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
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
817New |
$377K - $448K
|
817
$250K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
806+ 58.62% |
$372K - $442K
|
2.18K
$667K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
805+ 136.21% |
$372K - $441K
|
1.4K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
800+ 5.77% |
$369K - $439K
|
14.7K
$4.48M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
798+ 21.73% |
$368K - $437K
|
4.47K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
797+ 61.5% |
$368K - $437K
|
2.09K
$640K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
794+ 27.47% |
$366K - $435K
|
3.68K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
790+ 17.28% |
$365K - $433K
|
5.36K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
787+ 10.39% |
$363K - $431K
|
8.36K
$2.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
767+ 12.17% |
$354K - $420K
|
7.07K
$2.16M
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
BUY
|
- |
763+ 9.94% |
$352K - $418K
|
8.44K
$2.58M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
761+ 79.6% |
$351K - $417K
|
1.72K
$525K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
757+ 16.96% |
$349K - $415K
|
5.22K
$1.6M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
757+ 757.0% |
$349K - $415K
|
857
$262K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
757+ 10.45% |
$349K - $415K
|
8K
$2.44M
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
756+ 1.42% |
$349K - $414K
|
53.9K
$16.5M
|
|
|
May 12, 2025
Q1 2025
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
755+ 47.94% |
$348K - $414K
|
2.33K
$712K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
753New |
$348K - $413K
|
753
$230K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
751+ 20.26% |
$347K - $412K
|
4.46K
$1.36M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
751+ 4.05% |
$347K - $412K
|
19.3K
$5.9M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
751New |
$347K - $412K
|
751
$230K
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
748+ 7.0% |
$345K - $410K
|
11.4K
$3.49M
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
BUY
|
- |
742+ 9.63% |
$342K - $407K
|
8.45K
$2.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
740+ 5.04% |
$342K - $406K
|
15.4K
$4.71M
|
|
|
May 15, 2025
Q1 2025
|
L1 Capital International Pty LTD
Sydney Nsw 2000, C3 |
BUY
|
- |
738+ 2.55% |
$341K - $405K
|
29.7K
$9.06M
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
736+ 29.1% |
$340K - $403K
|
3.27K
$998K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
734+ 1.93% |
$339K - $402K
|
38.7K
$11.8M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
731+ 1.81% |
$337K - $401K
|
41K
$12.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
722+ 106.02% |
$333K - $396K
|
1.4K
$429K
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
722+ 13.84% |
$333K - $396K
|
5.94K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
720+ 4.4% |
$332K - $395K
|
17.1K
$5.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
710+ 18.88% |
$328K - $389K
|
4.47K
$1.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
703+ 6.88% |
$324K - $385K
|
10.9K
$3.34M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
699+ 35.13% |
$323K - $383K
|
2.69K
$822K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
695+ 1.66% |
$321K - $381K
|
42.5K
$13M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
691New |
$319K - $379K
|
691
$211K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
691+ 1.88% |
$319K - $379K
|
37.4K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
690+ 11.71% |
$318K - $378K
|
6.58K
$2.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
684+ 1.17% |
$316K - $375K
|
59.2K
$18.1M
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
679+ 0.57% |
$313K - $372K
|
119K
$36.4M
|
|
|
May 09, 2025
Q1 2025
|
Parus Finance (Uk) LTD
London, X0 |
BUY
|
- |
678+ 97.0% |
$313K - $372K
|
1.38K
$421K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
674+ 6.91% |
$311K - $369K
|
10.4K
$3.19M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
673+ 48.91% |
$311K - $369K
|
2.05K
$626K
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
672+ 6.22% |
$310K - $368K
|
11.5K
$3.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
668New |
$308K - $366K
|
668
$204K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
664+ 11.41% |
$306K - $364K
|
6.48K
$1.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
663+ 23.04% |
$306K - $363K
|
3.54K
$1.08M
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
660+ 9.97% |
$305K - $362K
|
7.28K
$2.23M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
658+ 159.32% |
$304K - $361K
|
1.07K
$327K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
656+ 12.47% |
$303K - $360K
|
5.92K
$1.81M
|