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 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-6.16K- 70.78% |
$1.46M - $2.18M
|
2.54K
$841K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-6.51K- 40.07% |
$1.55M - $2.3M
|
9.73K
$3.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-6.58K- 45.43% |
$1.57M - $2.33M
|
7.91K
$2.62M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-6.71K- 21.58% |
$1.59M - $2.37M
|
24.4K
$8.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-6.75K- 56.35% |
$1.6M - $2.39M
|
5.23K
$1.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
SELL
|
- |
-6.77K- 47.97% |
$1.61M - $2.39M
|
7.34K
$2.43M
|
|
|
Oct 06, 2025
Q3 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-6.8K- 83.68% |
$1.62M - $2.4M
|
1.33K
$438K
|
|
|
Oct 16, 2025
Q3 2025
|
Kempner Capital Management Inc.
|
SELL
|
- |
-6.9K- 46.2% |
$1.64M - $2.44M
|
8.03K
$2.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Seilern Investment Management LTD
London, X0 |
SELL
|
- |
-6.96K- 1.77% |
$1.66M - $2.46M
|
386K
$128M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-6.99K- 25.55% |
$1.66M - $2.47M
|
20.4K
$6.74M
|
|
|
Oct 10, 2025
Q3 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-7K- 83.13% |
$1.66M - $2.47M
|
1.42K
$470K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-7.06K- 52.55% |
$1.68M - $2.5M
|
6.37K
$2.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-7.09K- 33.03% |
$1.69M - $2.51M
|
14.4K
$4.76M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-7.32K- 30.93% |
$1.74M - $2.59M
|
16.3K
$5.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-7.6K- 83.58% |
$1.81M - $2.69M
|
1.49K
$494K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-7.69K- 42.01% |
$1.83M - $2.72M
|
10.6K
$3.51M
|
|
|
Oct 30, 2025
Q3 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
SELL
|
- |
-7.87K- 89.55% |
$1.87M - $2.78M
|
918
$304K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-8.32K- 75.94% |
$1.98M - $2.94M
|
2.64K
$872K
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-8.32K- 35.88% |
$1.98M - $2.94M
|
14.9K
$4.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-8.5K- 34.0% |
$2.02M - $3.01M
|
16.5K
$5.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-8.53K- 75.67% |
$2.03M - $3.02M
|
2.74K
$907K
|
|
|
Oct 17, 2025
Q3 2025
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-8.7K- 51.58% |
$2.07M - $3.07M
|
8.16K
$2.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-8.71K- 86.21% |
$2.07M - $3.08M
|
1.39K
$461K
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-8.78K- 7.9% |
$2.09M - $3.1M
|
102K
$33.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-8.88K- 44.49% |
$2.11M - $3.14M
|
11.1K
$3.66M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9.63K- 50.48% |
$2.29M - $3.41M
|
9.45K
$3.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-9.66K- 93.25% |
$2.3M - $3.42M
|
699
$231K
|
|
|
Oct 21, 2025
Q3 2025
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-10.2K- 9.67% |
$2.42M - $3.59M
|
94.9K
$31.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-10.2K- 13.45% |
$2.43M - $3.62M
|
65.8K
$21.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-10.6K- 35.64% |
$2.51M - $3.73M
|
19.1K
$6.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-10.6K- 14.19% |
$2.51M - $3.74M
|
63.9K
$21.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-11K- 54.07% |
$2.62M - $3.89M
|
9.36K
$3.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-11.1K- 25.18% |
$2.65M - $3.93M
|
33.1K
$10.9M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-11.4K- 23.96% |
$2.71M - $4.04M
|
36.2K
$12M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-11.9K- 65.27% |
$2.82M - $4.19M
|
6.3K
$2.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
- |
-12.4K- 33.07% |
$2.94M - $4.38M
|
25.1K
$8.29M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-12.4K- 66.82% |
$2.95M - $4.39M
|
6.16K
$2.04M
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-13.2K- 1.09% |
$3.13M - $4.66M
|
1.19M
$394M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-13.2K- 64.67% |
$3.14M - $4.67M
|
7.21K
$2.38M
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-13.6K- 1.78% |
$3.23M - $4.8M
|
751K
$248M
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-13.6K- 3.69% |
$3.23M - $4.8M
|
354K
$117M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Alternative Capital
|
SELL
|
- |
-14.8K- 97.18% |
$3.51M - $5.22M
|
428
$142K
|
|
|
Nov 04, 2025
Q3 2025
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-15K- 88.76% |
$3.57M - $5.3M
|
1.9K
$629K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-15.4K- 35.93% |
$3.67M - $5.45M
|
27.5K
$9.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
SELL
|
- |
-15.5K- 29.23% |
$3.69M - $5.49M
|
37.6K
$12.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-16.8K- 1.32% |
$3.99M - $5.93M
|
1.25M
$415M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-17.2K- 90.87% |
$4.08M - $6.07M
|
1.72K
$570K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17.6K- 17.57% |
$4.18M - $6.22M
|
82.5K
$27.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-17.9K- 22.73% |
$4.26M - $6.34M
|
61K
$20.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-18.2K- 90.4% |
$4.34M - $6.45M
|
1.94K
$641K
|