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 31, 2025
Q3 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
5K+ 1.46% |
$1.19M - $1.77M
|
347K
$116M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.68KNew |
$1.11M - $1.65M
|
4.68K
$1.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.46K+ 37.2% |
$1.06M - $1.58M
|
16.5K
$5.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Sullivan Wood Capital Management LLC
Washington, DC |
BUY
|
- |
4.44K+ 309.41% |
$1.05M - $1.57M
|
5.87K
$1.96M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.4K+ 95.48% |
$1.05M - $1.56M
|
9K
$3.01M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.33KNew |
$1.03M - $1.53M
|
4.33K
$1.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
4.31K+ 13.84% |
$1.03M - $1.53M
|
35.5K
$11.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
4.19K+ 24.63% |
$996K - $1.48M
|
21.2K
$7.08M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
4.18K+ 161.76% |
$993K - $1.48M
|
6.76K
$2.26M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
4.03K+ 37.37% |
$959K - $1.43M
|
14.8K
$4.95M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
4.01K+ 36.37% |
$954K - $1.42M
|
15K
$5.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Ariose Capital Management LTD
Central, Hong Kong, K3 |
BUY
|
- |
4KNew |
$951K - $1.41M
|
4K
$1.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4K+ 34.95% |
$950K - $1.41M
|
15.4K
$5.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.94K+ 28.14% |
$938K - $1.39M
|
18K
$5.99M
|
|
|
Oct 27, 2025
Q3 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
BUY
|
- |
3.93K+ 38.77% |
$935K - $1.39M
|
14.1K
$4.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Pacific Capital Partners LTD
London, |
BUY
|
- |
3.88K+ 81.58% |
$921K - $1.37M
|
8.63K
$2.88M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
3.82KNew |
$909K - $1.35M
|
3.82K
$1.28M
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
BUY
|
- |
3.79K+ 18.56% |
$902K - $1.34M
|
24.2K
$8.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.77K+ 21.06% |
$897K - $1.33M
|
21.7K
$7.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
3.68KNew |
$876K - $1.3M
|
3.68K
$1.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
3.66K+ 103.57% |
$870K - $1.29M
|
7.19K
$2.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.53K+ 19.47% |
$838K - $1.25M
|
21.6K
$7.22M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.45K+ 28.83% |
$821K - $1.22M
|
15.4K
$5.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
3.37K+ 1.39% |
$801K - $1.19M
|
246K
$82M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.35K+ 471.45% |
$797K - $1.19M
|
4.06K
$1.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
3.24K+ 44.87% |
$771K - $1.15M
|
10.5K
$3.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
3.13K+ 46.63% |
$743K - $1.11M
|
9.83K
$3.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.11K+ 76.64% |
$739K - $1.1M
|
7.16K
$2.39M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
3.01KNew |
$717K - $1.07M
|
3.01K
$1.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
BUY
|
- |
3K+ 5.61% |
$714K - $1.06M
|
56.5K
$18.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3K+ 56.28% |
$713K - $1.06M
|
8.32K
$2.78M
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.95K+ 130.48% |
$702K - $1.04M
|
5.22K
$1.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.93K+ 40.47% |
$695K - $1.03M
|
10.2K
$3.39M
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.91K+ 66.52% |
$691K - $1.03M
|
7.28K
$2.43M
|
|
|
Oct 28, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.9KNew |
$689K - $1.03M
|
2.9K
$968K
|
|
|
Oct 07, 2025
Q3 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
2.87K+ 18.64% |
$681K - $1.01M
|
18.2K
$6.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
2.86K+ 120.22% |
$680K - $1.01M
|
5.24K
$1.75M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.85K+ 14.68% |
$678K - $1.01M
|
22.3K
$7.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
2.83K+ 86.03% |
$672K - $999K
|
6.11K
$2.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
2.81KNew |
$667K - $993K
|
2.81K
$937K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.77K+ 47.73% |
$659K - $979K
|
8.57K
$2.86M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.76KNew |
$655K - $974K
|
2.76K
$920K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.73K+ 15.92% |
$649K - $965K
|
19.9K
$6.63M
|
|
|
Oct 06, 2025
Q3 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
2.71K+ 43.05% |
$645K - $960K
|
9.02K
$3.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.71K+ 19.71% |
$644K - $958K
|
16.5K
$5.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
2.68KNew |
$637K - $947K
|
2.68K
$894K
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
2.68KNew |
$637K - $947K
|
2.68K
$894K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
2.66K+ 9.14% |
$633K - $942K
|
31.8K
$10.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
2.66K+ 8.35% |
$632K - $940K
|
34.5K
$11.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.56K+ 0.61% |
$608K - $904K
|
421K
$140M
|