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 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
78+ 339.13% |
$36K - $42.8K
|
101
$26.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
77+ 0.21% |
$35.5K - $42.2K
|
36.9K
$9.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
77+ 2.78% |
$35.5K - $42.2K
|
2.84K
$744K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
76+ 5.5% |
$35.1K - $41.7K
|
1.46K
$382K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
75+ 2.31% |
$34.6K - $41.1K
|
3.32K
$868K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
75+ 0.46% |
$34.6K - $41.1K
|
16.4K
$4.29M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
75+ 0.97% |
$34.6K - $41.1K
|
7.85K
$2.05M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
74+ 16.78% |
$34.2K - $40.6K
|
515
$135K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
74+ 15.58% |
$34.2K - $40.6K
|
549
$144K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
74+ 2.73% |
$34.2K - $40.6K
|
2.79K
$728K
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
74+ 4.9% |
$34.2K - $40.6K
|
1.58K
$414K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
73+ 1.47% |
$33.7K - $40K
|
5.05K
$1.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
73+ 1.13% |
$33.7K - $40K
|
6.54K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
73+ 0.93% |
$33.7K - $40K
|
7.9K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
73+ 8.19% |
$33.7K - $40K
|
964
$252K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
72+ 3.44% |
$33.2K - $39.5K
|
2.16K
$566K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
71+ 12.61% |
$32.8K - $38.9K
|
634
$166K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
71+ 15.85% |
$32.8K - $38.9K
|
519
$136K
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
71+ 4.69% |
$32.8K - $38.9K
|
1.59K
$415K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
70+ 1.5% |
$32.3K - $38.4K
|
4.73K
$1.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
70+ 8.16% |
$32.3K - $38.4K
|
928
$243K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
70+ 10.37% |
$32.3K - $38.4K
|
745
$195K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
70+ 6.9% |
$32.3K - $38.4K
|
1.08K
$284K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
69+ 4.23% |
$31.8K - $37.8K
|
1.7K
$445K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
69+ 8.01% |
$31.8K - $37.8K
|
930
$243K
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
69+ 12.87% |
$31.8K - $37.8K
|
605
$158K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
68+ 8.79% |
$31.4K - $37.3K
|
842
$220K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
67+ 8.04% |
$30.9K - $36.7K
|
900
$235K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
66+ 55.0% |
$30.5K - $36.2K
|
186
$48.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
66+ 1.52% |
$30.5K - $36.2K
|
4.41K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
66+ 1.05% |
$30.5K - $36.2K
|
6.37K
$1.67M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
66+ 2.55% |
$30.5K - $36.2K
|
2.65K
$693K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
66+ 10.68% |
$30.5K - $36.2K
|
684
$179K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
66+ 4.32% |
$30.5K - $36.2K
|
1.59K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
66New |
$30.5K - $36.2K
|
66
$17.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
65+ 5.37% |
$30K - $35.6K
|
1.28K
$334K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
65+ 0.24% |
$30K - $35.6K
|
27.4K
$7.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
BUY
|
- |
64+ 1.09% |
$29.5K - $35.1K
|
5.95K
$1.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
64+ 13.5% |
$29.5K - $35.1K
|
538
$141K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
64+ 10.77% |
$29.5K - $35.1K
|
658
$172K
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
64+ 1.44% |
$29.5K - $35.1K
|
4.5K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
63+ 3.42% |
$29.1K - $34.5K
|
1.9K
$498K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
63+ 9.98% |
$29.1K - $34.5K
|
694
$182K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
63+ 7.37% |
$29.1K - $34.5K
|
918
$240K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
63+ 1.49% |
$29.1K - $34.5K
|
4.29K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
63+ 1.14% |
$29.1K - $34.5K
|
5.61K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
63+ 10.62% |
$29.1K - $34.5K
|
656
$172K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
63+ 9.77% |
$29.1K - $34.5K
|
708
$185K
|
|
|
May 15, 2025
Q1 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
62+ 9.92% |
$28.6K - $34K
|
687
$180K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
61+ 3.74% |
$28.2K - $33.4K
|
1.69K
$442K
|