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 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-82- 3.83% |
$37.8K - $45K
|
2.06K
$539K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-82- 3.81% |
$37.8K - $45K
|
2.07K
$542K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-82- 6.11% |
$37.8K - $45K
|
1.26K
$330K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-82- 14.83% |
$37.8K - $45K
|
471
$123K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-85- 0.34% |
$39.2K - $46.6K
|
25.1K
$6.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-85- 12.28% |
$39.2K - $46.6K
|
607
$159K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-86- 8.86% |
$39.7K - $47.1K
|
885
$231K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-86- 4.53% |
$39.7K - $47.1K
|
1.81K
$474K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-86- 9.83% |
$39.7K - $47.1K
|
789
$206K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-86- 7.45% |
$39.7K - $47.1K
|
1.07K
$279K
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-87- 1.79% |
$40.2K - $47.7K
|
4.77K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-88- 0.92% |
$40.6K - $48.2K
|
9.47K
$2.48M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-89- 7.95% |
$41.1K - $48.8K
|
1.03K
$269K
|
|
|
Apr 10, 2025
Q1 2025
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-90- 0.51% |
$41.5K - $49.3K
|
17.4K
$4.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-90- 17.41% |
$41.5K - $49.3K
|
427
$112K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-90- 9.99% |
$41.5K - $49.3K
|
811
$212K
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-90- 16.51% |
$41.5K - $49.3K
|
455
$119K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-91- 0.97% |
$42K - $49.9K
|
9.26K
$2.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-91- 6.24% |
$42K - $49.9K
|
1.37K
$358K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-91- 7.04% |
$42K - $49.9K
|
1.2K
$314K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-92- 7.47% |
$42.5K - $50.4K
|
1.14K
$298K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-93- 10.43% |
$42.9K - $51K
|
799
$209K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-93- 6.67% |
$42.9K - $51K
|
1.3K
$341K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-94- 5.09% |
$43.4K - $51.5K
|
1.75K
$458K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-94- 7.25% |
$43.4K - $51.5K
|
1.2K
$314K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-95- 1.98% |
$43.8K - $52.1K
|
4.71K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-95- 2.3% |
$43.8K - $52.1K
|
4.03K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-96- 3.62% |
$44.3K - $52.6K
|
2.56K
$668K
|
|
|
May 14, 2025
Q1 2025
|
Mirabaud Asset Management LTD
London, X0 |
SELL
|
- |
-96- 0.73% |
$44.3K - $52.6K
|
13.1K
$3.43M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-96- 16.05% |
$44.3K - $52.6K
|
502
$131K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
SELL
|
- |
-97- 6.31% |
$44.8K - $53.2K
|
1.44K
$377K
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-97- 13.78% |
$44.8K - $53.2K
|
607
$159K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-98- 3.29% |
$45.2K - $53.7K
|
2.88K
$754K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-98- 10.99% |
$45.2K - $53.7K
|
794
$208K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-98- 7.53% |
$45.2K - $53.7K
|
1.2K
$315K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-99- 5.57% |
$45.7K - $54.3K
|
1.68K
$439K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-99- 3.07% |
$45.7K - $54.3K
|
3.13K
$818K
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-99- 11.06% |
$45.7K - $54.3K
|
796
$208K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-99- 18.97% |
$45.7K - $54.3K
|
423
$111K
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-99- 17.43% |
$45.7K - $54.3K
|
469
$123K
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-100- 6.15% |
$46.2K - $54.8K
|
1.53K
$399K
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-100- 0.25% |
$46.2K - $54.8K
|
40.1K
$10.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-100- 81.97% |
$46.2K - $54.8K
|
22
$5.75K
|
|
|
Apr 25, 2025
Q1 2025
|
Prakash Investment Advisors LLC
Andover, MA |
SELL
|
- |
-100- 20.0% |
$46.2K - $54.8K
|
400
$105K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-100- 6.14% |
$46.2K - $54.8K
|
1.53K
$400K
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-100- 1.07% |
$46.2K - $54.8K
|
9.28K
$2.43M
|
|
|
May 12, 2025
Q1 2025
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-100- 1.42% |
$46.2K - $54.8K
|
6.95K
$1.82M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-100- 13.0% |
$46.2K - $54.8K
|
669
$175K
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-100- 11.9% |
$46.2K - $54.8K
|
740
$194K
|
|
|
May 15, 2025
Q1 2025
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-100- 6.25% |
$46.2K - $54.8K
|
1.5K
$392K
|