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
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-139- 12.91% |
$38.1K - $83.3K
|
938
$245K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-139- 11.44% |
$38.1K - $83.3K
|
1.08K
$281K
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-139- 11.16% |
$38.1K - $83.3K
|
1.11K
$290K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-140- 6.9% |
$38.4K - $83.9K
|
1.89K
$494K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-141- 12.57% |
$38.7K - $84.5K
|
981
$257K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-142- 9.09% |
$39K - $85.1K
|
1.42K
$371K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-142- 3.75% |
$39K - $85.1K
|
3.64K
$952K
|
|
|
Jul 18, 2025
Q2 2025
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-144- 1.27% |
$39.5K - $86.3K
|
11.2K
$2.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-144- 3.76% |
$39.5K - $86.3K
|
3.68K
$963K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-144- 0.63% |
$39.5K - $86.3K
|
22.7K
$5.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-145- 11.31% |
$39.8K - $86.9K
|
1.14K
$297K
|
|
|
Aug 07, 2025
Q2 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-146- 13.62% |
$40.1K - $87.5K
|
926
$242K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-147- 11.26% |
$40.3K - $88.1K
|
1.16K
$303K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-147- 5.9% |
$40.3K - $88.1K
|
2.35K
$613K
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-147- 10.95% |
$40.3K - $88.1K
|
1.2K
$313K
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-148- 4.21% |
$40.6K - $88.7K
|
3.37K
$880K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-148- 0.29% |
$40.6K - $88.7K
|
51.2K
$13.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-148- 13.36% |
$40.6K - $88.7K
|
960
$251K
|
|
|
Aug 07, 2025
Q2 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-149- 9.78% |
$40.9K - $89.3K
|
1.38K
$360K
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-150- 16.89% |
$41.2K - $89.9K
|
738
$193K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-152- 12.87% |
$41.7K - $91.1K
|
1.03K
$269K
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-153- 8.77% |
$42K - $91.7K
|
1.59K
$416K
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-153- 0.91% |
$42K - $91.7K
|
16.6K
$4.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-154- 40.0% |
$42.2K - $92.3K
|
231
$60.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-155- 6.12% |
$42.5K - $92.9K
|
2.38K
$622K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-160- 2.41% |
$43.9K - $95.9K
|
6.49K
$1.7M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-160- 14.21% |
$43.9K - $95.9K
|
966
$253K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-161- 13.39% |
$44.2K - $96.5K
|
1.04K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-161- 14.85% |
$44.2K - $96.5K
|
923
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-161- 2.21% |
$44.2K - $96.5K
|
7.11K
$1.86M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-163- 3.28% |
$44.7K - $97.7K
|
4.8K
$1.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-164- 7.33% |
$45K - $98.3K
|
2.07K
$542K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-164- 17.25% |
$45K - $98.3K
|
787
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-164- 17.62% |
$45K - $98.3K
|
767
$201K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-165- 3.5% |
$45.3K - $98.9K
|
4.55K
$1.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-165- 13.17% |
$45.3K - $98.9K
|
1.09K
$285K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-166- 17.36% |
$45.5K - $99.5K
|
790
$207K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-167- 5.65% |
$45.8K - $100K
|
2.79K
$730K
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-168- 20.27% |
$46.1K - $101K
|
661
$173K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-171- 10.69% |
$46.9K - $103K
|
1.43K
$374K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-172- 11.53% |
$47.2K - $103K
|
1.32K
$345K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-173- 4.29% |
$47.5K - $104K
|
3.86K
$1.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-173- 3.74% |
$47.5K - $104K
|
4.46K
$1.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-178- 19.26% |
$48.8K - $107K
|
746
$195K
|
|
|
Aug 06, 2025
Q2 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-179- 0.73% |
$49.1K - $107K
|
24.5K
$6.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-179- 3.11% |
$49.1K - $107K
|
5.57K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-179- 40.32% |
$49.1K - $107K
|
265
$69.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-180- 16.33% |
$49.4K - $108K
|
922
$241K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-180- 55.73% |
$49.4K - $108K
|
143
$37.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-180- 27.82% |
$49.4K - $108K
|
467
$122K
|