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 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-159- 1.49% |
$73.4K - $87.2K
|
10.5K
$3.21M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-159- 26.81% |
$73.4K - $87.2K
|
434
$133K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-159- 4.84% |
$73.4K - $87.2K
|
3.13K
$956K
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-160- 6.15% |
$73.8K - $87.7K
|
2.44K
$746K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-161- 57.3% |
$74.3K - $88.3K
|
120
$36.7K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-161- 7.84% |
$74.3K - $88.3K
|
1.89K
$578K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-162- 9.52% |
$74.8K - $88.8K
|
1.54K
$471K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-163- 2.45% |
$75.2K - $89.4K
|
6.49K
$1.98M
|
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-163- 3.99% |
$75.2K - $89.4K
|
3.92K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-164- 0.51% |
$75.7K - $89.9K
|
32.2K
$9.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-165- 17.31% |
$76.2K - $90.4K
|
788
$241K
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-165- 0.46% |
$76.2K - $90.4K
|
35.6K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
SELL
|
- |
-165- 4.03% |
$76.2K - $90.4K
|
3.93K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-166- 22.96% |
$76.6K - $91K
|
557
$170K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-167- 10.8% |
$77.1K - $91.5K
|
1.38K
$421K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-167- 18.37% |
$77.1K - $91.5K
|
742
$227K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-168- 8.55% |
$77.5K - $92.1K
|
1.8K
$549K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-168- 3.82% |
$77.5K - $92.1K
|
4.23K
$1.29M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-169- 3.98% |
$78K - $92.6K
|
4.08K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-169- 7.96% |
$78K - $92.6K
|
1.95K
$597K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-171- 1.0% |
$78.9K - $93.7K
|
17K
$5.18M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-171- 9.72% |
$78.9K - $93.7K
|
1.59K
$486K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-172- 12.28% |
$79.4K - $94.3K
|
1.23K
$376K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-174- 4.41% |
$80.3K - $95.4K
|
3.77K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-174- 5.6% |
$80.3K - $95.4K
|
2.93K
$896K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-175- 28.41% |
$80.8K - $95.9K
|
441
$135K
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-175- 7.58% |
$80.8K - $95.9K
|
2.14K
$652K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-175- 3.12% |
$80.8K - $95.9K
|
5.43K
$1.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-175- 1.49% |
$80.8K - $95.9K
|
11.6K
$3.53M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-175- 6.79% |
$80.8K - $95.9K
|
2.4K
$734K
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-175- 1.29% |
$80.8K - $95.9K
|
13.3K
$4.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-177- 26.18% |
$81.7K - $97K
|
499
$153K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-178- 9.71% |
$82.2K - $97.6K
|
1.66K
$506K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-178- 10.06% |
$82.2K - $97.6K
|
1.59K
$487K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-178- 20.92% |
$82.2K - $97.6K
|
673
$206K
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-179- 0.66% |
$82.6K - $98.1K
|
26.8K
$8.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-180- 10.03% |
$83.1K - $98.7K
|
1.62K
$494K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-180- 12.92% |
$83.1K - $98.7K
|
1.21K
$371K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-181- 6.43% |
$83.5K - $99.2K
|
2.63K
$804K
|
|
|
May 14, 2025
Q1 2025
|
Wormser Freres Gestion
Paris, I0 |
SELL
|
- |
-181- 58.58% |
$83.5K - $99.2K
|
128
$39.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-182- 41.18% |
$84K - $99.8K
|
260
$79.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-182- 6.18% |
$84K - $99.8K
|
2.76K
$845K
|
|
|
Apr 30, 2025
Q1 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-182- 1.65% |
$84K - $99.8K
|
10.8K
$3.32M
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-182- 5.41% |
$84K - $99.8K
|
3.18K
$973K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-182- 1.93% |
$84K - $99.8K
|
9.25K
$2.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-183- 9.5% |
$84.5K - $100K
|
1.74K
$533K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-183- 3.12% |
$84.5K - $100K
|
5.69K
$1.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-184- 22.44% |
$84.9K - $101K
|
636
$194K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-184- 4.0% |
$84.9K - $101K
|
4.41K
$1.35M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-185- 16.07% |
$85.4K - $101K
|
966
$295K
|