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 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
SELL
|
- |
-2.88K- 95.5% |
$1.33M - $1.58M
|
136
$41.6K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.91K- 7.25% |
$1.34M - $1.6M
|
37.3K
$11.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-2.94K- 72.81% |
$1.36M - $1.61M
|
1.1K
$335K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-2.94K- 5.31% |
$1.36M - $1.61M
|
52.5K
$16M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.95K- 4.27% |
$1.36M - $1.61M
|
66.1K
$20.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.97K- 31.16% |
$1.37M - $1.63M
|
6.56K
$2M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-3.04K- 13.8% |
$1.4M - $1.67M
|
19K
$5.8M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-3.04K- 19.01% |
$1.4M - $1.67M
|
12.9K
$3.96M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-3.05K- 21.99% |
$1.41M - $1.67M
|
10.8K
$3.31M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-3.07K- 3.89% |
$1.42M - $1.69M
|
75.9K
$23.2M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-3.11K- 16.74% |
$1.43M - $1.7M
|
15.5K
$4.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-3.13K- 25.06% |
$1.44M - $1.72M
|
9.36K
$2.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.13K- 65.52% |
$1.44M - $1.72M
|
1.65K
$503K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.18K- 5.9% |
$1.47M - $1.74M
|
50.7K
$15.5M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-3.18K- 4.07% |
$1.47M - $1.74M
|
75K
$22.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3.2K- 3.55% |
$1.48M - $1.76M
|
87.1K
$26.6M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.21K- 53.11% |
$1.48M - $1.76M
|
2.83K
$866K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.23K- 9.36% |
$1.49M - $1.77M
|
31.3K
$9.57M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-3.25K- 42.9% |
$1.5M - $1.78M
|
4.33K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.3K- 0.23% |
$1.52M - $1.81M
|
1.44M
$439M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-3.36K- 6.73% |
$1.55M - $1.84M
|
46.6K
$14.2M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-3.41K- 36.59% |
$1.57M - $1.87M
|
5.91K
$1.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.42K- 0.49% |
$1.58M - $1.87M
|
694K
$212M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.42K- 3.19% |
$1.58M - $1.88M
|
104K
$31.8M
|
|
|
May 13, 2025
Q1 2025
|
River Road Asset Management, LLC
|
SELL
|
- |
-3.45K- 5.55% |
$1.59M - $1.89M
|
58.8K
$18M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-3.46K- 6.36% |
$1.6M - $1.9M
|
51K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-3.5K- 53.85% |
$1.62M - $1.92M
|
3K
$917K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.53K- 28.87% |
$1.63M - $1.94M
|
8.7K
$2.66M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.59K- 10.62% |
$1.66M - $1.97M
|
30.2K
$9.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.61K- 6.89% |
$1.66M - $1.98M
|
48.7K
$14.9M
|
|
|
May 13, 2025
Q1 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
SELL
|
- |
-3.66K- 78.52% |
$1.69M - $2M
|
1K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-3.67K- 4.06% |
$1.69M - $2.01M
|
86.6K
$26.5M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-3.71K- 56.68% |
$1.71M - $2.03M
|
2.84K
$866K
|
|
|
May 15, 2025
Q1 2025
|
Sone Capital Management, LLC
New York, NY |
SELL
|
- |
-3.85K- 29.69% |
$1.78M - $2.11M
|
9.11K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-3.87K- 0.7% |
$1.78M - $2.12M
|
552K
$169M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.89K- 1.63% |
$1.79M - $2.13M
|
234K
$71.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-3.98K- 46.63% |
$1.84M - $2.18M
|
4.56K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4K- 7.72% |
$1.85M - $2.19M
|
47.8K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-4K- 4.97% |
$1.85M - $2.19M
|
76.5K
$23.4M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-4K- 86.14% |
$1.85M - $2.19M
|
644
$197K
|
|
|
Apr 30, 2025
Q1 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-4.02K- 83.45% |
$1.86M - $2.21M
|
798
$244K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.05K- 5.49% |
$1.87M - $2.22M
|
69.7K
$21.3M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-4.09K- 21.55% |
$1.89M - $2.24M
|
14.9K
$4.55M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4.11K- 17.51% |
$1.89M - $2.25M
|
19.3K
$5.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-4.11K- 22.22% |
$1.9M - $2.25M
|
14.4K
$4.4M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.12K- 3.39% |
$1.9M - $2.26M
|
118K
$35.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
SELL
|
- |
-4.21K- 57.5% |
$1.94M - $2.31M
|
3.11K
$951K
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-4.33K- 31.8% |
$2M - $2.37M
|
9.29K
$2.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-4.35K- 2.97% |
$2.01M - $2.38M
|
142K
$43.4M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4.35K- 6.51% |
$2.01M - $2.39M
|
62.6K
$19.1M
|