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 27, 2025
Q3 2025
|
Robeco Schweiz Ag
|
SELL
|
- |
-1.86K- 9.26% |
$443K - $659K
|
18.3K
$6.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.91K- 73.41% |
$454K - $675K
|
692
$229K
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-1.95K- 72.22% |
$462K - $688K
|
748
$247K
|
|
|
Oct 09, 2025
Q3 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.98K- 16.86% |
$472K - $702K
|
9.78K
$3.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-1.99K- 97.69% |
$472K - $702K
|
47
$15.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Field & Main Bank
|
SELL
|
- |
-2K- 18.38% |
$475K - $707K
|
8.88K
$2.94M
|
|
|
Oct 24, 2025
Q3 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-2K- 31.15% |
$476K - $707K
|
4.42K
$1.46M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.01K- 48.9% |
$477K - $710K
|
2.1K
$694K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-2.01K- 43.87% |
$478K - $711K
|
2.57K
$851K
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.04K- 23.43% |
$485K - $721K
|
6.67K
$2.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-2.04K- 70.64% |
$486K - $722K
|
849
$281K
|
|
|
Oct 23, 2025
Q3 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-2.06K- 13.78% |
$490K - $728K
|
12.9K
$4.26M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.08K- 14.67% |
$495K - $736K
|
12.1K
$4.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.12K- 18.97% |
$504K - $749K
|
9.05K
$2.99M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.16K- 10.56% |
$513K - $763K
|
18.3K
$6.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-2.19K- 18.8% |
$520K - $773K
|
9.44K
$3.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-2.2K- 8.18% |
$523K - $778K
|
24.7K
$8.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.25K- 4.99% |
$534K - $794K
|
42.8K
$14.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-2.39K- 18.27% |
$569K - $846K
|
10.7K
$3.54M
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-2.42K- 82.92% |
$576K - $857K
|
499
$165K
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.44K- 52.87% |
$581K - $864K
|
2.18K
$721K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
SELL
|
- |
-2.45K- 0.91% |
$582K - $865K
|
265K
$87.7M
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-2.5K- 9.75% |
$594K - $883K
|
23.1K
$7.65M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-2.65K- 49.87% |
$631K - $938K
|
2.67K
$883K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.67K- 80.59% |
$634K - $942K
|
642
$212K
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-2.71K- 44.23% |
$645K - $959K
|
3.42K
$1.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2.73K- 30.25% |
$650K - $967K
|
6.3K
$2.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.76K- 30.51% |
$657K - $977K
|
6.29K
$2.08M
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-2.83K- 0.76% |
$672K - $1M
|
371K
$123M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.83K- 42.34% |
$672K - $1M
|
3.85K
$1.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-2.86K- 75.08% |
$679K - $1.01M
|
948
$314K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.92K- 50.53% |
$694K - $1.03M
|
2.86K
$945K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.92K- 27.01% |
$695K - $1.03M
|
7.9K
$2.61M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2.95K- 57.79% |
$701K - $1.04M
|
2.15K
$712K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.96K- 22.36% |
$704K - $1.05M
|
10.3K
$3.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.98K- 26.01% |
$708K - $1.05M
|
8.47K
$2.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Sivik Global Healthcare LLC
Greenwich, CT |
SELL
|
- |
-3K- 20.0% |
$713K - $1.06M
|
12K
$3.97M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-3.05K- 35.44% |
$726K - $1.08M
|
5.56K
$1.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.07K- 15.2% |
$729K - $1.08M
|
17.1K
$5.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.14K- 1.79% |
$745K - $1.11M
|
172K
$56.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-3.2K- 4.14% |
$760K - $1.13M
|
74.1K
$24.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Peterson Wealth Services
|
SELL
|
- |
-3.22K- 72.93% |
$766K - $1.14M
|
1.2K
$396K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-3.22K- 7.05% |
$766K - $1.14M
|
42.5K
$14.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-3.24K- 11.34% |
$771K - $1.15M
|
25.4K
$8.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.28K- 27.82% |
$779K - $1.16M
|
8.51K
$2.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-3.32K- 62.57% |
$789K - $1.17M
|
1.99K
$657K
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-3.32K- 51.14% |
$790K - $1.18M
|
3.18K
$1.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-3.37K- 9.62% |
$802K - $1.19M
|
31.7K
$10.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.41K- 6.28% |
$811K - $1.21M
|
50.9K
$16.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-3.41K- 20.1% |
$812K - $1.21M
|
13.6K
$4.49M
|