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 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-185- 2.49% |
$85.4K - $101K
|
7.25K
$2.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-185- 6.01% |
$85.4K - $101K
|
2.89K
$884K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-186- 4.42% |
$85.8K - $102K
|
4.03K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-186- 6.72% |
$85.8K - $102K
|
2.58K
$788K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-186- 0.14% |
$85.8K - $102K
|
133K
$40.8M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-187- 7.44% |
$86.3K - $103K
|
2.33K
$711K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-189- 20.88% |
$87.2K - $104K
|
716
$219K
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-190- 29.14% |
$87.7K - $104K
|
462
$141K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-190- 13.43% |
$87.7K - $104K
|
1.23K
$374K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-190- 0.47% |
$87.7K - $104K
|
40K
$12.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-190- 1.46% |
$87.7K - $104K
|
12.8K
$3.91M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-190- 6.65% |
$87.7K - $104K
|
2.67K
$816K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-192- 15.26% |
$88.6K - $105K
|
1.07K
$326K
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-193- 10.98% |
$89.1K - $106K
|
1.56K
$478K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-194- 8.35% |
$89.5K - $106K
|
2.13K
$651K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-194- 11.52% |
$89.5K - $106K
|
1.49K
$455K
|
|
|
May 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-194- 1.37% |
$89.5K - $106K
|
14K
$4.27M
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-197- 11.28% |
$90.9K - $108K
|
1.55K
$473K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-198- 19.34% |
$91.4K - $109K
|
826
$252K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-198- 1.69% |
$91.4K - $109K
|
11.5K
$3.52M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-198- 14.75% |
$91.4K - $109K
|
1.14K
$350K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-200- 22.6% |
$92.3K - $110K
|
685
$209K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.08% |
$92.3K - $110K
|
260K
$79.4M
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-200- 16.74% |
$92.3K - $110K
|
995
$304K
|
|
|
May 14, 2025
Q1 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-200- 2.95% |
$92.3K - $110K
|
6.58K
$2.01M
|
|
|
Jun 02, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-200- 33.33% |
$92.3K - $110K
|
400
$122K
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-201- 9.75% |
$92.8K - $110K
|
1.86K
$569K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-201- 4.13% |
$92.8K - $110K
|
4.67K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-201- 0.43% |
$92.8K - $110K
|
46.3K
$14.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-203- 5.63% |
$93.7K - $111K
|
3.4K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-204- 10.61% |
$94.2K - $112K
|
1.72K
$525K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-204- 14.7% |
$94.2K - $112K
|
1.18K
$362K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-205- 1.71% |
$94.6K - $112K
|
11.8K
$3.61M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-207- 4.54% |
$95.5K - $113K
|
4.35K
$1.33M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-208- 3.97% |
$96K - $114K
|
5.04K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-208- 3.04% |
$96K - $114K
|
6.63K
$2.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-210- 12.8% |
$96.9K - $115K
|
1.43K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-210- 17.84% |
$96.9K - $115K
|
967
$296K
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-211- 2.57% |
$97.4K - $116K
|
8.01K
$2.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-212- 12.16% |
$97.8K - $116K
|
1.53K
$468K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-214- 7.71% |
$98.8K - $117K
|
2.56K
$782K
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
SELL
|
- |
-215- 1.32% |
$99.2K - $118K
|
16.1K
$4.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-215- 1.5% |
$99.2K - $118K
|
14.1K
$4.31M
|
|
|
May 06, 2025
Q1 2025
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-215- 2.52% |
$99.2K - $118K
|
8.32K
$2.54M
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-216- 7.31% |
$99.7K - $118K
|
2.74K
$837K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-217- 1.24% |
$100K - $119K
|
17.3K
$5.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-218- 1.87% |
$101K - $120K
|
11.4K
$3.5M
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-218- 0.14% |
$101K - $120K
|
152K
$46.6M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-218- 2.09% |
$101K - $120K
|
10.2K
$3.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-219- 28.26% |
$101K - $120K
|
556
$170K
|