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 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-117- 17.41% |
$54K - $64.1K
|
555
$145K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-117- 21.39% |
$54K - $64.1K
|
430
$112K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-118- 11.23% |
$54.5K - $64.7K
|
933
$244K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-119- 7.42% |
$54.9K - $65.2K
|
1.48K
$388K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-119- 0.38% |
$54.9K - $65.2K
|
31.2K
$8.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-119- 17.71% |
$54.9K - $65.2K
|
553
$145K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-119- 3.19% |
$54.9K - $65.2K
|
3.62K
$946K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-119- 8.72% |
$54.9K - $65.2K
|
1.25K
$326K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-119- 1.71% |
$54.9K - $65.2K
|
6.84K
$1.79M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-120- 8.99% |
$55.4K - $65.8K
|
1.22K
$318K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-120- 3.45% |
$55.4K - $65.8K
|
3.36K
$879K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-120- 5.18% |
$55.4K - $65.8K
|
2.2K
$574K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-120- 4.96% |
$55.4K - $65.8K
|
2.3K
$601K
|
|
|
May 14, 2025
Q1 2025
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-120- 1.84% |
$55.4K - $65.8K
|
6.41K
$1.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-121- 15.96% |
$55.8K - $66.3K
|
637
$167K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-121- 4.72% |
$55.8K - $66.3K
|
2.44K
$638K
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-121- 1.35% |
$55.8K - $66.3K
|
8.87K
$2.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-122- 8.0% |
$56.3K - $66.9K
|
1.4K
$367K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-122- 5.37% |
$56.3K - $66.9K
|
2.15K
$562K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-122- 16.31% |
$56.3K - $66.9K
|
626
$164K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-122- 13.16% |
$56.3K - $66.9K
|
805
$211K
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-122- 2.75% |
$56.3K - $66.9K
|
4.32K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-123- 6.83% |
$56.8K - $67.4K
|
1.68K
$439K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-123- 4.34% |
$56.8K - $67.4K
|
2.71K
$709K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-125- 4.72% |
$57.7K - $68.5K
|
2.52K
$660K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-125- 57.6% |
$57.7K - $68.5K
|
92
$24.1K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-125- 0.42% |
$57.7K - $68.5K
|
29.7K
$7.76M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-126- 11.92% |
$58.2K - $69.1K
|
931
$244K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-128- 9.27% |
$59.1K - $70.2K
|
1.25K
$328K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-128- 18.91% |
$59.1K - $70.2K
|
549
$144K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-130- 21.0% |
$60K - $71.3K
|
489
$128K
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-130- 9.26% |
$60K - $71.3K
|
1.27K
$333K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-130- 0.42% |
$60K - $71.3K
|
30.9K
$8.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-132- 15.62% |
$60.9K - $72.4K
|
713
$186K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-132- 3.03% |
$60.9K - $72.4K
|
4.22K
$1.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-133- 12.1% |
$61.4K - $72.9K
|
966
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-133- 46.02% |
$61.4K - $72.9K
|
156
$40.8K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-133- 0.82% |
$61.4K - $72.9K
|
16K
$4.19M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-133- 6.85% |
$61.4K - $72.9K
|
1.81K
$473K
|
|
|
Apr 08, 2025
Q1 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-134- 6.79% |
$61.8K - $73.5K
|
1.84K
$481K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-134- 17.7% |
$61.8K - $73.5K
|
623
$163K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-135- 8.2% |
$62.3K - $74K
|
1.51K
$395K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-136- 3.48% |
$62.8K - $74.6K
|
3.77K
$985K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-136- 0.72% |
$62.8K - $74.6K
|
18.7K
$4.88M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-137- 18.64% |
$63.2K - $75.1K
|
598
$156K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-137- 11.34% |
$63.2K - $75.1K
|
1.07K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-137- 2.61% |
$63.2K - $75.1K
|
5.11K
$1.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-138- 8.3% |
$63.7K - $75.6K
|
1.52K
$399K
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-140- 2.34% |
$64.6K - $76.7K
|
5.84K
$1.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-140- 19.0% |
$64.6K - $76.7K
|
597
$156K
|