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 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-5.11K- 36.6% |
$2.36M - $2.8M
|
8.85K
$2.31M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-5.19K- 17.9% |
$2.4M - $2.85M
|
23.8K
$6.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-5.19K- 72.35% |
$2.4M - $2.85M
|
1.98K
$519K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-5.26K- 85.57% |
$2.43M - $2.88M
|
886
$232K
|
|
|
May 14, 2025
Q1 2025
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-5.3K- 3.93% |
$2.45M - $2.91M
|
130K
$33.9M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-5.4K- 48.47% |
$2.49M - $2.96M
|
5.74K
$1.5M
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-5.46K- 64.85% |
$2.52M - $2.99M
|
2.96K
$774K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-5.52K- 15.28% |
$2.55M - $3.02M
|
30.6K
$8M
|
|
|
May 15, 2025
Q1 2025
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-5.6K- 19.73% |
$2.58M - $3.07M
|
22.8K
$5.96M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-5.61K- 6.29% |
$2.59M - $3.07M
|
83.6K
$21.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-5.69K- 38.91% |
$2.63M - $3.12M
|
8.93K
$2.34M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-5.95K- 60.36% |
$2.74M - $3.26M
|
3.9K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
SELL
|
- |
-6.18K- 13.51% |
$2.85M - $3.39M
|
39.5K
$10.3M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-6.29K- 67.1% |
$2.9M - $3.45M
|
3.08K
$806K
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-6.3K- 68.02% |
$2.91M - $3.45M
|
2.96K
$775K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.4K- 46.73% |
$2.95M - $3.51M
|
7.29K
$1.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.4K- 6.16% |
$2.96M - $3.51M
|
97.6K
$25.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-6.46K- 63.55% |
$2.98M - $3.54M
|
3.7K
$969K
|
|
|
May 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-6.5K- 1.27% |
$3M - $3.57M
|
505K
$132M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.56K- 34.6% |
$3.03M - $3.6M
|
12.4K
$3.24M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-6.56K- 20.91% |
$3.03M - $3.6M
|
24.8K
$6.49M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-6.56K- 6.81% |
$3.03M - $3.6M
|
89.8K
$23.5M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-6.57K- 13.23% |
$3.03M - $3.6M
|
43.1K
$11.3M
|
|
|
May 02, 2025
Q1 2025
|
Provident Trust CO
|
SELL
|
- |
-6.77K- 1.08% |
$3.12M - $3.71M
|
619K
$162M
|
|
|
May 15, 2025
Q1 2025
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-6.81K- 8.74% |
$3.14M - $3.73M
|
71.1K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-6.83K- 70.37% |
$3.15M - $3.74M
|
2.87K
$752K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-6.86K- 54.29% |
$3.16M - $3.76M
|
5.77K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Amf Tjanstepension Ab
|
SELL
|
- |
-6.87K- 2.8% |
$3.17M - $3.76M
|
238K
$62.2M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-7.03K- 89.54% |
$3.24M - $3.85M
|
821
$215K
|
|
|
May 14, 2025
Q1 2025
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-7.04K- 12.02% |
$3.25M - $3.86M
|
51.5K
$13.5M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-7.08K- 27.9% |
$3.27M - $3.88M
|
18.3K
$4.79M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-7.11K- 92.0% |
$3.28M - $3.9M
|
619
$162K
|
|
|
May 15, 2025
Q1 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-7.22K- 77.0% |
$3.33M - $3.96M
|
2.16K
$564K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-7.22K- 2.77% |
$3.33M - $3.96M
|
253K
$66.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-7.26K- 41.13% |
$3.35M - $3.98M
|
10.4K
$2.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-7.38K- 74.6% |
$3.41M - $4.04M
|
2.51K
$657K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-7.44K- 18.53% |
$3.43M - $4.08M
|
32.7K
$8.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Sivik Global Healthcare LLC
Greenwich, CT |
SELL
|
- |
-7.5K- 60.0% |
$3.46M - $4.11M
|
5K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.56K- 12.74% |
$3.49M - $4.14M
|
51.8K
$13.5M
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-7.6K- 14.99% |
$3.51M - $4.17M
|
43.1K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-7.66K- 0.62% |
$3.53M - $4.2M
|
1.23M
$321M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-7.71K- 34.17% |
$3.56M - $4.22M
|
14.8K
$3.88M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-7.71K- 82.93% |
$3.56M - $4.22M
|
1.59K
$415K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-7.84K- 92.77% |
$3.62M - $4.3M
|
611
$160K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-7.89K- 49.05% |
$3.64M - $4.32M
|
8.19K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7.96K- 16.16% |
$3.68M - $4.37M
|
41.3K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-8.22K- 5.55% |
$3.79M - $4.5M
|
140K
$36.6M
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-8.23K- 10.21% |
$3.8M - $4.51M
|
72.4K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
SELL
|
- |
-8.3K- 64.06% |
$3.83M - $4.55M
|
4.66K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-8.31K- 90.98% |
$3.84M - $4.56M
|
824
$216K
|