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 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-13- 2.33% |
$6K - $7.13K
|
546
$167K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-13- 0.2% |
$6K - $7.13K
|
6.4K
$1.96M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-13- 1.0% |
$6K - $7.13K
|
1.29K
$393K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-14- 2.24% |
$6.46K - $7.67K
|
611
$187K
|
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
SELL
|
- |
-14- 0.06% |
$6.46K - $7.67K
|
22.7K
$6.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-14- 0.33% |
$6.46K - $7.67K
|
4.26K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-14- 0.82% |
$6.46K - $7.67K
|
1.7K
$520K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-14- 14.74% |
$6.46K - $7.67K
|
81
$24.8K
|
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-14- 0.18% |
$6.46K - $7.67K
|
7.64K
$2.33M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-14- 2.75% |
$6.46K - $7.67K
|
496
$152K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-14- 0.09% |
$6.46K - $7.67K
|
16.1K
$4.92M
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
SELL
|
- |
-14- 3.9% |
$6.46K - $7.67K
|
345
$105K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-14- 3.27% |
$6.46K - $7.67K
|
414
$127K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-14- 2.52% |
$6.46K - $7.67K
|
541
$165K
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-15- 3.54% |
$6.92K - $8.22K
|
409
$125K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-15- 3.36% |
$6.92K - $8.22K
|
432
$132K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-15- 1.81% |
$6.92K - $8.22K
|
812
$248K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-15- 2.08% |
$6.92K - $8.22K
|
707
$216K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-15- 1.92% |
$6.92K - $8.22K
|
766
$234K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-15- 2.01% |
$6.92K - $8.22K
|
731
$223K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-15- 8.43% |
$6.92K - $8.22K
|
163
$49.8K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-15- 0.57% |
$6.92K - $8.22K
|
2.62K
$801K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-15- 3.43% |
$6.92K - $8.22K
|
422
$129K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-16- 2.63% |
$7.38K - $8.77K
|
593
$181K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-16- 4.83% |
$7.38K - $8.77K
|
315
$96.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-16- 1.84% |
$7.38K - $8.77K
|
855
$261K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-16- 0.79% |
$7.38K - $8.77K
|
2.02K
$616K
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-16- 0.36% |
$7.38K - $8.77K
|
4.49K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-16- 40.0% |
$7.38K - $8.77K
|
24
$7.33K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-16- 3.5% |
$7.38K - $8.77K
|
441
$135K
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-16- 3.16% |
$7.38K - $8.77K
|
490
$150K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-17- 0.51% |
$7.85K - $9.32K
|
3.3K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-17- 2.44% |
$7.85K - $9.32K
|
680
$208K
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-17- 0.56% |
$7.85K - $9.32K
|
3.03K
$927K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-17- 0.58% |
$7.85K - $9.32K
|
2.91K
$890K
|
|
|
May 12, 2025
Q1 2025
|
Dillon & Associates Inc
|
SELL
|
- |
-17- 1.46% |
$7.85K - $9.32K
|
1.15K
$351K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-17- 1.8% |
$7.85K - $9.32K
|
925
$283K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-17- 2.24% |
$7.85K - $9.32K
|
743
$227K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-18- 1.65% |
$8.31K - $9.87K
|
1.08K
$329K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-18- 1.32% |
$8.31K - $9.87K
|
1.35K
$411K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-18- 3.51% |
$8.31K - $9.87K
|
495
$151K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-18- 2.26% |
$8.31K - $9.87K
|
777
$237K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-18- 5.16% |
$8.31K - $9.87K
|
331
$101K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-18- 0.61% |
$8.31K - $9.87K
|
2.96K
$904K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-19- 0.75% |
$8.77K - $10.4K
|
2.51K
$766K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-19- 1.74% |
$8.77K - $10.4K
|
1.07K
$328K
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-19- 4.27% |
$8.77K - $10.4K
|
426
$130K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-19- 2.04% |
$8.77K - $10.4K
|
911
$278K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-19- 1.18% |
$8.77K - $10.4K
|
1.59K
$486K
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-19- 3.02% |
$8.77K - $10.4K
|
611
$187K
|