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 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-201- 9.75% |
$92.8K - $110K
|
1.86K
$487K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-201- 4.13% |
$92.8K - $110K
|
4.67K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-201- 0.43% |
$92.8K - $110K
|
46.3K
$12.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-203- 5.63% |
$93.7K - $111K
|
3.4K
$889K
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-204- 10.61% |
$94.2K - $112K
|
1.72K
$449K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-204- 14.7% |
$94.2K - $112K
|
1.18K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-205- 1.71% |
$94.6K - $112K
|
11.8K
$3.09M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-207- 4.54% |
$95.5K - $113K
|
4.35K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-208- 3.97% |
$96K - $114K
|
5.04K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-208- 3.04% |
$96K - $114K
|
6.63K
$1.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-210- 12.8% |
$96.9K - $115K
|
1.43K
$374K
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-210- 17.84% |
$96.9K - $115K
|
967
$253K
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-211- 2.57% |
$97.4K - $116K
|
8.01K
$2.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-212- 12.16% |
$97.8K - $116K
|
1.53K
$400K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-214- 7.71% |
$98.8K - $117K
|
2.56K
$670K
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
SELL
|
- |
-215- 1.32% |
$99.2K - $118K
|
16.1K
$4.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-215- 1.5% |
$99.2K - $118K
|
14.1K
$3.69M
|
|
|
May 06, 2025
Q1 2025
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-215- 2.52% |
$99.2K - $118K
|
8.32K
$2.18M
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-216- 7.31% |
$99.7K - $118K
|
2.74K
$716K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-217- 1.24% |
$100K - $119K
|
17.3K
$4.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-218- 1.87% |
$101K - $120K
|
11.4K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-218- 0.14% |
$101K - $120K
|
152K
$39.8M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-218- 2.09% |
$101K - $120K
|
10.2K
$2.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-219- 28.26% |
$101K - $120K
|
556
$145K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-220- 6.95% |
$102K - $121K
|
2.94K
$770K
|
|
|
May 13, 2025
Q1 2025
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-220- 0.87% |
$102K - $121K
|
25K
$6.55M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-221- 19.04% |
$102K - $121K
|
940
$246K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-221- 18.57% |
$102K - $121K
|
969
$253K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
- |
-222- 0.55% |
$102K - $122K
|
40.1K
$10.5M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-223- 3.41% |
$103K - $122K
|
6.32K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-224- 13.9% |
$103K - $123K
|
1.39K
$363K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-225- 2.83% |
$104K - $123K
|
7.74K
$2.02M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-226- 11.4% |
$104K - $124K
|
1.76K
$459K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-228- 9.25% |
$105K - $125K
|
2.24K
$585K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-229- 27.56% |
$106K - $126K
|
602
$157K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-229- 1.13% |
$106K - $126K
|
20K
$5.24M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-230- 12.29% |
$106K - $126K
|
1.64K
$429K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-232- 36.65% |
$107K - $127K
|
401
$105K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-233- 11.06% |
$108K - $128K
|
1.87K
$490K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-235- 26.92% |
$108K - $129K
|
638
$167K
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-235- 15.89% |
$108K - $129K
|
1.24K
$325K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-236- 12.52% |
$109K - $129K
|
1.65K
$431K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-236- 21.42% |
$109K - $129K
|
866
$227K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-236- 38.56% |
$109K - $129K
|
376
$98.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-237- 1.08% |
$109K - $130K
|
21.8K
$5.7M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-237- 5.29% |
$109K - $130K
|
4.24K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-238- 10.46% |
$110K - $130K
|
2.04K
$533K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-240- 10.58% |
$111K - $132K
|
2.03K
$530K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-240- 1.89% |
$111K - $132K
|
12.4K
$3.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-242- 5.75% |
$112K - $133K
|
3.97K
$1.04M
|