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 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-100- 8.16% |
$46.2K - $54.8K
|
1.13K
$295K
|
|
|
Jul 18, 2025
Q1 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-100- 16.95% |
$46.2K - $54.8K
|
490
$128K
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-101- 0.97% |
$46.6K - $55.4K
|
10.3K
$2.71M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-101- 1.32% |
$46.6K - $55.4K
|
7.57K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-101- 0.61% |
$46.6K - $55.4K
|
16.4K
$4.3M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-102- 10.4% |
$47.1K - $55.9K
|
879
$230K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-103- 0.77% |
$47.5K - $56.5K
|
13.3K
$3.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-103- 0.75% |
$47.5K - $56.5K
|
13.6K
$3.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-105- 5.12% |
$48.5K - $57.6K
|
1.94K
$508K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-105- 17.21% |
$48.5K - $57.6K
|
505
$132K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-105- 21.38% |
$48.5K - $57.6K
|
386
$101K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-105- 0.75% |
$48.5K - $57.6K
|
13.9K
$3.63M
|
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-105- 0.81% |
$48.5K - $57.6K
|
12.8K
$3.35M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-106- 2.2% |
$48.9K - $58.1K
|
4.71K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-106- 0.77% |
$48.9K - $58.1K
|
13.6K
$3.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-106- 2.84% |
$48.9K - $58.1K
|
3.62K
$948K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-106- 6.74% |
$48.9K - $58.1K
|
1.47K
$384K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-106- 1.45% |
$48.9K - $58.1K
|
7.2K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-107- 0.77% |
$49.4K - $58.7K
|
13.9K
$3.63M
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-108- 13.35% |
$49.8K - $59.2K
|
701
$183K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-108- 3.64% |
$49.8K - $59.2K
|
2.86K
$749K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-109- 1.08% |
$50.3K - $59.8K
|
10K
$2.62M
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-109- 13.33% |
$50.3K - $59.8K
|
709
$185K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-109- 16.39% |
$50.3K - $59.8K
|
556
$145K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-109- 15.84% |
$50.3K - $59.8K
|
579
$151K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-109- 0.32% |
$50.3K - $59.8K
|
33.7K
$8.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-110- 0.98% |
$50.8K - $60.3K
|
11.2K
$2.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-110- 13.68% |
$50.8K - $60.3K
|
694
$182K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-110- 1.56% |
$50.8K - $60.3K
|
6.96K
$1.82M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-110- 2.96% |
$50.8K - $60.3K
|
3.61K
$944K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-110- 1.55% |
$50.8K - $60.3K
|
6.98K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-110- 2.73% |
$50.8K - $60.3K
|
3.92K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-110- 9.0% |
$50.8K - $60.3K
|
1.11K
$291K
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-111- 1.2% |
$51.2K - $60.8K
|
9.12K
$2.39M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-111- 5.57% |
$51.2K - $60.8K
|
1.88K
$493K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-111- 3.22% |
$51.2K - $60.8K
|
3.34K
$873K
|
|
|
May 09, 2025
Q1 2025
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-113- 0.56% |
$52.2K - $61.9K
|
20.2K
$5.27M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-114- 3.22% |
$52.6K - $62.5K
|
3.43K
$897K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-114- 9.22% |
$52.6K - $62.5K
|
1.12K
$293K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-114- 9.19% |
$52.6K - $62.5K
|
1.13K
$295K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-115- 8.84% |
$53.1K - $63K
|
1.19K
$310K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-115- 10.16% |
$53.1K - $63K
|
1.02K
$266K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-116- 4.74% |
$53.5K - $63.6K
|
2.33K
$610K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-116- 2.68% |
$53.5K - $63.6K
|
4.21K
$1.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-116- 20.68% |
$53.5K - $63.6K
|
445
$116K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-116- 14.55% |
$53.5K - $63.6K
|
681
$178K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-116- 14.3% |
$53.5K - $63.6K
|
695
$182K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-116- 23.06% |
$53.5K - $63.6K
|
387
$101K
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-117- 37.62% |
$54K - $64.1K
|
194
$50.7K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-117- 4.32% |
$54K - $64.1K
|
2.59K
$677K
|