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 14, 2025
Q1 2025
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-753- 2.98% |
$348K - $413K
|
24.5K
$7.48M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-759- 33.32% |
$350K - $416K
|
1.52K
$464K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-763- 1.81% |
$352K - $418K
|
41.5K
$12.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-763- 8.27% |
$352K - $418K
|
8.46K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-763- 36.75% |
$352K - $418K
|
1.31K
$401K
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-765- 38.06% |
$353K - $419K
|
1.25K
$380K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-772- 5.83% |
$356K - $423K
|
12.5K
$3.81M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-773- 40.92% |
$357K - $424K
|
1.12K
$341K
|
|
|
May 14, 2025
Q1 2025
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-794- 6.56% |
$366K - $435K
|
11.3K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-794- 2.95% |
$366K - $435K
|
26.1K
$7.99M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-795- 9.35% |
$367K - $436K
|
7.71K
$2.35M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-806- 26.77% |
$372K - $442K
|
2.21K
$674K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-814- 81.16% |
$376K - $446K
|
189
$57.8K
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-816- 11.51% |
$377K - $447K
|
6.27K
$1.92M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-818- 13.02% |
$378K - $448K
|
5.47K
$1.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-821- 15.44% |
$379K - $450K
|
4.5K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
SELL
|
- |
-823- 1.18% |
$380K - $451K
|
69.1K
$21.1M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-829- 2.98% |
$383K - $454K
|
27K
$8.25M
|
|
|
May 13, 2025
Q1 2025
|
Carroll Investors, Inc
|
SELL
|
- |
-830- 65.2% |
$383K - $455K
|
443
$135K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-832- 10.09% |
$384K - $456K
|
7.42K
$2.27M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-833- 39.4% |
$384K - $457K
|
1.28K
$391K
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-837- 4.29% |
$386K - $459K
|
18.7K
$5.71M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-837- 39.3% |
$386K - $459K
|
1.29K
$395K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-839- 6.68% |
$387K - $460K
|
11.7K
$3.58M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-840- 5.28% |
$388K - $460K
|
15.1K
$4.6M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-844- 1.71% |
$390K - $463K
|
48.6K
$14.9M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-846- 8.24% |
$390K - $464K
|
9.42K
$2.88M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-846- 34.9% |
$390K - $464K
|
1.58K
$482K
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-859- 59.24% |
$396K - $471K
|
591
$181K
|
|
|
May 01, 2025
Q1 2025
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-860- 2.27% |
$397K - $471K
|
37.1K
$11.3M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-863- 6.72% |
$398K - $473K
|
12K
$3.66M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-867- 38.69% |
$400K - $475K
|
1.37K
$420K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-884- 2.0% |
$408K - $485K
|
43.3K
$13.2M
|
|
|
May 12, 2025
Q1 2025
|
Ns Partners LTD
|
SELL
|
- |
-887- 1.1% |
$409K - $486K
|
79.9K
$24.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-888- 4.22% |
$410K - $487K
|
20.2K
$6.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-892- 26.71% |
$412K - $489K
|
2.45K
$748K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-897- 5.63% |
$414K - $492K
|
15K
$4.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-919- 34.1% |
$424K - $504K
|
1.78K
$543K
|
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-920- 1.42% |
$425K - $504K
|
63.9K
$19.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-925- 1.85% |
$427K - $507K
|
49K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Sands Capital Management, LLC
Arlington, VA |
SELL
|
- |
-927- 0.53% |
$428K - $508K
|
175K
$53.4M
|
|
|
May 15, 2025
Q1 2025
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-930- 50.22% |
$429K - $510K
|
922
$282K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-933- 67.76% |
$431K - $511K
|
444
$136K
|
|
|
May 13, 2025
Q1 2025
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-936- 88.89% |
$432K - $513K
|
117
$35.8K
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-936- 18.29% |
$432K - $513K
|
4.18K
$1.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-946- 8.97% |
$437K - $519K
|
9.6K
$2.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-953- 23.24% |
$440K - $522K
|
3.15K
$962K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-957- 5.33% |
$442K - $525K
|
17K
$5.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-960- 46.6% |
$443K - $526K
|
1.1K
$336K
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
SELL
|
- |
-962- 10.41% |
$444K - $527K
|
8.28K
$2.53M
|