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 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-93- 10.43% |
$42.9K - $51K
|
799
$244K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-93- 6.67% |
$42.9K - $51K
|
1.3K
$398K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-94- 5.09% |
$43.4K - $51.5K
|
1.75K
$535K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-94- 7.25% |
$43.4K - $51.5K
|
1.2K
$367K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-95- 1.98% |
$43.8K - $52.1K
|
4.71K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-95- 2.3% |
$43.8K - $52.1K
|
4.03K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-96- 3.62% |
$44.3K - $52.6K
|
2.56K
$781K
|
|
|
May 14, 2025
Q1 2025
|
Mirabaud Asset Management LTD
London, X0 |
SELL
|
- |
-96- 0.73% |
$44.3K - $52.6K
|
13.1K
$4.01M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-96- 16.05% |
$44.3K - $52.6K
|
502
$153K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
SELL
|
- |
-97- 6.31% |
$44.8K - $53.2K
|
1.44K
$440K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-98- 3.29% |
$45.2K - $53.7K
|
2.88K
$881K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-98- 10.99% |
$45.2K - $53.7K
|
794
$243K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-98- 7.53% |
$45.2K - $53.7K
|
1.2K
$368K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-99- 5.57% |
$45.7K - $54.3K
|
1.68K
$513K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-99- 3.07% |
$45.7K - $54.3K
|
3.13K
$956K
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-99- 11.06% |
$45.7K - $54.3K
|
796
$243K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-99- 18.97% |
$45.7K - $54.3K
|
423
$129K
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-99- 17.43% |
$45.7K - $54.3K
|
469
$143K
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-100- 6.15% |
$46.2K - $54.8K
|
1.53K
$466K
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-100- 0.25% |
$46.2K - $54.8K
|
40.1K
$12.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-100- 81.97% |
$46.2K - $54.8K
|
22
$6.72K
|
|
|
Apr 25, 2025
Q1 2025
|
Prakash Investment Advisors LLC
Andover, MA |
SELL
|
- |
-100- 20.0% |
$46.2K - $54.8K
|
400
$122K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-100- 6.14% |
$46.2K - $54.8K
|
1.53K
$467K
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-100- 1.07% |
$46.2K - $54.8K
|
9.28K
$2.83M
|
|
|
May 12, 2025
Q1 2025
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-100- 1.42% |
$46.2K - $54.8K
|
6.95K
$2.12M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-100- 13.0% |
$46.2K - $54.8K
|
669
$204K
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-100- 11.9% |
$46.2K - $54.8K
|
740
$226K
|
|
|
May 15, 2025
Q1 2025
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-100- 6.25% |
$46.2K - $54.8K
|
1.5K
$458K
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-100- 8.16% |
$46.2K - $54.8K
|
1.13K
$344K
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-101- 0.97% |
$46.6K - $55.4K
|
10.3K
$3.16M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-101- 1.32% |
$46.6K - $55.4K
|
7.57K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-101- 0.61% |
$46.6K - $55.4K
|
16.4K
$5.02M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-102- 10.4% |
$47.1K - $55.9K
|
879
$269K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-103- 0.77% |
$47.5K - $56.5K
|
13.3K
$4.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-103- 0.75% |
$47.5K - $56.5K
|
13.6K
$4.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-105- 5.12% |
$48.5K - $57.6K
|
1.94K
$594K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-105- 17.21% |
$48.5K - $57.6K
|
505
$154K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-105- 21.38% |
$48.5K - $57.6K
|
386
$118K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-105- 0.75% |
$48.5K - $57.6K
|
13.9K
$4.24M
|
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-105- 0.81% |
$48.5K - $57.6K
|
12.8K
$3.92M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-106- 2.2% |
$48.9K - $58.1K
|
4.71K
$1.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-106- 0.77% |
$48.9K - $58.1K
|
13.6K
$4.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-106- 2.84% |
$48.9K - $58.1K
|
3.62K
$1.11M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-106- 6.74% |
$48.9K - $58.1K
|
1.47K
$448K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-106- 1.45% |
$48.9K - $58.1K
|
7.2K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-107- 0.77% |
$49.4K - $58.7K
|
13.9K
$4.24M
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-108- 13.35% |
$49.8K - $59.2K
|
701
$214K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-108- 3.64% |
$49.8K - $59.2K
|
2.86K
$875K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-109- 1.08% |
$50.3K - $59.8K
|
10K
$3.06M
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-109- 13.33% |
$50.3K - $59.8K
|
709
$217K
|