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 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 155.74% |
$387K - $576K
|
2.68K
$893K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.6K+ 11.4% |
$379K - $564K
|
15.6K
$5.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.6K+ 37.91% |
$379K - $564K
|
5.81K
$1.94M
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.58K+ 45.24% |
$375K - $558K
|
5.07K
$1.69M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.56K+ 149.76% |
$371K - $552K
|
2.61K
$870K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.54K+ 37.59% |
$365K - $543K
|
5.62K
$1.88M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.53K+ 217.05% |
$363K - $540K
|
2.23K
$745K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.53K+ 2.25% |
$363K - $540K
|
69.3K
$23.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.52K+ 49.82% |
$360K - $536K
|
4.56K
$1.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.51K+ 6.11% |
$359K - $534K
|
26.3K
$8.76M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
1.5KNew |
$356K - $530K
|
1.5K
$500K
|
|
|
Oct 09, 2025
Q3 2025
|
Rydar Equities, Inc.
Weatherford, TX |
BUY
|
- |
1.48K+ 63.41% |
$352K - $524K
|
3.82K
$1.27M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.47K+ 34.0% |
$350K - $521K
|
5.8K
$1.94M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.47K+ 9.27% |
$350K - $520K
|
17.3K
$5.79M
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.46K+ 60.05% |
$347K - $517K
|
3.89K
$1.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
1.46K+ 3.03% |
$347K - $516K
|
49.7K
$16.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.45K+ 28.49% |
$345K - $513K
|
6.54K
$2.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.44K+ 141.97% |
$343K - $510K
|
2.46K
$820K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.43K+ 82.75% |
$341K - $507K
|
3.17K
$1.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
1.43K+ 0.69% |
$340K - $505K
|
210K
$70M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.42K+ 8.46% |
$338K - $503K
|
18.2K
$6.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1.41KNew |
$336K - $500K
|
1.41K
$472K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.4K+ 59.85% |
$333K - $495K
|
3.74K
$1.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.4K+ 8.88% |
$333K - $495K
|
17.2K
$5.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
1.4KNew |
$332K - $494K
|
1.4K
$466K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.38K+ 9.29% |
$329K - $489K
|
16.3K
$5.43M
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.38K+ 30.61% |
$328K - $488K
|
5.89K
$1.97M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.38K+ 64.97% |
$327K - $487K
|
3.49K
$1.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.35K+ 52.51% |
$321K - $477K
|
3.92K
$1.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.33K+ 40.63% |
$315K - $469K
|
4.59K
$1.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.33K+ 31.12% |
$315K - $469K
|
5.58K
$1.86M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.31K+ 11.0% |
$311K - $462K
|
13.2K
$4.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.3K+ 155.45% |
$309K - $459K
|
2.13K
$712K
|
|
|
Nov 03, 2025
Q3 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
1.28K+ 2.03% |
$303K - $451K
|
64K
$21.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.27KNew |
$302K - $450K
|
1.27K
$425K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.25KNew |
$296K - $441K
|
1.25K
$416K
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.23K+ 168.26% |
$292K - $435K
|
1.96K
$655K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.23KNew |
$292K - $435K
|
1.23K
$410K
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.23K+ 40.24% |
$292K - $434K
|
4.28K
$1.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.23K+ 0.61% |
$291K - $433K
|
203K
$67.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
1.21KNew |
$287K - $428K
|
1.21K
$404K
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
1.2K+ 7.63% |
$286K - $425K
|
17K
$5.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.2KNew |
$286K - $425K
|
1.2K
$401K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.2K+ 148.51% |
$285K - $424K
|
2.01K
$670K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
1.19K+ 107.0% |
$283K - $422K
|
2.31K
$770K
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.19K+ 14.03% |
$282K - $420K
|
9.66K
$3.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
1.18K+ 0.88% |
$281K - $418K
|
136K
$45.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.18KNew |
$280K - $416K
|
1.18K
$393K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.17K+ 25.29% |
$279K - $415K
|
5.81K
$1.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
1.17KNew |
$277K - $413K
|
1.17K
$390K
|