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 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-2.12K- 6.26% |
$978K - $1.16M
|
31.7K
$9.7M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.13K- 4.86% |
$985K - $1.17M
|
41.8K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-2.16K- 5.6% |
$998K - $1.19M
|
36.5K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Farringdon Capital, Ltd.
London, X0 |
SELL
|
- |
-2.18K- 62.79% |
$1.01M - $1.2M
|
1.29K
$395K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.2K- 0.38% |
$1.02M - $1.21M
|
584K
$179M
|
|
|
May 07, 2025
Q1 2025
|
Agp Franklin, LLC
Franklin, TN |
SELL
|
- |
-2.22K- 36.48% |
$1.02M - $1.21M
|
3.86K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.22K- 65.62% |
$1.02M - $1.21M
|
1.16K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.22K- 39.34% |
$1.02M - $1.22M
|
3.42K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.27K- 5.71% |
$1.05M - $1.24M
|
37.5K
$11.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2.28K- 56.49% |
$1.05M - $1.25M
|
1.76K
$536K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.28K- 11.64% |
$1.05M - $1.25M
|
17.3K
$5.29M
|
|
|
May 15, 2025
Q1 2025
|
Symmetry Investments LP
|
SELL
|
- |
-2.29K- 26.64% |
$1.06M - $1.26M
|
6.32K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.33K- 10.37% |
$1.07M - $1.28M
|
20.1K
$6.15M
|
|
|
May 13, 2025
Q1 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-2.34K- 4.01% |
$1.08M - $1.28M
|
56K
$17.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.35K- 6.08% |
$1.08M - $1.29M
|
36.2K
$11.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-2.37K- 22.15% |
$1.09M - $1.3M
|
8.31K
$2.54M
|
|
|
May 13, 2025
Q1 2025
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-2.37K- 1.03% |
$1.1M - $1.3M
|
227K
$69.5M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-2.41K- 31.96% |
$1.11M - $1.32M
|
5.14K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.41K- 79.27% |
$1.11M - $1.32M
|
631
$193K
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-2.42K- 0.79% |
$1.11M - $1.32M
|
304K
$92.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.43K- 7.35% |
$1.12M - $1.33M
|
30.6K
$9.36M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.45K- 8.31% |
$1.13M - $1.34M
|
27K
$8.26M
|
|
|
May 13, 2025
Q1 2025
|
Persistent Asset Partners LTD
Hong Kong, K3 |
SELL
|
- |
-2.47K- 20.92% |
$1.14M - $1.36M
|
9.35K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.51K- 2.57% |
$1.16M - $1.38M
|
95.5K
$29.2M
|
|
|
May 14, 2025
Q1 2025
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-2.54K- 8.93% |
$1.17M - $1.39M
|
26K
$7.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.57K- 14.39% |
$1.19M - $1.41M
|
15.3K
$4.67M
|
|
|
May 13, 2025
Q1 2025
|
Sienna Gestion
Paris, I0 |
SELL
|
- |
-2.57K- 9.54% |
$1.19M - $1.41M
|
24.4K
$7.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-2.58K- 21.07% |
$1.19M - $1.41M
|
9.66K
$2.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.59K- 2.48% |
$1.19M - $1.42M
|
102K
$31.1M
|
|
|
May 12, 2025
Q1 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-2.6K- 5.08% |
$1.2M - $1.42M
|
48.5K
$14.8M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.61K- 34.99% |
$1.21M - $1.43M
|
4.86K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-2.62K- 9.38% |
$1.21M - $1.43M
|
25.2K
$7.72M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.62K- 7.48% |
$1.21M - $1.43M
|
32.4K
$9.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.69K- 22.07% |
$1.24M - $1.47M
|
9.48K
$2.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-2.69K- 11.45% |
$1.24M - $1.47M
|
20.8K
$6.35M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-2.7K- 28.68% |
$1.25M - $1.48M
|
6.71K
$2.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-2.73K- 0.88% |
$1.26M - $1.5M
|
307K
$93.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-2.76K- 60.25% |
$1.27M - $1.51M
|
1.82K
$556K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.77K- 3.71% |
$1.28M - $1.52M
|
71.9K
$22M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-2.77K- 3.84% |
$1.28M - $1.52M
|
69.5K
$21.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.78K- 11.71% |
$1.28M - $1.52M
|
20.9K
$6.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.79K- 9.26% |
$1.29M - $1.53M
|
27.3K
$8.35M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.79K- 15.42% |
$1.29M - $1.53M
|
15.3K
$4.68M
|
|
|
May 08, 2025
Q1 2025
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-2.81K- 65.3% |
$1.3M - $1.54M
|
1.49K
$456K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2.84K- 5.25% |
$1.31M - $1.55M
|
51.2K
$15.6M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.84K- 26.8% |
$1.31M - $1.55M
|
7.75K
$2.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Qv Investors Inc.
|
SELL
|
- |
-2.86K- 8.59% |
$1.32M - $1.57M
|
30.4K
$9.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.86K- 61.06% |
$1.32M - $1.57M
|
1.82K
$557K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.87K- 24.57% |
$1.32M - $1.57M
|
8.8K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.87K- 8.47% |
$1.32M - $1.57M
|
31K
$9.47M
|