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
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-664- 5.54% |
$306K - $364K
|
11.3K
$2.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-671- 4.64% |
$310K - $368K
|
13.8K
$3.61M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-675- 5.7% |
$312K - $370K
|
11.2K
$2.92M
|
|
|
May 27, 2025
Q1 2025
|
Carderock Capital Management Inc
|
SELL
|
- |
-677- 6.13% |
$312K - $371K
|
10.4K
$2.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-679- 3.89% |
$313K - $372K
|
16.8K
$4.39M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-680- 5.15% |
$314K - $373K
|
12.5K
$3.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-684- 2.94% |
$316K - $375K
|
22.6K
$5.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-685- 5.36% |
$316K - $376K
|
12.1K
$3.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-685- 71.43% |
$316K - $376K
|
274
$71.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-689- 10.05% |
$318K - $378K
|
6.17K
$1.61M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-689- 1.39% |
$318K - $378K
|
48.8K
$12.8M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-692- 11.57% |
$319K - $379K
|
5.29K
$1.38M
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-695- 22.36% |
$321K - $381K
|
2.41K
$631K
|
|
|
May 15, 2025
Q1 2025
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
SELL
|
- |
-700- 0.65% |
$323K - $384K
|
107K
$27.9M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
SELL
|
- |
-703- 16.05% |
$324K - $385K
|
3.68K
$962K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-707- 15.87% |
$326K - $388K
|
3.75K
$980K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-708- 51.27% |
$327K - $388K
|
673
$176K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-709- 20.82% |
$327K - $389K
|
2.7K
$705K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-710- 5.66% |
$328K - $389K
|
11.8K
$3.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-721- 53.29% |
$333K - $395K
|
632
$165K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-723- 10.78% |
$334K - $396K
|
5.98K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-726- 10.09% |
$335K - $398K
|
6.47K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-726- 26.3% |
$335K - $398K
|
2.03K
$532K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-731- 1.28% |
$337K - $401K
|
56.2K
$14.7M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-738- 32.61% |
$341K - $405K
|
1.53K
$399K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-748- 0.43% |
$345K - $410K
|
175K
$45.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-750- 2.03% |
$346K - $411K
|
36.1K
$9.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-753- 23.36% |
$348K - $413K
|
2.47K
$646K
|
|
|
May 14, 2025
Q1 2025
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-753- 2.98% |
$348K - $413K
|
24.5K
$6.4M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-759- 33.32% |
$350K - $416K
|
1.52K
$397K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-763- 1.81% |
$352K - $418K
|
41.5K
$10.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-763- 8.27% |
$352K - $418K
|
8.46K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-763- 36.75% |
$352K - $418K
|
1.31K
$343K
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-765- 38.06% |
$353K - $419K
|
1.25K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-772- 5.83% |
$356K - $423K
|
12.5K
$3.26M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-773- 40.92% |
$357K - $424K
|
1.12K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-794- 6.56% |
$366K - $435K
|
11.3K
$2.96M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-794- 2.95% |
$366K - $435K
|
26.1K
$6.84M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-795- 9.35% |
$367K - $436K
|
7.71K
$2.02M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-806- 26.77% |
$372K - $442K
|
2.21K
$577K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-814- 81.16% |
$376K - $446K
|
189
$49.4K
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-816- 11.51% |
$377K - $447K
|
6.27K
$1.64M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-818- 13.02% |
$378K - $448K
|
5.47K
$1.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-821- 15.44% |
$379K - $450K
|
4.5K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
SELL
|
- |
-823- 1.18% |
$380K - $451K
|
69.1K
$18.1M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-829- 2.98% |
$383K - $454K
|
27K
$7.06M
|
|
|
May 13, 2025
Q1 2025
|
Carroll Investors, Inc
|
SELL
|
- |
-830- 65.2% |
$383K - $455K
|
443
$116K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-832- 10.09% |
$384K - $456K
|
7.42K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-833- 39.4% |
$384K - $457K
|
1.28K
$335K
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-837- 4.29% |
$386K - $459K
|
18.7K
$4.89M
|