Purchases and Sales Made in Q1 2025 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.7KNew |
$782K - $929K
|
1.7K
$518K
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
1.69K+ 10.34% |
$780K - $926K
|
18K
$5.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.68K+ 0.83% |
$774K - $919K
|
204K
$62.3M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.66K+ 353.4% |
$767K - $911K
|
2.13K
$651K
|
|
|
May 05, 2025
Q1 2025
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
1.64K+ 12.55% |
$757K - $899K
|
14.7K
$4.5M
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.63K+ 18.75% |
$750K - $891K
|
10.3K
$3.15M
|
|
|
May 13, 2025
Q1 2025
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
1.62K+ 51.29% |
$746K - $886K
|
4.77K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.61K+ 237.87% |
$742K - $881K
|
2.28K
$698K
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
1.6K+ 9.08% |
$740K - $879K
|
19.3K
$5.88M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.59K+ 49.09% |
$734K - $872K
|
4.83K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
1.59K+ 17.8% |
$733K - $871K
|
10.5K
$3.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.58K+ 28.77% |
$731K - $868K
|
7.09K
$2.17M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.57K+ 2.31% |
$725K - $861K
|
69.5K
$21.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
1.56KNew |
$721K - $856K
|
1.56K
$477K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.56K+ 1.59% |
$718K - $853K
|
99.3K
$30.3M
|
|
|
May 15, 2025
Q1 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
1.56K+ 5.5% |
$718K - $853K
|
29.9K
$9.13M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.54K+ 2.61% |
$711K - $845K
|
60.6K
$18.5M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.54KNew |
$710K - $844K
|
1.54K
$470K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.53K+ 5.89% |
$708K - $841K
|
27.6K
$8.42M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
1.53K+ 20.31% |
$706K - $839K
|
9.07K
$2.77M
|
|
|
May 08, 2025
Q1 2025
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
BUY
|
- |
1.51K+ 0.83% |
$698K - $829K
|
183K
$56M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.5K+ 49.07% |
$692K - $822K
|
4.56K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.5K+ 8.6% |
$690K - $820K
|
18.9K
$5.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.5K+ 8.32% |
$690K - $820K
|
19.5K
$5.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
1.48K+ 73.86% |
$681K - $809K
|
3.47K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.47K+ 0.28% |
$676K - $803K
|
530K
$162M
|
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
1.46K+ 2.87% |
$676K - $803K
|
52.4K
$16M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.46KNew |
$675K - $802K
|
1.46K
$447K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1.45K+ 29.91% |
$671K - $797K
|
6.32K
$1.93M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
1.45K+ 6.44% |
$670K - $796K
|
24K
$7.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.45K+ 0.78% |
$667K - $793K
|
187K
$57.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.45K+ 6.73% |
$667K - $792K
|
22.9K
$7M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.45K+ 9.31% |
$667K - $792K
|
17K
$5.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.44K+ 30.89% |
$664K - $789K
|
6.1K
$1.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
1.43KNew |
$659K - $783K
|
1.43K
$436K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.43K+ 1.88% |
$658K - $781K
|
77K
$23.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.42K+ 34.59% |
$654K - $777K
|
5.51K
$1.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.41K+ 31.97% |
$651K - $773K
|
5.82K
$1.78M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.4K+ 187.45% |
$648K - $770K
|
2.15K
$658K
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
BUY
|
- |
1.4KNew |
$647K - $769K
|
1.4K
$428K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.4K+ 36.84% |
$646K - $767K
|
5.2K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.4KNew |
$646K - $767K
|
1.4K
$428K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.39K+ 10.71% |
$641K - $761K
|
14.3K
$4.38M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.37K+ 15.18% |
$633K - $752K
|
10.4K
$3.18M
|
|
|
May 13, 2025
Q1 2025
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
1.37K+ 11.36% |
$632K - $751K
|
13.4K
$4.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.35K+ 0.38% |
$621K - $738K
|
360K
$110M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.34K+ 315.33% |
$617K - $733K
|
1.76K
$538K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.34KNew |
$617K - $732K
|
1.34K
$408K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.33K+ 9.91% |
$615K - $730K
|
14.8K
$4.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
1.31KNew |
$604K - $718K
|
1.31K
$400K
|