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 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
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.49K- 16.46% |
$830K - $1.23M
|
17.7K
$5.86M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.56K- 43.84% |
$846K - $1.26M
|
4.56K
$1.51M
|
|
|
Oct 09, 2025
Q3 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-3.57K- 17.22% |
$848K - $1.26M
|
17.1K
$5.67M
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-3.57K- 64.43% |
$848K - $1.26M
|
1.97K
$652K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-3.57K- 6.66% |
$849K - $1.26M
|
50.1K
$16.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-3.66K- 65.58% |
$870K - $1.29M
|
1.92K
$635K
|
|
|
Oct 20, 2025
Q3 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-3.68K- 20.87% |
$874K - $1.3M
|
13.9K
$4.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.69K- 7.78% |
$877K - $1.3M
|
43.7K
$14.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.7K- 11.27% |
$880K - $1.31M
|
29.1K
$9.64M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.74K- 84.03% |
$889K - $1.32M
|
711
$235K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3.82K- 5.81% |
$909K - $1.35M
|
61.9K
$20.5M
|
|
|
Oct 01, 2025
Q3 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-3.88K- 26.22% |
$923K - $1.37M
|
10.9K
$3.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-3.9K- 23.48% |
$928K - $1.38M
|
12.7K
$4.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-3.99K- 7.35% |
$948K - $1.41M
|
50.2K
$16.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3.99K- 23.71% |
$949K - $1.41M
|
12.8K
$4.25M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-4K- 85.58% |
$951K - $1.41M
|
674
$223K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.02K- 8.21% |
$956K - $1.42M
|
44.9K
$14.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-4.11K- 32.23% |
$977K - $1.45M
|
8.64K
$2.86M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.14K- 4.14% |
$984K - $1.46M
|
95.9K
$31.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-4.32K- 87.01% |
$1.03M - $1.53M
|
645
$213K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-4.34K- 41.58% |
$1.03M - $1.53M
|
6.09K
$2.02M
|