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 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-26- 5.22% |
$12K - $14.3K
|
472
$144K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-27- 3.25% |
$12.5K - $14.8K
|
804
$246K
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-27- 0.16% |
$12.5K - $14.8K
|
17.4K
$5.31M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-27- 6.16% |
$12.5K - $14.8K
|
411
$126K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-28- 6.18% |
$12.9K - $15.3K
|
425
$130K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-28- 0.66% |
$12.9K - $15.3K
|
4.23K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-28- 4.96% |
$12.9K - $15.3K
|
537
$164K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-28- 6.26% |
$12.9K - $15.3K
|
419
$128K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-29- 0.25% |
$13.4K - $15.9K
|
11.7K
$3.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-29- 1.71% |
$13.4K - $15.9K
|
1.67K
$509K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-29- 2.71% |
$13.4K - $15.9K
|
1.04K
$318K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-29- 1.74% |
$13.4K - $15.9K
|
1.64K
$502K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-29- 1.74% |
$13.4K - $15.9K
|
1.64K
$501K
|
|
|
May 13, 2025
Q1 2025
|
Inkwell Capital LLC
Miami, FL |
SELL
|
- |
-29- 0.68% |
$13.4K - $15.9K
|
4.24K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-29- 0.66% |
$13.4K - $15.9K
|
4.4K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-30- 1.62% |
$13.8K - $16.4K
|
1.83K
$558K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-30- 4.09% |
$13.8K - $16.4K
|
703
$215K
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-30- 5.48% |
$13.8K - $16.4K
|
517
$158K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-30- 1.69% |
$13.8K - $16.4K
|
1.75K
$533K
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-30- 3.2% |
$13.8K - $16.4K
|
908
$278K
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-30- 3.89% |
$13.8K - $16.4K
|
741
$226K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-31- 1.36% |
$14.3K - $17K
|
2.24K
$686K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-31- 3.07% |
$14.3K - $17K
|
978
$299K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-31- 4.49% |
$14.3K - $17K
|
659
$201K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-31- 2.39% |
$14.3K - $17K
|
1.26K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-31- 5.46% |
$14.3K - $17K
|
537
$164K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-32- 7.71% |
$14.8K - $17.5K
|
383
$117K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-32- 4.73% |
$14.8K - $17.5K
|
644
$197K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-32- 6.13% |
$14.8K - $17.5K
|
490
$150K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-32- 1.98% |
$14.8K - $17.5K
|
1.58K
$484K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-32- 5.55% |
$14.8K - $17.5K
|
545
$167K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-32- 0.16% |
$14.8K - $17.5K
|
20K
$6.11M
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-32- 6.97% |
$14.8K - $17.5K
|
427
$130K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-33- 0.55% |
$15.2K - $18.1K
|
5.96K
$1.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-33- 4.05% |
$15.2K - $18.1K
|
781
$239K
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-33- 1.06% |
$15.2K - $18.1K
|
3.07K
$938K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-33- 4.77% |
$15.2K - $18.1K
|
659
$201K
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-33- 1.63% |
$15.2K - $18.1K
|
1.99K
$609K
|
|
|
May 14, 2025
Q1 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-33- 0.57% |
$15.2K - $18.1K
|
5.75K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-33- 0.61% |
$15.2K - $18.1K
|
5.38K
$1.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-34- 0.93% |
$15.7K - $18.6K
|
3.6K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-34- 14.98% |
$15.7K - $18.6K
|
193
$59K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-34- 1.44% |
$15.7K - $18.6K
|
2.33K
$713K
|
|
|
May 15, 2025
Q1 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-34- 6.36% |
$15.7K - $18.6K
|
501
$153K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-35- 5.96% |
$16.2K - $19.2K
|
552
$169K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-35- 4.13% |
$16.2K - $19.2K
|
813
$248K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-35- 1.87% |
$16.2K - $19.2K
|
1.84K
$562K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-35- 1.18% |
$16.2K - $19.2K
|
2.93K
$895K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-35- 0.98% |
$16.2K - $19.2K
|
3.53K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-35- 5.14% |
$16.2K - $19.2K
|
646
$197K
|