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 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-58- 9.37% |
$26.8K - $31.8K
|
561
$171K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-58- 9.25% |
$26.8K - $31.8K
|
569
$174K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-58- 46.4% |
$26.8K - $31.8K
|
67
$20.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-59- 5.39% |
$27.2K - $32.3K
|
1.04K
$316K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-59- 2.16% |
$27.2K - $32.3K
|
2.67K
$816K
|
|
|
May 02, 2025
Q1 2025
|
Postrock Partners LLC
Overland Park, OR |
SELL
|
- |
-59- 2.89% |
$27.2K - $32.3K
|
1.99K
$607K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-59- 3.32% |
$27.2K - $32.3K
|
1.72K
$526K
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-59- 5.11% |
$27.2K - $32.3K
|
1.1K
$335K
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-59- 1.07% |
$27.2K - $32.3K
|
5.46K
$1.67M
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-60- 5.31% |
$27.7K - $32.9K
|
1.07K
$327K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-60- 1.41% |
$27.7K - $32.9K
|
4.19K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-60- 2.6% |
$27.7K - $32.9K
|
2.25K
$687K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-60- 7.37% |
$27.7K - $32.9K
|
754
$230K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-61- 10.66% |
$28.2K - $33.4K
|
511
$156K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-61- 0.61% |
$28.2K - $33.4K
|
9.88K
$3.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-61- 2.06% |
$28.2K - $33.4K
|
2.9K
$885K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-62- 1.48% |
$28.6K - $34K
|
4.12K
$1.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-62- 11.46% |
$28.6K - $34K
|
479
$146K
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-62- 11.44% |
$28.6K - $34K
|
480
$147K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-63- 13.52% |
$29.1K - $34.5K
|
403
$123K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-63- 2.88% |
$29.1K - $34.5K
|
2.12K
$649K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-63- 8.56% |
$29.1K - $34.5K
|
673
$206K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-63- 0.79% |
$29.1K - $34.5K
|
7.95K
$2.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-64- 11.96% |
$29.5K - $35.1K
|
471
$144K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-64- 5.11% |
$29.5K - $35.1K
|
1.19K
$363K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-64- 9.38% |
$29.5K - $35.1K
|
618
$189K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-64- 3.85% |
$29.5K - $35.1K
|
1.6K
$489K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-65- 6.83% |
$30K - $35.6K
|
886
$271K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-65- 0.71% |
$30K - $35.6K
|
9.11K
$2.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-65- 1.21% |
$30K - $35.6K
|
5.32K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
SELL
|
- |
-65- 9.92% |
$30K - $35.6K
|
590
$180K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-65- 2.32% |
$30K - $35.6K
|
2.74K
$837K
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
SELL
|
- |
-66- 2.04% |
$30.5K - $36.2K
|
3.18K
$971K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-66- 5.92% |
$30.5K - $36.2K
|
1.05K
$320K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-67- 5.36% |
$30.9K - $36.7K
|
1.18K
$362K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-68- 10.64% |
$31.4K - $37.3K
|
571
$175K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-68- 2.02% |
$31.4K - $37.3K
|
3.29K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-68- 5.62% |
$31.4K - $37.3K
|
1.14K
$349K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-69- 4.22% |
$31.8K - $37.8K
|
1.57K
$479K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-69- 1.84% |
$31.8K - $37.8K
|
3.68K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-69- 0.68% |
$31.8K - $37.8K
|
10.1K
$3.1M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-69- 2.34% |
$31.8K - $37.8K
|
2.88K
$879K
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-69- 11.24% |
$31.8K - $37.8K
|
545
$167K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-69- 43.13% |
$31.8K - $37.8K
|
91
$27.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-70- 2.43% |
$32.3K - $38.4K
|
2.81K
$858K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-70- 46.67% |
$32.3K - $38.4K
|
80
$24.4K
|
|
|
May 12, 2025
Q1 2025
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-70- 2.51% |
$32.3K - $38.4K
|
2.72K
$830K
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
SELL
|
- |
-70- 3.85% |
$32.3K - $38.4K
|
1.75K
$534K
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-71- 6.75% |
$32.8K - $38.9K
|
981
$300K
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-72- 12.59% |
$33.2K - $39.5K
|
500
$153K
|