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 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-1.28K- 87.95% |
$593K - $704K
|
176
$53.8K
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
SELL
|
- |
-1.29K- 4.36% |
$593K - $704K
|
28.2K
$8.62M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.29K- 0.3% |
$597K - $709K
|
425K
$130M
|
|
|
May 13, 2025
Q1 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-1.3K- 86.67% |
$600K - $713K
|
200
$61.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.3K- 4.2% |
$601K - $714K
|
29.7K
$9.08M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.31K- 16.41% |
$605K - $719K
|
6.68K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.33K- 11.56% |
$614K - $729K
|
10.2K
$3.11M
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.34K- 5.99% |
$619K - $735K
|
21K
$6.43M
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.34K- 58.54% |
$620K - $737K
|
952
$291K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-1.35K- 69.84% |
$623K - $740K
|
583
$178K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.35K- 10.04% |
$624K - $741K
|
12.1K
$3.7M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.36K- 3.19% |
$628K - $746K
|
41.3K
$12.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.37K- 9.29% |
$631K - $750K
|
13.4K
$4.08M
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
SELL
|
- |
-1.37K- 19.58% |
$633K - $752K
|
5.63K
$1.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.38K- 7.89% |
$637K - $757K
|
16.1K
$4.93M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-1.39K- 9.68% |
$641K - $761K
|
13K
$3.96M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.39K- 8.23% |
$641K - $761K
|
15.5K
$4.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.4K- 77.33% |
$644K - $765K
|
409
$125K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.4K- 8.54% |
$645K - $766K
|
15K
$4.57M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.4K- 2.18% |
$646K - $767K
|
62.9K
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-1.4K- 52.98% |
$648K - $770K
|
1.25K
$381K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.41K- 4.94% |
$650K - $772K
|
27.1K
$8.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.42K- 76.42% |
$657K - $780K
|
439
$134K
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.42K- 13.17% |
$657K - $780K
|
9.38K
$2.87M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.44K- 37.47% |
$663K - $788K
|
2.4K
$733K
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-1.45K- 15.07% |
$668K - $793K
|
8.16K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.46K- 7.46% |
$676K - $803K
|
18.2K
$5.55M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.5K- 25.26% |
$691K - $821K
|
4.43K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.5K- 0.51% |
$693K - $823K
|
295K
$90M
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.51K- 38.82% |
$695K - $825K
|
2.37K
$725K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.53K- 10.75% |
$705K - $837K
|
12.7K
$3.87M
|
|
|
Jun 06, 2025
Q1 2025
|
First Long Island Investors, LLC
|
SELL
|
- |
-1.54K- 1.43% |
$709K - $842K
|
106K
$32.4M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
SELL
|
- |
-1.55K- 22.75% |
$714K - $849K
|
5.26K
$1.61M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.56K- 5.94% |
$720K - $856K
|
24.7K
$7.56M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.57K- 9.2% |
$724K - $860K
|
15.5K
$4.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-1.58K- 19.62% |
$730K - $867K
|
6.48K
$1.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.59K- 70.87% |
$732K - $869K
|
652
$199K
|
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-1.6K- 2.95% |
$737K - $875K
|
52.5K
$16.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.6K- 30.72% |
$738K - $877K
|
3.61K
$1.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.6K- 30.8% |
$738K - $877K
|
3.59K
$1.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.63K- 82.53% |
$750K - $891K
|
344
$105K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-1.63K- 75.33% |
$753K - $894K
|
534
$163K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-1.64K- 12.31% |
$756K - $897K
|
11.7K
$3.56M
|
|
|
May 15, 2025
Q1 2025
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-1.64K- 2.55% |
$757K - $900K
|
62.7K
$19.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.64K- 16.18% |
$759K - $901K
|
8.52K
$2.6M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.65K- 6.51% |
$760K - $902K
|
23.6K
$7.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-1.65K- 72.94% |
$762K - $904K
|
612
$187K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.65K- 68.65% |
$762K - $905K
|
754
$230K
|
|
|
May 08, 2025
Q1 2025
|
Capital Management Associates
New York, NY |
SELL
|
- |
-1.66K- 47.9% |
$764K - $907K
|
1.8K
$550K
|
|
|
May 15, 2025
Q1 2025
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-1.67K- 4.75% |
$772K - $917K
|
33.6K
$10.3M
|