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 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-541- 31.94% |
$250K - $297K
|
1.15K
$302K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-544- 19.58% |
$251K - $298K
|
2.23K
$584K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-550- 58.26% |
$254K - $301K
|
394
$103K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-550- 36.74% |
$254K - $301K
|
947
$248K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-552- 51.3% |
$255K - $303K
|
524
$137K
|
|
|
May 07, 2025
Q1 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-558- 7.39% |
$258K - $306K
|
6.99K
$1.83M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-559- 21.7% |
$258K - $306K
|
2.02K
$528K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-561- 25.21% |
$259K - $308K
|
1.66K
$435K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-561- 2.18% |
$259K - $308K
|
25.2K
$6.59M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-562- 0.26% |
$259K - $308K
|
218K
$57M
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-565- 1.98% |
$261K - $310K
|
28K
$7.32M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-567- 4.58% |
$262K - $311K
|
11.8K
$3.09M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-570- 43.45% |
$263K - $312K
|
742
$194K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-572- 35.53% |
$264K - $314K
|
1.04K
$272K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-574- 37.84% |
$265K - $315K
|
943
$247K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-574- 30.53% |
$265K - $315K
|
1.31K
$342K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-577- 5.72% |
$266K - $316K
|
9.51K
$2.49M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-578- 4.2% |
$267K - $317K
|
13.2K
$3.45M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-579- 27.78% |
$267K - $317K
|
1.51K
$394K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-580- 6.02% |
$268K - $318K
|
9.05K
$2.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-583- 18.62% |
$269K - $320K
|
2.55K
$666K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-583- 1.03% |
$269K - $320K
|
56.3K
$14.7M
|
|
|
May 07, 2025
Q1 2025
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-585- 7.61% |
$270K - $321K
|
7.1K
$1.86M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-586- 5.45% |
$270K - $321K
|
10.2K
$2.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-587- 26.67% |
$271K - $322K
|
1.61K
$422K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-587- 0.95% |
$271K - $322K
|
61.4K
$16.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-594- 30.32% |
$274K - $326K
|
1.37K
$357K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-594- 38.4% |
$274K - $326K
|
953
$249K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-595- 5.5% |
$275K - $326K
|
10.2K
$2.67M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-597- 3.67% |
$276K - $327K
|
15.7K
$4.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-599- 6.74% |
$276K - $328K
|
8.29K
$2.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-599- 1.46% |
$276K - $328K
|
40.4K
$10.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-600- 17.48% |
$277K - $329K
|
2.83K
$741K
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
SELL
|
- |
-600- 2.37% |
$277K - $329K
|
24.8K
$6.48M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-601- 10.71% |
$277K - $329K
|
5.01K
$1.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-602- 66.74% |
$278K - $330K
|
300
$78.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-603- 1.3% |
$278K - $331K
|
45.9K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
SELL
|
- |
-606- 39.61% |
$280K - $332K
|
924
$242K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-609- 48.92% |
$281K - $334K
|
636
$166K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-621- 26.04% |
$287K - $340K
|
1.76K
$461K
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-625- 21.23% |
$288K - $343K
|
2.32K
$607K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-638- 6.42% |
$294K - $350K
|
9.3K
$2.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-639- 23.84% |
$295K - $350K
|
2.04K
$534K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-641- 41.09% |
$296K - $351K
|
919
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-642- 1.01% |
$296K - $352K
|
62.8K
$16.4M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-644- 31.41% |
$297K - $353K
|
1.41K
$368K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-652- 10.02% |
$301K - $357K
|
5.86K
$1.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-653- 13.99% |
$301K - $358K
|
4.01K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-653- 4.32% |
$301K - $358K
|
14.5K
$3.79M
|
|
|
May 15, 2025
Q1 2025
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-660- 0.91% |
$305K - $362K
|
72.1K
$18.9M
|