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 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
SELL
|
- |
-65- 9.92% |
$30K - $35.6K
|
590
$154K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-65- 2.32% |
$30K - $35.6K
|
2.74K
$717K
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
SELL
|
- |
-66- 2.04% |
$30.5K - $36.2K
|
3.18K
$831K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-66- 5.92% |
$30.5K - $36.2K
|
1.05K
$274K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-67- 5.36% |
$30.9K - $36.7K
|
1.18K
$310K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-68- 10.64% |
$31.4K - $37.3K
|
571
$149K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-68- 2.02% |
$31.4K - $37.3K
|
3.29K
$861K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-68- 5.62% |
$31.4K - $37.3K
|
1.14K
$298K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-69- 4.22% |
$31.8K - $37.8K
|
1.57K
$410K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-69- 1.84% |
$31.8K - $37.8K
|
3.68K
$962K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-69- 0.68% |
$31.8K - $37.8K
|
10.1K
$2.65M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-69- 2.34% |
$31.8K - $37.8K
|
2.88K
$752K
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-69- 11.24% |
$31.8K - $37.8K
|
545
$143K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-69- 43.13% |
$31.8K - $37.8K
|
91
$23.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-70- 2.43% |
$32.3K - $38.4K
|
2.81K
$734K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-70- 46.67% |
$32.3K - $38.4K
|
80
$20.9K
|
|
|
May 12, 2025
Q1 2025
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-70- 2.51% |
$32.3K - $38.4K
|
2.72K
$711K
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
SELL
|
- |
-70- 3.85% |
$32.3K - $38.4K
|
1.75K
$457K
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-71- 6.75% |
$32.8K - $38.9K
|
981
$257K
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-72- 12.59% |
$33.2K - $39.5K
|
500
$131K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-72- 1.6% |
$33.2K - $39.5K
|
4.42K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-73- 8.72% |
$33.7K - $40K
|
764
$200K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-73- 6.52% |
$33.7K - $40K
|
1.05K
$274K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-74- 6.87% |
$34.2K - $40.6K
|
1K
$262K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-74- 10.04% |
$34.2K - $40.6K
|
663
$173K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-74- 2.29% |
$34.2K - $40.6K
|
3.15K
$824K
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-74- 18.5% |
$34.2K - $40.6K
|
326
$85.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-75- 13.46% |
$34.6K - $41.1K
|
482
$126K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-75- 11.76% |
$34.6K - $41.1K
|
563
$147K
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
SELL
|
- |
-75- 10.08% |
$34.6K - $41.1K
|
669
$175K
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-75- 75.0% |
$34.6K - $41.1K
|
25
$6.54K
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-75- 8.3% |
$34.6K - $41.1K
|
829
$217K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-76- 11.59% |
$35.1K - $41.7K
|
580
$152K
|
|
|
Apr 09, 2025
Q1 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-77- 0.64% |
$35.5K - $42.2K
|
11.9K
$3.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-77- 2.55% |
$35.5K - $42.2K
|
2.94K
$769K
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-77- 1.35% |
$35.5K - $42.2K
|
5.63K
$1.47M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-77- 4.72% |
$35.5K - $42.2K
|
1.56K
$407K
|
|
|
Jul 07, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-77- 15.22% |
$35.5K - $42.2K
|
429
$112K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-78- 9.41% |
$36K - $42.8K
|
751
$196K
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-78- 16.63% |
$36K - $42.8K
|
391
$102K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-79- 4.39% |
$36.5K - $43.3K
|
1.72K
$450K
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-79- 0.12% |
$36.5K - $43.3K
|
65.1K
$17M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-80- 2.82% |
$36.9K - $43.9K
|
2.75K
$720K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-80- 8.41% |
$36.9K - $43.9K
|
871
$228K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-80- 7.91% |
$36.9K - $43.9K
|
931
$244K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-80- 8.93% |
$36.9K - $43.9K
|
816
$213K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-80- 6.39% |
$36.9K - $43.9K
|
1.17K
$307K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-81- 0.35% |
$37.4K - $44.4K
|
23.2K
$6.07M
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-81- 0.83% |
$37.4K - $44.4K
|
9.68K
$2.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-82- 12.39% |
$37.8K - $45K
|
580
$152K
|