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 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-403- 0.48% |
$186K - $221K
|
83.1K
$25.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-404- 9.15% |
$186K - $221K
|
4.01K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-409- 2.02% |
$189K - $224K
|
19.8K
$6.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-410- 31.59% |
$189K - $225K
|
888
$271K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-410- 11.47% |
$189K - $225K
|
3.16K
$967K
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-412- 12.28% |
$190K - $226K
|
2.94K
$899K
|
|
|
Apr 30, 2025
Q1 2025
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-416- 13.77% |
$192K - $228K
|
2.6K
$796K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-416- 1.94% |
$192K - $228K
|
21K
$6.43M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-421- 21.72% |
$194K - $231K
|
1.52K
$464K
|
|
|
May 12, 2025
Q1 2025
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-422- 1.05% |
$195K - $231K
|
39.6K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-424- 4.88% |
$196K - $232K
|
8.27K
$2.53M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-427- 1.65% |
$197K - $234K
|
25.5K
$7.79M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-429- 35.66% |
$198K - $235K
|
774
$237K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-431- 4.62% |
$199K - $236K
|
8.89K
$2.72M
|
|
|
May 13, 2025
Q1 2025
|
Semanteon Capital Management, LP
Newton, MA |
SELL
|
- |
-432- 17.62% |
$199K - $237K
|
2.02K
$617K
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-433- 4.84% |
$200K - $237K
|
8.52K
$2.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-435- 17.3% |
$201K - $238K
|
2.08K
$636K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-435- 32.03% |
$201K - $238K
|
923
$282K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-436- 1.76% |
$201K - $239K
|
24.4K
$7.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-439- 2.88% |
$203K - $241K
|
14.8K
$4.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-441- 1.32% |
$204K - $242K
|
32.8K
$10M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
SELL
|
- |
-442- 53.32% |
$204K - $242K
|
387
$118K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-442- 1.43% |
$204K - $242K
|
30.4K
$9.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-449- 0.32% |
$207K - $246K
|
140K
$42.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-449- 6.55% |
$207K - $246K
|
6.4K
$1.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
SELL
|
- |
-451- 2.1% |
$208K - $247K
|
21K
$6.43M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-451- 48.13% |
$208K - $247K
|
486
$149K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-453- 2.62% |
$209K - $248K
|
16.8K
$5.15M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-454- 6.88% |
$210K - $249K
|
6.14K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-459- 11.17% |
$212K - $252K
|
3.65K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
SELL
|
- |
-460- 10.82% |
$212K - $252K
|
3.79K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-461- 5.6% |
$213K - $253K
|
7.77K
$2.37M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-462- 1.69% |
$213K - $253K
|
26.9K
$8.22M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-462- 37.87% |
$213K - $253K
|
758
$232K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-463- 30.58% |
$214K - $254K
|
1.05K
$321K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-465- 4.19% |
$215K - $255K
|
10.6K
$3.25M
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-467- 2.46% |
$216K - $256K
|
18.5K
$5.65M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-469- 4.18% |
$216K - $257K
|
10.8K
$3.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-472- 42.6% |
$218K - $259K
|
636
$194K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-476- 0.41% |
$220K - $261K
|
114K
$35M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-483- 14.23% |
$223K - $265K
|
2.91K
$890K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-487- 4.89% |
$225K - $267K
|
9.47K
$2.89M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-489- 19.42% |
$226K - $268K
|
2.03K
$620K
|
|
|
May 09, 2025
Q1 2025
|
Alapocas Investment Partners, Inc.
Beverly, MA |
SELL
|
- |
-492- 3.06% |
$227K - $270K
|
15.6K
$4.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-494- 27.63% |
$228K - $271K
|
1.29K
$395K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-496- 2.27% |
$229K - $272K
|
21.3K
$6.52M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-497- 6.09% |
$229K - $272K
|
7.66K
$2.34M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-500- 53.65% |
$231K - $274K
|
432
$132K
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-500- 2.9% |
$231K - $274K
|
16.8K
$5.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-504- 7.85% |
$233K - $276K
|
5.91K
$1.81M
|