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
|
Wedbush Securities Inc
|
SELL
|
- |
-7.08K- 27.9% |
$3.27M - $3.88M
|
18.3K
$5.59M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-7.11K- 92.0% |
$3.28M - $3.9M
|
619
$189K
|
|
|
May 15, 2025
Q1 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-7.22K- 77.0% |
$3.33M - $3.96M
|
2.16K
$659K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-7.22K- 2.77% |
$3.33M - $3.96M
|
253K
$77.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-7.26K- 41.13% |
$3.35M - $3.98M
|
10.4K
$3.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-7.38K- 74.6% |
$3.41M - $4.04M
|
2.51K
$768K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-7.44K- 18.53% |
$3.43M - $4.08M
|
32.7K
$10M
|
|
|
Apr 22, 2025
Q1 2025
|
Sivik Global Healthcare LLC
Greenwich, CT |
SELL
|
- |
-7.5K- 60.0% |
$3.46M - $4.11M
|
5K
$1.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.56K- 12.74% |
$3.49M - $4.14M
|
51.8K
$15.8M
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-7.6K- 14.99% |
$3.51M - $4.17M
|
43.1K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-7.66K- 0.62% |
$3.53M - $4.2M
|
1.23M
$375M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-7.71K- 34.17% |
$3.56M - $4.22M
|
14.8K
$4.54M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-7.71K- 82.93% |
$3.56M - $4.22M
|
1.59K
$485K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-7.84K- 92.77% |
$3.62M - $4.3M
|
611
$187K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-7.89K- 49.05% |
$3.64M - $4.32M
|
8.19K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7.96K- 16.16% |
$3.68M - $4.37M
|
41.3K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-8.22K- 5.55% |
$3.79M - $4.5M
|
140K
$42.8M
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-8.23K- 10.21% |
$3.8M - $4.51M
|
72.4K
$22.1M
|
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
SELL
|
- |
-8.3K- 64.06% |
$3.83M - $4.55M
|
4.66K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-8.31K- 90.98% |
$3.84M - $4.56M
|
824
$252K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-8.54K- 90.12% |
$3.94M - $4.68M
|
937
$286K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-8.59K- 0.04% |
$3.97M - $4.71M
|
21.4M
$6.54B
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-8.6K- 1.81% |
$3.97M - $4.71M
|
468K
$143M
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-8.71K- 95.42% |
$4.02M - $4.78M
|
418
$128K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-8.82K- 29.12% |
$4.07M - $4.83M
|
21.5K
$6.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-8.9K- 24.96% |
$4.11M - $4.88M
|
26.8K
$8.18M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.92K- 0.74% |
$4.11M - $4.89M
|
1.2M
$367M
|
|
|
May 15, 2025
Q1 2025
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-8.94K- 29.8% |
$4.13M - $4.9M
|
21.1K
$6.44M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-9.21K- 29.37% |
$4.25M - $5.05M
|
22.1K
$6.77M
|
|
|
May 05, 2025
Q1 2025
|
Health Invest Partners Ab
|
SELL
|
- |
-9.42K- 26.76% |
$4.35M - $5.16M
|
25.8K
$7.88M
|
|
|
May 15, 2025
Q1 2025
|
Avidity Partners Management LP
Dallas, TX |
SELL
|
- |
-9.5K- 15.83% |
$4.38M - $5.21M
|
50.5K
$15.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-9.56K- 11.76% |
$4.41M - $5.24M
|
71.8K
$21.9M
|
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-9.58K- 95.06% |
$4.42M - $5.25M
|
498
$152K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-9.77K- 3.71% |
$4.51M - $5.36M
|
254K
$77.5M
|
|
|
May 14, 2025
Q1 2025
|
Greenwoods Asset Management Hong Kong Ltd.
Hong Kong, K3 |
SELL
|
- |
-9.83K- 69.38% |
$4.54M - $5.39M
|
4.34K
$1.33M
|
|
|
May 12, 2025
Q1 2025
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-10.1K- 47.76% |
$4.64M - $5.51M
|
11K
$3.36M
|
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
SELL
|
- |
-10.2K- 17.95% |
$4.71M - $5.59M
|
46.6K
$14.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-10.3K- 96.25% |
$4.76M - $5.66M
|
402
$123K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-10.3K- 41.98% |
$4.77M - $5.66M
|
14.3K
$4.37M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-10.6K- 6.59% |
$4.88M - $5.79M
|
150K
$45.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-10.6K- 1.49% |
$4.88M - $5.79M
|
697K
$213M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-10.6K- 1.14% |
$4.91M - $5.83M
|
926K
$283M
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-10.6K- 4.14% |
$4.91M - $5.84M
|
246K
$75.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-10.7K- 0.67% |
$4.93M - $5.86M
|
1.59M
$485M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-10.7K- 12.05% |
$4.95M - $5.88M
|
78.2K
$23.9M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-10.9K- 90.38% |
$5.02M - $5.97M
|
1.16K
$354K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-10.9K- 2.32% |
$5.03M - $5.98M
|
460K
$141M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-10.9K- 10.16% |
$5.04M - $5.99M
|
96.6K
$29.5M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-10.9K- 0.76% |
$5.05M - $6M
|
1.43M
$436M
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-11K- 39.02% |
$5.07M - $6.02M
|
17.2K
$5.25M
|