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 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-357- 4.86% |
$165K - $196K
|
6.99K
$1.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-358- 37.84% |
$165K - $196K
|
588
$154K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-358- 8.08% |
$165K - $196K
|
4.08K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-359- 19.46% |
$166K - $197K
|
1.49K
$389K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-361- 1.61% |
$167K - $198K
|
22.1K
$5.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-362- 5.75% |
$167K - $198K
|
5.93K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-362- 2.28% |
$167K - $198K
|
15.5K
$4.05M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-362- 1.35% |
$167K - $198K
|
26.4K
$6.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-364- 45.79% |
$168K - $200K
|
431
$113K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-367- 5.66% |
$169K - $201K
|
6.12K
$1.6M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-369- 1.39% |
$170K - $202K
|
26.2K
$6.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-370- 13.35% |
$171K - $203K
|
2.4K
$628K
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-370- 17.69% |
$171K - $203K
|
1.72K
$450K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-375- 8.68% |
$173K - $206K
|
3.94K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-376- 8.19% |
$174K - $206K
|
4.22K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-377- 4.76% |
$174K - $207K
|
7.55K
$1.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-383- 10.4% |
$177K - $210K
|
3.3K
$863K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-389- 51.8% |
$180K - $213K
|
362
$94.7K
|
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-393- 2.27% |
$181K - $215K
|
16.9K
$4.43M
|
|
|
May 09, 2025
Q1 2025
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-393- 28.48% |
$181K - $215K
|
987
$258K
|
|
|
May 14, 2025
Q1 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-396- 2.6% |
$183K - $217K
|
14.8K
$3.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-397- 10.47% |
$183K - $218K
|
3.4K
$888K
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
SELL
|
- |
-398- 95.22% |
$184K - $218K
|
20
$5.23K
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-398- 5.0% |
$184K - $218K
|
7.56K
$1.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-400- 20.51% |
$185K - $219K
|
1.55K
$405K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-400- 39.68% |
$185K - $219K
|
608
$159K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-402- 20.09% |
$186K - $220K
|
1.6K
$418K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-403- 0.48% |
$186K - $221K
|
83.1K
$21.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-404- 9.15% |
$186K - $221K
|
4.01K
$1.05M
|
|
|
Aug 15, 2025
Q1 2025
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-405- 3.86% |
$187K - $222K
|
10.1K
$2.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-409- 2.02% |
$189K - $224K
|
19.8K
$5.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-410- 31.59% |
$189K - $225K
|
888
$232K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-410- 11.47% |
$189K - $225K
|
3.16K
$828K
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-412- 12.28% |
$190K - $226K
|
2.94K
$770K
|
|
|
Apr 30, 2025
Q1 2025
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-416- 13.77% |
$192K - $228K
|
2.6K
$681K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-416- 1.94% |
$192K - $228K
|
21K
$5.5M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-421- 21.72% |
$194K - $231K
|
1.52K
$397K
|
|
|
May 12, 2025
Q1 2025
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-422- 1.05% |
$195K - $231K
|
39.6K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-424- 4.88% |
$196K - $232K
|
8.27K
$2.16M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-427- 1.65% |
$197K - $234K
|
25.5K
$6.67M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-429- 35.66% |
$198K - $235K
|
774
$202K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-431- 4.62% |
$199K - $236K
|
8.89K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Semanteon Capital Management, LP
Newton, MA |
SELL
|
- |
-432- 17.62% |
$199K - $237K
|
2.02K
$528K
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-433- 4.84% |
$200K - $237K
|
8.52K
$2.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-435- 17.3% |
$201K - $238K
|
2.08K
$544K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-435- 32.03% |
$201K - $238K
|
923
$241K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-436- 1.76% |
$201K - $239K
|
24.4K
$6.38M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-439- 2.88% |
$203K - $241K
|
14.8K
$3.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-441- 1.32% |
$204K - $242K
|
32.8K
$8.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
SELL
|
- |
-442- 53.32% |
$204K - $242K
|
387
$101K
|