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 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
20+ 0.38% |
$4.76K - $7.07K
|
5.28K
$1.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
19+ 2.88% |
$4.52K - $6.72K
|
679
$225K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
19+ 475.0% |
$4.52K - $6.72K
|
23
$7.61K
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
17+ 0.57% |
$4.04K - $6.01K
|
2.99K
$990K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
17+ 2.19% |
$4.04K - $6.01K
|
792
$262K
|
|
|
Oct 23, 2025
Q3 2025
|
Cypress Capital, LLC
|
BUY
|
- |
17+ 1.24% |
$4.04K - $6.01K
|
1.39K
$461K
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
17+ 2.47% |
$4.04K - $6.01K
|
704
$233K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
17+ 13.82% |
$4.04K - $6.01K
|
140
$46.3K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
14+ 87.5% |
$3.33K - $4.95K
|
30
$9.92K
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
14+ 1.85% |
$3.33K - $4.95K
|
770
$255K
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
14+ 1.89% |
$3.33K - $4.95K
|
755
$250K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
14+ 1.77% |
$3.33K - $4.95K
|
804
$266K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
13+ 0.25% |
$3.09K - $4.6K
|
5.22K
$1.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.76% |
$3.09K - $4.6K
|
1.72K
$568K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
12+ 0.53% |
$2.85K - $4.24K
|
2.28K
$753K
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
12+ 1.83% |
$2.85K - $4.24K
|
669
$221K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
12+ 1.07% |
$2.85K - $4.24K
|
1.14K
$375K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
11+ 0.15% |
$2.62K - $3.89K
|
7.26K
$2.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
11+ 0.87% |
$2.62K - $3.89K
|
1.27K
$421K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
10+ 333.33% |
$2.38K - $3.54K
|
13
$4.3K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
10+ 0.48% |
$2.38K - $3.54K
|
2.09K
$690K
|
|
|
Oct 08, 2025
Q3 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
10+ 0.23% |
$2.38K - $3.54K
|
4.45K
$1.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
10+ 0.97% |
$2.38K - $3.54K
|
1.05K
$346K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
10+ 0.57% |
$2.38K - $3.54K
|
1.76K
$581K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
9New |
$2.14K - $3.18K
|
9
$2.98K
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
9+ 0.72% |
$2.14K - $3.18K
|
1.25K
$415K
|
|
|
Oct 31, 2025
Q3 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
9+ 1.23% |
$2.14K - $3.18K
|
741
$245K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
8New |
$1.9K - $2.83K
|
8
$2.65K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
8+ 0.73% |
$1.9K - $2.83K
|
1.1K
$363K
|
|
|
Oct 23, 2025
Q3 2025
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
8+ 0.81% |
$1.9K - $2.83K
|
992
$328K
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
8New |
$1.9K - $2.83K
|
8
$2.65K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
7+ 0.21% |
$1.66K - $2.48K
|
3.38K
$1.12M
|
|
|
Oct 28, 2025
Q3 2025
|
Dillon & Associates Inc
|
BUY
|
- |
7+ 0.63% |
$1.66K - $2.48K
|
1.11K
$368K
|
|
|
Oct 29, 2025
Q3 2025
|
Matisse Capital
|
BUY
|
- |
7+ 0.77% |
$1.66K - $2.48K
|
918
$304K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
6+ 23.08% |
$1.43K - $2.12K
|
32
$10.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
6+ 31.58% |
$1.43K - $2.12K
|
25
$8.27K
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
6New |
$1.43K - $2.12K
|
6
$1.98K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
5+ 0.53% |
$1.19K - $1.77K
|
944
$312K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
5+ 0.07% |
$1.19K - $1.77K
|
7.28K
$2.41M
|
|
|
Oct 29, 2025
Q3 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
5+ 0.05% |
$1.19K - $1.77K
|
10.4K
$3.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
5New |
$1.19K - $1.77K
|
5
$1.65K
|
|
|
Oct 09, 2025
Q3 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
4+ 0.6% |
$951 - $1.41K
|
668
$221K
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
BUY
|
- |
4+ 0.65% |
$951 - $1.41K
|
618
$204K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4+ 2.8% |
$951 - $1.41K
|
147
$48.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4+ 0.36% |
$951 - $1.41K
|
1.11K
$367K
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
4+ 2.07% |
$951 - $1.41K
|
197
$65.2K
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
3+ 0.16% |
$713 - $1.06K
|
1.91K
$633K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
3+ 0.4% |
$713 - $1.06K
|
749
$248K
|
|
|
Nov 03, 2025
Q3 2025
|
Paralel Advisors LLC
|
BUY
|
- |
3+ 0.06% |
$713 - $1.06K
|
5.11K
$1.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Baker Boyer National Bank
|
BUY
|
- |
3+ 0.26% |
$713 - $1.06K
|
1.14K
$376K
|