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
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-3.27K- 77.31% |
$1.59M - $2.04M
|
959
$443K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-3.3K- 1.25% |
$1.6M - $2.06M
|
260K
$120M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.3K- 3.08% |
$1.6M - $2.07M
|
104K
$48M
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-3.31K- 37.03% |
$1.61M - $2.07M
|
5.63K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Fosun International LTD
|
SELL
|
- |
-3.33K- 40.64% |
$1.62M - $2.08M
|
4.87K
$2.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-3.35K- 57.77% |
$1.63M - $2.09M
|
2.45K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.36K- 34.37% |
$1.63M - $2.1M
|
6.42K
$2.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-3.48K- 44.27% |
$1.69M - $2.18M
|
4.38K
$2.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-3.48K- 43.1% |
$1.69M - $2.18M
|
4.6K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.5K- 4.97% |
$1.7M - $2.19M
|
66.9K
$30.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-3.57K- 0.73% |
$1.73M - $2.23M
|
484K
$224M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.58K- 61.24% |
$1.74M - $2.24M
|
2.27K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-3.66K- 7.69% |
$1.78M - $2.29M
|
44K
$20.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-3.69K- 18.23% |
$1.79M - $2.31M
|
16.5K
$7.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.72K- 50.13% |
$1.81M - $2.33M
|
3.7K
$1.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.76K- 3.12% |
$1.83M - $2.35M
|
117K
$54M
|
|
|
Feb 12, 2025
Q4 2024
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-3.8K- 4.73% |
$1.84M - $2.38M
|
76.5K
$35.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-3.81K- 57.36% |
$1.85M - $2.38M
|
2.83K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-3.85K- 12.66% |
$1.87M - $2.41M
|
26.6K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.87K- 9.54% |
$1.88M - $2.42M
|
36.7K
$16.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-3.89K- 7.55% |
$1.89M - $2.43M
|
47.6K
$22M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.93K- 46.91% |
$1.91M - $2.46M
|
4.45K
$2.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-3.95K- 63.43% |
$1.92M - $2.47M
|
2.28K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-3.96K- 90.01% |
$1.92M - $2.48M
|
440
$203K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-4.08K- 1.33% |
$1.98M - $2.55M
|
302K
$140M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.1K- 25.16% |
$1.99M - $2.56M
|
12.2K
$5.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.17K- 65.02% |
$2.02M - $2.61M
|
2.24K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-4.21K- 35.26% |
$2.05M - $2.63M
|
7.74K
$3.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-4.24K- 83.96% |
$2.06M - $2.65M
|
809
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.25K- 6.71% |
$2.06M - $2.66M
|
59.1K
$27.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4.32K- 82.75% |
$2.1M - $2.7M
|
901
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-4.35K- 3.83% |
$2.11M - $2.72M
|
109K
$50.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.37K- 19.66% |
$2.12M - $2.73M
|
17.8K
$8.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.41K- 11.53% |
$2.14M - $2.76M
|
33.8K
$15.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-4.5K- 7.62% |
$2.18M - $2.81M
|
54.6K
$25.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Perbak Capital Partners LLP
London, X0 |
SELL
|
- |
-4.63K- 80.6% |
$2.25M - $2.9M
|
1.12K
$515K
|
|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-4.64K- 5.44% |
$2.25M - $2.9M
|
80.6K
$37.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-4.9K- 59.22% |
$2.38M - $3.07M
|
3.38K
$1.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-4.91K- 8.94% |
$2.38M - $3.07M
|
50K
$23.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-4.91K- 40.55% |
$2.38M - $3.07M
|
7.2K
$3.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-4.92K- 60.55% |
$2.39M - $3.07M
|
3.2K
$1.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-4.96K- 10.79% |
$2.41M - $3.1M
|
41K
$18.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.98K- 2.34% |
$2.42M - $3.11M
|
207K
$95.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-5.14K- 15.37% |
$2.5M - $3.21M
|
28.3K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.34K- 3.48% |
$2.59M - $3.34M
|
148K
$68.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-5.34K- 2.66% |
$2.59M - $3.34M
|
196K
$90.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-5.37K- 2.64% |
$2.61M - $3.36M
|
198K
$91.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Torray LLC
|
SELL
|
- |
-5.51K- 20.15% |
$2.67M - $3.44M
|
21.8K
$10.1M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-5.57K- 17.68% |
$2.7M - $3.48M
|
25.9K
$12M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.62K- 40.13% |
$2.73M - $3.52M
|
8.39K
$3.87M
|