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 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
264+ 10.63% |
$122K - $145K
|
2.75K
$840K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
263+ 4.33% |
$121K - $144K
|
6.33K
$1.94M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
261+ 13.28% |
$120K - $143K
|
2.23K
$680K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
260+ 5.99% |
$120K - $143K
|
4.6K
$1.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
260+ 37.46% |
$120K - $143K
|
954
$292K
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
259+ 4.87% |
$120K - $142K
|
5.58K
$1.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
258+ 21.29% |
$119K - $141K
|
1.47K
$449K
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
258+ 29.76% |
$119K - $141K
|
1.13K
$344K
|
|
|
Apr 23, 2025
Q1 2025
|
Unison Asset Management LLC
|
BUY
|
- |
256+ 1.4% |
$118K - $140K
|
18.5K
$5.67M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
256+ 9.67% |
$118K - $140K
|
2.9K
$888K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
254+ 18.13% |
$117K - $139K
|
1.66K
$506K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
250+ 11.47% |
$115K - $137K
|
2.43K
$743K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
250New |
$115K - $137K
|
250
$76.4K
|
|
|
May 15, 2025
Q1 2025
|
Diamant Asset Management, Inc.
|
BUY
|
- |
250+ 13.74% |
$115K - $137K
|
2.07K
$633K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
249+ 7.8% |
$115K - $136K
|
3.44K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
247+ 5.16% |
$114K - $135K
|
5.04K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
247+ 28.69% |
$114K - $135K
|
1.11K
$339K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
243+ 5.66% |
$112K - $133K
|
4.54K
$1.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
243+ 1.14% |
$112K - $133K
|
21.6K
$6.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Jlb & Associates Inc
|
BUY
|
- |
243+ 0.66% |
$112K - $133K
|
37.3K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
243+ 0.25% |
$112K - $133K
|
98.9K
$30.2M
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
243+ 86.48% |
$112K - $133K
|
524
$160K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
243+ 1.64% |
$112K - $133K
|
15K
$4.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
241+ 45.47% |
$111K - $132K
|
771
$236K
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
241+ 4.92% |
$111K - $132K
|
5.14K
$1.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
240+ 1.76% |
$111K - $132K
|
13.9K
$4.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
238+ 7.49% |
$110K - $130K
|
3.41K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
237+ 5.52% |
$109K - $130K
|
4.53K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
235+ 22.38% |
$108K - $129K
|
1.29K
$393K
|
|
|
Apr 21, 2025
Q1 2025
|
Alta Capital Management LLC
|
BUY
|
- |
235+ 0.21% |
$108K - $129K
|
115K
$35M
|
|
|
Apr 28, 2025
Q1 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
234+ 3.4% |
$108K - $128K
|
7.12K
$2.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
233+ 5.76% |
$108K - $128K
|
4.28K
$1.31M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
233+ 1.3% |
$108K - $128K
|
18.2K
$5.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
232+ 6.21% |
$107K - $127K
|
3.97K
$1.21M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
230+ 59.13% |
$106K - $126K
|
619
$189K
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
229+ 4.04% |
$106K - $126K
|
5.9K
$1.8M
|
|
|
May 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
227+ 1.88% |
$105K - $124K
|
12.3K
$3.77M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
226+ 2.71% |
$104K - $124K
|
8.57K
$2.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
225+ 8.89% |
$104K - $123K
|
2.76K
$842K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
224+ 9.54% |
$103K - $123K
|
2.57K
$786K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
224+ 5.39% |
$103K - $123K
|
4.38K
$1.34M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
224+ 24.7% |
$103K - $123K
|
1.13K
$346K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
224+ 4.72% |
$103K - $123K
|
4.97K
$1.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
223+ 4.79% |
$103K - $122K
|
4.88K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
222+ 2.68% |
$102K - $122K
|
8.52K
$2.6M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
222+ 1.26% |
$102K - $122K
|
17.9K
$5.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
221+ 10.43% |
$102K - $121K
|
2.34K
$715K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
221+ 5.36% |
$102K - $121K
|
4.34K
$1.33M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
221+ 9.53% |
$102K - $121K
|
2.54K
$777K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
220+ 0.81% |
$102K - $121K
|
27.3K
$8.33M
|