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 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
351+ 15.89% |
$162K - $192K
|
2.56K
$670K
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
350+ 2.65% |
$162K - $192K
|
13.6K
$3.55M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
349+ 7.82% |
$161K - $191K
|
4.81K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
344+ 41.5% |
$159K - $189K
|
1.17K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
341+ 32.6% |
$157K - $187K
|
1.39K
$363K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
340+ 8.8% |
$157K - $186K
|
4.2K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
338+ 0.65% |
$156K - $185K
|
52.2K
$13.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
335+ 0.66% |
$155K - $184K
|
51K
$13.3M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
331+ 3.62% |
$153K - $181K
|
9.48K
$2.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
331+ 4.1% |
$153K - $181K
|
8.4K
$2.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
331+ 50.77% |
$153K - $181K
|
983
$257K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
330+ 15.95% |
$152K - $181K
|
2.4K
$628K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
330+ 15.64% |
$152K - $181K
|
2.44K
$638K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
328+ 28.82% |
$151K - $180K
|
1.47K
$383K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
326+ 0.53% |
$150K - $179K
|
62.3K
$16.3M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
324+ 75.88% |
$150K - $178K
|
751
$196K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
323New |
$149K - $177K
|
323
$84.5K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
322New |
$149K - $177K
|
322
$84.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
320New |
$148K - $175K
|
320
$83.7K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
316+ 2.67% |
$146K - $173K
|
12.1K
$3.18M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
315+ 3.58% |
$145K - $173K
|
9.11K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
314+ 2.86% |
$145K - $172K
|
11.3K
$2.95M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
312+ 6.26% |
$144K - $171K
|
5.3K
$1.39M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
311+ 10.06% |
$144K - $170K
|
3.4K
$890K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
309+ 10.85% |
$143K - $169K
|
3.16K
$826K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
307+ 6.87% |
$142K - $168K
|
4.78K
$1.25M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
307+ 1.11% |
$142K - $168K
|
27.9K
$7.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
306+ 60.36% |
$141K - $168K
|
813
$213K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
304+ 3.39% |
$140K - $167K
|
9.28K
$2.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
304+ 1.73% |
$140K - $167K
|
17.8K
$4.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
304+ 6.76% |
$140K - $167K
|
4.8K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
304+ 0.87% |
$140K - $167K
|
35.1K
$9.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
303+ 18.31% |
$140K - $166K
|
1.96K
$512K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
301+ 13.29% |
$139K - $165K
|
2.57K
$671K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
301+ 1.35% |
$139K - $165K
|
22.5K
$5.9M
|
|
|
May 12, 2025
Q1 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
300+ 44.05% |
$138K - $164K
|
981
$257K
|
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
300+ 2.68% |
$138K - $164K
|
11.5K
$3.01M
|
|
|
May 14, 2025
Q1 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
300+ 20.94% |
$138K - $164K
|
1.73K
$453K
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
298+ 11.93% |
$138K - $163K
|
2.8K
$731K
|
|
|
May 14, 2025
Q1 2025
|
Fosun International LTD
|
BUY
|
- |
289+ 5.94% |
$133K - $158K
|
5.16K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
288New |
$133K - $158K
|
288
$75.3K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
288+ 3.3% |
$133K - $158K
|
9.02K
$2.36M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
284+ 6.4% |
$131K - $156K
|
4.72K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
283+ 10.91% |
$131K - $155K
|
2.88K
$753K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
283+ 24.25% |
$131K - $155K
|
1.45K
$379K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
283+ 7.85% |
$131K - $155K
|
3.89K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
282+ 5.76% |
$130K - $155K
|
5.18K
$1.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
282+ 20.54% |
$130K - $155K
|
1.66K
$433K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
282+ 3.79% |
$130K - $155K
|
7.73K
$2.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
281+ 2.2% |
$130K - $154K
|
13.1K
$3.42M
|