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 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
388New |
$179K - $213K
|
388
$119K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
388New |
$179K - $213K
|
388
$119K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
387New |
$179K - $212K
|
387
$118K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
386+ 5.17% |
$178K - $212K
|
7.85K
$2.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
384New |
$177K - $211K
|
384
$117K
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
383New |
$177K - $210K
|
383
$117K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
383+ 4.31% |
$177K - $210K
|
9.28K
$2.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
383New |
$177K - $210K
|
383
$117K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
382New |
$176K - $209K
|
382
$117K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
382New |
$176K - $209K
|
382
$117K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
381+ 3.12% |
$176K - $209K
|
12.6K
$3.85M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
381+ 3.45% |
$176K - $209K
|
11.4K
$3.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
380+ 7.58% |
$175K - $208K
|
5.39K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
380+ 10.71% |
$175K - $208K
|
3.93K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
378+ 3.46% |
$174K - $207K
|
11.3K
$3.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
377+ 7.3% |
$174K - $207K
|
5.54K
$1.69M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
377+ 17.62% |
$174K - $207K
|
2.52K
$769K
|
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
375+ 1.39% |
$173K - $206K
|
27.3K
$8.35M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
373+ 4.45% |
$172K - $204K
|
8.75K
$2.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
372+ 2.29% |
$172K - $204K
|
16.6K
$5.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
372+ 10.72% |
$172K - $204K
|
3.84K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
372+ 2.6% |
$172K - $204K
|
14.7K
$4.48M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
372+ 34.93% |
$172K - $204K
|
1.44K
$439K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
368+ 5.99% |
$170K - $202K
|
6.52K
$1.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
365+ 13.88% |
$168K - $200K
|
3K
$915K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
363+ 8.81% |
$168K - $199K
|
4.49K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
362+ 3.95% |
$167K - $198K
|
9.53K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
362New |
$167K - $198K
|
362
$111K
|
|
|
May 09, 2025
Q1 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
361+ 1.91% |
$167K - $198K
|
19.3K
$5.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
360+ 8.74% |
$166K - $197K
|
4.48K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
360+ 5.78% |
$166K - $197K
|
6.59K
$2.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
BUY
|
- |
358+ 15.32% |
$165K - $196K
|
2.7K
$824K
|
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
358+ 67.8% |
$165K - $196K
|
886
$271K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
356New |
$164K - $195K
|
356
$109K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
356+ 1.12% |
$164K - $195K
|
32.2K
$9.83M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
356+ 9.45% |
$164K - $195K
|
4.13K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
353+ 6.63% |
$163K - $194K
|
5.67K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
352+ 6.47% |
$162K - $193K
|
5.79K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
351+ 15.89% |
$162K - $192K
|
2.56K
$782K
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
350+ 2.65% |
$162K - $192K
|
13.6K
$4.15M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
349+ 7.82% |
$161K - $191K
|
4.81K
$1.47M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
344+ 41.5% |
$159K - $189K
|
1.17K
$358K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
341+ 32.6% |
$157K - $187K
|
1.39K
$424K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
340+ 8.8% |
$157K - $186K
|
4.2K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
338+ 0.65% |
$156K - $185K
|
52.2K
$16M
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
335+ 0.66% |
$155K - $184K
|
51K
$15.6M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
331+ 3.62% |
$153K - $181K
|
9.48K
$2.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
331+ 4.1% |
$153K - $181K
|
8.4K
$2.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
331+ 50.77% |
$153K - $181K
|
983
$300K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
330+ 15.95% |
$152K - $181K
|
2.4K
$733K
|