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 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-123- 4.34% |
$56.8K - $67.4K
|
2.71K
$828K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-125- 4.72% |
$57.7K - $68.5K
|
2.52K
$771K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-125- 57.6% |
$57.7K - $68.5K
|
92
$28.1K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-125- 0.42% |
$57.7K - $68.5K
|
29.7K
$9.07M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-126- 11.92% |
$58.2K - $69.1K
|
931
$285K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-128- 9.27% |
$59.1K - $70.2K
|
1.25K
$383K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-128- 18.91% |
$59.1K - $70.2K
|
549
$168K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-130- 21.0% |
$60K - $71.3K
|
489
$149K
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-130- 9.26% |
$60K - $71.3K
|
1.27K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-130- 0.42% |
$60K - $71.3K
|
30.9K
$9.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-132- 15.62% |
$60.9K - $72.4K
|
713
$218K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-132- 3.03% |
$60.9K - $72.4K
|
4.22K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-133- 12.1% |
$61.4K - $72.9K
|
966
$295K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-133- 46.02% |
$61.4K - $72.9K
|
156
$47.7K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-133- 0.82% |
$61.4K - $72.9K
|
16K
$4.89M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-133- 6.85% |
$61.4K - $72.9K
|
1.81K
$553K
|
|
|
Apr 08, 2025
Q1 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-134- 6.79% |
$61.8K - $73.5K
|
1.84K
$562K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-134- 17.7% |
$61.8K - $73.5K
|
623
$190K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-135- 8.2% |
$62.3K - $74K
|
1.51K
$462K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-136- 3.48% |
$62.8K - $74.6K
|
3.77K
$1.15M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-136- 0.72% |
$62.8K - $74.6K
|
18.7K
$5.7M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-137- 18.64% |
$63.2K - $75.1K
|
598
$183K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-137- 11.34% |
$63.2K - $75.1K
|
1.07K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-137- 2.61% |
$63.2K - $75.1K
|
5.11K
$1.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-138- 8.3% |
$63.7K - $75.6K
|
1.52K
$466K
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-140- 2.34% |
$64.6K - $76.7K
|
5.84K
$1.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-140- 19.0% |
$64.6K - $76.7K
|
597
$182K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-140- 4.96% |
$64.6K - $76.7K
|
2.69K
$821K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-142- 16.59% |
$65.5K - $77.8K
|
714
$218K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-143- 19.27% |
$66K - $78.4K
|
599
$183K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-143- 8.19% |
$66K - $78.4K
|
1.6K
$490K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-143- 3.41% |
$66K - $78.4K
|
4.06K
$1.24M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-143- 6.29% |
$66K - $78.4K
|
2.13K
$652K
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-144- 3.31% |
$66.5K - $78.9K
|
4.21K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-144- 0.19% |
$66.5K - $78.9K
|
74.4K
$22.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-146- 14.38% |
$67.4K - $80K
|
869
$266K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-146- 1.54% |
$67.4K - $80K
|
9.35K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-146- 20.45% |
$67.4K - $80K
|
568
$174K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-148- 19.2% |
$68.3K - $81.1K
|
623
$190K
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-150- 27.73% |
$69.2K - $82.2K
|
391
$119K
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-150- 9.9% |
$69.2K - $82.2K
|
1.37K
$417K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-151- 28.33% |
$69.7K - $82.8K
|
382
$117K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-151- 3.4% |
$69.7K - $82.8K
|
4.3K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-154- 1.03% |
$71.1K - $84.4K
|
14.8K
$4.52M
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-155- 5.79% |
$71.5K - $85K
|
2.52K
$771K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-156- 28.68% |
$72K - $85.5K
|
388
$119K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-157- 71.69% |
$72.5K - $86.1K
|
62
$18.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-158- 14.08% |
$72.9K - $86.6K
|
964
$295K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-158- 3.83% |
$72.9K - $86.6K
|
3.97K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-159- 7.71% |
$73.4K - $87.2K
|
1.9K
$581K
|