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 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
7.21KNew |
$3.33M - $3.95M
|
7.21K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
7.07K+ 13.5% |
$3.26M - $3.88M
|
59.4K
$18.2M
|
|
|
May 14, 2025
Q1 2025
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
7K+ 43.75% |
$3.23M - $3.84M
|
23K
$7.03M
|
|
|
May 14, 2025
Q1 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
6.99KNew |
$3.22M - $3.83M
|
6.99K
$2.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
6.79K+ 156.63% |
$3.13M - $3.72M
|
11.1K
$3.4M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.77K+ 8.73% |
$3.12M - $3.71M
|
84.2K
$25.7M
|
|
|
May 12, 2025
Q1 2025
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
6.55K+ 3.02% |
$3.02M - $3.59M
|
224K
$68.3M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
6.55K+ 350.27% |
$3.02M - $3.59M
|
8.42K
$2.57M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
6.48K+ 2.02% |
$2.99M - $3.55M
|
326K
$99.7M
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
6.4K+ 24.11% |
$2.95M - $3.51M
|
32.9K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.16K+ 5.16% |
$2.84M - $3.38M
|
126K
$38.4M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
6.13K+ 8.97% |
$2.83M - $3.36M
|
74.4K
$22.8M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
6.09K+ 2.86% |
$2.81M - $3.34M
|
219K
$67M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
6.05K+ 61.61% |
$2.79M - $3.31M
|
15.9K
$4.85M
|
|
|
May 09, 2025
Q1 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
6K+ 21.59% |
$2.77M - $3.29M
|
33.8K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Black Barn Capital Partners LP
New York, NY |
BUY
|
- |
6K+ 10.0% |
$2.77M - $3.29M
|
66K
$20.2M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
5.97K+ 19.85% |
$2.76M - $3.27M
|
36.1K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
5.96K+ 3.11% |
$2.75M - $3.27M
|
198K
$60.4M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
5.92K+ 2.21% |
$2.73M - $3.25M
|
274K
$83.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
5.92K+ 4.06% |
$2.73M - $3.24M
|
152K
$46.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.78K+ 39.11% |
$2.67M - $3.17M
|
20.6K
$6.29M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.73K+ 15.73% |
$2.64M - $3.14M
|
42.1K
$12.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
5.71K+ 52.63% |
$2.64M - $3.13M
|
16.6K
$5.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.66K+ 252.12% |
$2.61M - $3.1M
|
7.9K
$2.41M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.63K+ 57.94% |
$2.6M - $3.09M
|
15.4K
$4.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.63K+ 62.93% |
$2.6M - $3.08M
|
14.6K
$4.45M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.61K+ 81.04% |
$2.59M - $3.07M
|
12.5K
$3.83M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
5.58K+ 12.02% |
$2.57M - $3.06M
|
52K
$15.9M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
5.57K+ 14.27% |
$2.57M - $3.05M
|
44.6K
$13.6M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
5.54K+ 10.4% |
$2.55M - $3.03M
|
58.7K
$18M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.52K+ 6.43% |
$2.55M - $3.02M
|
91.3K
$27.9M
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.48K+ 14.39% |
$2.53M - $3M
|
43.6K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
5.45K+ 1.05% |
$2.51M - $2.99M
|
522K
$159M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.39K+ 16.98% |
$2.49M - $2.96M
|
37.1K
$11.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
5.18K+ 73.49% |
$2.39M - $2.84M
|
12.2K
$3.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
5.17K+ 438.14% |
$2.39M - $2.83M
|
6.35K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Delta Global Management LP
New York, NY |
BUY
|
- |
5.14KNew |
$2.37M - $2.82M
|
5.14K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
5.11K+ 254.08% |
$2.36M - $2.8M
|
7.12K
$2.18M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
5.09K+ 23.29% |
$2.35M - $2.79M
|
27K
$8.24M
|
|
|
May 14, 2025
Q1 2025
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
5.03K+ 3.15% |
$2.32M - $2.76M
|
165K
$50.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.02K+ 9.2% |
$2.32M - $2.75M
|
59.6K
$18.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.99K+ 35.92% |
$2.3M - $2.74M
|
18.9K
$5.77M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
4.94K+ 7.47% |
$2.28M - $2.71M
|
71K
$21.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
4.91K+ 0.41% |
$2.27M - $2.69M
|
1.22M
$372M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.88K+ 66.95% |
$2.25M - $2.67M
|
12.2K
$3.72M
|
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
BUY
|
- |
4.87K+ 4.15% |
$2.25M - $2.67M
|
122K
$37.3M
|
|
|
May 13, 2025
Q1 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
4.84K+ 13.31% |
$2.23M - $2.65M
|
41.2K
$12.6M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
4.81KNew |
$2.22M - $2.64M
|
4.81K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
4.8K+ 151.98% |
$2.22M - $2.63M
|
7.96K
$2.43M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
4.8K+ 1.54% |
$2.22M - $2.63M
|
316K
$96.6M
|