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 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
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
1.16K+ 227.01% |
$276K - $410K
|
1.67K
$558K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.15KNew |
$274K - $408K
|
1.15K
$385K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.15K+ 88.18% |
$273K - $406K
|
2.45K
$818K
|
|
|
Oct 16, 2025
Q3 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
1.14KNew |
$272K - $404K
|
1.14K
$382K
|
|
|
Oct 29, 2025
Q3 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
1.14K+ 22.18% |
$272K - $404K
|
6.3K
$2.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
1.14KNew |
$270K - $402K
|
1.14K
$380K
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.14K+ 2.57% |
$270K - $402K
|
45.4K
$15.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.14KNew |
$270K - $401K
|
1.14K
$379K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.12K+ 23.63% |
$267K - $397K
|
5.87K
$1.96M
|
|
|
Nov 03, 2025
Q3 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.1K+ 45.75% |
$261K - $389K
|
3.5K
$1.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1.1KNew |
$261K - $388K
|
1.1K
$366K
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.09K+ 5.2% |
$258K - $384K
|
22K
$7.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.08K+ 10.76% |
$256K - $380K
|
11.1K
$3.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.07K+ 20.87% |
$254K - $378K
|
6.2K
$2.07M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.07KNew |
$254K - $378K
|
1.07K
$356K
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1.05K+ 300.0% |
$250K - $371K
|
1.4K
$467K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.05K+ 0.29% |
$250K - $371K
|
367K
$122M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.04K+ 78.05% |
$248K - $368K
|
2.38K
$793K
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
1.04K+ 8.5% |
$247K - $368K
|
13.3K
$4.43M
|
|
|
Oct 08, 2025
Q3 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
1.03K+ 18.05% |
$245K - $364K
|
6.74K
$2.25M
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
1.01K+ 11.42% |
$239K - $356K
|
9.82K
$3.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.01K+ 11.64% |
$239K - $356K
|
9.65K
$3.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.01K+ 38.79% |
$239K - $355K
|
3.6K
$1.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
1KNew |
$238K - $354K
|
1K
$334K
|
|
|
Oct 15, 2025
Q3 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
990New |
$235K - $350K
|
990
$330K
|
|
|
Oct 22, 2025
Q3 2025
|
Community Trust & Investment CO
|
BUY
|
- |
984+ 1.6% |
$234K - $348K
|
62.7K
$20.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
972+ 3.97% |
$231K - $344K
|
25.4K
$8.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
948New |
$225K - $335K
|
948
$316K
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
948New |
$225K - $335K
|
948
$316K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
946+ 25.31% |
$225K - $335K
|
4.68K
$1.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
946+ 82.48% |
$225K - $335K
|
2.09K
$699K
|
|
|
Oct 21, 2025
Q3 2025
|
Brave Asset Management Inc
|
BUY
|
- |
944New |
$224K - $334K
|
944
$315K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
944+ 78.67% |
$224K - $334K
|
2.14K
$716K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
940+ 50.32% |
$224K - $332K
|
2.81K
$937K
|
|
|
Oct 17, 2025
Q3 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
940+ 1807.69% |
$224K - $332K
|
992
$331K
|