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 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-48- 0.82% |
$22.2K - $26.3K
|
5.78K
$1.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-48- 8.36% |
$22.2K - $26.3K
|
526
$161K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-48- 8.08% |
$22.2K - $26.3K
|
546
$167K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-49- 2.76% |
$22.6K - $26.9K
|
1.73K
$528K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-49- 0.16% |
$22.6K - $26.9K
|
30K
$9.18M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-49- 1.42% |
$22.6K - $26.9K
|
3.41K
$1.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-50- 10.94% |
$23.1K - $27.4K
|
407
$124K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-50- 9.52% |
$23.1K - $27.4K
|
475
$145K
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-50- 0.77% |
$23.1K - $27.4K
|
6.42K
$1.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-50- 4.23% |
$23.1K - $27.4K
|
1.13K
$346K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-50- 6.5% |
$23.1K - $27.4K
|
719
$220K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-50- 5.75% |
$23.1K - $27.4K
|
819
$250K
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-50- 1.16% |
$23.1K - $27.4K
|
4.27K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-50- 4.31% |
$23.1K - $27.4K
|
1.11K
$339K
|
|
|
May 13, 2025
Q1 2025
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-50- 4.39% |
$23.1K - $27.4K
|
1.09K
$333K
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-50- 5.78% |
$23.1K - $27.4K
|
815
$249K
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-51- 3.42% |
$23.5K - $28K
|
1.44K
$440K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-51- 3.48% |
$23.5K - $28K
|
1.41K
$432K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-51- 16.04% |
$23.5K - $28K
|
267
$81.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-52- 6.05% |
$24K - $28.5K
|
808
$247K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-52- 0.3% |
$24K - $28.5K
|
17.4K
$5.31M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-52- 6.34% |
$24K - $28.5K
|
768
$235K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-52- 4.15% |
$24K - $28.5K
|
1.2K
$367K
|
|
|
Apr 16, 2025
Q1 2025
|
Vista Finance, LLC
|
SELL
|
- |
-53- 1.35% |
$24.5K - $29.1K
|
3.87K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-53- 5.63% |
$24.5K - $29.1K
|
888
$271K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-54- 8.91% |
$24.9K - $29.6K
|
552
$169K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-54- 4.68% |
$24.9K - $29.6K
|
1.1K
$336K
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-54- 11.25% |
$24.9K - $29.6K
|
426
$130K
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-54- 1.03% |
$24.9K - $29.6K
|
5.19K
$1.59M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-54- 3.4% |
$24.9K - $29.6K
|
1.53K
$469K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-54- 1.52% |
$24.9K - $29.6K
|
3.51K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-54- 0.62% |
$24.9K - $29.6K
|
8.64K
$2.64M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-55- 7.22% |
$25.4K - $30.1K
|
707
$216K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-55- 4.98% |
$25.4K - $30.1K
|
1.05K
$321K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-55- 1.62% |
$25.4K - $30.1K
|
3.33K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-55- 7.31% |
$25.4K - $30.1K
|
697
$213K
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-55- 3.4% |
$25.4K - $30.1K
|
1.57K
$478K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-56- 7.85% |
$25.8K - $30.7K
|
657
$201K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-56- 3.31% |
$25.8K - $30.7K
|
1.64K
$500K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-56- 0.48% |
$25.8K - $30.7K
|
11.6K
$3.54M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-56- 1.99% |
$25.8K - $30.7K
|
2.76K
$842K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-56- 5.91% |
$25.8K - $30.7K
|
892
$273K
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-56- 3.58% |
$25.8K - $30.7K
|
1.51K
$461K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-57- 2.23% |
$26.3K - $31.2K
|
2.5K
$764K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-57- 7.46% |
$26.3K - $31.2K
|
707
$216K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-57- 1.6% |
$26.3K - $31.2K
|
3.5K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-57- 12.21% |
$26.3K - $31.2K
|
410
$125K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-57- 8.19% |
$26.3K - $31.2K
|
639
$195K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-57- 5.42% |
$26.3K - $31.2K
|
995
$304K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-58- 3.69% |
$26.8K - $31.8K
|
1.51K
$462K
|