Purchases and Sales Made in Q2 2025 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.97KNew |
$1.09M - $2.38M
|
3.97K
$1.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.96K+ 29.79% |
$1.09M - $2.37M
|
17.3K
$4.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.94K+ 89.58% |
$1.08M - $2.36M
|
8.35K
$2.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.94K+ 689.67% |
$1.08M - $2.36M
|
4.51K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Legato Capital Management LLC
|
BUY
|
- |
3.94K+ 194.85% |
$1.08M - $2.36M
|
5.96K
$1.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
3.92K+ 115.38% |
$1.07M - $2.35M
|
7.31K
$1.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
3.9K+ 396.74% |
$1.07M - $2.34M
|
4.88K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.9K+ 98.23% |
$1.07M - $2.33M
|
7.86K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Sectoral Asset Management Inc
Montreal, A8 |
BUY
|
- |
3.85K+ 29.86% |
$1.06M - $2.31M
|
16.7K
$4.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
3.84K+ 23.18% |
$1.05M - $2.3M
|
20.4K
$5.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
3.82K+ 23.42% |
$1.05M - $2.29M
|
20.1K
$5.26M
|
|
|
Aug 01, 2025
Q2 2025
|
Mizuho Markets Cayman LP
|
BUY
|
- |
3.8KNew |
$1.04M - $2.28M
|
3.8K
$994K
|
|
|
Aug 14, 2025
Q2 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
3.8KNew |
$1.04M - $2.28M
|
3.8K
$994K
|
|
|
Aug 11, 2025
Q2 2025
|
Chiron Capital Management, LLC
|
BUY
|
- |
3.73K+ 902.42% |
$1.02M - $2.23M
|
4.14K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.71K+ 118.71% |
$1.02M - $2.23M
|
6.84K
$1.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.7KNew |
$1.02M - $2.22M
|
3.7K
$968K
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
3.66K+ 252.69% |
$1.01M - $2.2M
|
5.11K
$1.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
3.66K+ 14.56% |
$1M - $2.19M
|
28.8K
$7.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
3.66K+ 20.3% |
$1M - $2.19M
|
21.7K
$5.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.62K+ 612.35% |
$993K - $2.17M
|
4.21K
$1.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
3.6K+ 1800.0% |
$988K - $2.16M
|
3.8K
$994K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.55K+ 20.69% |
$973K - $2.13M
|
20.7K
$5.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.53K+ 2.09% |
$969K - $2.12M
|
172K
$45M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.51K+ 13.33% |
$964K - $2.11M
|
29.9K
$7.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Consolidated Investment Group LLC
|
BUY
|
- |
3.5K+ 26.42% |
$960K - $2.1M
|
16.8K
$4.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3.5K+ 30.43% |
$960K - $2.1M
|
15K
$3.92M
|
|
|
Aug 14, 2025
Q2 2025
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
3.5K+ 6.73% |
$960K - $2.1M
|
55.5K
$14.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
3.43K+ 22.09% |
$940K - $2.05M
|
18.9K
$4.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
3.42K+ 63.87% |
$939K - $2.05M
|
8.79K
$2.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.42K+ 39.25% |
$937K - $2.05M
|
12.1K
$3.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
3.4K+ 38.4% |
$932K - $2.04M
|
12.2K
$3.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
3.39K+ 99.82% |
$931K - $2.03M
|
6.79K
$1.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
3.34K+ 4.9% |
$915K - $2M
|
71.4K
$18.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.32K+ 63.66% |
$911K - $1.99M
|
8.54K
$2.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Ilex Capital Partners (Uk) LLP
London, X0 |
BUY
|
- |
3.32KNew |
$909K - $1.99M
|
3.32K
$867K
|
|
|
Aug 15, 2025
Q2 2025
|
Courage Capital Management LLC
Nashville, TN |
BUY
|
- |
3.3KNew |
$905K - $1.98M
|
3.3K
$863K
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3.21K+ 42.88% |
$880K - $1.92M
|
10.7K
$2.8M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.2K+ 262.96% |
$877K - $1.92M
|
4.41K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.19K+ 81.11% |
$874K - $1.91M
|
7.11K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
3.17K+ 1.11% |
$871K - $1.9M
|
289K
$75.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Thistle LLC
|
BUY
|
- |
3.16KNew |
$867K - $1.9M
|
3.16K
$827K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
3.15K+ 43.65% |
$864K - $1.89M
|
10.4K
$2.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
3.15K+ 86.95% |
$863K - $1.89M
|
6.76K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Sone Capital Management, LLC
New York, NY |
BUY
|
- |
3.14K+ 34.47% |
$862K - $1.88M
|
12.3K
$3.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.13K+ 36.08% |
$858K - $1.87M
|
11.8K
$3.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
3.13K+ 19.58% |
$858K - $1.87M
|
19.1K
$4.99M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
3.09K+ 24.17% |
$847K - $1.85M
|
15.9K
$4.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
3.09K+ 47.62% |
$847K - $1.85M
|
9.57K
$2.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
3.07KNew |
$843K - $1.84M
|
3.07K
$804K
|
|
|
Aug 12, 2025
Q2 2025
|
Comprehensive Financial Management LLC
Los Gatos, CA |
BUY
|
- |
3.07KNew |
$843K - $1.84M
|
3.07K
$804K
|