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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
3.05K+ 149.58% |
$838K - $1.83M
|
5.09K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Lynch Asset Management, Inc.
|
BUY
|
- |
3.05K+ 26.64% |
$837K - $1.83M
|
14.5K
$3.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.03K+ 281.77% |
$831K - $1.82M
|
4.1K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
3.02K+ 217.18% |
$829K - $1.81M
|
4.41K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
3.01K+ 14.29% |
$825K - $1.8M
|
24K
$6.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
3K+ 130.43% |
$823K - $1.8M
|
5.3K
$1.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Timelo Investment Management Inc.
|
BUY
|
- |
3KNew |
$823K - $1.8M
|
3K
$785K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.99K+ 66.76% |
$820K - $1.79M
|
7.47K
$1.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
2.99KNew |
$819K - $1.79M
|
2.99K
$781K
|
|
|
Aug 14, 2025
Q2 2025
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
2.97KNew |
$815K - $1.78M
|
2.97K
$777K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.97K+ 19.36% |
$814K - $1.78M
|
18.3K
$4.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
2.96K+ 64.24% |
$812K - $1.78M
|
7.57K
$1.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.93K+ 172.63% |
$803K - $1.75M
|
4.62K
$1.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.93K+ 360.79% |
$803K - $1.75M
|
3.74K
$977K
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
2.92K+ 11.54% |
$801K - $1.75M
|
28.2K
$7.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.91K+ 6.15% |
$799K - $1.75M
|
50.2K
$13.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
2.91K+ 55.64% |
$797K - $1.74M
|
8.13K
$2.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
2.86KNew |
$785K - $1.71M
|
2.86K
$748K
|
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
2.85K+ 11.37% |
$781K - $1.71M
|
27.9K
$7.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.82K+ 438.2% |
$774K - $1.69M
|
3.47K
$907K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.82K+ 35.91% |
$774K - $1.69M
|
10.7K
$2.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
2.8K+ 26.83% |
$768K - $1.68M
|
13.2K
$3.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
2.79K+ 219.83% |
$767K - $1.67M
|
4.07K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
2.79K+ 15.82% |
$766K - $1.67M
|
20.4K
$5.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.78K+ 954.3% |
$762K - $1.66M
|
3.07K
$802K
|
|
|
Aug 12, 2025
Q2 2025
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
- |
2.78K+ 1.15% |
$762K - $1.66M
|
243K
$63.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
2.75K+ 3.41% |
$754K - $1.65M
|
83.4K
$21.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
2.73K+ 0.18% |
$748K - $1.64M
|
1.54M
$402M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.7K+ 59.32% |
$740K - $1.62M
|
7.25K
$1.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
2.7K+ 76.24% |
$740K - $1.62M
|
6.24K
$1.63M
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
2.68KNew |
$736K - $1.61M
|
2.68K
$701K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
2.66K+ 5.23% |
$731K - $1.6M
|
53.6K
$14M
|
|
|
Jul 29, 2025
Q2 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
BUY
|
- |
2.64K+ 35.25% |
$725K - $1.58M
|
10.1K
$2.65M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.63K+ 42.77% |
$721K - $1.57M
|
8.77K
$2.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
2.59K+ 8.05% |
$710K - $1.55M
|
34.8K
$9.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.59K+ 285.54% |
$710K - $1.55M
|
3.49K
$914K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.58K+ 49.62% |
$708K - $1.55M
|
7.78K
$2.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.56KNew |
$702K - $1.53M
|
2.56K
$669K
|
|
|
Aug 04, 2025
Q2 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
2.55K+ 5.34% |
$700K - $1.53M
|
50.3K
$13.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
2.54K+ 59.12% |
$697K - $1.52M
|
6.84K
$1.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.54K+ 2.6% |
$697K - $1.52M
|
100K
$26.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
2.53K+ 271.67% |
$695K - $1.52M
|
3.46K
$906K
|
|
|
Aug 14, 2025
Q2 2025
|
Marathon Asset Management LP
New York, NY |
BUY
|
- |
2.5KNew |
$686K - $1.5M
|
2.5K
$654K
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
2.5K+ 4.22% |
$685K - $1.5M
|
61.7K
$16.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
2.49K+ 44.66% |
$683K - $1.49M
|
8.07K
$2.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
2.47KNew |
$678K - $1.48M
|
2.47K
$646K
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
2.46K+ 63.85% |
$674K - $1.47M
|
6.31K
$1.65M
|
|
|
Aug 05, 2025
Q2 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
2.46KNew |
$674K - $1.47M
|
2.46K
$643K
|
|
|
Aug 06, 2025
Q2 2025
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
2.45K+ 10.05% |
$672K - $1.47M
|
26.8K
$7.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Fosun International LTD
|
BUY
|
- |
2.38K+ 46.15% |
$653K - $1.43M
|
7.54K
$1.97M
|