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 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.08K+ 419.32% |
$572K - $1.25M
|
2.58K
$776K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.07K+ 9.59% |
$567K - $1.24M
|
23.6K
$7.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.02KNew |
$554K - $1.21M
|
2.02K
$607K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2K+ 0.59% |
$549K - $1.2M
|
342K
$103M
|
|
|
Jul 11, 2025
Q2 2025
|
Viking Fund Management LLC
|
BUY
|
- |
2K+ 50.0% |
$549K - $1.2M
|
6K
$1.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.97K+ 24.0% |
$540K - $1.18M
|
10.2K
$3.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
1.88K+ 113.47% |
$515K - $1.13M
|
3.53K
$1.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
1.86K+ 466.0% |
$511K - $1.12M
|
2.26K
$681K
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
1.85K+ 148.0% |
$508K - $1.11M
|
3.1K
$932K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.78K+ 8.99% |
$488K - $1.07M
|
21.6K
$6.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
BUY
|
- |
1.55K+ 77.5% |
$425K - $929K
|
3.55K
$1.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.39K+ 46.79% |
$382K - $835K
|
4.37K
$1.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.37K+ 14.54% |
$376K - $821K
|
10.8K
$3.24M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.36KNew |
$374K - $818K
|
1.36K
$410K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.36K+ 41.26% |
$373K - $815K
|
4.66K
$1.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.36K+ 48.0% |
$372K - $813K
|
4.18K
$1.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.18K+ 184.46% |
$322K - $704K
|
1.81K
$545K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
1.15K+ 2555.56% |
$316K - $689K
|
1.2K
$359K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.1K+ 21.96% |
$302K - $659K
|
6.11K
$1.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.01K+ 45.12% |
$277K - $604K
|
3.24K
$974K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
972+ 105.88% |
$267K - $583K
|
1.89K
$568K
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
BUY
|
- |
937+ 7.0% |
$257K - $562K
|
14.3K
$4.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
912New |
$250K - $547K
|
912
$274K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
829+ 16.94% |
$227K - $497K
|
5.72K
$1.72M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
826+ 8.9% |
$227K - $495K
|
10.1K
$3.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
762+ 36.95% |
$209K - $457K
|
2.82K
$849K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
713+ 14.33% |
$196K - $427K
|
5.69K
$1.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
709+ 60.19% |
$195K - $425K
|
1.89K
$567K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
692+ 50.58% |
$190K - $415K
|
2.06K
$619K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
690+ 85.08% |
$189K - $414K
|
1.5K
$451K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
651New |
$179K - $390K
|
651
$196K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
641+ 20.59% |
$176K - $384K
|
3.75K
$1.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
634+ 163.82% |
$174K - $380K
|
1.02K
$307K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
BUY
|
- |
634+ 42.41% |
$174K - $380K
|
2.13K
$640K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
603+ 28.48% |
$165K - $361K
|
2.72K
$818K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
591+ 92.63% |
$162K - $354K
|
1.23K
$369K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
572+ 21.27% |
$157K - $343K
|
3.26K
$980K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
572+ 92.71% |
$157K - $343K
|
1.19K
$357K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
567+ 12.42% |
$156K - $340K
|
5.13K
$1.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
518+ 63.4% |
$142K - $311K
|
1.34K
$401K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
504+ 3.23% |
$138K - $302K
|
16.1K
$4.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
486+ 4.14% |
$133K - $291K
|
12.2K
$3.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
481+ 1.54% |
$132K - $288K
|
31.8K
$9.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
444+ 68.84% |
$122K - $266K
|
1.09K
$327K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
422+ 15.1% |
$116K - $253K
|
3.22K
$967K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
421+ 3.71% |
$116K - $252K
|
11.8K
$3.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
420+ 80.77% |
$115K - $252K
|
940
$283K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
418+ 65.41% |
$115K - $251K
|
1.06K
$318K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
417+ 59.23% |
$114K - $250K
|
1.12K
$337K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
390+ 322.31% |
$107K - $234K
|
511
$154K
|