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 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
135+ 2.83% |
$32.1K - $47.7K
|
4.9K
$1.62M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
135+ 11.5% |
$32.1K - $47.7K
|
1.31K
$433K
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
133+ 15.68% |
$31.6K - $47K
|
981
$325K
|
|
|
Oct 09, 2025
Q3 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
131+ 11.74% |
$31.1K - $46.3K
|
1.25K
$413K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
131+ 7.08% |
$31.1K - $46.3K
|
1.98K
$655K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
129+ 6.54% |
$30.7K - $45.6K
|
2.1K
$695K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
128+ 2.36% |
$30.4K - $45.3K
|
5.54K
$1.83M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
125+ 7.31% |
$29.7K - $44.2K
|
1.84K
$607K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
124+ 7.75% |
$29.5K - $43.8K
|
1.72K
$570K
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
120+ 3.64% |
$28.5K - $42.4K
|
3.42K
$1.13M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
119+ 2.84% |
$28.3K - $42.1K
|
4.31K
$1.43M
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
117+ 11.52% |
$27.8K - $41.4K
|
1.13K
$375K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
115+ 9.43% |
$27.3K - $40.7K
|
1.33K
$441K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
113+ 64.94% |
$26.9K - $40K
|
287
$94.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
111+ 15.04% |
$26.4K - $39.3K
|
849
$281K
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
109+ 9.99% |
$25.9K - $38.5K
|
1.2K
$397K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
108+ 5.32% |
$25.7K - $38.2K
|
2.14K
$708K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
107+ 47.14% |
$25.4K - $37.8K
|
334
$110K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
107+ 1.12% |
$25.4K - $37.8K
|
9.69K
$3.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
102+ 3.5% |
$24.3K - $36.1K
|
3.02K
$998K
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
100+ 2.2% |
$23.8K - $35.4K
|
4.65K
$1.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
97New |
$23.1K - $34.3K
|
97
$32.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
95+ 6.37% |
$22.6K - $33.6K
|
1.59K
$525K
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
95+ 9.12% |
$22.6K - $33.6K
|
1.14K
$376K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
95New |
$22.6K - $33.6K
|
95
$31.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
92+ 2.19% |
$21.9K - $32.5K
|
4.29K
$1.42M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
90+ 1.25% |
$21.4K - $31.8K
|
7.28K
$2.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
90+ 2.07% |
$21.4K - $31.8K
|
4.45K
$1.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
89+ 12.06% |
$21.2K - $31.5K
|
827
$274K
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
85+ 0.34% |
$20.2K - $30.1K
|
25.2K
$8.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
85+ 68.0% |
$20.2K - $30.1K
|
210
$69.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
83+ 10.34% |
$19.7K - $29.3K
|
886
$293K
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
82+ 10.55% |
$19.5K - $29K
|
859
$284K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
82+ 33.47% |
$19.5K - $29K
|
327
$108K
|
|
|
Oct 28, 2025
Q3 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
82+ 7.58% |
$19.5K - $29K
|
1.16K
$385K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
BUY
|
- |
82+ 3.92% |
$19.5K - $29K
|
2.17K
$719K
|
|
|
Oct 16, 2025
Q3 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
80+ 7.2% |
$19K - $28.3K
|
1.19K
$394K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
80+ 148.15% |
$19K - $28.3K
|
134
$44.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
79+ 4.45% |
$18.8K - $27.9K
|
1.85K
$613K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
78+ 1.72% |
$18.5K - $27.6K
|
4.6K
$1.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
78+ 67.83% |
$18.5K - $27.6K
|
193
$63.9K
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
76+ 4.33% |
$18.1K - $26.9K
|
1.83K
$605K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
76+ 7.97% |
$18.1K - $26.9K
|
1.03K
$341K
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
BUY
|
- |
76+ 3.66% |
$18.1K - $26.9K
|
2.15K
$712K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
75+ 30.0% |
$17.8K - $26.5K
|
325
$108K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
75+ 1.93% |
$17.8K - $26.5K
|
3.96K
$1.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
74+ 3.36% |
$17.6K - $26.2K
|
2.28K
$754K
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
74+ 9.25% |
$17.6K - $26.2K
|
874
$289K
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
73+ 7.34% |
$17.4K - $25.8K
|
1.07K
$353K
|
|
|
Oct 27, 2025
Q3 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
72+ 4.36% |
$17.1K - $25.5K
|
1.72K
$570K
|