Purchases and Sales Made in Q3 2025 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
493New |
$117K - $174K
|
493
$163K
|
|
|
Oct 22, 2025
Q3 2025
|
Sather Financial Group Inc
|
BUY
|
- |
490+ 2.38% |
$117K - $173K
|
21.1K
$6.97M
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
482+ 10.35% |
$115K - $170K
|
5.14K
$1.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
481+ 8.02% |
$114K - $170K
|
6.48K
$2.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
480+ 13.51% |
$114K - $170K
|
4.03K
$1.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
480+ 35.35% |
$114K - $170K
|
1.84K
$608K
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
466+ 56.97% |
$111K - $165K
|
1.28K
$425K
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
465+ 7.83% |
$111K - $164K
|
6.41K
$2.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
464+ 2.69% |
$110K - $164K
|
17.7K
$5.86M
|
|
|
Oct 28, 2025
Q3 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
449+ 9.11% |
$107K - $159K
|
5.38K
$1.78M
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
BUY
|
- |
441+ 22.36% |
$105K - $156K
|
2.41K
$798K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
440+ 35.06% |
$105K - $156K
|
1.7K
$561K
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
435+ 25.2% |
$103K - $154K
|
2.16K
$715K
|
|
|
Oct 17, 2025
Q3 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
425+ 45.21% |
$101K - $150K
|
1.37K
$452K
|
|
|
Oct 17, 2025
Q3 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
419+ 44.01% |
$99.6K - $148K
|
1.37K
$454K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
417+ 28.43% |
$99.2K - $147K
|
1.88K
$623K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
411+ 52.22% |
$97.7K - $145K
|
1.2K
$396K
|
|
|
Oct 14, 2025
Q3 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
408+ 17.63% |
$97K - $144K
|
2.72K
$901K
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
406+ 34.79% |
$96.5K - $144K
|
1.57K
$520K
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
400+ 28.37% |
$95.1K - $141K
|
1.81K
$599K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
398+ 13.75% |
$94.6K - $141K
|
3.29K
$1.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
391+ 23.1% |
$93K - $138K
|
2.08K
$689K
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
391+ 60.25% |
$93K - $138K
|
1.04K
$344K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
385+ 52.88% |
$91.5K - $136K
|
1.11K
$368K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
374+ 7.06% |
$88.9K - $132K
|
5.67K
$1.88M
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
373+ 53.82% |
$88.7K - $132K
|
1.07K
$353K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
365+ 27.06% |
$86.8K - $129K
|
1.71K
$567K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
363+ 3.21% |
$86.3K - $128K
|
11.7K
$3.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
355+ 27.22% |
$84.4K - $126K
|
1.66K
$549K
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
354+ 8.15% |
$84.2K - $125K
|
4.7K
$1.55M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
354+ 41.65% |
$84.2K - $125K
|
1.2K
$398K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
352+ 4.9% |
$83.7K - $124K
|
7.54K
$2.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
339+ 31.22% |
$80.6K - $120K
|
1.43K
$471K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
338+ 140.83% |
$80.4K - $120K
|
578
$191K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
337+ 2.3% |
$80.1K - $119K
|
15K
$4.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
332+ 22.9% |
$78.9K - $117K
|
1.78K
$590K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
329+ 103.79% |
$78.2K - $116K
|
646
$214K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
327+ 4.78% |
$77.8K - $116K
|
7.16K
$2.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
323+ 12.49% |
$76.8K - $114K
|
2.91K
$962K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
321+ 8.4% |
$76.3K - $114K
|
4.14K
$1.37M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
319+ 18.55% |
$75.8K - $113K
|
2.04K
$675K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
316+ 28.68% |
$75.1K - $112K
|
1.42K
$469K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
306+ 2.33% |
$72.8K - $108K
|
13.4K
$4.45M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
305+ 73.14% |
$72.5K - $108K
|
722
$239K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
304+ 33.67% |
$72.3K - $107K
|
1.21K
$399K
|
|
|
Oct 24, 2025
Q3 2025
|
Parnassus Investments, LLC
|
BUY
|
- |
301+ 0.14% |
$71.6K - $106K
|
209K
$69.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
300+ 28.38% |
$71.3K - $106K
|
1.36K
$449K
|
|
|
Oct 27, 2025
Q3 2025
|
Lynch Asset Management, Inc.
|
BUY
|
- |
300+ 2.07% |
$71.3K - $106K
|
14.8K
$4.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
298+ 2.5% |
$70.9K - $105K
|
12.2K
$4.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
297+ 37.26% |
$70.6K - $105K
|
1.09K
$362K
|