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 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
282+ 20.0% |
$77.4K - $169K
|
1.69K
$509K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
275+ 16.68% |
$75.4K - $165K
|
1.92K
$578K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
270+ 25.76% |
$74.1K - $162K
|
1.32K
$396K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
265+ 29.38% |
$72.7K - $159K
|
1.17K
$351K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
257+ 41.99% |
$70.5K - $154K
|
869
$261K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
247+ 51.03% |
$67.8K - $148K
|
731
$220K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
239+ 5.05% |
$65.6K - $143K
|
4.97K
$1.49M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
228+ 45.6% |
$62.6K - $137K
|
728
$219K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
212+ 12.64% |
$58.2K - $127K
|
1.89K
$568K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
211+ 25.95% |
$57.9K - $126K
|
1.02K
$308K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
186+ 7.37% |
$51K - $112K
|
2.71K
$815K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
181+ 32.21% |
$49.7K - $109K
|
743
$223K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
145+ 3.94% |
$39.8K - $86.9K
|
3.82K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
142+ 8.13% |
$39K - $85.1K
|
1.89K
$567K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
142+ 3.86% |
$39K - $85.1K
|
3.82K
$1.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
131+ 12.89% |
$35.9K - $78.5K
|
1.15K
$345K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
126+ 11.08% |
$34.6K - $75.5K
|
1.26K
$380K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
115+ 18.49% |
$31.6K - $68.9K
|
737
$222K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
102+ 4.55% |
$28K - $61.1K
|
2.34K
$704K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
88+ 15.47% |
$24.1K - $52.8K
|
657
$197K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
80+ 11.38% |
$21.9K - $48K
|
783
$235K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
76+ 3.15% |
$20.9K - $45.6K
|
2.49K
$748K
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
68+ 7.74% |
$18.7K - $40.8K
|
946
$284K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
67+ 2.03% |
$18.4K - $40.2K
|
3.37K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
55+ 2.12% |
$15.1K - $33K
|
2.65K
$795K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
51+ 3.03% |
$14K - $30.6K
|
1.73K
$521K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
47+ 2.37% |
$12.9K - $28.2K
|
2.03K
$610K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
44+ 9.98% |
$12.1K - $26.4K
|
485
$146K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
44+ 5.05% |
$12.1K - $26.4K
|
915
$275K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
41+ 3.34% |
$11.2K - $24.6K
|
1.27K
$382K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
37+ 0.62% |
$10.2K - $22.2K
|
6K
$1.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
36+ 12.0% |
$9.88K - $21.6K
|
336
$101K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
30+ 0.28% |
$8.23K - $18K
|
10.7K
$3.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
26+ 0.45% |
$7.13K - $15.6K
|
5.86K
$1.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
26+ 20.8% |
$7.13K - $15.6K
|
151
$45.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
24+ 1.03% |
$6.58K - $14.4K
|
2.36K
$709K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
24+ 2.2% |
$6.58K - $14.4K
|
1.12K
$335K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
23+ 1.43% |
$6.31K - $13.8K
|
1.64K
$492K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
21+ 5.21% |
$5.76K - $12.6K
|
424
$127K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
19+ 1.78% |
$5.21K - $11.4K
|
1.09K
$326K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
18+ 17.82% |
$4.94K - $10.8K
|
119
$35.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
16+ 0.13% |
$4.39K - $9.59K
|
11.9K
$3.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
14+ 0.39% |
$3.84K - $8.39K
|
3.62K
$1.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
13+ 6.99% |
$3.57K - $7.79K
|
199
$59.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
11+ 0.66% |
$3.02K - $6.59K
|
1.67K
$503K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
11+ 0.06% |
$3.02K - $6.59K
|
17.2K
$5.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.19% |
$1.92K - $4.2K
|
3.63K
$1.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
6New |
$1.65K - $3.6K
|
6
$1.8K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
5+ 0.17% |
$1.37K - $3K
|
2.93K
$882K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4+ 0.46% |
$1.1K - $2.4K
|
868
$261K
|