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 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-1.09K- 28.22% |
$501K - $595K
|
2.76K
$722K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-1.1K- 12.79% |
$507K - $602K
|
7.5K
$1.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.1K- 4.95% |
$508K - $603K
|
21.1K
$5.52M
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-1.1K- 11.76% |
$508K - $603K
|
8.25K
$2.16M
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-1.11K- 39.23% |
$514K - $611K
|
1.73K
$451K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.12K- 17.57% |
$515K - $612K
|
5.23K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.12K- 0.9% |
$517K - $614K
|
123K
$32.2M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-1.12K- 44.16% |
$517K - $614K
|
1.42K
$370K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.14K- 0.98% |
$528K - $627K
|
115K
$30.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-1.15K- 62.43% |
$530K - $629K
|
691
$181K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.15K- 42.04% |
$530K - $630K
|
1.58K
$414K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-1.15K- 9.6% |
$532K - $632K
|
10.8K
$2.84M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-1.16K- 11.86% |
$533K - $633K
|
8.59K
$2.25M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.17K- 10.23% |
$538K - $639K
|
10.2K
$2.68M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.17K- 68.28% |
$540K - $641K
|
543
$142K
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-1.18K- 23.47% |
$545K - $647K
|
3.85K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-1.2K- 37.07% |
$552K - $656K
|
2.03K
$532K
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-1.2K- 55.88% |
$553K - $657K
|
946
$247K
|
|
|
Apr 14, 2025
Q1 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-1.2K- 7.89% |
$554K - $658K
|
14K
$3.66M
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-1.2K- 4.65% |
$554K - $658K
|
24.6K
$6.45M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.21K- 17.13% |
$558K - $662K
|
5.85K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1.21K- 7.71% |
$559K - $664K
|
14.5K
$3.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
SELL
|
- |
-1.25K- 27.01% |
$578K - $686K
|
3.38K
$885K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.25K- 60.58% |
$579K - $687K
|
816
$213K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.26K- 5.29% |
$580K - $689K
|
22.5K
$5.88M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.26K- 5.25% |
$583K - $693K
|
22.8K
$5.97M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.26K- 5.54% |
$583K - $693K
|
21.5K
$5.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-1.27K- 11.51% |
$587K - $697K
|
9.77K
$2.56M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.28K- 26.62% |
$589K - $700K
|
3.52K
$921K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-1.28K- 87.95% |
$593K - $704K
|
176
$46K
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
SELL
|
- |
-1.29K- 4.36% |
$593K - $704K
|
28.2K
$7.38M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.29K- 0.3% |
$597K - $709K
|
425K
$111M
|
|
|
May 13, 2025
Q1 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-1.3K- 86.67% |
$600K - $713K
|
200
$52.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.3K- 4.2% |
$601K - $714K
|
29.7K
$7.77M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.31K- 16.41% |
$605K - $719K
|
6.68K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.33K- 11.56% |
$614K - $729K
|
10.2K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.34K- 5.99% |
$619K - $735K
|
21K
$5.5M
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.34K- 58.54% |
$620K - $737K
|
952
$249K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-1.35K- 69.84% |
$623K - $740K
|
583
$152K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.35K- 10.04% |
$624K - $741K
|
12.1K
$3.17M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.36K- 3.19% |
$628K - $746K
|
41.3K
$10.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.37K- 9.29% |
$631K - $750K
|
13.4K
$3.49M
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
SELL
|
- |
-1.37K- 19.58% |
$633K - $752K
|
5.63K
$1.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.38K- 7.89% |
$637K - $757K
|
16.1K
$4.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-1.39K- 9.68% |
$641K - $761K
|
13K
$3.39M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.39K- 8.23% |
$641K - $761K
|
15.5K
$4.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.4K- 77.33% |
$644K - $765K
|
409
$107K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.4K- 8.54% |
$645K - $766K
|
15K
$3.91M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.4K- 2.18% |
$646K - $767K
|
62.9K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-1.4K- 52.98% |
$648K - $770K
|
1.25K
$326K
|