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 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-5- 0.13% |
$2.31K - $2.74K
|
3.86K
$1.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-6- 1.2% |
$2.77K - $3.29K
|
495
$129K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-6- 0.48% |
$2.77K - $3.29K
|
1.26K
$329K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-6- 0.55% |
$2.77K - $3.29K
|
1.09K
$285K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-6- 0.53% |
$2.77K - $3.29K
|
1.13K
$296K
|
|
|
May 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-6- 0.36% |
$2.77K - $3.29K
|
1.65K
$432K
|
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-6- 0.71% |
$2.77K - $3.29K
|
843
$221K
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-6- 0.23% |
$2.77K - $3.29K
|
2.6K
$679K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-7- 0.82% |
$3.23K - $3.84K
|
850
$222K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-7- 0.39% |
$3.23K - $3.84K
|
1.79K
$469K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-7- 5.07% |
$3.23K - $3.84K
|
131
$34.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-7- 0.31% |
$3.23K - $3.84K
|
2.24K
$586K
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-7- 1.76% |
$3.23K - $3.84K
|
390
$102K
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.84% |
$3.23K - $3.84K
|
826
$216K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-7- 0.32% |
$3.23K - $3.84K
|
2.21K
$578K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-7- 0.8% |
$3.23K - $3.84K
|
873
$228K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-7- 5.3% |
$3.23K - $3.84K
|
125
$32.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-8- 0.45% |
$3.69K - $4.39K
|
1.76K
$459K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-8- 1.28% |
$3.69K - $4.39K
|
619
$162K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-8- 0.77% |
$3.69K - $4.39K
|
1.04K
$271K
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-8- 0.89% |
$3.69K - $4.39K
|
892
$233K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-8- 0.69% |
$3.69K - $4.39K
|
1.16K
$303K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-8- 0.8% |
$3.69K - $4.39K
|
996
$261K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-9- 0.6% |
$4.15K - $4.93K
|
1.5K
$391K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-9- 1.78% |
$4.15K - $4.93K
|
497
$130K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-9- 0.36% |
$4.15K - $4.93K
|
2.52K
$660K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-9- 36.0% |
$4.15K - $4.93K
|
16
$4.19K
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-9- 1.31% |
$4.15K - $4.93K
|
678
$177K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-9- 0.37% |
$4.15K - $4.93K
|
2.4K
$626K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-9- 1.83% |
$4.15K - $4.93K
|
482
$126K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-9- 0.61% |
$4.15K - $4.93K
|
1.48K
$386K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-9- 0.79% |
$4.15K - $4.93K
|
1.14K
$297K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-10- 0.77% |
$4.62K - $5.48K
|
1.28K
$335K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-10- 18.18% |
$4.62K - $5.48K
|
45
$11.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-10- 2.02% |
$4.62K - $5.48K
|
486
$127K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.2% |
$4.62K - $5.48K
|
4.89K
$1.28M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-10- 6.67% |
$4.62K - $5.48K
|
140
$36.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-10- 0.22% |
$4.62K - $5.48K
|
4.61K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-10- 1.3% |
$4.62K - $5.48K
|
760
$199K
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-10- 0.15% |
$4.62K - $5.48K
|
6.83K
$1.79M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-10- 0.78% |
$4.62K - $5.48K
|
1.28K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-10- 1.25% |
$4.62K - $5.48K
|
789
$206K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-10- 2.53% |
$4.62K - $5.48K
|
385
$101K
|
|
|
Aug 13, 2025
Q1 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-10- 2.34% |
$4.62K - $5.48K
|
417
$109K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-11- 0.72% |
$5.08K - $6.03K
|
1.51K
$395K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-11- 0.95% |
$5.08K - $6.03K
|
1.15K
$301K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-11- 0.87% |
$5.08K - $6.03K
|
1.26K
$329K
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-11- 1.81% |
$5.08K - $6.03K
|
597
$156K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-11- 2.17% |
$5.08K - $6.03K
|
497
$130K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-11- 1.07% |
$5.08K - $6.03K
|
1.02K
$267K
|