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 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-54- 1.52% |
$24.9K - $29.6K
|
3.51K
$917K
|
|
|
May 14, 2025
Q1 2025
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-54- 0.62% |
$24.9K - $29.6K
|
8.64K
$2.26M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-55- 7.22% |
$25.4K - $30.1K
|
707
$185K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-55- 4.98% |
$25.4K - $30.1K
|
1.05K
$275K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-55- 1.62% |
$25.4K - $30.1K
|
3.33K
$871K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-55- 7.31% |
$25.4K - $30.1K
|
697
$182K
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-55- 3.4% |
$25.4K - $30.1K
|
1.57K
$409K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-56- 7.85% |
$25.8K - $30.7K
|
657
$172K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-56- 3.31% |
$25.8K - $30.7K
|
1.64K
$428K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-56- 0.48% |
$25.8K - $30.7K
|
11.6K
$3.03M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-56- 1.99% |
$25.8K - $30.7K
|
2.76K
$721K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-56- 5.91% |
$25.8K - $30.7K
|
892
$233K
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-56- 3.58% |
$25.8K - $30.7K
|
1.51K
$395K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-57- 2.23% |
$26.3K - $31.2K
|
2.5K
$654K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-57- 7.46% |
$26.3K - $31.2K
|
707
$185K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-57- 1.6% |
$26.3K - $31.2K
|
3.5K
$917K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-57- 12.21% |
$26.3K - $31.2K
|
410
$107K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-57- 8.19% |
$26.3K - $31.2K
|
639
$167K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-57- 5.42% |
$26.3K - $31.2K
|
995
$260K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-58- 3.69% |
$26.8K - $31.8K
|
1.51K
$395K
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-58- 9.37% |
$26.8K - $31.8K
|
561
$147K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-58- 9.25% |
$26.8K - $31.8K
|
569
$149K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-58- 46.4% |
$26.8K - $31.8K
|
67
$17.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-59- 5.39% |
$27.2K - $32.3K
|
1.04K
$271K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-59- 2.16% |
$27.2K - $32.3K
|
2.67K
$699K
|
|
|
May 02, 2025
Q1 2025
|
Postrock Partners LLC
Overland Park, OR |
SELL
|
- |
-59- 2.89% |
$27.2K - $32.3K
|
1.99K
$519K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-59- 3.32% |
$27.2K - $32.3K
|
1.72K
$450K
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-59- 5.11% |
$27.2K - $32.3K
|
1.1K
$287K
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-59- 1.07% |
$27.2K - $32.3K
|
5.46K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-60- 5.31% |
$27.7K - $32.9K
|
1.07K
$280K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-60- 1.41% |
$27.7K - $32.9K
|
4.19K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-60- 2.6% |
$27.7K - $32.9K
|
2.25K
$588K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-60- 7.37% |
$27.7K - $32.9K
|
754
$197K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-61- 10.66% |
$28.2K - $33.4K
|
511
$134K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-61- 0.61% |
$28.2K - $33.4K
|
9.88K
$2.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-61- 2.06% |
$28.2K - $33.4K
|
2.9K
$757K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-62- 1.48% |
$28.6K - $34K
|
4.12K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-62- 11.46% |
$28.6K - $34K
|
479
$125K
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-62- 11.44% |
$28.6K - $34K
|
480
$126K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-63- 13.52% |
$29.1K - $34.5K
|
403
$105K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-63- 2.88% |
$29.1K - $34.5K
|
2.12K
$555K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-63- 8.56% |
$29.1K - $34.5K
|
673
$176K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-63- 0.79% |
$29.1K - $34.5K
|
7.95K
$2.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-64- 11.96% |
$29.5K - $35.1K
|
471
$123K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-64- 5.11% |
$29.5K - $35.1K
|
1.19K
$311K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-64- 9.38% |
$29.5K - $35.1K
|
618
$162K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-64- 3.85% |
$29.5K - $35.1K
|
1.6K
$419K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-65- 6.83% |
$30K - $35.6K
|
886
$232K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-65- 0.71% |
$30K - $35.6K
|
9.11K
$2.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-65- 1.21% |
$30K - $35.6K
|
5.32K
$1.39M
|