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 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-11K- 75.8% |
$5.09M - $6.04M
|
3.52K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-11K- 39.53% |
$5.09M - $6.05M
|
16.9K
$5.16M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-11.2K- 59.53% |
$5.15M - $6.12M
|
7.59K
$2.32M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-11.3K- 3.86% |
$5.19M - $6.17M
|
280K
$85.7M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-11.4K- 32.45% |
$5.26M - $6.24M
|
23.7K
$7.25M
|
|
|
May 15, 2025
Q1 2025
|
11 Capital Partners LP
New York, NY |
SELL
|
- |
-11.5K- 42.17% |
$5.28M - $6.28M
|
15.7K
$4.8M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-11.5K- 12.73% |
$5.32M - $6.32M
|
79K
$24.1M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-11.5K- 81.63% |
$5.32M - $6.32M
|
2.59K
$793K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-11.7K- 32.27% |
$5.39M - $6.4M
|
24.5K
$7.49M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-11.8K- 5.21% |
$5.43M - $6.44M
|
214K
$65.4M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.8KClosed |
$5.44M - $6.46M
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-11.8K- 3.67% |
$5.45M - $6.48M
|
310K
$94.7M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-11.9K- 3.46% |
$5.5M - $6.54M
|
333K
$102M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12K- 4.0% |
$5.52M - $6.56M
|
287K
$87.7M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-12K- 3.71% |
$5.53M - $6.57M
|
311K
$95.2M
|
|
|
May 12, 2025
Q1 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-12K- 1.98% |
$5.56M - $6.61M
|
596K
$182M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-12.1K- 38.72% |
$5.58M - $6.63M
|
19.1K
$5.85M
|
|
|
May 13, 2025
Q1 2025
|
Distillate Capital Partners LLC
|
SELL
|
- |
-12.2K- 8.47% |
$5.62M - $6.68M
|
132K
$40.2M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-12.3K- 18.01% |
$5.67M - $6.73M
|
55.9K
$17.1M
|
|
|
May 01, 2025
Q1 2025
|
Focused Investors LLC
|
SELL
|
- |
-12.7K- 2.98% |
$5.86M - $6.96M
|
414K
$126M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-12.7K- 31.89% |
$5.88M - $6.98M
|
27.2K
$8.32M
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-12.7K- 96.57% |
$5.88M - $6.99M
|
453
$138K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-12.9K- 15.97% |
$5.95M - $7.07M
|
67.9K
$20.7M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-13.1K- 0.5% |
$6.05M - $7.18M
|
2.6M
$793M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-13.2K- 49.74% |
$6.07M - $7.21M
|
13.3K
$4.06M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-13.3K- 11.94% |
$6.14M - $7.3M
|
98.2K
$30M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-13.4K- 78.84% |
$6.18M - $7.34M
|
3.59K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-13.4K- 8.11% |
$6.2M - $7.36M
|
152K
$46.5M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-13.5K- 69.34% |
$6.24M - $7.41M
|
5.98K
$1.83M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-13.5K- 15.52% |
$6.25M - $7.42M
|
73.7K
$22.5M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-13.6K- 24.87% |
$6.29M - $7.48M
|
41.2K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-13.7K- 62.27% |
$6.33M - $7.52M
|
8.31K
$2.54M
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-13.8K- 84.72% |
$6.35M - $7.54M
|
2.48K
$758K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-13.8K- 6.45% |
$6.36M - $7.56M
|
200K
$61.1M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-13.9K- 25.87% |
$6.41M - $7.62M
|
39.8K
$12.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
SELL
|
- |
-14.2K- 31.4% |
$6.56M - $7.79M
|
31.1K
$9.49M
|
|
|
May 13, 2025
Q1 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-14.4K- 10.69% |
$6.65M - $7.89M
|
120K
$36.8M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-14.4K- 33.76% |
$6.66M - $7.91M
|
28.3K
$8.65M
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-14.6K- 7.71% |
$6.76M - $8.03M
|
175K
$53.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-14.9K- 95.97% |
$6.87M - $8.15M
|
625
$191K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-14.9K- 7.26% |
$6.89M - $8.18M
|
191K
$58.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-15K- 33.8% |
$6.9M - $8.2M
|
29.3K
$8.95M
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-15.1K- 37.61% |
$6.96M - $8.27M
|
25K
$7.65M
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-15.4K- 69.7% |
$7.11M - $8.45M
|
6.7K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-15.4K- 72.95% |
$7.11M - $8.45M
|
5.72K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-15.7K- 69.16% |
$7.24M - $8.6M
|
7K
$2.14M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-15.7K- 6.35% |
$7.25M - $8.61M
|
232K
$70.8M
|
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-15.7K- 34.07% |
$7.27M - $8.63M
|
30.5K
$9.31M
|
|
|
May 14, 2025
Q1 2025
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
SELL
|
- |
-15.8K- 1.89% |
$7.3M - $8.68M
|
822K
$251M
|
|
|
May 09, 2025
Q1 2025
|
Lgt Capital Partners Ltd.
|
SELL
|
- |
-15.9K- 28.35% |
$7.33M - $8.71M
|
40.1K
$12.3M
|