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 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
139+ 6.52% |
$64.2K - $76.2K
|
2.27K
$694K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
139+ 31.24% |
$64.2K - $76.2K
|
584
$178K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
138+ 3.58% |
$63.7K - $75.6K
|
4K
$1.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
136+ 34.0% |
$62.8K - $74.6K
|
536
$164K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
136+ 28.27% |
$62.8K - $74.6K
|
617
$189K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
136+ 3.13% |
$62.8K - $74.6K
|
4.48K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
135+ 20.74% |
$62.3K - $74K
|
786
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
134+ 0.31% |
$61.8K - $73.5K
|
42.8K
$13.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
134+ 0.95% |
$61.8K - $73.5K
|
14.3K
$4.37M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
134New |
$61.8K - $73.5K
|
134
$41K
|
|
|
May 14, 2025
Q1 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
134+ 19.01% |
$61.8K - $73.5K
|
839
$256K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
134+ 10.02% |
$61.8K - $73.5K
|
1.47K
$450K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
133+ 7.53% |
$61.4K - $72.9K
|
1.9K
$581K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
133+ 3.35% |
$61.4K - $72.9K
|
4.1K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
132+ 3.08% |
$60.9K - $72.4K
|
4.42K
$1.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
131+ 1.34% |
$60.5K - $71.8K
|
9.93K
$3.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
131+ 33.68% |
$60.5K - $71.8K
|
520
$159K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
130+ 0.93% |
$60K - $71.3K
|
14.1K
$4.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
129+ 3.75% |
$59.5K - $70.7K
|
3.57K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
129+ 4.16% |
$59.5K - $70.7K
|
3.23K
$988K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
129+ 3.01% |
$59.5K - $70.7K
|
4.42K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
127+ 3.03% |
$58.6K - $69.6K
|
4.32K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
127+ 2.01% |
$58.6K - $69.6K
|
6.43K
$1.97M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
125+ 27.72% |
$57.7K - $68.5K
|
576
$176K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
124+ 4.43% |
$57.2K - $68K
|
2.92K
$893K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
124+ 0.72% |
$57.2K - $68K
|
17.3K
$5.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
123+ 9.04% |
$56.8K - $67.4K
|
1.48K
$453K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
123New |
$56.8K - $67.4K
|
123
$37.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
122+ 30.27% |
$56.3K - $66.9K
|
525
$160K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
122+ 2.0% |
$56.3K - $66.9K
|
6.21K
$1.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
121+ 3.94% |
$55.8K - $66.3K
|
3.19K
$976K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
120+ 0.89% |
$55.4K - $65.8K
|
13.6K
$4.15M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
120+ 3.02% |
$55.4K - $65.8K
|
4.1K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
120+ 4.83% |
$55.4K - $65.8K
|
2.6K
$796K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
119+ 6.13% |
$54.9K - $65.2K
|
2.06K
$630K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
118+ 5900.0% |
$54.5K - $64.7K
|
120
$36.7K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
118+ 1.17% |
$54.5K - $64.7K
|
10.2K
$3.12M
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
117+ 4.29% |
$54K - $64.1K
|
2.84K
$869K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
117+ 18.99% |
$54K - $64.1K
|
733
$224K
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
116+ 2.5% |
$53.5K - $63.6K
|
4.76K
$1.46M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
116New |
$53.5K - $63.6K
|
116
$35.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
BUY
|
- |
115+ 0.88% |
$53.1K - $63K
|
13.3K
$4.05M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
115+ 1.72% |
$53.1K - $63K
|
6.8K
$2.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
114+ 6.9% |
$52.6K - $62.5K
|
1.77K
$539K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
113+ 191.53% |
$52.2K - $61.9K
|
172
$52.6K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
113+ 217.31% |
$52.2K - $61.9K
|
165
$50.4K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
112+ 24.94% |
$51.7K - $61.4K
|
561
$171K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
111+ 6.61% |
$51.2K - $60.8K
|
1.79K
$547K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
111+ 2.49% |
$51.2K - $60.8K
|
4.57K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
111+ 14.78% |
$51.2K - $60.8K
|
862
$263K
|