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 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
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
8+ 5.23% |
$1.9K - $2.83K
|
161
$53.3K
|
|
|
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
|
|
|
Oct 14, 2025
Q3 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
2+ 0.14% |
$476 - $707
|
1.44K
$475K
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2+ 0.25% |
$476 - $707
|
811
$268K
|
|
|
Oct 22, 2025
Q3 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
2New |
$476 - $707
|
2
$662
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 0.89% |
$476 - $707
|
226
$74.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
2+ 0.04% |
$476 - $707
|
5.1K
$1.69M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2+ 0.16% |
$476 - $707
|
1.27K
$421K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
1+ 0.08% |
$238 - $354
|
1.2K
$396K
|
|
|
Oct 09, 2025
Q3 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
1+ 0.08% |
$238 - $354
|
1.29K
$428K
|
|
|
Oct 10, 2025
Q3 2025
|
Stolper CO
|
BUY
|
- |
1+ 0.01% |
$238 - $354
|
15.9K
$5.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 0.45% |
$238 - $354
|
222
$73.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1+ 0.11% |
$238 - $354
|
916
$303K
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.11% |
$238 - $354
|
924
$306K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.54% |
$238 - $354
|
187
$61.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-1- 0.01% |
$238 - $354
|
9.7K
$3.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-1- 0.03% |
$238 - $354
|
3.69K
$1.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1- 0.03% |
$238 - $354
|
3.32K
$1.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1- 0.13% |
$238 - $354
|
767
$254K
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-1- 0.11% |
$238 - $354
|
937
$310K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-2- 0.46% |
$476 - $707
|
437
$145K
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2- 0.01% |
$476 - $707
|
17.2K
$5.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2- 0.13% |
$476 - $707
|
1.58K
$521K
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-2- 0.14% |
$476 - $707
|
1.4K
$463K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-2- 0.16% |
$476 - $707
|
1.23K
$406K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2- 1.24% |
$476 - $707
|
159
$52.6K
|