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 21, 2025
Q2 2025
|
Sullivan Wood Capital Management LLC
Washington, DC |
BUY
|
- |
1.43KNew |
$393K - $860K
|
1.43K
$375K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.41K+ 326.68% |
$386K - $844K
|
1.84K
$481K
|
|
|
Aug 13, 2025
Q2 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
1.4K+ 12.43% |
$385K - $841K
|
12.7K
$3.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
1.4K+ 93.09% |
$384K - $840K
|
2.91K
$760K
|
|
|
Aug 14, 2025
Q2 2025
|
Exome Asset Management LLC
New York, NY |
BUY
|
- |
1.4KNew |
$384K - $839K
|
1.4K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.4K+ 53.91% |
$384K - $839K
|
3.99K
$1.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.39K+ 46.79% |
$382K - $835K
|
4.37K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.39K+ 31.99% |
$382K - $835K
|
5.75K
$1.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.38KNew |
$380K - $830K
|
1.38K
$362K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
1.38K+ 30.11% |
$377K - $824K
|
5.94K
$1.55M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.37K+ 14.54% |
$376K - $821K
|
10.8K
$2.82M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.36KNew |
$374K - $818K
|
1.36K
$357K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
1.36KNew |
$374K - $817K
|
1.36K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.36K+ 4.45% |
$374K - $817K
|
32K
$8.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.36K+ 41.26% |
$373K - $815K
|
4.66K
$1.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.36K+ 48.0% |
$372K - $813K
|
4.18K
$1.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
1.36K+ 2.89% |
$372K - $812K
|
48.2K
$12.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
1.35KNew |
$370K - $807K
|
1.35K
$352K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
1.34K+ 4.08% |
$368K - $804K
|
34.2K
$8.95M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.34K+ 182.31% |
$368K - $803K
|
2.08K
$543K
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.34KNew |
$367K - $803K
|
1.34K
$350K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.31K+ 91.09% |
$359K - $785K
|
2.75K
$718K
|
|
|
Jul 29, 2025
Q2 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
1.31KNew |
$358K - $782K
|
1.31K
$341K
|
|
|
Aug 05, 2025
Q2 2025
|
Supplemental Annuity Collective Trust Of Nj
|
BUY
|
- |
1.3K+ 43.33% |
$357K - $779K
|
4.3K
$1.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.3K+ 29.26% |
$356K - $777K
|
5.73K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
1.3K+ 117.73% |
$355K - $776K
|
2.4K
$626K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
1.28KNew |
$351K - $767K
|
1.28K
$335K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.27K+ 9.74% |
$349K - $763K
|
14.3K
$3.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
1.27K+ 4.65% |
$348K - $761K
|
28.6K
$7.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.27K+ 7.81% |
$348K - $760K
|
17.5K
$4.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1.26K+ 12.21% |
$346K - $755K
|
11.6K
$3.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.25K+ 33.19% |
$343K - $751K
|
5.02K
$1.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
1.24K+ 24.15% |
$340K - $744K
|
6.38K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.24K+ 29.56% |
$339K - $741K
|
5.42K
$1.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.23K+ 23.66% |
$337K - $736K
|
6.42K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.21KNew |
$331K - $724K
|
1.21K
$316K
|
|
|
Jul 24, 2025
Q2 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
1.21K+ 5.02% |
$331K - $723K
|
25.2K
$6.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
1.2KNew |
$330K - $721K
|
1.2K
$314K
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
1.2K+ 46.35% |
$329K - $719K
|
3.79K
$991K
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
1.19K+ 29.99% |
$326K - $712K
|
5.15K
$1.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.18K+ 29.06% |
$325K - $710K
|
5.26K
$1.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.18K+ 93.33% |
$323K - $705K
|
2.44K
$637K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.18K+ 184.46% |
$322K - $704K
|
1.81K
$474K
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.17K+ 20.19% |
$321K - $701K
|
6.96K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.17K+ 28.8% |
$320K - $700K
|
5.22K
$1.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.16KNew |
$319K - $698K
|
1.16K
$304K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.16K+ 27.06% |
$318K - $695K
|
5.45K
$1.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
1.16K+ 38.4% |
$317K - $694K
|
4.17K
$1.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
1.15K+ 2555.56% |
$316K - $689K
|
1.2K
$313K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.14KNew |
$313K - $685K
|
1.14K
$299K
|