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 14, 2025
Q3 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
2.86K+ 120.22% |
$680K - $1.01M
|
5.24K
$1.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.86KNew |
$679K - $1.01M
|
2.86K
$945K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.85K+ 14.68% |
$678K - $1.01M
|
22.3K
$7.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
2.83K+ 86.03% |
$672K - $999K
|
6.11K
$2.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
2.81KNew |
$667K - $993K
|
2.81K
$929K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.77K+ 47.73% |
$659K - $979K
|
8.57K
$2.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.77K+ 10.43% |
$658K - $978K
|
29.3K
$9.69M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.76KNew |
$655K - $974K
|
2.76K
$911K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.73K+ 15.92% |
$649K - $965K
|
19.9K
$6.57M
|
|
|
Oct 06, 2025
Q3 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
2.71K+ 43.05% |
$645K - $960K
|
9.02K
$2.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.71K+ 19.71% |
$644K - $958K
|
16.5K
$5.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
2.68KNew |
$637K - $947K
|
2.68K
$886K
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
2.68KNew |
$637K - $947K
|
2.68K
$886K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
2.66K+ 9.14% |
$633K - $942K
|
31.8K
$10.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
2.66K+ 8.35% |
$632K - $940K
|
34.5K
$11.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.56K+ 0.61% |
$608K - $904K
|
421K
$139M
|
|
|
Nov 03, 2025
Q3 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
2.55K+ 79.92% |
$606K - $901K
|
5.74K
$1.9M
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
2.53K+ 310.2% |
$600K - $893K
|
3.34K
$1.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.5KNew |
$595K - $885K
|
2.5K
$828K
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
2.49K+ 78.65% |
$591K - $879K
|
5.65K
$1.87M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.48K+ 10.58% |
$591K - $878K
|
26K
$8.59M
|
|
|
Oct 31, 2025
Q3 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
2.43K+ 178.21% |
$578K - $859K
|
3.79K
$1.25M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.42K+ 203.45% |
$575K - $855K
|
3.61K
$1.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
2.41K+ 9.86% |
$573K - $851K
|
26.8K
$8.87M
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.4KNew |
$569K - $847K
|
2.4K
$792K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.38K+ 11.8% |
$566K - $842K
|
22.6K
$7.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.33K+ 14.47% |
$555K - $825K
|
18.5K
$6.1M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
2.33KNew |
$553K - $822K
|
2.33K
$769K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.32K+ 2.24% |
$551K - $819K
|
106K
$34.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
2.3KNew |
$547K - $813K
|
2.3K
$761K
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.3K+ 11.44% |
$546K - $812K
|
22.3K
$7.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
2.26KNew |
$537K - $799K
|
2.26K
$747K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.21K+ 7.68% |
$526K - $782K
|
31K
$10.3M
|
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
2.21K+ 93.53% |
$525K - $781K
|
4.57K
$1.51M
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.19KNew |
$521K - $774K
|
2.19K
$725K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.18K+ 172.29% |
$517K - $769K
|
3.44K
$1.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
2.12K+ 51.87% |
$505K - $750K
|
6.21K
$2.06M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.12K+ 9.83% |
$504K - $750K
|
23.7K
$7.84M
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2.12K+ 15.21% |
$504K - $750K
|
16.1K
$5.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.09K+ 7.76% |
$496K - $738K
|
29K
$9.59M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
2.08KNew |
$495K - $736K
|
2.08K
$689K
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.07K+ 6.23% |
$492K - $731K
|
35.3K
$11.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
2.06K+ 59.58% |
$491K - $730K
|
5.53K
$1.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.05K+ 99.27% |
$486K - $723K
|
4.11K
$1.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.04K+ 113.24% |
$484K - $720K
|
3.83K
$1.27M
|
|
|
Oct 30, 2025
Q3 2025
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.03KNew |
$482K - $717K
|
2.03K
$671K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.02K+ 32.18% |
$479K - $713K
|
8.28K
$2.74M
|
|
|
Oct 16, 2025
Q3 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
1.96K+ 3.17% |
$466K - $693K
|
63.9K
$21.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.94K+ 28.05% |
$462K - $686K
|
8.86K
$2.93M
|
|
|
Oct 10, 2025
Q3 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.94K+ 52.11% |
$461K - $686K
|
5.66K
$1.87M
|