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 06, 2025
Q1 2025
|
Davis Rea Ltd.
|
BUY
|
- |
110+ 0.47% |
$50.8K - $60.3K
|
23.5K
$7.2M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
110+ 6.95% |
$50.8K - $60.3K
|
1.69K
$517K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
110+ 6.43% |
$50.8K - $60.3K
|
1.82K
$556K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
109+ 11.96% |
$50.3K - $59.8K
|
1.02K
$312K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
109+ 1.29% |
$50.3K - $59.8K
|
8.56K
$2.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
109+ 18.44% |
$50.3K - $59.8K
|
700
$214K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
109+ 18.47% |
$50.3K - $59.8K
|
699
$214K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
107+ 3.69% |
$49.4K - $58.7K
|
3.01K
$920K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
106+ 5.8% |
$48.9K - $58.1K
|
1.94K
$591K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
105+ 4.0% |
$48.5K - $57.6K
|
2.73K
$833K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
105+ 0.56% |
$48.5K - $57.6K
|
18.7K
$5.73M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
105+ 99.06% |
$48.5K - $57.6K
|
211
$64.5K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
103+ 3.9% |
$47.5K - $56.5K
|
2.75K
$840K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
102New |
$47.1K - $55.9K
|
102
$31.2K
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
BUY
|
- |
102+ 4.33% |
$47.1K - $55.9K
|
2.46K
$750K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
101+ 2.46% |
$46.6K - $55.4K
|
4.2K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
101+ 12.24% |
$46.6K - $55.4K
|
926
$283K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
100+ 1.85% |
$46.2K - $54.8K
|
5.52K
$1.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
100+ 0.32% |
$46.2K - $54.8K
|
31K
$9.47M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
100+ 15.75% |
$46.2K - $54.8K
|
735
$225K
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
100+ 1.25% |
$46.2K - $54.8K
|
8.1K
$2.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
99+ 7.44% |
$45.7K - $54.3K
|
1.43K
$437K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
98+ 16.17% |
$45.2K - $53.7K
|
704
$215K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
98+ 3.95% |
$45.2K - $53.7K
|
2.58K
$789K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
98+ 3.06% |
$45.2K - $53.7K
|
3.3K
$1.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
97+ 4.66% |
$44.8K - $53.2K
|
2.18K
$666K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
97+ 15.42% |
$44.8K - $53.2K
|
726
$222K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
96+ 3.33% |
$44.3K - $52.6K
|
2.98K
$911K
|
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
BUY
|
- |
96+ 6.73% |
$44.3K - $52.6K
|
1.52K
$465K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
95+ 16.41% |
$43.8K - $52.1K
|
674
$206K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
95+ 8.2% |
$43.8K - $52.1K
|
1.25K
$383K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
95+ 1.35% |
$43.8K - $52.1K
|
7.15K
$2.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
94+ 11.63% |
$43.4K - $51.5K
|
902
$276K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
94+ 13.74% |
$43.4K - $51.5K
|
778
$238K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
94+ 1.55% |
$43.4K - $51.5K
|
6.14K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
93+ 0.07% |
$42.9K - $51K
|
134K
$40.9M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
93+ 12.27% |
$42.9K - $51K
|
851
$260K
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
93+ 16.12% |
$42.9K - $51K
|
670
$205K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
92+ 1.22% |
$42.5K - $50.4K
|
7.61K
$2.33M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
91+ 16.79% |
$42K - $49.9K
|
633
$193K
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
91+ 2.75% |
$42K - $49.9K
|
3.4K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
91+ 0.15% |
$42K - $49.9K
|
60.1K
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
91+ 12.1% |
$42K - $49.9K
|
843
$258K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
91+ 0.27% |
$42K - $49.9K
|
34.3K
$10.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
90+ 22.06% |
$41.5K - $49.3K
|
498
$152K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
90+ 8.97% |
$41.5K - $49.3K
|
1.09K
$334K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
90+ 2.01% |
$41.5K - $49.3K
|
4.58K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
90+ 1.01% |
$41.5K - $49.3K
|
9.02K
$2.76M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
90+ 14.11% |
$41.5K - $49.3K
|
728
$222K
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
89+ 0.16% |
$41.1K - $48.8K
|
54.6K
$16.7M
|