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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.31K+ 18.85% |
$1.06M - $1.26M
|
14.5K
$4.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
2.3KNew |
$1.06M - $1.26M
|
2.3K
$703K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.29K+ 25.16% |
$1.06M - $1.26M
|
11.4K
$3.49M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.26K+ 4.57% |
$1.04M - $1.24M
|
51.8K
$15.8M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
2.26K+ 19.5% |
$1.04M - $1.24M
|
13.9K
$4.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
2.24KNew |
$1.03M - $1.23M
|
2.24K
$684K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
2.21K+ 5.18% |
$1.02M - $1.21M
|
44.8K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.2K+ 4.19% |
$1.01M - $1.21M
|
54.7K
$16.7M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
2.18K+ 9.42% |
$1.01M - $1.2M
|
25.3K
$7.74M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.18KNew |
$1.01M - $1.19M
|
2.18K
$666K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.17K+ 19.6% |
$1M - $1.19M
|
13.3K
$4.05M
|
|
|
May 13, 2025
Q1 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
2.13K+ 5.07% |
$981K - $1.16M
|
44.1K
$13.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
2.12K+ 11.14% |
$980K - $1.16M
|
21.2K
$6.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
2.11KNew |
$975K - $1.16M
|
2.11K
$645K
|
|
|
Apr 09, 2025
Q1 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
2.1K+ 10.4% |
$969K - $1.15M
|
22.3K
$6.81M
|
|
|
May 15, 2025
Q1 2025
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
2.1KNew |
$968K - $1.15M
|
2.1K
$641K
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
2.07K+ 0.23% |
$955K - $1.13M
|
887K
$271M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.07K+ 27.93% |
$955K - $1.13M
|
9.48K
$2.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.06KNew |
$952K - $1.13M
|
2.06K
$630K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.06K+ 180.61% |
$950K - $1.13M
|
3.2K
$978K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.04KNew |
$943K - $1.12M
|
2.04K
$625K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.03K+ 147.6% |
$937K - $1.11M
|
3.41K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
2K+ 10.82% |
$922K - $1.09M
|
20.5K
$6.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 17.98% |
$920K - $1.09M
|
13.1K
$4M
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.98KNew |
$914K - $1.09M
|
1.98K
$605K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.94K+ 260.75% |
$895K - $1.06M
|
2.68K
$820K
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.93KNew |
$893K - $1.06M
|
1.93K
$591K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.92K+ 4.99% |
$888K - $1.05M
|
40.4K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.92K+ 19.32% |
$887K - $1.05M
|
11.9K
$3.63M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.88K+ 17.31% |
$867K - $1.03M
|
12.7K
$3.89M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.88K+ 19.86% |
$866K - $1.03M
|
11.3K
$3.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.88K+ 8.35% |
$865K - $1.03M
|
24.3K
$7.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.86K+ 2.78% |
$857K - $1.02M
|
68.5K
$20.9M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.84K+ 17.34% |
$851K - $1.01M
|
12.5K
$3.81M
|
|
|
May 14, 2025
Q1 2025
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
1.84K+ 17.73% |
$849K - $1.01M
|
12.2K
$3.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.83K+ 222.83% |
$842K - $1M
|
2.64K
$808K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.82K+ 15.17% |
$840K - $998K
|
13.8K
$4.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.82K+ 0.77% |
$839K - $996K
|
236K
$72.3M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.81K+ 47.84% |
$836K - $993K
|
5.6K
$1.71M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.81K+ 9.16% |
$836K - $993K
|
21.6K
$6.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.8K+ 5.61% |
$832K - $988K
|
33.9K
$10.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
1.8K+ 14.89% |
$831K - $987K
|
13.9K
$4.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.77K+ 10.65% |
$818K - $971K
|
18.4K
$5.63M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.75K+ 172.3% |
$810K - $962K
|
2.77K
$847K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.75K+ 1.3% |
$805K - $957K
|
136K
$41.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.74K+ 201.15% |
$804K - $955K
|
2.61K
$797K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.73K+ 10.17% |
$799K - $949K
|
18.8K
$5.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
1.73K+ 7.7% |
$796K - $946K
|
24.1K
$7.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.71K+ 97.44% |
$789K - $937K
|
3.47K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.71K+ 20.47% |
$788K - $936K
|
10.1K
$3.07M
|