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 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.31K+ 4.74% |
$1.53M - $1.81M
|
73.1K
$22.4M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
3.31K+ 8.19% |
$1.53M - $1.81M
|
43.7K
$13.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
3.29K+ 64.09% |
$1.52M - $1.8M
|
8.42K
$2.57M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.23KNew |
$1.49M - $1.77M
|
3.23K
$987K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.21K+ 3.07% |
$1.48M - $1.76M
|
108K
$32.9M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.2KNew |
$1.48M - $1.75M
|
3.2K
$978K
|
|
|
May 20, 2025
Q1 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
3.2K+ 2.0% |
$1.48M - $1.75M
|
164K
$50M
|
|
|
May 15, 2025
Q1 2025
|
Tpg Gp A, LLC
Fort Worth, TX |
BUY
|
- |
3.19K+ 2.25% |
$1.47M - $1.75M
|
145K
$44.3M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.17K+ 176.72% |
$1.46M - $1.73M
|
4.96K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
3.14K+ 4.65% |
$1.45M - $1.72M
|
70.7K
$21.6M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.13K+ 13.1% |
$1.45M - $1.72M
|
27K
$8.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
3.13KNew |
$1.44M - $1.72M
|
3.13K
$957K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.13K+ 109.88% |
$1.44M - $1.71M
|
5.97K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.08K+ 166.36% |
$1.42M - $1.69M
|
4.93K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.06K+ 178.65% |
$1.41M - $1.68M
|
4.78K
$1.46M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
3.05K+ 1.73% |
$1.41M - $1.67M
|
180K
$54.9M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
3.02K+ 2.34% |
$1.4M - $1.66M
|
132K
$40.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
3.02K+ 6.9% |
$1.4M - $1.66M
|
46.9K
$14.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.02K+ 23.94% |
$1.39M - $1.65M
|
15.6K
$4.77M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.99K+ 182.26% |
$1.38M - $1.64M
|
4.63K
$1.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
2.97K+ 211.22% |
$1.37M - $1.63M
|
4.38K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.93K+ 2.53% |
$1.35M - $1.61M
|
119K
$36.2M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.92KNew |
$1.35M - $1.6M
|
2.92K
$894K
|
|
|
May 14, 2025
Q1 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
2.85KNew |
$1.31M - $1.56M
|
2.85K
$871K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.84K+ 18.02% |
$1.31M - $1.56M
|
18.6K
$5.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.82K+ 1.52% |
$1.3M - $1.55M
|
188K
$57.6M
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
2.75K+ 172.33% |
$1.27M - $1.51M
|
4.34K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.74K+ 490.68% |
$1.26M - $1.5M
|
3.3K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
2.72K+ 3.21% |
$1.26M - $1.49M
|
87.6K
$26.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
2.72K+ 103.9% |
$1.25M - $1.49M
|
5.33K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
2.71K+ 19.91% |
$1.25M - $1.48M
|
16.3K
$4.98M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
2.69K+ 26.2% |
$1.24M - $1.47M
|
12.9K
$3.96M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
2.65KNew |
$1.22M - $1.45M
|
2.65K
$811K
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.63K+ 376.29% |
$1.22M - $1.44M
|
3.33K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.62K+ 8.49% |
$1.21M - $1.43M
|
33.5K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
2.61K+ 2.18% |
$1.21M - $1.43M
|
123K
$37.5M
|
|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
BUY
|
- |
2.53K+ 1.77% |
$1.17M - $1.38M
|
145K
$44.4M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.52K+ 23.22% |
$1.16M - $1.38M
|
13.3K
$4.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.51K+ 5.61% |
$1.16M - $1.38M
|
47.3K
$14.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.51K+ 63.16% |
$1.16M - $1.37M
|
6.47K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Bamco Inc
New York, NY |
BUY
|
- |
2.5K+ 4.6% |
$1.15M - $1.37M
|
56.9K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.5K+ 177.72% |
$1.15M - $1.37M
|
3.9K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
2.44K+ 13.27% |
$1.13M - $1.34M
|
20.8K
$6.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.43KNew |
$1.12M - $1.33M
|
2.43K
$743K
|
|
|
May 15, 2025
Q1 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
2.43K+ 0.27% |
$1.12M - $1.33M
|
914K
$279M
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
2.4K+ 8.63% |
$1.11M - $1.31M
|
30.2K
$9.22M
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
2.36K+ 60.07% |
$1.09M - $1.29M
|
6.29K
$1.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
2.33KNew |
$1.07M - $1.28M
|
2.33K
$711K
|
|
|
May 15, 2025
Q1 2025
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
2.32K+ 67.73% |
$1.07M - $1.27M
|
5.75K
$1.76M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.31K+ 103.17% |
$1.07M - $1.27M
|
4.56K
$1.39M
|