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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-9- 0.77% |
$2.14K - $3.18K
|
1.16K
$382K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-10- 66.67% |
$2.38K - $3.54K
|
5
$1.65K
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-10- 6.41% |
$2.38K - $3.54K
|
146
$48.3K
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-11- 0.74% |
$2.62K - $3.89K
|
1.48K
$490K
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-11- 2.0% |
$2.62K - $3.89K
|
540
$179K
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-12- 1.62% |
$2.85K - $4.24K
|
729
$241K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-12- 0.62% |
$2.85K - $4.24K
|
1.93K
$639K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-14- 1.97% |
$3.33K - $4.95K
|
697
$231K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-14- 45.16% |
$3.33K - $4.95K
|
17
$5.62K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-14- 10.45% |
$3.33K - $4.95K
|
120
$39.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-14- 0.68% |
$3.33K - $4.95K
|
2.06K
$681K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-15- 19.48% |
$3.57K - $5.3K
|
62
$20.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-15- 0.4% |
$3.57K - $5.3K
|
3.7K
$1.22M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-17- 39.53% |
$4.04K - $6.01K
|
26
$8.6K
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
SELL
|
- |
-17- 0.68% |
$4.04K - $6.01K
|
2.5K
$826K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-17- 0.75% |
$4.04K - $6.01K
|
2.25K
$744K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-17- 0.97% |
$4.04K - $6.01K
|
1.74K
$575K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-18- 20.45% |
$4.28K - $6.36K
|
70
$23.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-18- 5.92% |
$4.28K - $6.36K
|
286
$94.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-18- 1.29% |
$4.28K - $6.36K
|
1.37K
$455K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-18- 9.42% |
$4.28K - $6.36K
|
173
$57.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-19- 0.91% |
$4.52K - $6.72K
|
2.06K
$683K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-19- 2.29% |
$4.52K - $6.72K
|
811
$268K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-20- 8.7% |
$4.76K - $7.07K
|
210
$69.5K
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-21- 46.67% |
$4.99K - $7.43K
|
24
$7.94K
|
|
|
Oct 21, 2025
Q3 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-21- 0.57% |
$4.99K - $7.43K
|
3.66K
$1.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-21- 2.98% |
$4.99K - $7.43K
|
683
$226K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-22- 1.61% |
$5.23K - $7.78K
|
1.34K
$444K
|
|
|
Oct 28, 2025
Q3 2025
|
Scott & Selber, Inc.
|
SELL
|
- |
-22- 0.43% |
$5.23K - $7.78K
|
5.1K
$1.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-22- 0.12% |
$5.23K - $7.78K
|
17.9K
$5.93M
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
SELL
|
- |
-24- 3.66% |
$5.71K - $8.49K
|
632
$209K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-24- 2.27% |
$5.71K - $8.49K
|
1.03K
$342K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-24- 0.46% |
$5.71K - $8.49K
|
5.24K
$1.73M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-24- 5.66% |
$5.71K - $8.49K
|
400
$132K
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
SELL
|
- |
-24- 2.97% |
$5.71K - $8.49K
|
783
$259K
|
|
|
Oct 09, 2025
Q3 2025
|
First Financial Corp
|
SELL
|
- |
-25- 1.75% |
$5.94K - $8.84K
|
1.4K
$464K
|
|
|
Oct 07, 2025
Q3 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-26- 2.5% |
$6.18K - $9.19K
|
1.02K
$336K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-26- 0.07% |
$6.18K - $9.19K
|
38.9K
$12.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-26- 1.88% |
$6.18K - $9.19K
|
1.36K
$449K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-27- 4.12% |
$6.42K - $9.55K
|
629
$208K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-27- 0.7% |
$6.42K - $9.55K
|
3.84K
$1.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-27- 1.97% |
$6.42K - $9.55K
|
1.35K
$445K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
SELL
|
- |
-27- 2.9% |
$6.42K - $9.55K
|
904
$299K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-28- 23.53% |
$6.66K - $9.9K
|
91
$30.1K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-28- 4.31% |
$6.66K - $9.9K
|
622
$206K
|
|
|
Nov 03, 2025
Q3 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-28- 2.55% |
$6.66K - $9.9K
|
1.07K
$354K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-29- 2.22% |
$6.9K - $10.3K
|
1.28K
$422K
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-31- 2.01% |
$7.37K - $11K
|
1.51K
$501K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-33- 1.25% |
$7.85K - $11.7K
|
2.61K
$864K
|
|
|
Oct 24, 2025
Q3 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-33- 5.16% |
$7.85K - $11.7K
|
606
$200K
|