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 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-16.5K- 91.04% |
$4.53M - $9.91M
|
1.63K
$426K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-16.8K- 8.38% |
$4.6M - $10.1M
|
183K
$47.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-17K- 27.36% |
$4.65M - $10.2M
|
45K
$11.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-17K- 72.37% |
$4.66M - $10.2M
|
6.48K
$1.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-17.1K- 15.87% |
$4.69M - $10.2M
|
90.6K
$23.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-17.1K- 7.87% |
$4.7M - $10.3M
|
201K
$52.5M
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-17.1K- 40.1% |
$4.7M - $10.3M
|
25.6K
$6.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-17.4K- 5.74% |
$4.78M - $10.4M
|
286K
$74.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management Services LTD
London, |
SELL
|
- |
-17.6K- 53.67% |
$4.82M - $10.5M
|
15.2K
$3.96M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-17.7K- 55.97% |
$4.84M - $10.6M
|
13.9K
$3.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-17.8K- 5.85% |
$4.89M - $10.7M
|
287K
$75.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.3K- 56.54% |
$5.02M - $11M
|
14.1K
$3.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Avidity Partners Management LP
Dallas, TX |
SELL
|
- |
-18.5K- 36.63% |
$5.08M - $11.1M
|
32K
$8.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-18.5K- 87.76% |
$5.08M - $11.1M
|
2.59K
$676K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-18.7K- 14.91% |
$5.13M - $11.2M
|
107K
$27.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-18.9K- 23.14% |
$5.17M - $11.3M
|
62.6K
$16.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19K- 25.53% |
$5.21M - $11.4M
|
55.4K
$14.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-19K- 80.14% |
$5.22M - $11.4M
|
4.72K
$1.23M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-19.1K- 99.12% |
$5.25M - $11.5M
|
169
$44.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-19.6K- 30.77% |
$5.37M - $11.7M
|
44K
$11.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-19.7K- 85.72% |
$5.41M - $11.8M
|
3.29K
$859K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-19.9K- 84.39% |
$5.47M - $12M
|
3.69K
$965K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-20K- 55.15% |
$5.48M - $12M
|
16.2K
$4.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-20K- 8.63% |
$5.49M - $12M
|
212K
$55.4M
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
SELL
|
- |
-20.3K- 69.29% |
$5.56M - $12.1M
|
8.98K
$2.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
SELL
|
- |
-20.4K- 42.44% |
$5.59M - $12.2M
|
27.6K
$7.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-20.4K- 3.94% |
$5.59M - $12.2M
|
497K
$130M
|
|
|
Jul 21, 2025
Q2 2025
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-20.4K- 43.26% |
$5.6M - $12.2M
|
26.8K
$7.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-21.1K- 44.38% |
$5.78M - $12.6M
|
26.4K
$6.91M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-21.1K- 59.72% |
$5.78M - $12.6M
|
14.2K
$3.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-21.3K- 27.54% |
$5.83M - $12.7M
|
55.9K
$14.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-21.3K- 50.46% |
$5.83M - $12.7M
|
20.9K
$5.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-21.4K- 78.41% |
$5.88M - $12.8M
|
5.9K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-21.5K- 29.59% |
$5.89M - $12.9M
|
51.1K
$13.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-21.7K- 1.36% |
$5.95M - $13M
|
1.57M
$410M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-21.8K- 94.17% |
$5.99M - $13.1M
|
1.35K
$353K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-22.2K- 44.19% |
$6.09M - $13.3M
|
28K
$7.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Bnp Paribas
New York, NY |
SELL
|
- |
-22.4K- 68.11% |
$6.16M - $13.5M
|
10.5K
$2.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Bellevue Group Ag
Kuesnacht, V8 |
SELL
|
- |
-22.4K- 13.62% |
$6.16M - $13.5M
|
142K
$37.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-22.7K- 47.44% |
$6.22M - $13.6M
|
25.1K
$6.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-22.9K- 73.09% |
$6.27M - $13.7M
|
8.42K
$2.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-22.9K- 6.88% |
$6.28M - $13.7M
|
310K
$81M
|
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-23.5K- 46.26% |
$6.43M - $14.1M
|
27.2K
$7.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-23.6K- 72.12% |
$6.48M - $14.2M
|
9.12K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Owl Creek Asset Management, L.P.
New York, NY |
SELL
|
- |
-24.2K- 56.61% |
$6.64M - $14.5M
|
18.6K
$4.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-24.5K- 2.38% |
$6.71M - $14.7M
|
1M
$262M
|
|
|
Aug 14, 2025
Q2 2025
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-24.6K- 5.21% |
$6.75M - $14.8M
|
448K
$117M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-25K- 13.12% |
$6.87M - $15M
|
166K
$43.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-25.1K- 12.1% |
$6.89M - $15M
|
182K
$47.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-25.2K- 67.72% |
$6.9M - $15.1M
|
12K
$3.14M
|