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 |
|---|---|---|---|---|---|---|---|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
57New |
$26.3K - $31.2K
|
57
$17.4K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
56+ 5.09% |
$25.8K - $30.7K
|
1.16K
$354K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
55+ 5.93% |
$25.4K - $30.1K
|
983
$300K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
55+ 3.0% |
$25.4K - $30.1K
|
1.89K
$577K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
55+ 0.52% |
$25.4K - $30.1K
|
10.6K
$3.24M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
54+ 6.25% |
$24.9K - $29.6K
|
918
$281K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
54+ 0.3% |
$24.9K - $29.6K
|
17.9K
$5.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
54+ 138.46% |
$24.9K - $29.6K
|
93
$28.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
54+ 5.25% |
$24.9K - $29.6K
|
1.08K
$331K
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
54+ 1.88% |
$24.9K - $29.6K
|
2.93K
$894K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
54+ 22.41% |
$24.9K - $29.6K
|
295
$90.2K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
54+ 0.81% |
$24.9K - $29.6K
|
6.74K
$2.06M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
53+ 2.19% |
$24.5K - $29.1K
|
2.48K
$757K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
53+ 0.98% |
$24.5K - $29.1K
|
5.44K
$1.66M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
52+ 7.33% |
$24K - $28.5K
|
761
$233K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
52+ 4.6% |
$24K - $28.5K
|
1.18K
$362K
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
52+ 3.81% |
$24K - $28.5K
|
1.42K
$433K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
51+ 2.68% |
$23.5K - $28K
|
1.95K
$596K
|
|
|
Apr 09, 2025
Q1 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
50+ 2.57% |
$23.1K - $27.4K
|
1.99K
$609K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
50+ 1.07% |
$23.1K - $27.4K
|
4.73K
$1.45M
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
50+ 3.79% |
$23.1K - $27.4K
|
1.37K
$418K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
50+ 416.67% |
$23.1K - $27.4K
|
62
$18.9K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
50+ 1.34% |
$23.1K - $27.4K
|
3.78K
$1.16M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
49+ 8.97% |
$22.6K - $26.9K
|
595
$182K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
49+ 0.17% |
$22.6K - $26.9K
|
29.3K
$8.95M
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
49+ 2.97% |
$22.6K - $26.9K
|
1.7K
$520K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
48+ 2.87% |
$22.2K - $26.3K
|
1.72K
$526K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
48+ 0.67% |
$22.2K - $26.3K
|
7.19K
$2.2M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
48+ 0.94% |
$22.2K - $26.3K
|
5.18K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
48+ 7.27% |
$22.2K - $26.3K
|
708
$216K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
48+ 685.71% |
$22.2K - $26.3K
|
55
$16.8K
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
47+ 0.85% |
$21.7K - $25.8K
|
5.58K
$1.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
46+ 3.48% |
$21.2K - $25.2K
|
1.37K
$417K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
46+ 9.7% |
$21.2K - $25.2K
|
520
$159K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
45+ 0.91% |
$20.8K - $24.7K
|
4.96K
$1.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
45+ 2.69% |
$20.8K - $24.7K
|
1.72K
$525K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
45+ 31.69% |
$20.8K - $24.7K
|
187
$57.2K
|
|
|
May 15, 2025
Q1 2025
|
Buckley Wealth Management, LLC
|
BUY
|
- |
45+ 1.35% |
$20.8K - $24.7K
|
3.38K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
44+ 6.45% |
$20.3K - $24.1K
|
726
$222K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
44+ 5.87% |
$20.3K - $24.1K
|
794
$243K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
44+ 0.61% |
$20.3K - $24.1K
|
7.26K
$2.22M
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
43+ 1.6% |
$19.8K - $23.6K
|
2.73K
$833K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
43+ 4.04% |
$19.8K - $23.6K
|
1.11K
$339K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
42+ 0.69% |
$19.4K - $23K
|
6.11K
$1.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
42+ 4.17% |
$19.4K - $23K
|
1.05K
$321K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
42+ 0.45% |
$19.4K - $23K
|
9.29K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
42+ 0.01% |
$19.4K - $23K
|
353K
$108M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
41+ 9.76% |
$18.9K - $22.5K
|
461
$141K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
41+ 3.14% |
$18.9K - $22.5K
|
1.35K
$411K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
41+ 2.62% |
$18.9K - $22.5K
|
1.61K
$491K
|