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 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-1- 0.09% |
$462 - $548
|
1.15K
$351K
|
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-1- 0.17% |
$462 - $548
|
574
$175K
|
|
|
May 19, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1- 0.03% |
$462 - $548
|
3.87K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-2- 0.07% |
$923 - $1.1K
|
2.89K
$883K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-2- 0.28% |
$923 - $1.1K
|
718
$219K
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-2- 0.35% |
$923 - $1.1K
|
575
$176K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-2- 0.81% |
$923 - $1.1K
|
245
$74.9K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-2- 0.23% |
$923 - $1.1K
|
869
$266K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-2- 0.07% |
$923 - $1.1K
|
2.79K
$853K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-2- 2.6% |
$923 - $1.1K
|
75
$22.9K
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-2- 0.27% |
$923 - $1.1K
|
750
$229K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3- 1.01% |
$1.38K - $1.64K
|
295
$90.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-3- 0.69% |
$1.38K - $1.64K
|
429
$131K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-3- 4.41% |
$1.38K - $1.64K
|
65
$19.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-3- 0.25% |
$1.38K - $1.64K
|
1.18K
$359K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-3- 0.46% |
$1.38K - $1.64K
|
656
$200K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3- 0.1% |
$1.38K - $1.64K
|
3.02K
$924K
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-3- 0.07% |
$1.38K - $1.64K
|
4.49K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-3- 0.03% |
$1.38K - $1.64K
|
11K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-3- 0.34% |
$1.38K - $1.64K
|
873
$267K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-4- 1.31% |
$1.85K - $2.19K
|
302
$92.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-4- 0.12% |
$1.85K - $2.19K
|
3.36K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-4- 0.34% |
$1.85K - $2.19K
|
1.17K
$357K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-4- 20.0% |
$1.85K - $2.19K
|
16
$4.89K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-4- 0.34% |
$1.85K - $2.19K
|
1.18K
$361K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4- 0.35% |
$1.85K - $2.19K
|
1.15K
$352K
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-4- 5.63% |
$1.85K - $2.19K
|
67
$20.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-5- 23.81% |
$2.31K - $2.74K
|
16
$4.89K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5- 1.07% |
$2.31K - $2.74K
|
463
$142K
|
|
|
May 01, 2025
Q1 2025
|
Independent Investors Inc
|
SELL
|
- |
-5- 0.17% |
$2.31K - $2.74K
|
3.01K
$920K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-5- 0.32% |
$2.31K - $2.74K
|
1.56K
$477K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-5- 2.04% |
$2.31K - $2.74K
|
240
$73.3K
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-5- 0.67% |
$2.31K - $2.74K
|
746
$228K
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-5- 0.24% |
$2.31K - $2.74K
|
2.12K
$647K
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-5- 0.13% |
$2.31K - $2.74K
|
3.86K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-6- 1.2% |
$2.77K - $3.29K
|
495
$151K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-6- 0.48% |
$2.77K - $3.29K
|
1.26K
$384K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-6- 0.55% |
$2.77K - $3.29K
|
1.09K
$333K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-6- 0.53% |
$2.77K - $3.29K
|
1.13K
$346K
|
|
|
May 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-6- 0.36% |
$2.77K - $3.29K
|
1.65K
$505K
|
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-6- 0.71% |
$2.77K - $3.29K
|
843
$258K
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-6- 0.23% |
$2.77K - $3.29K
|
2.6K
$793K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-7- 0.82% |
$3.23K - $3.84K
|
850
$260K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-7- 0.39% |
$3.23K - $3.84K
|
1.79K
$548K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-7- 5.07% |
$3.23K - $3.84K
|
131
$40K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-7- 0.31% |
$3.23K - $3.84K
|
2.24K
$685K
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-7- 1.76% |
$3.23K - $3.84K
|
390
$119K
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.84% |
$3.23K - $3.84K
|
826
$252K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-7- 0.32% |
$3.23K - $3.84K
|
2.21K
$676K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-7- 0.8% |
$3.23K - $3.84K
|
873
$267K
|