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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-36- 26.87% |
$16.6K - $19.7K
|
98
$30K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-36- 4.95% |
$16.6K - $19.7K
|
692
$211K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-36- 3.16% |
$16.6K - $19.7K
|
1.1K
$337K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-36- 2.29% |
$16.6K - $19.7K
|
1.53K
$469K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-36- 1.25% |
$16.6K - $19.7K
|
2.85K
$869K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-36- 1.93% |
$16.6K - $19.7K
|
1.83K
$559K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-36- 1.02% |
$16.6K - $19.7K
|
3.48K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-36- 2.56% |
$16.6K - $19.7K
|
1.37K
$419K
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-37- 6.06% |
$17.1K - $20.3K
|
574
$175K
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
SELL
|
- |
-37- 3.83% |
$17.1K - $20.3K
|
929
$284K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-38- 3.82% |
$17.5K - $20.8K
|
956
$292K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-38- 4.74% |
$17.5K - $20.8K
|
763
$233K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-39- 1.94% |
$18K - $21.4K
|
1.97K
$602K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-40- 4.06% |
$18.5K - $21.9K
|
945
$289K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-40- 2.55% |
$18.5K - $21.9K
|
1.53K
$467K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-40- 6.02% |
$18.5K - $21.9K
|
625
$191K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-40- 2.42% |
$18.5K - $21.9K
|
1.61K
$493K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-40- 6.81% |
$18.5K - $21.9K
|
547
$167K
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-40- 1.28% |
$18.5K - $21.9K
|
3.09K
$943K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-40- 7.45% |
$18.5K - $21.9K
|
497
$152K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-40- 4.18% |
$18.5K - $21.9K
|
916
$280K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-40- 8.66% |
$18.5K - $21.9K
|
422
$129K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-40- 31.01% |
$18.5K - $21.9K
|
89
$27.2K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-40- 5.81% |
$18.5K - $21.9K
|
649
$198K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-40- 0.55% |
$18.5K - $21.9K
|
7.18K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-40- 8.3% |
$18.5K - $21.9K
|
442
$135K
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
SELL
|
- |
-41- 4.65% |
$18.9K - $22.5K
|
841
$257K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-41- 1.96% |
$18.9K - $22.5K
|
2.05K
$626K
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-42- 2.84% |
$19.4K - $23K
|
1.44K
$439K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-42- 0.35% |
$19.4K - $23K
|
11.8K
$3.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-42- 4.8% |
$19.4K - $23K
|
833
$255K
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
SELL
|
- |
-42- 9.44% |
$19.4K - $23K
|
403
$123K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-42- 0.34% |
$19.4K - $23K
|
12.4K
$3.79M
|
|
|
May 15, 2025
Q1 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
SELL
|
- |
-42- 1.59% |
$19.4K - $23K
|
2.59K
$792K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-43- 4.71% |
$19.8K - $23.6K
|
870
$266K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-43- 7.96% |
$19.8K - $23.6K
|
497
$152K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-43- 1.51% |
$19.8K - $23.6K
|
2.81K
$858K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-44- 2.41% |
$20.3K - $24.1K
|
1.78K
$543K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
SELL
|
- |
-44- 5.74% |
$20.3K - $24.1K
|
722
$221K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-44- 6.5% |
$20.3K - $24.1K
|
633
$193K
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-44- 8.75% |
$20.3K - $24.1K
|
459
$140K
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-46- 0.99% |
$21.2K - $25.2K
|
4.62K
$1.41M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-46- 5.7% |
$21.2K - $25.2K
|
761
$233K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-46- 5.83% |
$21.2K - $25.2K
|
743
$227K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-46- 5.44% |
$21.2K - $25.2K
|
800
$244K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-46- 0.37% |
$21.2K - $25.2K
|
12.5K
$3.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-47- 7.19% |
$21.7K - $25.8K
|
607
$186K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-47- 9.29% |
$21.7K - $25.8K
|
459
$140K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-47- 0.8% |
$21.7K - $25.8K
|
5.81K
$1.78M
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
SELL
|
- |
-48- 9.07% |
$22.2K - $26.3K
|
481
$147K
|