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 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
44+ 6.45% |
$20.3K - $24.1K
|
726
$190K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
44+ 5.87% |
$20.3K - $24.1K
|
794
$208K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
44+ 0.61% |
$20.3K - $24.1K
|
7.26K
$1.9M
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
43+ 1.6% |
$19.8K - $23.6K
|
2.73K
$713K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
43+ 4.04% |
$19.8K - $23.6K
|
1.11K
$290K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
42+ 0.69% |
$19.4K - $23K
|
6.11K
$1.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
42+ 4.17% |
$19.4K - $23K
|
1.05K
$275K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
42+ 0.45% |
$19.4K - $23K
|
9.29K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
42+ 0.01% |
$19.4K - $23K
|
353K
$92.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
41+ 9.76% |
$18.9K - $22.5K
|
461
$121K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
41+ 3.14% |
$18.9K - $22.5K
|
1.35K
$352K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
41+ 2.62% |
$18.9K - $22.5K
|
1.61K
$420K
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
41+ 1.79% |
$18.9K - $22.5K
|
2.33K
$611K
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
41+ 0.5% |
$18.9K - $22.5K
|
8.29K
$2.17M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
41+ 6.89% |
$18.9K - $22.5K
|
636
$166K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
40+ 1.65% |
$18.5K - $21.9K
|
2.46K
$644K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
40+ 5.59% |
$18.5K - $21.9K
|
756
$198K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
40+ 6.85% |
$18.5K - $21.9K
|
624
$163K
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
40+ 7.27% |
$18.5K - $21.9K
|
590
$154K
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
40+ 1.61% |
$18.5K - $21.9K
|
2.52K
$659K
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
39+ 0.89% |
$18K - $21.4K
|
4.41K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
39+ 1.62% |
$18K - $21.4K
|
2.45K
$641K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
39+ 5.31% |
$18K - $21.4K
|
773
$202K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
39+ 8.41% |
$18K - $21.4K
|
503
$132K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
38+ 542.86% |
$17.5K - $20.8K
|
45
$11.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
38+ 2.4% |
$17.5K - $20.8K
|
1.62K
$424K
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
38+ 0.6% |
$17.5K - $20.8K
|
6.39K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
37+ 4.65% |
$17.1K - $20.3K
|
833
$218K
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
37+ 74.0% |
$17.1K - $20.3K
|
87
$22.8K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
37+ 3.18% |
$17.1K - $20.3K
|
1.2K
$314K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
37+ 0.45% |
$17.1K - $20.3K
|
8.26K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
37+ 0.2% |
$17.1K - $20.3K
|
18.7K
$4.9M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
37+ 0.53% |
$17.1K - $20.3K
|
7K
$1.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
36+ 4.22% |
$16.6K - $19.7K
|
890
$233K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
36+ 1.56% |
$16.6K - $19.7K
|
2.35K
$614K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
36+ 6.91% |
$16.6K - $19.7K
|
557
$146K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
35+ 0.61% |
$16.2K - $19.2K
|
5.81K
$1.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
35+ 2.41% |
$16.2K - $19.2K
|
1.49K
$388K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
35+ 3.04% |
$16.2K - $19.2K
|
1.19K
$310K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
35+ 1.21% |
$16.2K - $19.2K
|
2.94K
$769K
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
35+ 0.94% |
$16.2K - $19.2K
|
3.74K
$978K
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
34+ 0.58% |
$15.7K - $18.6K
|
5.9K
$1.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
34+ 3.42% |
$15.7K - $18.6K
|
1.03K
$269K
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
34+ 1.15% |
$15.7K - $18.6K
|
2.99K
$783K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
34+ 1.75% |
$15.7K - $18.6K
|
1.98K
$518K
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
34+ 4.64% |
$15.7K - $18.6K
|
766
$200K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
34+ 7.2% |
$15.7K - $18.6K
|
506
$132K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
33+ 1.43% |
$15.2K - $18.1K
|
2.33K
$611K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
33+ 3.19% |
$15.2K - $18.1K
|
1.07K
$279K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
33+ 5.6% |
$15.2K - $18.1K
|
622
$163K
|