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 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.76K- 57.42% |
$853K - $1.1M
|
1.3K
$601K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.76K- 9.55% |
$853K - $1.1M
|
16.6K
$7.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.76K- 18.69% |
$855K - $1.1M
|
7.67K
$3.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-1.77K- 11.08% |
$861K - $1.11M
|
14.2K
$6.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-1.77K- 1.84% |
$861K - $1.11M
|
94.7K
$43.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.8K- 57.79% |
$872K - $1.12M
|
1.31K
$606K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.83K- 10.29% |
$890K - $1.15M
|
16K
$7.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.85K- 20.87% |
$897K - $1.15M
|
7K
$3.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.93K- 23.05% |
$935K - $1.2M
|
6.43K
$2.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.93K- 22.87% |
$937K - $1.21M
|
6.51K
$3M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.93K- 31.84% |
$938K - $1.21M
|
4.14K
$1.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.95K- 52.67% |
$948K - $1.22M
|
1.76K
$810K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-1.96K- 8.16% |
$949K - $1.22M
|
22K
$10.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.96K- 29.46% |
$950K - $1.22M
|
4.68K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1.96K- 0.75% |
$950K - $1.22M
|
261K
$120M
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-1.98K- 7.09% |
$961K - $1.24M
|
25.9K
$12M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.98K- 12.05% |
$962K - $1.24M
|
14.5K
$6.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.98K- 26.1% |
$962K - $1.24M
|
5.61K
$2.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.98K- 10.82% |
$963K - $1.24M
|
16.3K
$7.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1.99K- 1.82% |
$966K - $1.24M
|
107K
$49.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.03K- 20.36% |
$983K - $1.27M
|
7.92K
$3.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.04K- 3.92% |
$990K - $1.28M
|
49.9K
$23.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.04K- 92.78% |
$991K - $1.28M
|
159
$73.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-2.04K- 8.79% |
$991K - $1.28M
|
21.2K
$9.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.04K- 3.92% |
$992K - $1.28M
|
50K
$23.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-2.06K- 34.45% |
$1M - $1.29M
|
3.92K
$1.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.08K- 5.43% |
$1.01M - $1.3M
|
36.1K
$16.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.1K- 5.84% |
$1.02M - $1.31M
|
33.9K
$15.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.1K- 5.74% |
$1.02M - $1.31M
|
34.5K
$15.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.11K- 6.1% |
$1.02M - $1.32M
|
32.4K
$15M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-2.11K- 18.31% |
$1.02M - $1.32M
|
9.41K
$4.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.13K- 25.34% |
$1.04M - $1.33M
|
6.28K
$2.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-2.14K- 21.6% |
$1.04M - $1.34M
|
7.77K
$3.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-2.14K- 52.32% |
$1.04M - $1.34M
|
1.95K
$900K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-2.15K- 20.83% |
$1.04M - $1.34M
|
8.16K
$3.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.18K- 42.27% |
$1.06M - $1.37M
|
2.98K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-2.19K- 74.62% |
$1.06M - $1.37M
|
744
$343K
|
|
|
Feb 13, 2025
Q4 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2.2K- 12.63% |
$1.07M - $1.38M
|
15.2K
$7.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-2.24K- 29.35% |
$1.09M - $1.4M
|
5.38K
$2.48M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.24K- 18.84% |
$1.09M - $1.4M
|
9.63K
$4.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.26K- 3.19% |
$1.1M - $1.41M
|
68.6K
$31.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-2.27K- 52.92% |
$1.1M - $1.42M
|
2.02K
$933K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.28K- 42.85% |
$1.11M - $1.43M
|
3.04K
$1.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-2.28K- 41.11% |
$1.11M - $1.43M
|
3.27K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.29K- 31.31% |
$1.11M - $1.43M
|
5.01K
$2.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.31K- 3.46% |
$1.12M - $1.44M
|
64.3K
$29.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-2.35K- 27.11% |
$1.14M - $1.47M
|
6.31K
$2.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.35K- 59.95% |
$1.14M - $1.47M
|
1.57K
$724K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.37K- 11.38% |
$1.15M - $1.48M
|
18.5K
$8.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-2.37K- 1.02% |
$1.15M - $1.48M
|
230K
$106M
|