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 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-24- 1.53% |
$11.1K - $13.2K
|
1.55K
$405K
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-24- 0.66% |
$11.1K - $13.2K
|
3.61K
$943K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-25- 1.42% |
$11.5K - $13.7K
|
1.74K
$454K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-25- 17.24% |
$11.5K - $13.7K
|
120
$31.4K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-25- 3.54% |
$11.5K - $13.7K
|
682
$178K
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-25- 1.34% |
$11.5K - $13.7K
|
1.84K
$481K
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-25- 2.55% |
$11.5K - $13.7K
|
955
$250K
|
|
|
May 08, 2025
Q1 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-25- 5.43% |
$11.5K - $13.7K
|
435
$114K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-25- 33.78% |
$11.5K - $13.7K
|
49
$12.8K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-25- 5.35% |
$11.5K - $13.7K
|
442
$116K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-25- 2.99% |
$11.5K - $13.7K
|
811
$212K
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-25- 3.28% |
$11.5K - $13.7K
|
737
$193K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-25- 0.68% |
$11.5K - $13.7K
|
3.66K
$958K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-25- 3.74% |
$11.5K - $13.7K
|
643
$168K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-26- 6.91% |
$12K - $14.3K
|
350
$91.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-26- 0.51% |
$12K - $14.3K
|
5.04K
$1.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-26- 3.1% |
$12K - $14.3K
|
813
$213K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-26- 2.66% |
$12K - $14.3K
|
951
$249K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-26- 5.22% |
$12K - $14.3K
|
472
$123K
|
|
|
Jun 27, 2025
Q1 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
SELL
|
- |
-26- 4.59% |
$12K - $14.3K
|
540
$141K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-27- 3.25% |
$12.5K - $14.8K
|
804
$210K
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-27- 0.16% |
$12.5K - $14.8K
|
17.4K
$4.55M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-27- 6.16% |
$12.5K - $14.8K
|
411
$108K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-28- 6.18% |
$12.9K - $15.3K
|
425
$111K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-28- 0.66% |
$12.9K - $15.3K
|
4.23K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-28- 4.96% |
$12.9K - $15.3K
|
537
$140K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-28- 6.26% |
$12.9K - $15.3K
|
419
$110K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-29- 0.25% |
$13.4K - $15.9K
|
11.7K
$3.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-29- 1.71% |
$13.4K - $15.9K
|
1.67K
$436K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-29- 2.71% |
$13.4K - $15.9K
|
1.04K
$273K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-29- 1.74% |
$13.4K - $15.9K
|
1.64K
$429K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-29- 1.74% |
$13.4K - $15.9K
|
1.64K
$429K
|
|
|
May 13, 2025
Q1 2025
|
Inkwell Capital LLC
Miami, FL |
SELL
|
- |
-29- 0.68% |
$13.4K - $15.9K
|
4.24K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-29- 0.66% |
$13.4K - $15.9K
|
4.4K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-30- 1.62% |
$13.8K - $16.4K
|
1.83K
$478K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-30- 4.09% |
$13.8K - $16.4K
|
703
$184K
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-30- 5.48% |
$13.8K - $16.4K
|
517
$135K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-30- 1.69% |
$13.8K - $16.4K
|
1.75K
$456K
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-30- 3.2% |
$13.8K - $16.4K
|
908
$238K
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-30- 3.89% |
$13.8K - $16.4K
|
741
$194K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-31- 1.36% |
$14.3K - $17K
|
2.24K
$587K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-31- 3.07% |
$14.3K - $17K
|
978
$256K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-31- 4.49% |
$14.3K - $17K
|
659
$172K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-31- 2.39% |
$14.3K - $17K
|
1.26K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-31- 5.46% |
$14.3K - $17K
|
537
$140K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-32- 7.71% |
$14.8K - $17.5K
|
383
$100K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-32- 4.73% |
$14.8K - $17.5K
|
644
$168K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-32- 6.13% |
$14.8K - $17.5K
|
490
$128K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-32- 1.98% |
$14.8K - $17.5K
|
1.58K
$414K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-32- 5.55% |
$14.8K - $17.5K
|
545
$143K
|