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 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-291- 12.34% |
$134K - $160K
|
2.07K
$541K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-292- 15.27% |
$135K - $160K
|
1.62K
$424K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-294- 7.94% |
$136K - $161K
|
3.41K
$891K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-294- 19.44% |
$136K - $161K
|
1.22K
$319K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-299- 6.8% |
$138K - $164K
|
4.1K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-300- 80.43% |
$138K - $164K
|
73
$19.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-303- 4.42% |
$140K - $166K
|
6.55K
$1.71M
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-304- 3.45% |
$140K - $167K
|
8.5K
$2.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-305- 30.59% |
$141K - $167K
|
692
$181K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-306- 18.28% |
$141K - $168K
|
1.37K
$358K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-306- 0.59% |
$141K - $168K
|
51.3K
$13.4M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-307- 6.12% |
$142K - $168K
|
4.71K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-308- 6.14% |
$142K - $169K
|
4.71K
$1.23M
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-308- 11.54% |
$142K - $169K
|
2.36K
$618K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-310- 2.9% |
$143K - $170K
|
10.4K
$2.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-311- 13.79% |
$144K - $170K
|
1.94K
$508K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-314- 10.63% |
$145K - $172K
|
2.64K
$690K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-315- 0.79% |
$145K - $173K
|
39.8K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-315- 0.81% |
$145K - $173K
|
38.7K
$10.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-316- 9.71% |
$146K - $173K
|
2.94K
$769K
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-320- 14.88% |
$148K - $175K
|
1.83K
$479K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-320- 0.86% |
$148K - $175K
|
36.9K
$9.66M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-320- 25.6% |
$148K - $175K
|
930
$243K
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-321- 4.86% |
$148K - $176K
|
6.29K
$1.65M
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-323- 29.13% |
$149K - $177K
|
786
$206K
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-324- 6.87% |
$150K - $178K
|
4.4K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-324- 11.92% |
$150K - $178K
|
2.39K
$626K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-325- 30.32% |
$150K - $178K
|
747
$195K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-326- 5.88% |
$150K - $179K
|
5.22K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-328- 24.12% |
$151K - $180K
|
1.03K
$270K
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-333- 10.02% |
$154K - $183K
|
2.99K
$782K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-333- 5.59% |
$154K - $183K
|
5.63K
$1.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-337- 9.75% |
$156K - $185K
|
3.12K
$816K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-341- 8.7% |
$157K - $187K
|
3.58K
$936K
|
|
|
May 14, 2025
Q1 2025
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-341- 33.8% |
$157K - $187K
|
668
$175K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-343- 0.25% |
$158K - $188K
|
136K
$35.6M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-344- 10.77% |
$159K - $189K
|
2.85K
$745K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-347- 5.33% |
$160K - $190K
|
6.16K
$1.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-347- 1.97% |
$160K - $190K
|
17.2K
$4.51M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-347- 3.84% |
$160K - $190K
|
8.7K
$2.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-350- 20.9% |
$162K - $192K
|
1.33K
$347K
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-350- 9.87% |
$162K - $192K
|
3.2K
$836K
|
|
|
May 06, 2025
Q1 2025
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-350- 3.67% |
$162K - $192K
|
9.2K
$2.41M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-352- 11.09% |
$162K - $193K
|
2.82K
$738K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-353- 3.59% |
$163K - $194K
|
9.49K
$2.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-354- 21.18% |
$163K - $194K
|
1.32K
$344K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-354- 0.75% |
$163K - $194K
|
46.9K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-354- 1.53% |
$163K - $194K
|
22.8K
$5.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-355- 0.76% |
$164K - $195K
|
46.3K
$12.1M
|
|
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-356- 18.33% |
$164K - $195K
|
1.59K
$415K
|