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 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.37% |
$462 - $548
|
269
$70.4K
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
1+ 100.0% |
$462 - $548
|
2
$523
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
1+ 0.13% |
$462 - $548
|
764
$200K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
1+ 0.18% |
$462 - $548
|
545
$143K
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
1+ 0.14% |
$462 - $548
|
741
$194K
|
|
|
May 15, 2025
Q1 2025
|
Chiron Capital Management, LLC
|
BUY
|
- |
1+ 0.24% |
$462 - $548
|
413
$108K
|
|
|
Jul 16, 2025
Q1 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1+ 0.2% |
$462 - $548
|
510
$133K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1- 0.05% |
$462 - $548
|
2.09K
$547K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.38% |
$462 - $548
|
265
$69.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-1- 0.16% |
$462 - $548
|
610
$160K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1- 0.13% |
$462 - $548
|
757
$198K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-1- 0.07% |
$462 - $548
|
1.37K
$359K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-1- 0.13% |
$462 - $548
|
761
$199K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1- 0.07% |
$462 - $548
|
1.36K
$357K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
SELL
|
- |
-1- 1.14% |
$462 - $548
|
87
$22.8K
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-1- 0.1% |
$462 - $548
|
1.01K
$263K
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-1- 0.09% |
$462 - $548
|
1.15K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-1- 0.17% |
$462 - $548
|
574
$150K
|
|
|
May 19, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1- 0.03% |
$462 - $548
|
3.87K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-2- 0.07% |
$923 - $1.1K
|
2.89K
$756K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-2- 0.28% |
$923 - $1.1K
|
718
$188K
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-2- 0.35% |
$923 - $1.1K
|
575
$150K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-2- 0.81% |
$923 - $1.1K
|
245
$64.1K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-2- 0.23% |
$923 - $1.1K
|
869
$227K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-2- 0.07% |
$923 - $1.1K
|
2.79K
$730K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-2- 2.6% |
$923 - $1.1K
|
75
$19.6K
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-2- 0.27% |
$923 - $1.1K
|
750
$196K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3- 1.01% |
$1.38K - $1.64K
|
295
$77.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-3- 0.69% |
$1.38K - $1.64K
|
429
$112K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-3- 4.41% |
$1.38K - $1.64K
|
65
$17K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-3- 0.25% |
$1.38K - $1.64K
|
1.18K
$307K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-3- 0.46% |
$1.38K - $1.64K
|
656
$172K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3- 0.1% |
$1.38K - $1.64K
|
3.02K
$791K
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-3- 0.07% |
$1.38K - $1.64K
|
4.49K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-3- 0.03% |
$1.38K - $1.64K
|
11K
$2.87M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-3- 0.34% |
$1.38K - $1.64K
|
873
$228K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-4- 1.31% |
$1.85K - $2.19K
|
302
$79K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-4- 0.12% |
$1.85K - $2.19K
|
3.36K
$879K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-4- 0.34% |
$1.85K - $2.19K
|
1.17K
$306K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-4- 20.0% |
$1.85K - $2.19K
|
16
$4.19K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-4- 0.34% |
$1.85K - $2.19K
|
1.18K
$309K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4- 0.35% |
$1.85K - $2.19K
|
1.15K
$301K
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-4- 5.63% |
$1.85K - $2.19K
|
67
$17.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-5- 23.81% |
$2.31K - $2.74K
|
16
$4.19K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5- 1.07% |
$2.31K - $2.74K
|
463
$121K
|
|
|
May 01, 2025
Q1 2025
|
Independent Investors Inc
|
SELL
|
- |
-5- 0.17% |
$2.31K - $2.74K
|
3.01K
$787K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-5- 0.32% |
$2.31K - $2.74K
|
1.56K
$409K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-5- 2.04% |
$2.31K - $2.74K
|
240
$62.8K
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-5- 0.67% |
$2.31K - $2.74K
|
746
$195K
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-5- 0.24% |
$2.31K - $2.74K
|
2.12K
$553K
|