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 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
189+ 4.57% |
$87.2K - $104K
|
4.32K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
187+ 7.52% |
$86.3K - $103K
|
2.67K
$699K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
187+ 3.42% |
$86.3K - $103K
|
5.66K
$1.48M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
184+ 137.31% |
$84.9K - $101K
|
318
$83.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
183+ 1.67% |
$84.5K - $100K
|
11.2K
$2.92M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
183+ 16.35% |
$84.5K - $100K
|
1.3K
$341K
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
183+ 6.38% |
$84.5K - $100K
|
3.05K
$798K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
182+ 21.82% |
$84K - $99.8K
|
1.02K
$266K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
182+ 0.8% |
$84K - $99.8K
|
23K
$6.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
182+ 6.03% |
$84K - $99.8K
|
3.2K
$837K
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
180+ 2.18% |
$83.1K - $98.7K
|
8.42K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Silvant Capital Management LLC
|
BUY
|
- |
179+ 0.29% |
$82.6K - $98.1K
|
61.4K
$16.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
178+ 5.68% |
$82.2K - $97.6K
|
3.31K
$866K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
177+ 2.01% |
$81.7K - $97K
|
8.96K
$2.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
176+ 1.11% |
$81.2K - $96.5K
|
16K
$4.2M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
176New |
$81.2K - $96.5K
|
176
$46K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
174+ 5.12% |
$80.3K - $95.4K
|
3.58K
$935K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
173+ 8.11% |
$79.8K - $94.8K
|
2.31K
$603K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
172+ 2.13% |
$79.4K - $94.3K
|
8.26K
$2.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
170+ 0.96% |
$78.5K - $93.2K
|
17.9K
$4.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
168+ 0.21% |
$77.5K - $92.1K
|
79.1K
$20.7M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
168+ 1.98% |
$77.5K - $92.1K
|
8.65K
$2.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
167+ 4.41% |
$77.1K - $91.5K
|
3.95K
$1.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
166+ 9.8% |
$76.6K - $91K
|
1.86K
$487K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
165+ 18.99% |
$76.2K - $90.4K
|
1.03K
$270K
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
BUY
|
- |
165+ 15.21% |
$76.2K - $90.4K
|
1.25K
$327K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
165+ 2.82% |
$76.2K - $90.4K
|
6.02K
$1.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
163+ 21.22% |
$75.2K - $89.4K
|
931
$244K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
163+ 3.94% |
$75.2K - $89.4K
|
4.3K
$1.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
162+ 4.07% |
$74.8K - $88.8K
|
4.14K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
162+ 14.21% |
$74.8K - $88.8K
|
1.3K
$341K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
159+ 13.09% |
$73.4K - $87.2K
|
1.37K
$359K
|
|
|
May 14, 2025
Q1 2025
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
BUY
|
- |
159+ 1.05% |
$73.4K - $87.2K
|
15.4K
$4.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
157+ 7.65% |
$72.5K - $86.1K
|
2.21K
$578K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
157+ 26.75% |
$72.5K - $86.1K
|
744
$195K
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
156+ 20.63% |
$72K - $85.5K
|
912
$239K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
155+ 4.33% |
$71.5K - $85K
|
3.73K
$976K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
154+ 0.69% |
$71.1K - $84.4K
|
22.4K
$5.86M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
154+ 1.71% |
$71.1K - $84.4K
|
9.15K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
154+ 17.5% |
$71.1K - $84.4K
|
1.03K
$270K
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
154+ 10.31% |
$71.1K - $84.4K
|
1.65K
$431K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
153+ 9.66% |
$70.6K - $83.9K
|
1.74K
$454K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
152+ 13.44% |
$70.2K - $83.3K
|
1.28K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
151+ 8.53% |
$69.7K - $82.8K
|
1.92K
$502K
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
BUY
|
- |
150+ 0.95% |
$69.2K - $82.2K
|
16K
$4.18M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
150+ 21.74% |
$69.2K - $82.2K
|
840
$220K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
150New |
$69.2K - $82.2K
|
150
$39.2K
|
|
|
May 14, 2025
Q1 2025
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
150+ 30.0% |
$69.2K - $82.2K
|
650
$170K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
149+ 1.74% |
$68.8K - $81.7K
|
8.7K
$2.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
149+ 22.99% |
$68.8K - $81.7K
|
797
$208K
|