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 16, 2025
                  Q3 2025
                 
               |   
            
              
   
      Collar Capital Management, LLC
       
           
            Appleton, WI  | 
            
               BUY                   
             | 
            - | 
              12.6KNew | 
            
                                   
                  $2.99M - $4.45M
                 
             |    
            
                                 
                12.6K
                $4.2M
                
             |               
            |
| 
               
                  Oct 02, 2025
                  Q3 2025
                 
               |   
            
              
   
      St. Louis Financial Planners Asset Management, LLC
       
           
            Chesterfield, MO  | 
            
               BUY                   
             | 
            - | 
              12.5KNew | 
            
                                   
                  $2.98M - $4.43M
                 
             |    
            
                                 
                12.5K
                $4.19M
                
             |               
            |
| 
               
                  Oct 09, 2025
                  Q3 2025
                 
               |   
            
              
   
      Bartlett & Co. Wealth Management LLC
       
           
            Cincinnati, OH  | 
            
               BUY                   
             | 
            - | 
              12.2K+ 7.17% | 
            
                                   
                  $2.91M - $4.32M
                 
             |    
            
                                 
                183K
                $61M
                
             |               
            |
| 
               
                  Oct 29, 2025
                  Q3 2025
                 
               |   
            
              
   
      Tradewinds, Llc.
       
           
            Raleigh, NC  | 
            
               BUY                   
             | 
            - | 
              12KNew | 
            
                                   
                  $2.86M - $4.26M
                 
             |    
            
                                 
                12K
                $4.02M
                
             |               
            |
| 
               
                  Oct 28, 2025
                  Q3 2025
                 
               |   
            
              
   
      Focused Investors LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              12K+ 2.38% | 
            
                                   
                  $2.85M - $4.24M
                 
             |    
            
                                 
                516K
                $172M
                
             |               
            |
| 
               
                  Oct 28, 2025
                  Q3 2025
                 
               |   
            
              
   
      Country Trust Bank
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              12K+ 10.55% | 
            
                                   
                  $2.85M - $4.23M
                 
             |    
            
                                 
                125K
                $41.9M
                
             |               
            |
| 
               
                  Oct 29, 2025
                  Q3 2025
                 
               |   
            
              
   
      Americana Partners, LLC
       
           
            Houston, TX  | 
            
               BUY                   
             | 
            - | 
              10.7K+ 290.11% | 
            
                                   
                  $2.54M - $3.78M
                 
             |    
            
                                 
                14.4K
                $4.8M
                
             |               
            |
| 
               
                  Oct 31, 2025
                  Q3 2025
                 
               |   
            
              
   
      Nwf Advisory Services Inc.
       
           
            Los Angeles, CA  | 
            
               BUY                   
             | 
            - | 
              10.5K+ 427.19% | 
            
                                   
                  $2.51M - $3.73M
                 
             |    
            
                                 
                13K
                $4.34M
                
             |               
            |
| 
               
                  Oct 29, 2025
                  Q3 2025
                 
               |   
            
              
   
      Seizert Capital Partners, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              10.4K+ 7.73% | 
            
                                   
                  $2.48M - $3.69M
                 
             |    
            
                                 
                145K
                $48.5M
                
             |               
            |
| 
               
                  Oct 27, 2025
                  Q3 2025
                 
               |   
            
              
   
      Janney Montgomery Scott LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              10.1K+ 5.09% | 
            
                                   
                  $2.41M - $3.58M
                 
             |    
            
                                 
                209K
                $69.9M
                
             |               
            |
| 
               
                  Oct 29, 2025
                  Q3 2025
                 
               |   
            
              
   
      Mill Capital Management, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              9.81K+ 19.5% | 
            
                                   
                  $2.33M - $3.47M
                 
             |    
            
                                 
                60.1K
                $20.1M
                
             |               
            |
| 
               
                  Oct 15, 2025
                  Q3 2025
                 
               |   
            
              
   
      Allen Mooney & Barnes Investment Advisors LLC
       
           
            Thomasville, GA  | 
            
               BUY                   
             | 
            - | 
              9.78K+ 23.81% | 
            
                                   
                  $2.32M - $3.46M
                 
             |    
            
                                 
                50.8K
                $17M
                
             |               
            |
| 
               
                  Oct 23, 2025
                  Q3 2025
                 
               |   
            
              
   
      G&S Capital LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              9.71KNew | 
            
                                   
                  $2.31M - $3.43M
                 
             |    
            
                                 
                9.71K
                $3.24M
                
             |               
            |
| 
               
                  Oct 28, 2025
                  Q3 2025
                 
               |   
            
              
   
      Tkg Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              9.49KNew | 
            
                                   
                  $2.26M - $3.36M
                 
             |    
            
                                 
                9.49K
                $3.17M
                
             |               
            |
| 
               
                  Oct 10, 2025
                  Q3 2025
                 
               |   
            
              
   
      Matauro, LLC
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              9.42K+ 348.34% | 
            
                                   
                  $2.24M - $3.33M
                 
             |    
            
                                 
                12.1K
                $4.05M
                
             |               
            |
| 
               
                  Oct 21, 2025
                  Q3 2025
                 
               |   
            
              
   
      Banque Pictet & Cie Sa
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              8.99K+ 3.72% | 
            
                                   
                  $2.14M - $3.18M
                 
             |    
            
                                 
                251K
                $83.8M
                
             |               
            |
| 
               
                  Oct 23, 2025
                  Q3 2025
                 
               |   
            
              
   
      Benjamin Edwards Inc
       
           
            Clayton, MO  | 
            
               BUY                   
             | 
            - | 
              8.95K+ 20.49% | 
            
                                   
                  $2.13M - $3.16M
                 
             |    
            
                                 
                52.6K
                $17.6M
                
             |               
            |
| 
               
                  Nov 03, 2025
                  Q3 2025
                 
               |   
            
              
   
      Kapitalo Investimentos Ltda
       
           
            Sao Paulo, D5  | 
            
               BUY                   
             | 
            - | 
              8.87KNew | 
            
                                   
                  $2.11M - $3.14M
                 
             |    
            
                                 
                8.87K
                $2.96M
                
             |               
            |
| 
               
                  Oct 24, 2025
                  Q3 2025
                 
               |   
            
              
   
      Masterinvest Kapitalanlage Gmb H
       
           
            Vienna,  | 
            
               BUY                   
             | 
            - | 
              8.85K+ 112.06% | 
            
                                   
                  $2.1M - $3.13M
                 
             |    
            
                                 
                16.7K
                $5.59M
                
             |               
            |
| 
               
                  Oct 02, 2025
                  Q3 2025
                 
               |   
            
              
   
      Central Pacific Bank  Trust Division
       
           
            Honolulu, HI  | 
            
               BUY                   
             | 
            - | 
              8.7K+ 227.71% | 
            
                                   
                  $2.07M - $3.08M
                 
             |    
            
                                 
                12.5K
                $4.18M
                
             |               
            |
| 
               
                  Oct 17, 2025
                  Q3 2025
                 
               |   
            
              
   
      Banque De Luxembourg S.A.
       
           
            Luxembourg, N4  | 
            
               BUY                   
             | 
            - | 
              8.5K+ 55.56% | 
            
                                   
                  $2.02M - $3.01M
                 
             |    
            
                                 
                23.8K
                $7.95M
                
             |               
            |
| 
               
                  Oct 31, 2025
                  Q3 2025
                 
               |   
            
              
   
      Vanguard Personalized Indexing Management, LLC
       
           
            Oakland, CA  | 
            
               BUY                   
             | 
            - | 
              8.42K+ 8.38% | 
            
                                   
                  $2M - $2.98M
                 
             |    
            
                                 
                109K
                $36.4M
                
             |               
            |
| 
               
                  Oct 08, 2025
                  Q3 2025
                 
               |   
            
              
   
      Czech National Bank
       
           
            Prague, 2N  | 
            
               BUY                   
             | 
            - | 
              8.3K+ 3.74% | 
            
                                   
                  $1.97M - $2.93M
                 
             |    
            
                                 
                230K
                $76.8M
                
             |               
            |
| 
               
                  Oct 16, 2025
                  Q3 2025
                 
               |   
            
              
   
      Burns Matteson Capital Management, LLC
       
           
            Corning, NY  | 
            
               BUY                   
             | 
            - | 
              8.02KNew | 
            
                                   
                  $1.91M - $2.83M
                 
             |    
            
                                 
                8.02K
                $2.68M
                
             |               
            |
| 
               
                  Oct 14, 2025
                  Q3 2025
                 
               |   
            
              
   
      Exchange Traded Concepts, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              7.91K+ 189.15% | 
            
                                   
                  $1.88M - $2.8M
                 
             |    
            
                                 
                12.1K
                $4.04M
                
             |               
            |
| 
               
                  Oct 31, 2025
                  Q3 2025
                 
               |   
            
              
   
      Shoker Investment Counsel, Inc.
       
           
            Oxford, OH  | 
            
               BUY                   
             | 
            - | 
              7.89KNew | 
            
                                   
                  $1.88M - $2.79M
                 
             |    
            
                                 
                7.89K
                $2.63M
                
             |               
            |
| 
               
                  Oct 15, 2025
                  Q3 2025
                 
               |   
            
              
   
      Strong Tower Advisory Services
       
           
            Minneapolis, MN  | 
            
               BUY                   
             | 
            - | 
              7.82K+ 35.93% | 
            
                                   
                  $1.86M - $2.77M
                 
             |    
            
                                 
                29.6K
                $9.88M
                
             |               
            |
| 
               
                  Oct 22, 2025
                  Q3 2025
                 
               |   
            
              
   
      Torray LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              7.77K+ 15.75% | 
            
                                   
                  $1.85M - $2.75M
                 
             |    
            
                                 
                57.1K
                $19.1M
                
             |               
            |
| 
               
                  Oct 20, 2025
                  Q3 2025
                 
               |   
            
              
   
      Generate Investment Management LTD
       
           
            Auckland, Q2  | 
            
               BUY                   
             | 
            - | 
              7.49K+ 5.55% | 
            
                                   
                  $1.78M - $2.65M
                 
             |    
            
                                 
                142K
                $47.6M
                
             |               
            |
| 
               
                  Oct 28, 2025
                  Q3 2025
                 
               |   
            
              
   
      Rakuten Securities, Inc.
       
           
            Tokyo, M0  | 
            
               BUY                   
             | 
            - | 
              7.38K+ 83.63% | 
            
                                   
                  $1.75M - $2.61M
                 
             |    
            
                                 
                16.2K
                $5.41M
                
             |               
            |
| 
               
                  Oct 17, 2025
                  Q3 2025
                 
               |   
            
              
   
      Fort Washington Investment Advisors Inc 
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              7.33K+ 1.6% | 
            
                                   
                  $1.74M - $2.59M
                 
             |    
            
                                 
                465K
                $155M
                
             |               
            |
| 
               
                  Oct 15, 2025
                  Q3 2025
                 
               |   
            
              
   
      Value Partners Investments Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              7.18K+ 47.21% | 
            
                                   
                  $1.71M - $2.54M
                 
             |    
            
                                 
                22.4K
                $7.47M
                
             |               
            |
| 
               
                  Oct 16, 2025
                  Q3 2025
                 
               |   
            
              
   
      Apollon Wealth Management, LLC
       
           
            Mount Pleasant, SC  | 
            
               BUY                   
             | 
            - | 
              7.05K+ 25.6% | 
            
                                   
                  $1.68M - $2.49M
                 
             |    
            
                                 
                34.6K
                $11.5M
                
             |               
            |
| 
               
                  Oct 16, 2025
                  Q3 2025
                 
               |   
            
              
   
      Greenwood Capital Associates LLC
       
           
            Greenwood, SC  | 
            
               BUY                   
             | 
            - | 
              6.94K+ 85.5% | 
            
                                   
                  $1.65M - $2.45M
                 
             |    
            
                                 
                15.1K
                $5.03M
                
             |               
            |
| 
               
                  Oct 15, 2025
                  Q3 2025
                 
               |   
            
              
   
      Milestone Asset Management, LLC
       
           
            Pittsburgh, PA  | 
            
               BUY                   
             | 
            - | 
              6.86KNew | 
            
                                   
                  $1.63M - $2.43M
                 
             |    
            
                                 
                6.86K
                $2.29M
                
             |               
            |
| 
               
                  Oct 03, 2025
                  Q3 2025
                 
               |   
            
              
   
      Aaron Wealth Advisors LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              6.79K+ 218.18% | 
            
                                   
                  $1.62M - $2.4M
                 
             |    
            
                                 
                9.91K
                $3.31M
                
             |               
            |
| 
               
                  Oct 09, 2025
                  Q3 2025
                 
               |   
            
              
   
      Mfg Wealth Management, Inc.
       
           
            Indianapolis, IN  | 
            
               BUY                   
             | 
            - | 
              6.55KNew | 
            
                                   
                  $1.56M - $2.32M
                 
             |    
            
                                 
                6.55K
                $2.19M
                
             |               
            |
| 
               
                  Oct 17, 2025
                  Q3 2025
                 
               |   
            
              
   
      Valley National Advisers Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              6.38K+ 592.47% | 
            
                                   
                  $1.52M - $2.25M
                 
             |    
            
                                 
                7.45K
                $2.49M
                
             |               
            |
| 
               
                  Oct 28, 2025
                  Q3 2025
                 
               |   
            
              
   
      Sol Capital Management CO
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              6.25K+ 33.0% | 
            
                                   
                  $1.49M - $2.21M
                 
             |    
            
                                 
                25.2K
                $8.41M
                
             |               
            |
| 
               
                  Oct 17, 2025
                  Q3 2025
                 
               |   
            
              
   
      Sowell Financial Services LLC
       
           
            North Little Rock, AR  | 
            
               BUY                   
             | 
            - | 
              6.1K+ 104.76% | 
            
                                   
                  $1.45M - $2.16M
                 
             |    
            
                                 
                11.9K
                $3.98M
                
             |               
            |
| 
               
                  Oct 20, 2025
                  Q3 2025
                 
               |   
            
              
   
      Smith, Salley & Associates
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              6.08K+ 89.48% | 
            
                                   
                  $1.45M - $2.15M
                 
             |    
            
                                 
                12.9K
                $4.3M
                
             |               
            |
| 
               
                  Oct 27, 2025
                  Q3 2025
                 
               |   
            
              
   
      Allen Capital Group, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              6.08K+ 47.75% | 
            
                                   
                  $1.45M - $2.15M
                 
             |    
            
                                 
                18.8K
                $6.28M
                
             |               
            |
| 
               
                  Oct 20, 2025
                  Q3 2025
                 
               |   
            
              
   
      Chemistry Wealth Management LLC
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              6.02K+ 59.17% | 
            
                                   
                  $1.43M - $2.13M
                 
             |    
            
                                 
                16.2K
                $5.41M
                
             |               
            |
| 
               
                  Oct 20, 2025
                  Q3 2025
                 
               |   
            
              
   
      Ascent Group, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              5.96K+ 37.39% | 
            
                                   
                  $1.42M - $2.11M
                 
             |    
            
                                 
                21.9K
                $7.31M
                
             |               
            |
| 
               
                  Oct 10, 2025
                  Q3 2025
                 
               |   
            
              
   
      Castleview Partners, LLC
       
           
            Dallas, TX  | 
            
               BUY                   
             | 
            - | 
              5.86K+ 318.38% | 
            
                                   
                  $1.39M - $2.07M
                 
             |    
            
                                 
                7.69K
                $2.57M
                
             |               
            |
| 
               
                  Nov 03, 2025
                  Q3 2025
                 
               |   
            
              
   
      Bluesphere Advisors, LLC
       
           
            East Norriton, PA  | 
            
               BUY                   
             | 
            - | 
              5.37K+ 345.34% | 
            
                                   
                  $1.28M - $1.9M
                 
             |    
            
                                 
                6.93K
                $2.31M
                
             |               
            |
| 
               
                  Oct 22, 2025
                  Q3 2025
                 
               |   
            
              
   
      Wp Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              5.27K+ 28.77% | 
            
                                   
                  $1.25M - $1.86M
                 
             |    
            
                                 
                23.6K
                $7.87M
                
             |               
            |
| 
               
                  Oct 14, 2025
                  Q3 2025
                 
               |   
            
              
   
      Brighton Jones LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              5.24K+ 25.02% | 
            
                                   
                  $1.24M - $1.85M
                 
             |    
            
                                 
                26.2K
                $8.73M
                
             |               
            |
| 
               
                  Oct 07, 2025
                  Q3 2025
                 
               |   
            
              
   
      Acropolis Investment Management, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              5.08K+ 49.32% | 
            
                                   
                  $1.21M - $1.8M
                 
             |    
            
                                 
                15.4K
                $5.13M
                
             |               
            |
| 
               
                  Oct 17, 2025
                  Q3 2025
                 
               |   
            
              
   
      Bretton Capital Management, LLC
       
           
            San Francisco, CA  | 
            
               BUY                   
             | 
            - | 
              5K+ 29.94% | 
            
                                   
                  $1.19M - $1.77M
                 
             |    
            
                                 
                21.7K
                $7.24M
                
             |