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 28, 2025
Q3 2025
|
Emerald Advisors, LLC
|
SELL
|
- |
-73- 6.7% |
$17.4K - $25.8K
|
1.02K
$336K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-74- 7.19% |
$17.6K - $26.2K
|
955
$316K
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-74- 2.46% |
$17.6K - $26.2K
|
2.94K
$972K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-74- 12.94% |
$17.6K - $26.2K
|
498
$165K
|
|
|
Oct 08, 2025
Q3 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-75- 1.42% |
$17.8K - $26.5K
|
5.23K
$1.73M
|
|
|
Oct 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-75- 1.72% |
$17.8K - $26.5K
|
4.29K
$1.42M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-75- 4.43% |
$17.8K - $26.5K
|
1.62K
$535K
|
|
|
Oct 30, 2025
Q3 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-75- 9.93% |
$17.8K - $26.5K
|
680
$225K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-76- 10.4% |
$18.1K - $26.9K
|
655
$217K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-78- 11.08% |
$18.5K - $27.6K
|
626
$207K
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
SELL
|
- |
-79- 12.06% |
$18.8K - $27.9K
|
576
$191K
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-80- 2.93% |
$19K - $28.3K
|
2.65K
$877K
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-80- 4.5% |
$19K - $28.3K
|
1.7K
$562K
|
|
|
Oct 28, 2025
Q3 2025
|
Washington Capital Management Inc
|
SELL
|
- |
-80- 5.9% |
$19K - $28.3K
|
1.28K
$422K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-80- 0.49% |
$19K - $28.3K
|
16.2K
$5.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-81- 7.12% |
$19.3K - $28.6K
|
1.06K
$349K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-83- 3.16% |
$19.7K - $29.3K
|
2.54K
$840K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-83- 35.78% |
$19.7K - $29.3K
|
149
$49.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-83- 32.55% |
$19.7K - $29.3K
|
172
$56.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-83- 11.62% |
$19.7K - $29.3K
|
631
$209K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-86- 10.83% |
$20.4K - $30.4K
|
708
$234K
|
|
|
Oct 15, 2025
Q3 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-86- 5.94% |
$20.4K - $30.4K
|
1.36K
$450K
|
|
|
Oct 28, 2025
Q3 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-86- 1.61% |
$20.4K - $30.4K
|
5.26K
$1.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-87- 0.55% |
$20.7K - $30.8K
|
15.6K
$5.16M
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-90- 3.77% |
$21.4K - $31.8K
|
2.3K
$759K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-90- 30.51% |
$21.4K - $31.8K
|
205
$67.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-92- 5.95% |
$21.9K - $32.5K
|
1.45K
$481K
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-95- 1.06% |
$22.6K - $33.6K
|
8.86K
$2.93M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-96- 13.56% |
$22.8K - $33.9K
|
612
$202K
|
|
|
Oct 30, 2025
Q3 2025
|
Independent Investors Inc
|
SELL
|
- |
-100- 3.4% |
$23.8K - $35.4K
|
2.85K
$941K
|
|
|
Oct 30, 2025
Q3 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-100- 3.66% |
$23.8K - $35.4K
|
2.63K
$870K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-103- 12.5% |
$24.5K - $36.4K
|
721
$239K
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-103- 1.48% |
$24.5K - $36.4K
|
6.88K
$2.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-104- 11.45% |
$24.7K - $36.8K
|
804
$266K
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-110- 7.18% |
$26.2K - $38.9K
|
1.42K
$471K
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-111- 10.37% |
$26.4K - $39.3K
|
959
$317K
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-112- 13.51% |
$26.6K - $39.6K
|
717
$237K
|
|
|
Oct 07, 2025
Q3 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-114- 1.83% |
$27.1K - $40.3K
|
6.13K
$2.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-115- 5.06% |
$27.3K - $40.7K
|
2.16K
$713K
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-115- 3.93% |
$27.3K - $40.7K
|
2.81K
$930K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-115- 1.92% |
$27.3K - $40.7K
|
5.87K
$1.94M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-116- 9.97% |
$27.6K - $41K
|
1.05K
$346K
|
|
|
Nov 03, 2025
Q3 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-116- 9.11% |
$27.6K - $41K
|
1.16K
$383K
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-118- 14.22% |
$28.1K - $41.7K
|
712
$236K
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-119- 0.87% |
$28.3K - $42.1K
|
13.6K
$4.49M
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
SELL
|
- |
-122- 5.54% |
$29K - $43.1K
|
2.08K
$688K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-122- 1.84% |
$29K - $43.1K
|
6.5K
$2.15M
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-124- 16.21% |
$29.5K - $43.8K
|
641
$212K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-124- 0.09% |
$29.5K - $43.8K
|
136K
$45M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-130- 16.93% |
$30.9K - $46K
|
638
$211K
|