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 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
SELL
|
- |
-11- 1.56% |
$5.08K - $6.03K
|
692
$181K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-11- 0.3% |
$5.08K - $6.03K
|
3.66K
$958K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-11- 3.23% |
$5.08K - $6.03K
|
330
$86.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-12- 2.55% |
$5.54K - $6.58K
|
459
$120K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-12- 1.44% |
$5.54K - $6.58K
|
820
$214K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-12- 2.42% |
$5.54K - $6.58K
|
484
$127K
|
|
|
Apr 24, 2025
Q1 2025
|
Elite Life Management LLC
Erie, PA |
SELL
|
- |
-12- 2.12% |
$5.54K - $6.58K
|
555
$145K
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-12- 1.1% |
$5.54K - $6.58K
|
1.08K
$282K
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-12- 0.34% |
$5.54K - $6.58K
|
3.53K
$923K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-12- 1.42% |
$5.54K - $6.58K
|
832
$218K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-12- 2.15% |
$5.54K - $6.58K
|
545
$143K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-12- 1.57% |
$5.54K - $6.58K
|
753
$197K
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-13- 2.62% |
$6K - $7.13K
|
483
$126K
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-13- 2.7% |
$6K - $7.13K
|
469
$123K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-13- 1.19% |
$6K - $7.13K
|
1.08K
$282K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-13- 0.55% |
$6K - $7.13K
|
2.36K
$618K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-13- 0.28% |
$6K - $7.13K
|
4.62K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-13- 2.13% |
$6K - $7.13K
|
598
$156K
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-13- 2.33% |
$6K - $7.13K
|
546
$143K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-13- 0.2% |
$6K - $7.13K
|
6.4K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-13- 1.0% |
$6K - $7.13K
|
1.29K
$337K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-14- 2.24% |
$6.46K - $7.67K
|
611
$160K
|
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
SELL
|
- |
-14- 0.06% |
$6.46K - $7.67K
|
22.7K
$5.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-14- 0.33% |
$6.46K - $7.67K
|
4.26K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-14- 0.82% |
$6.46K - $7.67K
|
1.7K
$445K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-14- 14.74% |
$6.46K - $7.67K
|
81
$21.2K
|
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-14- 0.18% |
$6.46K - $7.67K
|
7.64K
$2M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-14- 2.75% |
$6.46K - $7.67K
|
496
$130K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-14- 0.09% |
$6.46K - $7.67K
|
16.1K
$4.21M
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
SELL
|
- |
-14- 3.9% |
$6.46K - $7.67K
|
345
$90.2K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-14- 3.27% |
$6.46K - $7.67K
|
414
$108K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-14- 2.52% |
$6.46K - $7.67K
|
541
$142K
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-15- 3.54% |
$6.92K - $8.22K
|
409
$107K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-15- 3.36% |
$6.92K - $8.22K
|
432
$113K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-15- 1.81% |
$6.92K - $8.22K
|
812
$212K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-15- 2.08% |
$6.92K - $8.22K
|
707
$185K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-15- 1.92% |
$6.92K - $8.22K
|
766
$200K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-15- 2.01% |
$6.92K - $8.22K
|
731
$191K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-15- 8.43% |
$6.92K - $8.22K
|
163
$42.6K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-15- 0.57% |
$6.92K - $8.22K
|
2.62K
$686K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-15- 3.43% |
$6.92K - $8.22K
|
422
$110K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-16- 2.63% |
$7.38K - $8.77K
|
593
$155K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-16- 4.83% |
$7.38K - $8.77K
|
315
$82.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-16- 1.84% |
$7.38K - $8.77K
|
855
$224K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-16- 0.79% |
$7.38K - $8.77K
|
2.02K
$527K
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-16- 0.36% |
$7.38K - $8.77K
|
4.49K
$1.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-16- 40.0% |
$7.38K - $8.77K
|
24
$6.28K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-16- 3.5% |
$7.38K - $8.77K
|
441
$115K
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-16- 3.16% |
$7.38K - $8.77K
|
490
$128K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-17- 0.51% |
$7.85K - $9.32K
|
3.3K
$864K
|