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 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.43K- 7.35% |
$1.12M - $1.33M
|
30.6K
$8.01M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.45K- 8.31% |
$1.13M - $1.34M
|
27K
$7.07M
|
|
|
May 13, 2025
Q1 2025
|
Persistent Asset Partners LTD
Hong Kong, K3 |
SELL
|
- |
-2.47K- 20.92% |
$1.14M - $1.36M
|
9.35K
$2.45M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.51K- 2.57% |
$1.16M - $1.38M
|
95.5K
$25M
|
|
|
May 14, 2025
Q1 2025
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-2.54K- 8.93% |
$1.17M - $1.39M
|
26K
$6.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.57K- 14.39% |
$1.19M - $1.41M
|
15.3K
$3.99M
|
|
|
May 13, 2025
Q1 2025
|
Sienna Gestion
Paris, I0 |
SELL
|
- |
-2.57K- 9.54% |
$1.19M - $1.41M
|
24.4K
$6.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-2.58K- 21.07% |
$1.19M - $1.41M
|
9.66K
$2.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.59K- 2.48% |
$1.19M - $1.42M
|
102K
$26.6M
|
|
|
May 12, 2025
Q1 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-2.6K- 5.08% |
$1.2M - $1.42M
|
48.5K
$12.7M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.61K- 34.99% |
$1.21M - $1.43M
|
4.86K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-2.62K- 9.38% |
$1.21M - $1.43M
|
25.2K
$6.6M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.62K- 7.48% |
$1.21M - $1.43M
|
32.4K
$8.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.69K- 22.07% |
$1.24M - $1.47M
|
9.48K
$2.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-2.69K- 11.45% |
$1.24M - $1.47M
|
20.8K
$5.43M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-2.7K- 28.68% |
$1.25M - $1.48M
|
6.71K
$1.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-2.73K- 0.88% |
$1.26M - $1.5M
|
307K
$80.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-2.76K- 60.25% |
$1.27M - $1.51M
|
1.82K
$476K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.77K- 3.71% |
$1.28M - $1.52M
|
71.9K
$18.8M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-2.77K- 3.84% |
$1.28M - $1.52M
|
69.5K
$18.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.78K- 11.71% |
$1.28M - $1.52M
|
20.9K
$5.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.79K- 9.26% |
$1.29M - $1.53M
|
27.3K
$7.15M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.79K- 15.42% |
$1.29M - $1.53M
|
15.3K
$4.01M
|
|
|
May 08, 2025
Q1 2025
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-2.81K- 65.3% |
$1.3M - $1.54M
|
1.49K
$391K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2.84K- 5.25% |
$1.31M - $1.55M
|
51.2K
$13.4M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.84K- 26.8% |
$1.31M - $1.55M
|
7.75K
$2.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Qv Investors Inc.
|
SELL
|
- |
-2.86K- 8.59% |
$1.32M - $1.57M
|
30.4K
$7.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.86K- 61.06% |
$1.32M - $1.57M
|
1.82K
$477K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.87K- 24.57% |
$1.32M - $1.57M
|
8.8K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.87K- 8.47% |
$1.32M - $1.57M
|
31K
$8.11M
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
SELL
|
- |
-2.88K- 95.5% |
$1.33M - $1.58M
|
136
$35.6K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.91K- 7.25% |
$1.34M - $1.6M
|
37.3K
$9.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-2.94K- 72.81% |
$1.36M - $1.61M
|
1.1K
$287K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-2.94K- 5.31% |
$1.36M - $1.61M
|
52.5K
$13.7M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.95K- 4.27% |
$1.36M - $1.61M
|
66.1K
$17.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.97K- 31.16% |
$1.37M - $1.63M
|
6.56K
$1.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-3.04K- 13.8% |
$1.4M - $1.67M
|
19K
$4.96M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-3.04K- 19.01% |
$1.4M - $1.67M
|
12.9K
$3.39M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-3.05K- 21.99% |
$1.41M - $1.67M
|
10.8K
$2.83M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-3.07K- 3.89% |
$1.42M - $1.69M
|
75.9K
$19.9M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-3.11K- 16.74% |
$1.43M - $1.7M
|
15.5K
$4.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-3.13K- 25.06% |
$1.44M - $1.72M
|
9.36K
$2.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.13K- 65.52% |
$1.44M - $1.72M
|
1.65K
$431K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.18K- 5.9% |
$1.47M - $1.74M
|
50.7K
$13.3M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-3.18K- 4.07% |
$1.47M - $1.74M
|
75K
$19.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3.2K- 3.55% |
$1.48M - $1.76M
|
87.1K
$22.8M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.21K- 53.11% |
$1.48M - $1.76M
|
2.83K
$741K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.23K- 9.36% |
$1.49M - $1.77M
|
31.3K
$8.19M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-3.25K- 42.9% |
$1.5M - $1.78M
|
4.33K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.3K- 0.23% |
$1.52M - $1.81M
|
1.44M
$375M
|