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 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
583New |
$139K - $206K
|
583
$195K
|
|
|
Oct 06, 2025
Q3 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
582New |
$138K - $206K
|
582
$194K
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
BUY
|
- |
582New |
$138K - $206K
|
582
$194K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
582New |
$138K - $206K
|
582
$194K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
581New |
$138K - $205K
|
581
$194K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
580New |
$138K - $205K
|
580
$194K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
580New |
$138K - $205K
|
580
$194K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
580New |
$138K - $205K
|
580
$194K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
577+ 20.28% |
$137K - $204K
|
3.42K
$1.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
573+ 78.39% |
$136K - $203K
|
1.3K
$435K
|
|
|
Oct 20, 2025
Q3 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
569+ 47.34% |
$135K - $201K
|
1.77K
$591K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
568+ 49.01% |
$135K - $201K
|
1.73K
$576K
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
568+ 11.11% |
$135K - $201K
|
5.68K
$1.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
555+ 3.87% |
$132K - $196K
|
14.9K
$4.97M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
553+ 61.65% |
$131K - $196K
|
1.45K
$484K
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
541+ 49.95% |
$129K - $191K
|
1.62K
$542K
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
BUY
|
- |
539+ 39.84% |
$128K - $191K
|
1.89K
$632K
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
528+ 17.51% |
$126K - $187K
|
3.54K
$1.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
BUY
|
- |
523+ 76.69% |
$124K - $185K
|
1.21K
$402K
|
|
|
Oct 06, 2025
Q3 2025
|
Exeter Financial, LLC
|
BUY
|
- |
505+ 78.29% |
$120K - $179K
|
1.15K
$384K
|
|
|
Oct 27, 2025
Q3 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
501+ 23.93% |
$119K - $177K
|
2.6K
$866K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
498+ 33.74% |
$118K - $176K
|
1.97K
$659K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
494+ 20.67% |
$117K - $175K
|
2.88K
$963K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
493New |
$117K - $174K
|
493
$165K
|
|
|
Oct 22, 2025
Q3 2025
|
Sather Financial Group Inc
|
BUY
|
- |
490+ 2.38% |
$117K - $173K
|
21.1K
$7.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
482+ 10.35% |
$115K - $170K
|
5.14K
$1.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
481+ 8.02% |
$114K - $170K
|
6.48K
$2.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
480+ 13.51% |
$114K - $170K
|
4.03K
$1.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
466+ 56.97% |
$111K - $165K
|
1.28K
$429K
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
465+ 7.83% |
$111K - $164K
|
6.41K
$2.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
464+ 2.69% |
$110K - $164K
|
17.7K
$5.91M
|
|
|
Oct 28, 2025
Q3 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
449+ 9.11% |
$107K - $159K
|
5.38K
$1.79M
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
BUY
|
- |
441+ 22.36% |
$105K - $156K
|
2.41K
$805K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
440+ 35.06% |
$105K - $156K
|
1.7K
$566K
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
435+ 25.2% |
$103K - $154K
|
2.16K
$721K
|
|
|
Oct 17, 2025
Q3 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
425+ 45.21% |
$101K - $150K
|
1.37K
$456K
|
|
|
Oct 17, 2025
Q3 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
419+ 44.01% |
$99.6K - $148K
|
1.37K
$458K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
417+ 28.43% |
$99.2K - $147K
|
1.88K
$629K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
411+ 52.22% |
$97.7K - $145K
|
1.2K
$400K
|
|
|
Oct 14, 2025
Q3 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
408+ 17.63% |
$97K - $144K
|
2.72K
$909K
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
406+ 34.79% |
$96.5K - $144K
|
1.57K
$525K
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
400+ 28.37% |
$95.1K - $141K
|
1.81K
$604K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
398+ 13.75% |
$94.6K - $141K
|
3.29K
$1.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
391+ 23.1% |
$93K - $138K
|
2.08K
$696K
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
391+ 60.25% |
$93K - $138K
|
1.04K
$347K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
385+ 52.88% |
$91.5K - $136K
|
1.11K
$372K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
374+ 7.06% |
$88.9K - $132K
|
5.67K
$1.89M
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
373+ 53.82% |
$88.7K - $132K
|
1.07K
$356K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
365+ 27.06% |
$86.8K - $129K
|
1.71K
$572K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
363+ 3.21% |
$86.3K - $128K
|
11.7K
$3.89M
|