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 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.66K- 49.31% |
$1.55M - $3.39M
|
5.82K
$1.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-5.98K- 8.82% |
$1.64M - $3.59M
|
61.9K
$18.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.2K- 33.67% |
$1.97M - $4.31M
|
14.2K
$4.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-7.35K- 64.46% |
$2.02M - $4.41M
|
4.05K
$1.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-8.46K- 9.87% |
$2.32M - $5.07M
|
77.3K
$23.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Pacific Capital Partners LTD
London, |
SELL
|
- |
-9K- 65.45% |
$2.47M - $5.4M
|
4.75K
$1.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-9.63K- 46.0% |
$2.64M - $5.77M
|
11.3K
$3.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-9.72K- 97.1% |
$2.67M - $5.83M
|
290
$87.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-10.1K- 90.53% |
$2.77M - $6.06M
|
1.06K
$318K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-11.1K- 64.04% |
$3.04M - $6.63M
|
6.21K
$1.87M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-11.2K- 86.45% |
$3.07M - $6.71M
|
1.76K
$528K
|
|
|
Jul 14, 2025
Q2 2025
|
Health Invest Partners Ab
|
SELL
|
- |
-12.1K- 46.76% |
$3.31M - $7.23M
|
13.7K
$4.13M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-12.3K- 45.34% |
$3.37M - $7.36M
|
14.8K
$4.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-12.6K- 67.18% |
$3.44M - $7.52M
|
6.13K
$1.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-13.2K- 77.57% |
$3.61M - $7.89M
|
3.8K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-13.3K- 39.06% |
$3.64M - $7.95M
|
20.7K
$6.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-15.5K- 90.18% |
$4.25M - $9.28M
|
1.69K
$506K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-17K- 72.37% |
$4.66M - $10.2M
|
6.48K
$1.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-17.7K- 55.97% |
$4.84M - $10.6M
|
13.9K
$4.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-20K- 55.15% |
$5.48M - $12M
|
16.2K
$4.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-22.9K- 73.09% |
$6.27M - $13.7M
|
8.42K
$2.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-28.8K- 85.2% |
$7.9M - $17.3M
|
5K
$1.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-35.6K- 95.61% |
$9.77M - $21.4M
|
1.64K
$492K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-41.6K- 69.75% |
$11.4M - $24.9M
|
18K
$5.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-42.9K- 49.28% |
$11.8M - $25.7M
|
44.2K
$13.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-63K- 13.47% |
$17.3M - $37.8M
|
405K
$122M
|
|
|
Jul 11, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-66.9K- 81.08% |
$18.4M - $40.1M
|
15.6K
$4.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-93.7K- 18.31% |
$25.7M - $56.1M
|
418K
$126M
|
|
|
Jul 10, 2025
Q2 2025
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-151K- 26.79% |
$41.4M - $90.4M
|
412K
$124M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-155K- 82.46% |
$42.6M - $93.2M
|
33.1K
$9.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-170K- 96.96% |
$46.5M - $102M
|
5.32K
$1.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
SELL
|
- |
-206K- 99.62% |
$56.4M - $123M
|
792
$238K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-298K- 96.22% |
$81.8M - $179M
|
11.7K
$3.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-448K- 25.47% |
$123M - $268M
|
1.31M
$394M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-880K- 81.61% |
$241M - $528M
|
198K
$59.6M
|