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 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-72- 1.6% |
$33.2K - $39.5K
|
4.42K
$1.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-73- 8.72% |
$33.7K - $40K
|
764
$233K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-73- 6.52% |
$33.7K - $40K
|
1.05K
$320K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-74- 6.87% |
$34.2K - $40.6K
|
1K
$307K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-74- 10.04% |
$34.2K - $40.6K
|
663
$203K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-74- 2.29% |
$34.2K - $40.6K
|
3.15K
$963K
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-74- 18.5% |
$34.2K - $40.6K
|
326
$99.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-75- 13.46% |
$34.6K - $41.1K
|
482
$147K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-75- 11.76% |
$34.6K - $41.1K
|
563
$172K
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
SELL
|
- |
-75- 10.08% |
$34.6K - $41.1K
|
669
$204K
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-75- 75.0% |
$34.6K - $41.1K
|
25
$7.64K
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-75- 8.3% |
$34.6K - $41.1K
|
829
$253K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-76- 11.59% |
$35.1K - $41.7K
|
580
$177K
|
|
|
Apr 09, 2025
Q1 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-77- 0.64% |
$35.5K - $42.2K
|
11.9K
$3.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-77- 2.55% |
$35.5K - $42.2K
|
2.94K
$899K
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-77- 1.35% |
$35.5K - $42.2K
|
5.63K
$1.72M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-77- 4.72% |
$35.5K - $42.2K
|
1.56K
$476K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-78- 9.41% |
$36K - $42.8K
|
751
$230K
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-78- 16.63% |
$36K - $42.8K
|
391
$119K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-79- 4.39% |
$36.5K - $43.3K
|
1.72K
$525K
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-79- 0.12% |
$36.5K - $43.3K
|
65.1K
$19.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-80- 2.82% |
$36.9K - $43.9K
|
2.75K
$842K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-80- 8.41% |
$36.9K - $43.9K
|
871
$266K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-80- 7.91% |
$36.9K - $43.9K
|
931
$285K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-80- 8.93% |
$36.9K - $43.9K
|
816
$249K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-80- 6.39% |
$36.9K - $43.9K
|
1.17K
$358K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-81- 0.35% |
$37.4K - $44.4K
|
23.2K
$7.09M
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-81- 0.83% |
$37.4K - $44.4K
|
9.68K
$2.96M
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-82- 12.39% |
$37.8K - $45K
|
580
$177K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-82- 3.83% |
$37.8K - $45K
|
2.06K
$630K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-82- 3.81% |
$37.8K - $45K
|
2.07K
$634K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-82- 6.11% |
$37.8K - $45K
|
1.26K
$385K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-82- 14.83% |
$37.8K - $45K
|
471
$144K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-85- 0.34% |
$39.2K - $46.6K
|
25.1K
$7.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-85- 12.28% |
$39.2K - $46.6K
|
607
$186K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-86- 8.86% |
$39.7K - $47.1K
|
885
$270K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-86- 4.53% |
$39.7K - $47.1K
|
1.81K
$554K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-86- 9.83% |
$39.7K - $47.1K
|
789
$241K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-86- 7.45% |
$39.7K - $47.1K
|
1.07K
$326K
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-87- 1.79% |
$40.2K - $47.7K
|
4.77K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-88- 0.92% |
$40.6K - $48.2K
|
9.47K
$2.9M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-89- 7.95% |
$41.1K - $48.8K
|
1.03K
$315K
|
|
|
Apr 10, 2025
Q1 2025
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-90- 0.51% |
$41.5K - $49.3K
|
17.4K
$5.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-90- 17.41% |
$41.5K - $49.3K
|
427
$130K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-90- 9.99% |
$41.5K - $49.3K
|
811
$248K
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-90- 16.51% |
$41.5K - $49.3K
|
455
$139K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-91- 0.97% |
$42K - $49.9K
|
9.26K
$2.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-91- 6.24% |
$42K - $49.9K
|
1.37K
$418K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-91- 7.04% |
$42K - $49.9K
|
1.2K
$367K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-92- 7.47% |
$42.5K - $50.4K
|
1.14K
$348K
|