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 07, 2025
Q3 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
295+ 3.23% |
$70.1K - $104K
|
9.43K
$3.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
295+ 62.63% |
$70.1K - $104K
|
766
$253K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
293+ 14.11% |
$69.7K - $104K
|
2.37K
$784K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
293+ 52.7% |
$69.7K - $104K
|
849
$281K
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
292+ 14.82% |
$69.4K - $103K
|
2.26K
$748K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
292+ 3.36% |
$69.4K - $103K
|
8.98K
$2.97M
|
|
|
Oct 17, 2025
Q3 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
291+ 15.42% |
$69.2K - $103K
|
2.18K
$721K
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
290+ 7.19% |
$69K - $103K
|
4.33K
$1.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
286+ 25.2% |
$68K - $101K
|
1.42K
$470K
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
285+ 8.22% |
$67.8K - $101K
|
3.75K
$1.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
284+ 9.53% |
$67.5K - $100K
|
3.26K
$1.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
283+ 13.51% |
$67.3K - $100K
|
2.38K
$787K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
282+ 28.0% |
$67.1K - $99.7K
|
1.29K
$426K
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
277+ 6.2% |
$65.9K - $97.9K
|
4.75K
$1.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
277+ 24.82% |
$65.9K - $97.9K
|
1.39K
$461K
|
|
|
Oct 07, 2025
Q3 2025
|
Congress Park Capital LLC
|
BUY
|
- |
275+ 8.87% |
$65.4K - $97.2K
|
3.38K
$1.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
275+ 18.51% |
$65.4K - $97.2K
|
1.76K
$583K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
274+ 3.57% |
$65.1K - $96.9K
|
7.94K
$2.63M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
273+ 15.07% |
$64.9K - $96.5K
|
2.09K
$690K
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
273+ 0.34% |
$64.9K - $96.5K
|
79.7K
$26.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
268+ 10.42% |
$63.7K - $94.8K
|
2.84K
$940K
|
|
|
Nov 04, 2025
Q3 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
267+ 34.5% |
$63.5K - $94.4K
|
1.04K
$344K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
266+ 5.35% |
$63.2K - $94.1K
|
5.24K
$1.73M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
265+ 7.66% |
$63K - $93.7K
|
3.73K
$1.23M
|
|
|
Oct 16, 2025
Q3 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
263+ 24.15% |
$62.5K - $93K
|
1.35K
$447K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
263+ 0.29% |
$62.5K - $93K
|
91.6K
$30.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
262+ 27.75% |
$62.3K - $92.6K
|
1.21K
$399K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
258+ 10.32% |
$61.3K - $91.2K
|
2.76K
$913K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
257+ 17.17% |
$61.1K - $90.9K
|
1.75K
$580K
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
256+ 7.39% |
$60.9K - $90.5K
|
3.72K
$1.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
256+ 32.08% |
$60.9K - $90.5K
|
1.05K
$349K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
253+ 25.25% |
$60.2K - $89.5K
|
1.26K
$415K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
250+ 28.77% |
$59.4K - $88.4K
|
1.12K
$370K
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
250+ 9.51% |
$59.4K - $88.4K
|
2.88K
$953K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
240+ 3.29% |
$57.1K - $84.9K
|
7.52K
$2.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
238+ 1.85% |
$56.6K - $84.2K
|
13.1K
$4.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
238+ 38.95% |
$56.6K - $84.2K
|
849
$281K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
233+ 1.27% |
$55.4K - $82.4K
|
18.5K
$6.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
232+ 18.89% |
$55.2K - $82K
|
1.46K
$483K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
232+ 28.22% |
$55.2K - $82K
|
1.05K
$349K
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
231+ 3.78% |
$54.9K - $81.7K
|
6.34K
$2.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
231+ 4.95% |
$54.9K - $81.7K
|
4.9K
$1.62M
|
|
|
Nov 03, 2025
Q3 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
230New |
$54.7K - $81.3K
|
230
$76.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Asset Management LLC
|
BUY
|
- |
229+ 1.23% |
$54.4K - $81K
|
18.8K
$6.21M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
228+ 28.18% |
$54.2K - $80.6K
|
1.04K
$343K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
226+ 4.19% |
$53.7K - $79.9K
|
5.62K
$1.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
226+ 7.04% |
$53.7K - $79.9K
|
3.44K
$1.14M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
222+ 16.75% |
$52.8K - $78.5K
|
1.55K
$512K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
220+ 2.64% |
$52.3K - $77.8K
|
8.57K
$2.83M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
219+ 11.9% |
$52.1K - $77.4K
|
2.06K
$681K
|