2.65K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-1.2K- 68.85% |
$581K - $748K
|
541
$250K
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
SELL
|
- |
-1.2K- 13.45% |
$582K - $749K
|
7.71K
$3.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 0.34% |
$584K - $752K
|
353K
$163M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.21K- 14.59% |
$585K - $753K
|
7.05K
$3.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.21K- 23.32% |
$586K - $755K
|
3.97K
$1.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.22K- 4.23% |
$592K - $762K
|
27.6K
$12.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.23K- 2.11% |
$595K - $767K
|
56.9K
$26.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.24K- 14.6% |
$600K - $772K
|
7.22K
$3.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 5.71% |
$602K - $775K
|
20.5K
$9.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.24K- 5.02% |
$602K - $775K
|
23.4K
$10.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.24K- 69.13% |
$604K - $777K
|
555
$256K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.24K- 24.05% |
$604K - $778K
|
3.93K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.26K- 5.3% |
$612K - $788K
|
22.5K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.26K- 3.91% |
$613K - $789K
|
31K
$14.3M
|