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 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
1.31KNew |
$603K - $716K
|
1.31K
$399K
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.31K+ 967.41% |
$603K - $716K
|
1.44K
$440K
|
|
|
May 02, 2025
Q1 2025
|
Tom Gayner
Markel Corp
|
BUY
|
- |
1.3K+ 4.87% |
$600K - $713K
|
28K
$8.56M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
1.28K+ 0.29% |
$591K - $702K
|
448K
$137M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.28K+ 25.09% |
$591K - $702K
|
6.38K
$1.95M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
1.28K+ 236.23% |
$590K - $701K
|
1.82K
$556K
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.27K+ 0.18% |
$584K - $693K
|
711K
$217M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.26KNew |
$582K - $692K
|
1.26K
$386K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.25K+ 8.48% |
$578K - $686K
|
16K
$4.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
BUY
|
- |
1.25K+ 17.33% |
$576K - $684K
|
8.45K
$2.58M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.25K+ 21.21% |
$576K - $684K
|
7.13K
$2.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
1.24K+ 21.85% |
$572K - $680K
|
6.92K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
1.23K+ 53.42% |
$569K - $676K
|
3.54K
$1.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.23K+ 13.62% |
$565K - $672K
|
10.2K
$3.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.23K+ 103.81% |
$565K - $672K
|
2.41K
$735K
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
1.22K+ 10.45% |
$563K - $668K
|
12.9K
$3.94M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
1.21K+ 22.33% |
$560K - $665K
|
6.65K
$2.03M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.21K+ 29.18% |
$558K - $663K
|
5.36K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1.2K+ 120.0% |
$554K - $658K
|
2.2K
$672K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
1.19K+ 1.5% |
$549K - $652K
|
80.6K
$24.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.18K+ 52.96% |
$544K - $646K
|
3.41K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
1.18KNew |
$542K - $644K
|
1.18K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.17K+ 1.34% |
$539K - $640K
|
88.1K
$26.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.16KNew |
$537K - $638K
|
1.16K
$356K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.16K+ 31.49% |
$534K - $634K
|
4.83K
$1.48M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
1.16K+ 3.65% |
$534K - $634K
|
32.9K
$10M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.15K+ 47.88% |
$533K - $633K
|
3.56K
$1.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.15K+ 5.97% |
$532K - $632K
|
20.5K
$6.25M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.14K+ 14.69% |
$528K - $627K
|
8.93K
$2.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
1.14KNew |
$527K - $625K
|
1.14K
$349K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.14K+ 1.05% |
$526K - $624K
|
110K
$33.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.14KNew |
$525K - $623K
|
1.14K
$347K
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.13K+ 1.67% |
$521K - $619K
|
68.9K
$21M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.12K+ 29.58% |
$518K - $615K
|
4.92K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.12KNew |
$516K - $613K
|
1.12K
$342K
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
1.12K+ 1.57% |
$516K - $613K
|
72.6K
$22.2M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
1.11KNew |
$512K - $608K
|
1.11K
$339K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.11K+ 34.01% |
$510K - $606K
|
4.35K
$1.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
1.1K+ 1.45% |
$509K - $605K
|
77.1K
$23.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.09K+ 57.93% |
$504K - $599K
|
2.98K
$910K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.09K+ 2.43% |
$504K - $599K
|
46K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.09K+ 143.86% |
$503K - $597K
|
1.85K
$564K
|
|
|
May 15, 2025
Q1 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1.08K+ 48.52% |
$498K - $592K
|
3.31K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.07KNew |
$493K - $586K
|
1.07K
$327K
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.06KNew |
$491K - $583K
|
1.06K
$325K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.06K+ 3.45% |
$490K - $582K
|
31.8K
$9.72M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.05K+ 4.61% |
$483K - $573K
|
23.8K
$7.26M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.04K+ 64.74% |
$480K - $570K
|
2.64K
$808K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.03K+ 62.38% |
$474K - $564K
|
2.68K
$818K
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
1.03K+ 1.21% |
$474K - $563K
|
85.7K
$26.2M
|