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 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-442- 1.43% |
$204K - $242K
|
30.4K
$7.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-449- 0.32% |
$207K - $246K
|
140K
$36.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-449- 6.55% |
$207K - $246K
|
6.4K
$1.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
SELL
|
- |
-451- 2.1% |
$208K - $247K
|
21K
$5.5M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-451- 48.13% |
$208K - $247K
|
486
$127K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-453- 2.62% |
$209K - $248K
|
16.8K
$4.41M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-454- 6.88% |
$210K - $249K
|
6.14K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-459- 11.17% |
$212K - $252K
|
3.65K
$955K
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
SELL
|
- |
-460- 10.82% |
$212K - $252K
|
3.79K
$992K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-461- 5.6% |
$213K - $253K
|
7.77K
$2.03M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-462- 1.69% |
$213K - $253K
|
26.9K
$7.03M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-462- 37.87% |
$213K - $253K
|
758
$198K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-463- 30.58% |
$214K - $254K
|
1.05K
$275K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-465- 4.19% |
$215K - $255K
|
10.6K
$2.78M
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-467- 2.46% |
$216K - $256K
|
18.5K
$4.84M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-469- 4.18% |
$216K - $257K
|
10.8K
$2.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-472- 42.6% |
$218K - $259K
|
636
$166K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-476- 0.41% |
$220K - $261K
|
114K
$29.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-483- 14.23% |
$223K - $265K
|
2.91K
$761K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-487- 4.89% |
$225K - $267K
|
9.47K
$2.48M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-489- 19.42% |
$226K - $268K
|
2.03K
$531K
|
|
|
May 09, 2025
Q1 2025
|
Alapocas Investment Partners, Inc.
Beverly, MA |
SELL
|
- |
-492- 3.06% |
$227K - $270K
|
15.6K
$4.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-494- 27.63% |
$228K - $271K
|
1.29K
$338K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-496- 2.27% |
$229K - $272K
|
21.3K
$5.58M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-497- 6.09% |
$229K - $272K
|
7.66K
$2M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-500- 53.65% |
$231K - $274K
|
432
$113K
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-500- 2.9% |
$231K - $274K
|
16.8K
$4.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-504- 7.85% |
$233K - $276K
|
5.91K
$1.55M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-507- 18.38% |
$234K - $278K
|
2.25K
$589K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-507- 6.51% |
$234K - $278K
|
7.28K
$1.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-509- 7.77% |
$235K - $279K
|
6.04K
$1.58M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-509- 4.85% |
$235K - $279K
|
9.98K
$2.61M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-510- 33.62% |
$235K - $280K
|
1.01K
$263K
|
|
|
May 13, 2025
Q1 2025
|
Miramar Capital, LLC
|
SELL
|
- |
-510- 2.18% |
$235K - $280K
|
22.9K
$5.99M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-512- 33.57% |
$236K - $281K
|
1.01K
$265K
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-512- 19.28% |
$236K - $281K
|
2.14K
$561K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-520- 8.13% |
$240K - $285K
|
5.88K
$1.54M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-520- 9.89% |
$240K - $285K
|
4.74K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-520- 78.91% |
$240K - $285K
|
139
$36.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-522- 25.35% |
$241K - $286K
|
1.54K
$402K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-524- 3.07% |
$242K - $287K
|
16.6K
$4.33M
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-525- 1.55% |
$242K - $288K
|
33.3K
$8.7M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-525- 4.1% |
$242K - $288K
|
12.3K
$3.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-529- 12.16% |
$244K - $290K
|
3.82K
$1M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-530- 0.58% |
$245K - $291K
|
90.7K
$23.7M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-530- 18.07% |
$245K - $291K
|
2.4K
$629K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-531- 19.27% |
$245K - $291K
|
2.22K
$582K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-532- 22.89% |
$246K - $292K
|
1.79K
$469K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-537- 7.89% |
$248K - $294K
|
6.27K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-538- 4.08% |
$248K - $295K
|
12.7K
$3.31M
|