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 13, 2025
Q2 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.37K+ 563.9% |
$651K - $1.42M
|
2.8K
$731K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.36K+ 59.03% |
$647K - $1.41M
|
6.36K
$1.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
2.36K+ 153.95% |
$647K - $1.41M
|
3.89K
$1.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.35K+ 37.47% |
$645K - $1.41M
|
8.62K
$2.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
2.34KNew |
$642K - $1.4M
|
2.34K
$612K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.34K+ 53.81% |
$641K - $1.4M
|
6.68K
$1.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.31K+ 249.41% |
$633K - $1.38M
|
3.23K
$845K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.28K+ 29.11% |
$626K - $1.37M
|
10.1K
$2.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2.28K+ 338.78% |
$626K - $1.37M
|
2.95K
$772K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.26K+ 124.34% |
$621K - $1.36M
|
4.08K
$1.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
2.25K+ 19.89% |
$618K - $1.35M
|
13.6K
$3.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
2.25K+ 60.85% |
$616K - $1.35M
|
5.94K
$1.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.22K+ 44.5% |
$609K - $1.33M
|
7.21K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.2K+ 29.11% |
$604K - $1.32M
|
9.76K
$2.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.16K+ 197.26% |
$591K - $1.29M
|
3.25K
$850K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.15KNew |
$590K - $1.29M
|
2.15K
$562K
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
2.15KNew |
$589K - $1.29M
|
2.15K
$562K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.14K+ 89.16% |
$587K - $1.28M
|
4.54K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.13K+ 66.46% |
$583K - $1.27M
|
5.33K
$1.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.12K+ 35.92% |
$583K - $1.27M
|
8.04K
$2.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
2.12K+ 884.58% |
$582K - $1.27M
|
2.36K
$618K
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.11KNew |
$578K - $1.26M
|
2.11K
$551K
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
2.11K+ 348.51% |
$578K - $1.26M
|
2.71K
$709K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.09K+ 22.05% |
$574K - $1.25M
|
11.6K
$3.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
2.09K+ 177.79% |
$573K - $1.25M
|
3.26K
$854K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.08K+ 419.32% |
$572K - $1.25M
|
2.58K
$675K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.07K+ 9.59% |
$567K - $1.24M
|
23.6K
$6.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.05K+ 22.5% |
$563K - $1.23M
|
11.2K
$2.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Bell Asset Management LTD
Melbourne, C3 |
BUY
|
- |
2.03K+ 7.82% |
$557K - $1.22M
|
28K
$7.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.02K+ 227.88% |
$554K - $1.21M
|
2.91K
$760K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.02KNew |
$554K - $1.21M
|
2.02K
$528K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2.02K+ 12.02% |
$553K - $1.21M
|
18.8K
$4.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.01K+ 456.72% |
$550K - $1.2M
|
2.44K
$639K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2K+ 0.59% |
$549K - $1.2M
|
342K
$89.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Viking Fund Management LLC
|
BUY
|
- |
2K+ 50.0% |
$549K - $1.2M
|
6K
$1.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.99K+ 30.65% |
$545K - $1.19M
|
8.47K
$2.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.98K+ 10.5% |
$544K - $1.19M
|
20.9K
$5.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1.98K+ 240.95% |
$544K - $1.19M
|
2.81K
$734K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.97K+ 35.39% |
$541K - $1.18M
|
7.55K
$1.97M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.97K+ 24.0% |
$540K - $1.18M
|
10.2K
$2.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.95K+ 10838.89% |
$535K - $1.17M
|
1.97K
$515K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.94K+ 15.97% |
$533K - $1.16M
|
14.1K
$3.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
1.94KNew |
$533K - $1.16M
|
1.94K
$508K
|
|
|
Aug 06, 2025
Q2 2025
|
Ing Groep Nv
|
BUY
|
- |
1.94K+ 1.59% |
$533K - $1.16M
|
124K
$32.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.93KNew |
$528K - $1.15M
|
1.93K
$504K
|
|
|
Aug 14, 2025
Q2 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1.93K+ 58.23% |
$528K - $1.15M
|
5.23K
$1.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.92K+ 46.64% |
$528K - $1.15M
|
6.05K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.92KNew |
$526K - $1.15M
|
1.92K
$502K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.91K+ 22.26% |
$523K - $1.14M
|
10.5K
$2.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.9K+ 24.75% |
$522K - $1.14M
|
9.59K
$2.51M
|