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 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.41K- 4.94% |
$650K - $772K
|
27.1K
$7.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.42K- 76.42% |
$657K - $780K
|
439
$115K
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.42K- 13.17% |
$657K - $780K
|
9.38K
$2.45M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.44K- 37.47% |
$663K - $788K
|
2.4K
$627K
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-1.45K- 15.07% |
$668K - $793K
|
8.16K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.46K- 7.46% |
$676K - $803K
|
18.2K
$4.75M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.5K- 25.26% |
$691K - $821K
|
4.43K
$1.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.5K- 0.51% |
$693K - $823K
|
295K
$77M
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.51K- 38.82% |
$695K - $825K
|
2.37K
$620K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.53K- 10.75% |
$705K - $837K
|
12.7K
$3.32M
|
|
|
Jun 06, 2025
Q1 2025
|
First Long Island Investors, LLC
|
SELL
|
- |
-1.54K- 1.43% |
$709K - $842K
|
106K
$27.8M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
SELL
|
- |
-1.55K- 22.75% |
$714K - $849K
|
5.26K
$1.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.56K- 5.94% |
$720K - $856K
|
24.7K
$6.47M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.57K- 9.2% |
$724K - $860K
|
15.5K
$4.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-1.58K- 19.62% |
$730K - $867K
|
6.48K
$1.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.59K- 70.87% |
$732K - $869K
|
652
$171K
|
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-1.6K- 2.95% |
$737K - $875K
|
52.5K
$13.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.6K- 30.72% |
$738K - $877K
|
3.61K
$943K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.6K- 30.8% |
$738K - $877K
|
3.59K
$940K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.63K- 82.53% |
$750K - $891K
|
344
$90K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-1.63K- 75.33% |
$753K - $894K
|
534
$140K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-1.64K- 12.31% |
$756K - $897K
|
11.7K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-1.64K- 2.55% |
$757K - $900K
|
62.7K
$16.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.64K- 16.18% |
$759K - $901K
|
8.52K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.65K- 6.51% |
$760K - $902K
|
23.6K
$6.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-1.65K- 72.94% |
$762K - $904K
|
612
$160K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.65K- 68.65% |
$762K - $905K
|
754
$197K
|
|
|
May 08, 2025
Q1 2025
|
Capital Management Associates
New York, NY |
SELL
|
- |
-1.66K- 47.9% |
$764K - $907K
|
1.8K
$471K
|
|
|
May 15, 2025
Q1 2025
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-1.67K- 4.75% |
$772K - $917K
|
33.6K
$8.78M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.69K- 10.0% |
$778K - $924K
|
15.2K
$3.97M
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.69K- 59.1% |
$779K - $925K
|
1.17K
$306K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.71K- 17.28% |
$787K - $935K
|
8.16K
$2.13M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.71K- 48.24% |
$791K - $940K
|
1.84K
$481K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.72K- 2.5% |
$796K - $945K
|
67.3K
$17.6M
|
|
|
May 15, 2025
Q1 2025
|
Sectoral Asset Management Inc
Montreal, A8 |
SELL
|
- |
-1.73K- 11.83% |
$798K - $948K
|
12.9K
$3.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.73K- 9.39% |
$800K - $950K
|
16.7K
$4.38M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-1.74K- 4.29% |
$801K - $951K
|
38.7K
$10.1M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.76K- 33.07% |
$812K - $965K
|
3.56K
$932K
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-1.77K- 67.2% |
$816K - $969K
|
863
$226K
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.77K- 10.71% |
$817K - $971K
|
14.8K
$3.86M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.78K- 8.41% |
$822K - $976K
|
19.4K
$5.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-1.79K- 78.82% |
$824K - $979K
|
480
$126K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.79K- 13.76% |
$827K - $982K
|
11.2K
$2.94M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-1.8K- 6.92% |
$828K - $984K
|
24.1K
$6.32M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-1.8K- 4.09% |
$830K - $986K
|
42.2K
$11M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.81K- 3.63% |
$834K - $990K
|
47.9K
$12.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.82K- 44.89% |
$840K - $998K
|
2.23K
$584K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.82K- 3.06% |
$840K - $998K
|
57.6K
$15.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.83K- 17.43% |
$844K - $1M
|
8.67K
$2.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.83K- 4.1% |
$846K - $1M
|
42.9K
$11.2M
|