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
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.69K- 10.0% |
$778K - $924K
|
15.2K
$4.64M
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.69K- 59.1% |
$779K - $925K
|
1.17K
$357K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.71K- 17.28% |
$787K - $935K
|
8.16K
$2.49M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.71K- 48.24% |
$791K - $940K
|
1.84K
$562K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.72K- 2.5% |
$796K - $945K
|
67.3K
$20.6M
|
|
|
May 15, 2025
Q1 2025
|
Sectoral Asset Management Inc
Montreal, A8 |
SELL
|
- |
-1.73K- 11.83% |
$798K - $948K
|
12.9K
$3.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.73K- 9.39% |
$800K - $950K
|
16.7K
$5.11M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-1.74K- 4.29% |
$801K - $951K
|
38.7K
$11.8M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.76K- 33.07% |
$812K - $965K
|
3.56K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.77K- 10.71% |
$817K - $971K
|
14.8K
$4.51M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.78K- 8.41% |
$822K - $976K
|
19.4K
$5.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-1.79K- 78.82% |
$824K - $979K
|
480
$147K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.79K- 13.76% |
$827K - $982K
|
11.2K
$3.43M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-1.8K- 6.92% |
$828K - $984K
|
24.1K
$7.38M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-1.8K- 4.09% |
$830K - $986K
|
42.2K
$12.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.81K- 3.63% |
$834K - $990K
|
47.9K
$14.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.82K- 44.89% |
$840K - $998K
|
2.23K
$683K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.82K- 3.06% |
$840K - $998K
|
57.6K
$17.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.83K- 17.43% |
$844K - $1M
|
8.67K
$2.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.83K- 4.1% |
$846K - $1M
|
42.9K
$13.1M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.85K- 5.13% |
$854K - $1.01M
|
34.3K
$10.5M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.87K- 3.33% |
$865K - $1.03M
|
54.4K
$16.6M
|
|
|
May 14, 2025
Q1 2025
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-1.9K- 1.81% |
$878K - $1.04M
|
103K
$31.6M
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-1.9K- 36.07% |
$879K - $1.04M
|
3.38K
$1.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.92K- 6.94% |
$884K - $1.05M
|
25.7K
$7.85M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1.94K- 39.09% |
$894K - $1.06M
|
3.02K
$922K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.94K- 3.23% |
$896K - $1.06M
|
58.2K
$17.8M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.95K- 2.53% |
$899K - $1.07M
|
74.9K
$22.9M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.95K- 0.47% |
$900K - $1.07M
|
417K
$127M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-1.96K- 6.32% |
$906K - $1.08M
|
29.1K
$8.9M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.97K- 16.17% |
$909K - $1.08M
|
10.2K
$3.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.98K- 20.45% |
$912K - $1.08M
|
7.68K
$2.35M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-1.98K- 51.98% |
$914K - $1.09M
|
1.83K
$559K
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.99K- 0.61% |
$918K - $1.09M
|
325K
$99.3M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-1.99K- 98.66% |
$919K - $1.09M
|
27
$8.25K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.99K- 34.0% |
$919K - $1.09M
|
3.87K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
SELL
|
- |
-2.01K- 22.84% |
$929K - $1.1M
|
6.8K
$2.08M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.01K- 6.46% |
$929K - $1.1M
|
29.2K
$8.91M
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.02K- 4.8% |
$930K - $1.1M
|
40K
$12.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.02K- 47.4% |
$932K - $1.11M
|
2.24K
$685K
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-2.04K- 36.29% |
$943K - $1.12M
|
3.59K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-2.06K- 62.17% |
$951K - $1.13M
|
1.25K
$383K
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-2.06K- 4.14% |
$952K - $1.13M
|
47.8K
$14.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.06K- 10.67% |
$952K - $1.13M
|
17.3K
$5.28M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.07K- 73.08% |
$956K - $1.14M
|
763
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.07K- 20.91% |
$956K - $1.14M
|
7.84K
$2.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.08K- 8.21% |
$959K - $1.14M
|
23.2K
$7.1M
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2.11K- 71.89% |
$971K - $1.15M
|
823
$252K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-2.11K- 27.93% |
$975K - $1.16M
|
5.45K
$1.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.12K- 6.13% |
$977K - $1.16M
|
32.4K
$9.92M
|