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 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-34- 1.53% |
$8.08K - $12K
|
2.2K
$726K
|
|
|
Nov 03, 2025
Q3 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-35- 2.79% |
$8.32K - $12.4K
|
1.22K
$403K
|
|
|
Nov 04, 2025
Q3 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-35- 0.46% |
$8.32K - $12.4K
|
7.52K
$2.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-36- 25.17% |
$8.56K - $12.7K
|
107
$35.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Albert D Mason Inc
|
SELL
|
- |
-36- 4.12% |
$8.56K - $12.7K
|
837
$277K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-36- 0.84% |
$8.56K - $12.7K
|
4.24K
$1.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-36- 3.98% |
$8.56K - $12.7K
|
868
$287K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-36- 3.05% |
$8.56K - $12.7K
|
1.15K
$379K
|
|
|
Oct 31, 2025
Q3 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-36- 4.71% |
$8.56K - $12.7K
|
728
$241K
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-37- 2.64% |
$8.8K - $13.1K
|
1.37K
$452K
|
|
|
Oct 28, 2025
Q3 2025
|
Bck Partners, Inc.
|
SELL
|
- |
-38- 2.96% |
$9.04K - $13.4K
|
1.25K
$413K
|
|
|
Oct 14, 2025
Q3 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-40- 0.57% |
$9.51K - $14.1K
|
6.97K
$2.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-40- 1.63% |
$9.51K - $14.1K
|
2.42K
$800K
|
|
|
Oct 28, 2025
Q3 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-40- 0.96% |
$9.51K - $14.1K
|
4.15K
$1.37M
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-41- 2.96% |
$9.75K - $14.5K
|
1.34K
$445K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-41- 71.93% |
$9.75K - $14.5K
|
16
$5.29K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Planning,Inc
Cypress, CA |
SELL
|
- |
-41- 2.16% |
$9.75K - $14.5K
|
1.86K
$615K
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-41- 0.37% |
$9.75K - $14.5K
|
11K
$3.64M
|
|
|
Oct 31, 2025
Q3 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-45- 5.56% |
$10.7K - $15.9K
|
765
$253K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-46- 16.79% |
$10.9K - $16.3K
|
228
$75.4K
|
|
|
Oct 01, 2025
Q3 2025
|
Farmers Trust CO
|
SELL
|
- |
-47- 2.21% |
$11.2K - $16.6K
|
2.08K
$689K
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-47- 4.89% |
$11.2K - $16.6K
|
915
$303K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-48- 4.97% |
$11.4K - $17K
|
918
$304K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-48- 6.36% |
$11.4K - $17K
|
707
$234K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-50- 17.24% |
$11.9K - $17.7K
|
240
$79.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-50- 1.23% |
$11.9K - $17.7K
|
4.03K
$1.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-50- 6.26% |
$11.9K - $17.7K
|
749
$248K
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-50- 2.6% |
$11.9K - $17.7K
|
1.87K
$619K
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-52- 7.13% |
$12.4K - $18.4K
|
677
$224K
|
|
|
Nov 04, 2025
Q3 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-53- 3.73% |
$12.6K - $18.7K
|
1.37K
$452K
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-54- 3.19% |
$12.8K - $19.1K
|
1.64K
$542K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-56- 8.26% |
$13.3K - $19.8K
|
622
$206K
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-56- 1.56% |
$13.3K - $19.8K
|
3.54K
$1.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-60- 2.54% |
$14.3K - $21.2K
|
2.3K
$761K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-62- 2.12% |
$14.7K - $21.9K
|
2.87K
$949K
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-63- 3.49% |
$15K - $22.3K
|
1.74K
$576K
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-64- 6.07% |
$15.2K - $22.6K
|
990
$328K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-64- 3.03% |
$15.2K - $22.6K
|
2.05K
$677K
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-64- 3.85% |
$15.2K - $22.6K
|
1.6K
$528K
|
|
|
Nov 03, 2025
Q3 2025
|
Everett Harris & CO
|
SELL
|
- |
-64- 2.48% |
$15.2K - $22.6K
|
2.51K
$831K
|
|
|
Oct 09, 2025
Q3 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-65- 0.77% |
$15.5K - $23K
|
8.34K
$2.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-67- 50.38% |
$15.9K - $23.7K
|
66
$21.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-67- 53.6% |
$15.9K - $23.7K
|
58
$19.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-68- 1.91% |
$16.2K - $24K
|
3.49K
$1.15M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-69- 34.67% |
$16.4K - $24.4K
|
130
$43K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-69- 1.37% |
$16.4K - $24.4K
|
4.97K
$1.64M
|
|
|
Oct 24, 2025
Q3 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-70- 19.18% |
$16.6K - $24.8K
|
295
$97.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-71- 0.38% |
$16.9K - $25.1K
|
18.7K
$6.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-71- 7.55% |
$16.9K - $25.1K
|
869
$287K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-73- 1.01% |
$17.4K - $25.8K
|
7.19K
$2.38M
|