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 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
117+ 4.29% |
$54K - $64.1K
|
2.84K
$744K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
117+ 18.99% |
$54K - $64.1K
|
733
$192K
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
116+ 2.5% |
$53.5K - $63.6K
|
4.76K
$1.25M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
116New |
$53.5K - $63.6K
|
116
$30.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
BUY
|
- |
115+ 0.88% |
$53.1K - $63K
|
13.3K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
115+ 1.72% |
$53.1K - $63K
|
6.8K
$1.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
114+ 6.9% |
$52.6K - $62.5K
|
1.77K
$462K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
113+ 191.53% |
$52.2K - $61.9K
|
172
$45K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
113+ 217.31% |
$52.2K - $61.9K
|
165
$43.2K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
112+ 24.94% |
$51.7K - $61.4K
|
561
$147K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
111+ 6.61% |
$51.2K - $60.8K
|
1.79K
$468K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
111+ 2.49% |
$51.2K - $60.8K
|
4.57K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
111+ 14.78% |
$51.2K - $60.8K
|
862
$225K
|
|
|
May 06, 2025
Q1 2025
|
Davis Rea Ltd.
|
BUY
|
- |
110+ 0.47% |
$50.8K - $60.3K
|
23.5K
$6.16M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
110+ 6.95% |
$50.8K - $60.3K
|
1.69K
$443K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
110+ 6.43% |
$50.8K - $60.3K
|
1.82K
$476K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
109+ 11.96% |
$50.3K - $59.8K
|
1.02K
$267K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
109+ 1.29% |
$50.3K - $59.8K
|
8.56K
$2.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
109+ 18.44% |
$50.3K - $59.8K
|
700
$183K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
109+ 18.47% |
$50.3K - $59.8K
|
699
$183K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
107+ 3.69% |
$49.4K - $58.7K
|
3.01K
$787K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
106+ 5.8% |
$48.9K - $58.1K
|
1.94K
$506K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
105+ 4.0% |
$48.5K - $57.6K
|
2.73K
$713K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
105+ 0.56% |
$48.5K - $57.6K
|
18.7K
$4.9M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
105+ 99.06% |
$48.5K - $57.6K
|
211
$55.2K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
103+ 3.9% |
$47.5K - $56.5K
|
2.75K
$719K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
102New |
$47.1K - $55.9K
|
102
$26.7K
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
BUY
|
- |
102+ 4.33% |
$47.1K - $55.9K
|
2.46K
$642K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
101+ 2.46% |
$46.6K - $55.4K
|
4.2K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
101+ 12.24% |
$46.6K - $55.4K
|
926
$242K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
100+ 1.85% |
$46.2K - $54.8K
|
5.52K
$1.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
100+ 0.32% |
$46.2K - $54.8K
|
31K
$8.11M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
100+ 15.75% |
$46.2K - $54.8K
|
735
$192K
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
100+ 1.25% |
$46.2K - $54.8K
|
8.1K
$2.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
99+ 7.44% |
$45.7K - $54.3K
|
1.43K
$374K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
98+ 16.17% |
$45.2K - $53.7K
|
704
$184K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
98+ 3.95% |
$45.2K - $53.7K
|
2.58K
$675K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
98+ 3.06% |
$45.2K - $53.7K
|
3.3K
$862K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
97+ 4.66% |
$44.8K - $53.2K
|
2.18K
$570K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
97+ 15.42% |
$44.8K - $53.2K
|
726
$190K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
96+ 3.33% |
$44.3K - $52.6K
|
2.98K
$779K
|
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
BUY
|
- |
96+ 6.73% |
$44.3K - $52.6K
|
1.52K
$398K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
95+ 16.41% |
$43.8K - $52.1K
|
674
$176K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
95+ 8.2% |
$43.8K - $52.1K
|
1.25K
$328K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
95+ 1.35% |
$43.8K - $52.1K
|
7.15K
$1.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
94+ 11.63% |
$43.4K - $51.5K
|
902
$236K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
94+ 13.74% |
$43.4K - $51.5K
|
778
$204K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
94+ 1.55% |
$43.4K - $51.5K
|
6.14K
$1.61M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
93+ 0.07% |
$42.9K - $51K
|
134K
$35M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
93+ 12.27% |
$42.9K - $51K
|
851
$223K
|