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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
89+ 2.3% |
$41.1K - $48.8K
|
3.96K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
89+ 3.2% |
$41.1K - $48.8K
|
2.87K
$876K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
88+ 13.86% |
$40.6K - $48.2K
|
723
$221K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
88+ 7.81% |
$40.6K - $48.2K
|
1.22K
$371K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
88+ 4.24% |
$40.6K - $48.2K
|
2.16K
$661K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
88+ 1.32% |
$40.6K - $48.2K
|
6.76K
$2.07M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
87+ 9.7% |
$40.2K - $47.7K
|
984
$301K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
87+ 0.06% |
$40.2K - $47.7K
|
139K
$42.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
86+ 9.42% |
$39.7K - $47.1K
|
999
$305K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
86+ 2.23% |
$39.7K - $47.1K
|
3.94K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
86+ 71.07% |
$39.7K - $47.1K
|
207
$63.3K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
86+ 1.28% |
$39.7K - $47.1K
|
6.78K
$2.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
85+ 0.96% |
$39.2K - $46.6K
|
8.91K
$2.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
85+ 17.35% |
$39.2K - $46.6K
|
575
$176K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
85+ 1.33% |
$39.2K - $46.6K
|
6.5K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
85+ 0.96% |
$39.2K - $46.6K
|
8.95K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
85+ 3.01% |
$39.2K - $46.6K
|
2.91K
$890K
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
84+ 12.37% |
$38.8K - $46K
|
763
$233K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
84+ 18.14% |
$38.8K - $46K
|
547
$167K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
83+ 10.26% |
$38.3K - $45.5K
|
892
$273K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
82+ 1.6% |
$37.8K - $45K
|
5.22K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
82+ 6.97% |
$37.8K - $45K
|
1.26K
$384K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
81+ 3.98% |
$37.4K - $44.4K
|
2.12K
$647K
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
81+ 0.61% |
$37.4K - $44.4K
|
13.4K
$4.09M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
81+ 26.64% |
$37.4K - $44.4K
|
385
$118K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
80New |
$36.9K - $43.9K
|
80
$24.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
80+ 9.69% |
$36.9K - $43.9K
|
906
$277K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
80+ 3.74% |
$36.9K - $43.9K
|
2.22K
$678K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
80+ 0.75% |
$36.9K - $43.9K
|
10.8K
$3.29M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
79+ 3.83% |
$36.5K - $43.3K
|
2.14K
$654K
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
79+ 7.26% |
$36.5K - $43.3K
|
1.17K
$357K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
79+ 2.37% |
$36.5K - $43.3K
|
3.41K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
79+ 1.41% |
$36.5K - $43.3K
|
5.68K
$1.73M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
79+ 16.88% |
$36.5K - $43.3K
|
547
$167K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
78+ 41.71% |
$36K - $42.8K
|
265
$81K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
78+ 3.94% |
$36K - $42.8K
|
2.06K
$630K
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
78+ 10.64% |
$36K - $42.8K
|
811
$248K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
78+ 339.13% |
$36K - $42.8K
|
101
$30.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
77+ 0.21% |
$35.5K - $42.2K
|
36.9K
$11.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
77+ 2.78% |
$35.5K - $42.2K
|
2.84K
$869K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
76+ 5.5% |
$35.1K - $41.7K
|
1.46K
$446K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
75+ 2.31% |
$34.6K - $41.1K
|
3.32K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
75+ 0.46% |
$34.6K - $41.1K
|
16.4K
$5.01M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
75+ 0.97% |
$34.6K - $41.1K
|
7.85K
$2.4M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
74+ 16.78% |
$34.2K - $40.6K
|
515
$157K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
74+ 15.58% |
$34.2K - $40.6K
|
549
$168K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
74+ 2.73% |
$34.2K - $40.6K
|
2.79K
$851K
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
74+ 4.9% |
$34.2K - $40.6K
|
1.58K
$484K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
73+ 1.47% |
$33.7K - $40K
|
5.05K
$1.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
73+ 1.13% |
$33.7K - $40K
|
6.54K
$2M
|