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
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
54+ 7.75% |
$14.8K - $32.4K
|
751
$196K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
52+ 10.0% |
$14.3K - $31.2K
|
572
$150K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
51+ 3.03% |
$14K - $30.6K
|
1.73K
$453K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
51New |
$14K - $30.6K
|
51
$13.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
50+ 53.76% |
$13.7K - $30K
|
143
$37.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
50+ 21.74% |
$13.7K - $30K
|
280
$73.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
50+ 26.18% |
$13.7K - $30K
|
241
$63K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
49+ 6.79% |
$13.4K - $29.4K
|
771
$202K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
49+ 288.24% |
$13.4K - $29.4K
|
66
$17.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
47+ 2.37% |
$12.9K - $28.2K
|
2.03K
$531K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
47+ 7.13% |
$12.9K - $28.2K
|
706
$185K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
47+ 0.27% |
$12.9K - $28.2K
|
17.3K
$4.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
47+ 12.3% |
$12.9K - $28.2K
|
429
$112K
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
BUY
|
- |
46+ 0.81% |
$12.6K - $27.6K
|
5.73K
$1.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
45+ 1.58% |
$12.3K - $27K
|
2.89K
$756K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
45+ 1.26% |
$12.3K - $27K
|
3.62K
$947K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
45+ 0.12% |
$12.3K - $27K
|
37.5K
$9.81M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
44+ 9.98% |
$12.1K - $26.4K
|
485
$127K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
44+ 5.05% |
$12.1K - $26.4K
|
915
$239K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
44+ 0.32% |
$12.1K - $26.4K
|
13.9K
$3.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
43+ 5.7% |
$11.8K - $25.8K
|
797
$208K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
43+ 69.35% |
$11.8K - $25.8K
|
105
$27.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
42+ 2.04% |
$11.5K - $25.2K
|
2.1K
$550K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
42New |
$11.5K - $25.2K
|
42
$11K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
41+ 3.34% |
$11.2K - $24.6K
|
1.27K
$332K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
41+ 1.28% |
$11.2K - $24.6K
|
3.24K
$846K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
41+ 1.2% |
$11.2K - $24.6K
|
3.46K
$905K
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
41+ 2.47% |
$11.2K - $24.6K
|
1.7K
$446K
|
|
|
Jul 29, 2025
Q2 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
41+ 3.92% |
$11.2K - $24.6K
|
1.09K
$284K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
39New |
$10.7K - $23.4K
|
39
$10.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
38New |
$10.4K - $22.8K
|
38
$9.94K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
38+ 4.29% |
$10.4K - $22.8K
|
924
$242K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
38+ 2.55% |
$10.4K - $22.8K
|
1.53K
$400K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
37+ 0.62% |
$10.2K - $22.2K
|
6K
$1.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
37+ 4.74% |
$10.2K - $22.2K
|
818
$214K
|
|
|
Aug 08, 2025
Q2 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
37+ 5.77% |
$10.2K - $22.2K
|
678
$177K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
36+ 12.0% |
$9.88K - $21.6K
|
336
$87.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
36+ 0.5% |
$9.88K - $21.6K
|
7.29K
$1.91M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
36+ 4.47% |
$9.88K - $21.6K
|
841
$220K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
35+ 0.04% |
$9.6K - $21K
|
91.3K
$23.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
35+ 10.94% |
$9.6K - $21K
|
355
$92.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
35+ 3.4% |
$9.6K - $21K
|
1.07K
$279K
|
|
|
Jul 22, 2025
Q2 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
34+ 188.89% |
$9.33K - $20.4K
|
52
$13.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
BUY
|
- |
34+ 0.31% |
$9.33K - $20.4K
|
10.9K
$2.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
33+ 2.4% |
$9.05K - $19.8K
|
1.41K
$368K
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
32+ 1.81% |
$8.78K - $19.2K
|
1.8K
$470K
|
|
|
Aug 11, 2025
Q2 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
32+ 0.91% |
$8.78K - $19.2K
|
3.56K
$931K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
32+ 9.12% |
$8.78K - $19.2K
|
383
$100K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
31+ 4.64% |
$8.5K - $18.6K
|
699
$183K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
31+ 193.75% |
$8.5K - $18.6K
|
47
$12.3K
|