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 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
874+ 0.77% |
$208K - $309K
|
114K
$38.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
868+ 23.64% |
$206K - $307K
|
4.54K
$1.52M
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
866+ 51.18% |
$206K - $306K
|
2.56K
$854K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
865+ 9.14% |
$206K - $306K
|
10.3K
$3.45M
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
863New |
$205K - $305K
|
863
$288K
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
862New |
$205K - $305K
|
862
$288K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
861+ 124.24% |
$205K - $304K
|
1.55K
$519K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
852+ 41.18% |
$203K - $301K
|
2.92K
$975K
|
|
|
Oct 28, 2025
Q3 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
850New |
$202K - $301K
|
850
$284K
|
|
|
Oct 14, 2025
Q3 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
847New |
$201K - $300K
|
847
$283K
|
|
|
Oct 07, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
845New |
$201K - $299K
|
845
$282K
|
|
|
Oct 09, 2025
Q3 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
845New |
$201K - $299K
|
845
$282K
|
|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
840New |
$200K - $297K
|
840
$280K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
836New |
$199K - $296K
|
836
$279K
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
830+ 3.22% |
$197K - $293K
|
26.6K
$8.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
824New |
$196K - $291K
|
824
$275K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
823+ 33.01% |
$196K - $291K
|
3.32K
$1.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
823+ 129.2% |
$196K - $291K
|
1.46K
$487K
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
818+ 61.0% |
$194K - $289K
|
2.16K
$721K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
815New |
$194K - $288K
|
815
$272K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
810+ 15.71% |
$193K - $286K
|
5.97K
$1.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
BUY
|
- |
807New |
$192K - $285K
|
807
$269K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
807+ 4.86% |
$192K - $285K
|
17.4K
$5.81M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
806New |
$192K - $285K
|
806
$269K
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
793New |
$189K - $280K
|
793
$265K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
781+ 8.21% |
$186K - $276K
|
10.3K
$3.44M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
769New |
$183K - $272K
|
769
$257K
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
767+ 45.74% |
$182K - $271K
|
2.44K
$816K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
763New |
$181K - $270K
|
763
$255K
|
|
|
Oct 27, 2025
Q3 2025
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
758New |
$180K - $268K
|
758
$253K
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
758New |
$180K - $268K
|
758
$253K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
757New |
$180K - $268K
|
757
$253K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
757+ 3.04% |
$180K - $268K
|
25.7K
$8.57M
|
|
|
Oct 09, 2025
Q3 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
752+ 8.13% |
$179K - $266K
|
10K
$3.34M
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
748+ 4.26% |
$178K - $265K
|
18.3K
$6.11M
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
745New |
$177K - $263K
|
745
$249K
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
744New |
$177K - $263K
|
744
$248K
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
743+ 54.12% |
$177K - $263K
|
2.12K
$706K
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
738New |
$175K - $261K
|
738
$246K
|
|
|
Nov 03, 2025
Q3 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
737New |
$175K - $261K
|
737
$246K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
729+ 42.41% |
$173K - $258K
|
2.45K
$817K
|
|
|
Oct 28, 2025
Q3 2025
|
Pembroke Management, LTD
|
BUY
|
- |
729New |
$173K - $258K
|
729
$243K
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
725New |
$172K - $256K
|
725
$242K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
723+ 7.92% |
$172K - $256K
|
9.85K
$3.29M
|
|
|
Oct 07, 2025
Q3 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
721New |
$171K - $255K
|
721
$241K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
720+ 20.19% |
$171K - $255K
|
4.29K
$1.43M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
714+ 44.02% |
$170K - $252K
|
2.34K
$780K
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
714New |
$170K - $252K
|
714
$238K
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
712New |
$169K - $252K
|
712
$238K
|
|
|
Oct 22, 2025
Q3 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
710+ 90.68% |
$169K - $251K
|
1.49K
$498K
|