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 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-265- 2.01% |
$122K - $145K
|
12.9K
$3.95M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-265- 0.66% |
$122K - $145K
|
39.7K
$12.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-267- 3.33% |
$123K - $146K
|
7.74K
$2.37M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-267- 3.46% |
$123K - $146K
|
7.46K
$2.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-273- 2.2% |
$126K - $150K
|
12.2K
$3.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-275- 9.97% |
$127K - $151K
|
2.48K
$759K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-275- 34.03% |
$127K - $151K
|
533
$163K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-277- 10.77% |
$128K - $152K
|
2.3K
$701K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-277- 24.21% |
$128K - $152K
|
867
$265K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-277- 26.28% |
$128K - $152K
|
777
$237K
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-278- 6.71% |
$128K - $152K
|
3.87K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-278- 0.54% |
$128K - $152K
|
50.9K
$15.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-280- 0.8% |
$129K - $153K
|
34.6K
$10.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-281- 6.25% |
$130K - $154K
|
4.22K
$1.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-282- 1.55% |
$130K - $155K
|
17.9K
$5.46M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-282- 42.92% |
$130K - $155K
|
375
$115K
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-284- 7.25% |
$131K - $156K
|
3.63K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-284- 1.88% |
$131K - $156K
|
14.8K
$4.53M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-284- 18.6% |
$131K - $156K
|
1.24K
$380K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-285- 5.89% |
$132K - $156K
|
4.55K
$1.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-285- 18.55% |
$132K - $156K
|
1.25K
$382K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-286- 11.31% |
$132K - $157K
|
2.24K
$686K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-286- 4.96% |
$132K - $157K
|
5.48K
$1.67M
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-287- 7.55% |
$132K - $157K
|
3.51K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-290- 26.01% |
$134K - $159K
|
825
$252K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-291- 12.34% |
$134K - $160K
|
2.07K
$632K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-292- 15.27% |
$135K - $160K
|
1.62K
$495K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-294- 7.94% |
$136K - $161K
|
3.41K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-294- 19.44% |
$136K - $161K
|
1.22K
$372K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-299- 6.8% |
$138K - $164K
|
4.1K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-300- 80.43% |
$138K - $164K
|
73
$22.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-303- 4.42% |
$140K - $166K
|
6.55K
$2M
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-304- 3.45% |
$140K - $167K
|
8.5K
$2.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-305- 30.59% |
$141K - $167K
|
692
$211K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-306- 18.28% |
$141K - $168K
|
1.37K
$418K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-306- 0.59% |
$141K - $168K
|
51.3K
$15.7M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-307- 6.12% |
$142K - $168K
|
4.71K
$1.44M
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-308- 6.14% |
$142K - $169K
|
4.71K
$1.44M
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-308- 11.54% |
$142K - $169K
|
2.36K
$722K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-310- 2.9% |
$143K - $170K
|
10.4K
$3.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-311- 13.79% |
$144K - $170K
|
1.94K
$594K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-314- 10.63% |
$145K - $172K
|
2.64K
$807K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-315- 0.79% |
$145K - $173K
|
39.8K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-315- 0.81% |
$145K - $173K
|
38.7K
$11.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-316- 9.71% |
$146K - $173K
|
2.94K
$898K
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-320- 14.88% |
$148K - $175K
|
1.83K
$560K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-320- 0.86% |
$148K - $175K
|
36.9K
$11.3M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-320- 25.6% |
$148K - $175K
|
930
$284K
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-321- 4.86% |
$148K - $176K
|
6.29K
$1.92M
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-323- 29.13% |
$149K - $177K
|
786
$240K
|