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 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.18K+ 16.73% |
$2.03M - $2.61M
|
29.2K
$13.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
4.11K+ 20.66% |
$1.99M - $2.57M
|
24K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
U S Wealth Group, Llc.
Woodbury, NY |
BUY
|
- |
4.09KNew |
$1.99M - $2.56M
|
4.09K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.09K+ 4.35% |
$1.98M - $2.56M
|
98K
$45.7M
|
|
|
Feb 20, 2025
Q4 2024
|
Baer Investment Advisory LLC
Corte Madera, CA |
BUY
|
- |
4.07KNew |
$1.97M - $2.54M
|
4.07K
$1.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
4.02K+ 11.85% |
$1.95M - $2.51M
|
38K
$17.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
3.98KNew |
$1.93M - $2.49M
|
3.98K
$1.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.97K+ 29.09% |
$1.93M - $2.48M
|
17.6K
$8.22M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.97KNew |
$1.93M - $2.48M
|
3.97K
$1.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Elefante Mark B
Boston, MA |
BUY
|
- |
3.96K+ 264.68% |
$1.92M - $2.47M
|
5.45K
$2.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.95K+ 20.82% |
$1.92M - $2.47M
|
22.9K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.94K+ 57.12% |
$1.91M - $2.46M
|
10.8K
$5.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
3.9KNew |
$1.89M - $2.44M
|
3.9K
$1.82M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
3.87KNew |
$1.88M - $2.42M
|
3.87K
$1.8M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
3.84K+ 56.59% |
$1.87M - $2.4M
|
10.6K
$4.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.74K+ 8.66% |
$1.82M - $2.34M
|
46.9K
$21.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
3.73KNew |
$1.81M - $2.33M
|
3.73K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.73K+ 3.09% |
$1.81M - $2.33M
|
124K
$58M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
3.69K+ 1.53% |
$1.79M - $2.31M
|
244K
$114M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
3.67K+ 10.49% |
$1.78M - $2.29M
|
38.6K
$18M
|
|
|
Feb 14, 2025
Q4 2024
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
3.65K+ 52.4% |
$1.77M - $2.28M
|
10.6K
$4.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.64K+ 0.86% |
$1.77M - $2.28M
|
428K
$199M
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
3.6K+ 54.1% |
$1.75M - $2.25M
|
10.3K
$4.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.58K+ 34.37% |
$1.74M - $2.24M
|
14K
$6.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.58K+ 53.49% |
$1.74M - $2.24M
|
10.3K
$4.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.57K+ 29.33% |
$1.73M - $2.23M
|
15.7K
$7.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
3.56KNew |
$1.73M - $2.23M
|
3.56K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
3.51K+ 5.13% |
$1.71M - $2.2M
|
71.9K
$33.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
3.51K+ 14.11% |
$1.7M - $2.19M
|
28.4K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
3.48KNew |
$1.69M - $2.17M
|
3.48K
$1.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
3.47K+ 2.44% |
$1.68M - $2.17M
|
146K
$68M
|
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
BUY
|
- |
3.43K+ 1.51% |
$1.67M - $2.15M
|
231K
$108M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.43K+ 1.41% |
$1.67M - $2.15M
|
246K
$115M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.43K+ 10.14% |
$1.66M - $2.14M
|
37.2K
$17.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
3.4K+ 16.54% |
$1.65M - $2.13M
|
23.9K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.37K+ 6.54% |
$1.63M - $2.1M
|
54.8K
$25.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.3KNew |
$1.6M - $2.06M
|
3.3K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.3K+ 25.82% |
$1.6M - $2.06M
|
16.1K
$7.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
3.27K+ 9.15% |
$1.59M - $2.04M
|
39K
$18.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.26KNew |
$1.58M - $2.04M
|
3.26K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.23K+ 53883.33% |
$1.57M - $2.02M
|
3.24K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.23K+ 7.76% |
$1.57M - $2.02M
|
44.8K
$20.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
3.2K+ 16.54% |
$1.55M - $2M
|
22.6K
$10.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
3.2K+ 26.67% |
$1.55M - $2M
|
15.2K
$7.09M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
3.16K+ 20.75% |
$1.54M - $1.98M
|
18.4K
$8.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.16K+ 16.88% |
$1.53M - $1.97M
|
21.9K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.15K+ 17.21% |
$1.53M - $1.97M
|
21.4K
$10M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.13K+ 8.68% |
$1.52M - $1.96M
|
39.2K
$18.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.12K+ 68.05% |
$1.51M - $1.95M
|
7.7K
$3.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.1K+ 6.29% |
$1.51M - $1.94M
|
52.4K
$24.4M
|