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 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
551+ 1.41% |
$254K - $302K
|
39.5K
$12.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
547+ 5.41% |
$252K - $300K
|
10.7K
$3.26M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
547+ 64.81% |
$252K - $300K
|
1.39K
$425K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
542+ 5.27% |
$250K - $297K
|
10.8K
$3.31M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
541+ 30.81% |
$250K - $297K
|
2.3K
$702K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
539+ 2.63% |
$249K - $295K
|
21K
$6.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
535+ 75.35% |
$247K - $293K
|
1.25K
$380K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
533New |
$246K - $292K
|
533
$163K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
531+ 12.42% |
$245K - $291K
|
4.81K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
529+ 2.94% |
$244K - $290K
|
18.5K
$5.65M
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
522+ 5.48% |
$241K - $286K
|
10.1K
$3.07M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
520+ 2.1% |
$240K - $285K
|
25.2K
$7.72M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
519+ 4.65% |
$240K - $285K
|
11.7K
$3.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
515+ 44.13% |
$238K - $282K
|
1.68K
$514K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
515+ 2.08% |
$238K - $282K
|
25.3K
$7.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
515New |
$238K - $282K
|
515
$157K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
514New |
$237K - $282K
|
514
$157K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
508New |
$234K - $278K
|
508
$155K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
507+ 2.8% |
$234K - $278K
|
18.6K
$5.69M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
507+ 40.46% |
$234K - $278K
|
1.76K
$538K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
506+ 1.12% |
$234K - $277K
|
45.6K
$13.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
505+ 20.16% |
$233K - $277K
|
3.01K
$920K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
503+ 37.88% |
$232K - $276K
|
1.83K
$560K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
502+ 2.7% |
$232K - $275K
|
19.1K
$5.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
501+ 33.92% |
$231K - $275K
|
1.98K
$605K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
501+ 28.32% |
$231K - $275K
|
2.27K
$694K
|
|
|
May 08, 2025
Q1 2025
|
University Of Chicago
Chicago, IL |
BUY
|
- |
500New |
$231K - $274K
|
500
$153K
|
|
|
May 15, 2025
Q1 2025
|
Harbor Advisors LLC
|
BUY
|
- |
500New |
$231K - $274K
|
500
$153K
|
|
|
May 15, 2025
Q1 2025
|
David Tepper
Appaloosa LP | Short Hills, Nj
|
BUY
|
- |
500+ 0.29% |
$231K - $274K
|
175K
$53.5M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
498+ 10.92% |
$230K - $273K
|
5.06K
$1.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
497+ 22.67% |
$229K - $272K
|
2.69K
$822K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
495+ 2.59% |
$228K - $271K
|
19.6K
$5.98M
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
493New |
$228K - $270K
|
493
$151K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
488New |
$225K - $268K
|
488
$149K
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
486+ 1.83% |
$224K - $266K
|
27.1K
$8.28M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
486+ 6.1% |
$224K - $266K
|
8.45K
$2.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
485+ 42.62% |
$224K - $266K
|
1.62K
$496K
|
|
|
May 14, 2025
Q1 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
485New |
$224K - $266K
|
485
$148K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
485+ 13.52% |
$224K - $266K
|
4.07K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
478+ 13.59% |
$221K - $262K
|
3.99K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
474+ 8.03% |
$219K - $260K
|
6.38K
$1.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
473+ 7.19% |
$218K - $259K
|
7.05K
$2.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
471+ 2.52% |
$217K - $258K
|
19.2K
$5.86M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
471+ 4.6% |
$217K - $258K
|
10.7K
$3.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
470+ 7.69% |
$217K - $258K
|
6.58K
$2.01M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
467+ 1.23% |
$216K - $256K
|
38.5K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
461+ 6.58% |
$213K - $253K
|
7.47K
$2.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
460+ 3.21% |
$212K - $252K
|
14.8K
$4.51M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
457+ 3.13% |
$211K - $251K
|
15K
$4.6M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
450New |
$208K - $247K
|
450
$138K
|