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 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-507- 18.38% |
$234K - $278K
|
2.25K
$688K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-507- 6.51% |
$234K - $278K
|
7.28K
$2.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-509- 7.77% |
$235K - $279K
|
6.04K
$1.85M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-509- 4.85% |
$235K - $279K
|
9.98K
$3.05M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-510- 33.62% |
$235K - $280K
|
1.01K
$308K
|
|
|
May 13, 2025
Q1 2025
|
Miramar Capital, LLC
|
SELL
|
- |
-510- 2.18% |
$235K - $280K
|
22.9K
$7M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-512- 33.57% |
$236K - $281K
|
1.01K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-512- 19.28% |
$236K - $281K
|
2.14K
$655K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-520- 8.13% |
$240K - $285K
|
5.88K
$1.8M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-520- 9.89% |
$240K - $285K
|
4.74K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-520- 78.91% |
$240K - $285K
|
139
$42.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-522- 25.35% |
$241K - $286K
|
1.54K
$470K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-524- 3.07% |
$242K - $287K
|
16.6K
$5.06M
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-525- 1.55% |
$242K - $288K
|
33.3K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-525- 4.1% |
$242K - $288K
|
12.3K
$3.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-529- 12.16% |
$244K - $290K
|
3.82K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-530- 0.58% |
$245K - $291K
|
90.7K
$27.7M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-530- 18.07% |
$245K - $291K
|
2.4K
$734K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-531- 19.27% |
$245K - $291K
|
2.22K
$680K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-532- 22.89% |
$246K - $292K
|
1.79K
$548K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-537- 7.89% |
$248K - $294K
|
6.27K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-538- 4.08% |
$248K - $295K
|
12.7K
$3.87M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-541- 31.94% |
$250K - $297K
|
1.15K
$352K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-544- 19.58% |
$251K - $298K
|
2.23K
$683K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-550- 58.26% |
$254K - $301K
|
394
$120K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-550- 36.74% |
$254K - $301K
|
947
$289K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-552- 51.3% |
$255K - $303K
|
524
$160K
|
|
|
May 07, 2025
Q1 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-558- 7.39% |
$258K - $306K
|
6.99K
$2.14M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-559- 21.7% |
$258K - $306K
|
2.02K
$616K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-561- 25.21% |
$259K - $308K
|
1.66K
$509K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-561- 2.18% |
$259K - $308K
|
25.2K
$7.7M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-562- 0.26% |
$259K - $308K
|
218K
$66.6M
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-565- 1.98% |
$261K - $310K
|
28K
$8.55M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-567- 4.58% |
$262K - $311K
|
11.8K
$3.61M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-570- 43.45% |
$263K - $312K
|
742
$227K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-572- 35.53% |
$264K - $314K
|
1.04K
$317K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-574- 37.84% |
$265K - $315K
|
943
$288K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-574- 30.53% |
$265K - $315K
|
1.31K
$399K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-577- 5.72% |
$266K - $316K
|
9.51K
$2.91M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-578- 4.2% |
$267K - $317K
|
13.2K
$4.03M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-579- 27.78% |
$267K - $317K
|
1.51K
$460K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-580- 6.02% |
$268K - $318K
|
9.05K
$2.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-583- 18.62% |
$269K - $320K
|
2.55K
$779K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-583- 1.03% |
$269K - $320K
|
56.3K
$17.2M
|
|
|
May 07, 2025
Q1 2025
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-585- 7.61% |
$270K - $321K
|
7.1K
$2.17M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-586- 5.45% |
$270K - $321K
|
10.2K
$3.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-587- 26.67% |
$271K - $322K
|
1.61K
$493K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-587- 0.95% |
$271K - $322K
|
61.4K
$18.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-594- 30.32% |
$274K - $326K
|
1.37K
$417K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-594- 38.4% |
$274K - $326K
|
953
$291K
|