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 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-216- 7.11% |
$51.4K - $76.4K
|
2.82K
$934K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-218- 3.81% |
$51.8K - $77.1K
|
5.5K
$1.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-219- 9.67% |
$52.1K - $77.4K
|
2.05K
$677K
|
|
|
Oct 20, 2025
Q3 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-221- 12.95% |
$52.5K - $78.1K
|
1.49K
$492K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-224- 22.51% |
$53.3K - $79.2K
|
771
$255K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-224- 6.68% |
$53.3K - $79.2K
|
3.13K
$1.03M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-231- 16.43% |
$54.9K - $81.7K
|
1.18K
$389K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-235- 1.46% |
$55.9K - $83.1K
|
15.8K
$5.24M
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-236- 6.62% |
$56.1K - $83.5K
|
3.33K
$1.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-237- 2.91% |
$56.4K - $83.8K
|
7.9K
$2.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-243- 1.76% |
$57.8K - $85.9K
|
13.5K
$4.48M
|
|
|
Oct 09, 2025
Q3 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-246- 12.44% |
$58.5K - $87K
|
1.73K
$573K
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-246- 21.93% |
$58.5K - $87K
|
876
$290K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-249- 15.22% |
$59.2K - $88K
|
1.39K
$459K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-250- 41.05% |
$59.4K - $88.4K
|
359
$119K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-252- 5.08% |
$59.9K - $89.1K
|
4.71K
$1.56M
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-255- 11.1% |
$60.6K - $90.2K
|
2.04K
$676K
|
|
|
Oct 22, 2025
Q3 2025
|
Harvey Investment CO LLC
|
SELL
|
- |
-258- 4.94% |
$61.3K - $91.2K
|
4.97K
$1.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-258- 13.77% |
$61.3K - $91.2K
|
1.62K
$534K
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-260- 19.3% |
$61.8K - $91.9K
|
1.09K
$360K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-269- 64.2% |
$64K - $95.1K
|
150
$49.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-270- 17.59% |
$64.2K - $95.5K
|
1.27K
$418K
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-270- 10.31% |
$64.2K - $95.5K
|
2.35K
$777K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-270- 22.78% |
$64.2K - $95.5K
|
915
$303K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-270- 22.88% |
$64.2K - $95.5K
|
910
$301K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-273- 1.41% |
$64.9K - $96.5K
|
19.1K
$6.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-273- 22.07% |
$64.9K - $96.5K
|
964
$319K
|
|
|
Oct 17, 2025
Q3 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-285- 5.79% |
$67.8K - $101K
|
4.64K
$1.53M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-285- 8.48% |
$67.8K - $101K
|
3.08K
$1.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-286- 8.95% |
$68K - $101K
|
2.91K
$962K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-287- 17.44% |
$68.2K - $101K
|
1.36K
$450K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-289- 29.22% |
$68.7K - $102K
|
700
$232K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-291- 17.39% |
$69.2K - $103K
|
1.38K
$457K
|
|
|
Oct 02, 2025
Q3 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-299- 12.01% |
$71.1K - $106K
|
2.19K
$725K
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-299- 9.51% |
$71.1K - $106K
|
2.85K
$942K
|
|
|
Oct 29, 2025
Q3 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-300- 3.47% |
$71.3K - $106K
|
8.34K
$2.76M
|
|
|
Oct 15, 2025
Q3 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-303- 3.5% |
$72K - $107K
|
8.34K
$2.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-303- 29.5% |
$72K - $107K
|
724
$240K
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-305- 23.52% |
$72.5K - $108K
|
992
$328K
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-307- 11.18% |
$73K - $109K
|
2.44K
$807K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-309- 4.21% |
$73.5K - $109K
|
7.03K
$2.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-311- 7.29% |
$73.9K - $110K
|
3.96K
$1.31M
|
|
|
Oct 24, 2025
Q3 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-313- 7.32% |
$74.4K - $111K
|
3.97K
$1.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-316- 23.94% |
$75.1K - $112K
|
1K
$332K
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-317- 4.02% |
$75.4K - $112K
|
7.57K
$2.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-321- 8.01% |
$76.3K - $114K
|
3.68K
$1.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-325- 27.17% |
$77.3K - $115K
|
871
$288K
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-333- 35.54% |
$79.2K - $118K
|
604
$200K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-333- 32.49% |
$79.2K - $118K
|
692
$229K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-342- 2.41% |
$81.3K - $121K
|
13.8K
$4.58M
|