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
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
220+ 27.16% |
$102K - $121K
|
1.03K
$315K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
219+ 3.48% |
$101K - $120K
|
6.52K
$1.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
217+ 6.76% |
$100K - $119K
|
3.43K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
214+ 32.62% |
$98.8K - $117K
|
870
$266K
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
214+ 9.71% |
$98.8K - $117K
|
2.42K
$739K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
211+ 6.0% |
$97.4K - $116K
|
3.73K
$1.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
211+ 32.31% |
$97.4K - $116K
|
864
$264K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
211+ 5.84% |
$97.4K - $116K
|
3.82K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
211+ 4.57% |
$97.4K - $116K
|
4.82K
$1.47M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
210New |
$96.9K - $115K
|
210
$64.2K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
209+ 418.0% |
$96.5K - $115K
|
259
$79.2K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
209+ 38.99% |
$96.5K - $115K
|
745
$228K
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
208+ 8.29% |
$96K - $114K
|
2.72K
$830K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
207+ 1.45% |
$95.5K - $113K
|
14.5K
$4.42M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
206+ 4.6% |
$95.1K - $113K
|
4.69K
$1.43M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
206+ 686.67% |
$95.1K - $113K
|
236
$72.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
204New |
$94.2K - $112K
|
204
$62.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
204+ 22.52% |
$94.2K - $112K
|
1.11K
$339K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
203+ 68.58% |
$93.7K - $111K
|
499
$153K
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
201+ 3.42% |
$92.8K - $110K
|
6.08K
$1.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
201+ 7.39% |
$92.8K - $110K
|
2.92K
$893K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
201+ 15.36% |
$92.8K - $110K
|
1.51K
$461K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
200+ 30.3% |
$92.3K - $110K
|
860
$263K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
200+ 5.37% |
$92.3K - $110K
|
3.92K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
200+ 1.31% |
$92.3K - $110K
|
15.5K
$4.74M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
200+ 106.95% |
$92.3K - $110K
|
387
$118K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
198+ 40.16% |
$91.4K - $109K
|
691
$211K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
194+ 10.5% |
$89.5K - $106K
|
2.04K
$624K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
193+ 43.57% |
$89.1K - $106K
|
636
$194K
|
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
192+ 19.47% |
$88.6K - $105K
|
1.18K
$360K
|
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
192+ 1.71% |
$88.6K - $105K
|
11.4K
$3.49M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
192+ 1.16% |
$88.6K - $105K
|
16.8K
$5.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
191+ 21.44% |
$88.2K - $105K
|
1.08K
$331K
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
191+ 0.22% |
$88.2K - $105K
|
87.5K
$26.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
190+ 2.17% |
$87.7K - $104K
|
8.93K
$2.73M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
190New |
$87.7K - $104K
|
190
$58.1K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
189+ 2.6% |
$87.2K - $104K
|
7.46K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
189+ 4.57% |
$87.2K - $104K
|
4.32K
$1.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
187+ 7.52% |
$86.3K - $103K
|
2.67K
$817K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
187+ 3.42% |
$86.3K - $103K
|
5.66K
$1.73M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
184+ 137.31% |
$84.9K - $101K
|
318
$97.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
183+ 1.67% |
$84.5K - $100K
|
11.2K
$3.41M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
183+ 16.35% |
$84.5K - $100K
|
1.3K
$398K
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
183+ 6.38% |
$84.5K - $100K
|
3.05K
$932K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
182+ 21.82% |
$84K - $99.8K
|
1.02K
$311K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
182+ 0.8% |
$84K - $99.8K
|
23K
$7.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
182+ 6.03% |
$84K - $99.8K
|
3.2K
$978K
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
180+ 2.18% |
$83.1K - $98.7K
|
8.42K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Silvant Capital Management LLC
|
BUY
|
- |
179+ 0.29% |
$82.6K - $98.1K
|
61.4K
$18.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
178+ 5.68% |
$82.2K - $97.6K
|
3.31K
$1.01M
|