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 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-140- 4.96% |
$64.6K - $76.7K
|
2.69K
$702K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-142- 16.59% |
$65.5K - $77.8K
|
714
$187K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-143- 19.27% |
$66K - $78.4K
|
599
$157K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-143- 8.19% |
$66K - $78.4K
|
1.6K
$420K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-143- 3.41% |
$66K - $78.4K
|
4.06K
$1.06M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-143- 6.29% |
$66K - $78.4K
|
2.13K
$558K
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-144- 3.31% |
$66.5K - $78.9K
|
4.21K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-144- 0.19% |
$66.5K - $78.9K
|
74.4K
$19.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-146- 14.38% |
$67.4K - $80K
|
869
$227K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-146- 1.54% |
$67.4K - $80K
|
9.35K
$2.45M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-146- 20.45% |
$67.4K - $80K
|
568
$149K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-148- 19.2% |
$68.3K - $81.1K
|
623
$163K
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-150- 27.73% |
$69.2K - $82.2K
|
391
$102K
|
|
|
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
$357K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-151- 28.33% |
$69.7K - $82.8K
|
382
$99.9K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-151- 3.4% |
$69.7K - $82.8K
|
4.3K
$1.12M
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-152- 3.41% |
$70.2K - $83.3K
|
4.3K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-154- 1.03% |
$71.1K - $84.4K
|
14.8K
$3.86M
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-155- 5.79% |
$71.5K - $85K
|
2.52K
$660K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-156- 28.68% |
$72K - $85.5K
|
388
$101K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-157- 71.69% |
$72.5K - $86.1K
|
62
$16.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-158- 14.08% |
$72.9K - $86.6K
|
964
$252K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-158- 3.83% |
$72.9K - $86.6K
|
3.97K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-159- 7.71% |
$73.4K - $87.2K
|
1.9K
$498K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-159- 1.49% |
$73.4K - $87.2K
|
10.5K
$2.75M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-159- 26.81% |
$73.4K - $87.2K
|
434
$114K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-159- 4.84% |
$73.4K - $87.2K
|
3.13K
$818K
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-160- 6.15% |
$73.8K - $87.7K
|
2.44K
$639K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-161- 57.3% |
$74.3K - $88.3K
|
120
$31.4K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-161- 7.84% |
$74.3K - $88.3K
|
1.89K
$495K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-162- 9.52% |
$74.8K - $88.8K
|
1.54K
$403K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-163- 2.45% |
$75.2K - $89.4K
|
6.49K
$1.7M
|
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-163- 3.99% |
$75.2K - $89.4K
|
3.92K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-164- 0.51% |
$75.7K - $89.9K
|
32.2K
$8.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-165- 17.31% |
$76.2K - $90.4K
|
788
$206K
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-165- 0.46% |
$76.2K - $90.4K
|
35.6K
$9.31M
|
|
|
May 15, 2025
Q1 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
SELL
|
- |
-165- 4.03% |
$76.2K - $90.4K
|
3.93K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-166- 22.96% |
$76.6K - $91K
|
557
$146K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-167- 10.8% |
$77.1K - $91.5K
|
1.38K
$361K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-167- 18.37% |
$77.1K - $91.5K
|
742
$194K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-168- 8.55% |
$77.5K - $92.1K
|
1.8K
$470K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-168- 3.82% |
$77.5K - $92.1K
|
4.23K
$1.11M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-169- 3.98% |
$78K - $92.6K
|
4.08K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-169- 7.96% |
$78K - $92.6K
|
1.95K
$511K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-171- 1.0% |
$78.9K - $93.7K
|
17K
$4.44M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-171- 9.72% |
$78.9K - $93.7K
|
1.59K
$416K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-172- 12.28% |
$79.4K - $94.3K
|
1.23K
$321K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-174- 4.41% |
$80.3K - $95.4K
|
3.77K
$987K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-174- 5.6% |
$80.3K - $95.4K
|
2.93K
$767K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-175- 28.41% |
$80.8K - $95.9K
|
441
$115K
|