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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.02K+ 25.89% |
$472K - $560K
|
4.97K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.01K+ 21.59% |
$467K - $555K
|
5.7K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
1.01K+ 67.99% |
$466K - $553K
|
2.49K
$762K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.01KNew |
$464K - $551K
|
1.01K
$307K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1K+ 3.63% |
$463K - $550K
|
28.7K
$8.76M
|
|
|
May 08, 2025
Q1 2025
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
1K+ 2.2% |
$462K - $548K
|
46.4K
$14.2M
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
1KNew |
$462K - $548K
|
1K
$306K
|
|
|
May 14, 2025
Q1 2025
|
Blue Whale Capital LLP
London, X0 |
BUY
|
- |
1K+ 1.31% |
$462K - $548K
|
77.2K
$23.6M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1K+ 82.51% |
$462K - $548K
|
2.21K
$676K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
995New |
$459K - $545K
|
995
$304K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
992+ 5.63% |
$458K - $544K
|
18.6K
$5.69M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
988New |
$456K - $542K
|
988
$302K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
983+ 13.49% |
$454K - $539K
|
8.27K
$2.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
978+ 7.56% |
$451K - $536K
|
13.9K
$4.25M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
975+ 3.09% |
$450K - $534K
|
32.5K
$9.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
973+ 4.67% |
$449K - $533K
|
21.8K
$6.67M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
966+ 31.49% |
$446K - $530K
|
4.03K
$1.23M
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
953+ 24.71% |
$440K - $522K
|
4.81K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
952+ 4.6% |
$439K - $522K
|
21.7K
$6.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
950+ 4.95% |
$438K - $521K
|
20.2K
$6.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
936+ 1.64% |
$432K - $513K
|
58.1K
$17.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
932New |
$430K - $511K
|
932
$285K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
930+ 49.02% |
$429K - $510K
|
2.83K
$864K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
928+ 12.11% |
$428K - $509K
|
8.59K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
918+ 2.4% |
$424K - $503K
|
39.1K
$12M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
911+ 5.61% |
$420K - $499K
|
17.1K
$5.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
909New |
$420K - $498K
|
909
$278K
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
909+ 168.02% |
$420K - $498K
|
1.45K
$443K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
909New |
$420K - $498K
|
909
$278K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
908+ 8.6% |
$419K - $498K
|
11.5K
$3.5M
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
906New |
$418K - $497K
|
906
$277K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
906+ 15.43% |
$418K - $497K
|
6.78K
$2.07M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
897+ 8.6% |
$414K - $492K
|
11.3K
$3.46M
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
895New |
$413K - $491K
|
895
$274K
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
889+ 10.7% |
$410K - $487K
|
9.2K
$2.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
877New |
$405K - $481K
|
877
$268K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
867+ 16.81% |
$400K - $475K
|
6.03K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
861+ 4.68% |
$397K - $472K
|
19.2K
$5.88M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
860New |
$397K - $471K
|
860
$263K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
858+ 20.84% |
$396K - $470K
|
4.98K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
858New |
$396K - $470K
|
858
$262K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
857+ 5.92% |
$396K - $470K
|
15.3K
$4.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
848+ 5.75% |
$391K - $465K
|
15.6K
$4.77M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
845+ 3.46% |
$390K - $463K
|
25.3K
$7.73M
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
836New |
$386K - $458K
|
836
$255K
|
|
|
May 12, 2025
Q1 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
834New |
$385K - $457K
|
834
$255K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
828+ 2.58% |
$382K - $454K
|
32.9K
$10M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
823+ 9.81% |
$380K - $451K
|
9.21K
$2.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
818New |
$378K - $448K
|
818
$250K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
818+ 2.51% |
$378K - $448K
|
33.5K
$10.2M
|