Latest Institutional Transactions on Unitedhealth Group Inc (UNH)
This table provides information on the latest institutional transactions involving Unitedhealth Group Inc (UNH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.16K- 10.56% |
$513K - $763K
|
18.3K
$6.24M
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-33.3K- 6.17% |
$7.92M - $11.8M
|
506K
$173M
|
|
|
Oct 31, 2025
Q3 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
21.3K+ 39.91% |
$5.06M - $7.52M
|
74.6K
$25.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-19.8K- 6.22% |
$4.7M - $7M
|
298K
$102M
|
|
|
Oct 31, 2025
Q3 2025
|
Baillie Gifford & CO
|
SELL
|
- |
-643K- 92.97% |
$153M - $227M
|
48.6K
$16.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-674- 4.42% |
$160K - $238K
|
14.6K
$4.98M
|
|
|
Oct 31, 2025
Q3 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
9+ 1.23% |
$2.14K - $3.18K
|
741
$253K
|
|
|
Oct 31, 2025
Q3 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
5K+ 1.46% |
$1.19M - $1.77M
|
347K
$119M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-3.41K- 20.1% |
$812K - $1.21M
|
13.6K
$4.64M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-986- 6.94% |
$234K - $349K
|
13.2K
$4.52M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.78K+ 15.11% |
$424K - $630K
|
13.6K
$4.64M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-36- 3.98% |
$8.56K - $12.7K
|
868
$296K
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
3.01KNew |
$717K - $1.07M
|
3.01K
$1.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.46K+ 60.05% |
$347K - $517K
|
3.89K
$1.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
2.43K+ 178.21% |
$578K - $859K
|
3.79K
$1.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.91K- 73.41% |
$454K - $675K
|
692
$236K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-287- 17.44% |
$68.2K - $101K
|
1.36K
$464K
|
|
|
Oct 31, 2025
Q3 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-45- 5.56% |
$10.7K - $15.9K
|
765
$261K
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
18.9K+ 74.74% |
$4.5M - $6.69M
|
44.3K
$15.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
39.1K+ 129.48% |
$9.31M - $13.8M
|
69.4K
$23.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3K+ 56.28% |
$713K - $1.06M
|
8.32K
$2.84M
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-210K- 94.08% |
$49.9M - $74.3M
|
13.2K
$4.52M
|
|
|
Oct 31, 2025
Q3 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-185- 15.04% |
$44K - $65.4K
|
1.05K
$357K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-321- 8.01% |
$76.3K - $114K
|
3.68K
$1.26M
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
238+ 38.95% |
$56.6K - $84.2K
|
849
$290K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
30+ 90.91% |
$7.13K - $10.6K
|
63
$21.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-141- 1.42% |
$33.5K - $49.9K
|
9.8K
$3.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-670- 25.92% |
$159K - $237K
|
1.92K
$654K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-13.6K- 3.69% |
$3.23M - $4.8M
|
354K
$121M
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.23K+ 40.24% |
$292K - $434K
|
4.28K
$1.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-36- 3.05% |
$8.56K - $12.7K
|
1.15K
$391K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-12- 0.62% |
$2.85K - $4.24K
|
1.93K
$660K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
688+ 1.33% |
$164K - $243K
|
52.6K
$18M
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-485- 4.93% |
$115K - $172K
|
9.36K
$3.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-4.46K- 68.77% |
$1.06M - $1.58M
|
2.03K
$692K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-11.4K- 23.96% |
$2.71M - $4.04M
|
36.2K
$12.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-3.22K- 7.05% |
$766K - $1.14M
|
42.5K
$14.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
18.9K+ 34.13% |
$4.49M - $6.68M
|
74.2K
$25.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
49.2K+ 13.62% |
$11.7M - $17.4M
|
410K
$140M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-29.5K- 27.09% |
$7.02M - $10.4M
|
79.5K
$27.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-153- 20.73% |
$36.4K - $54.1K
|
585
$200K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
179+ 17.13% |
$42.6K - $63.3K
|
1.22K
$418K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.08K+ 10.76% |
$256K - $380K
|
11.1K
$3.78M
|
|
|
Oct 31, 2025
Q3 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
7.89KNew |
$1.88M - $2.79M
|
7.89K
$2.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-8.78K- 7.9% |
$2.09M - $3.1M
|
102K
$35M
|
|
|
Oct 31, 2025
Q3 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-36- 4.71% |
$8.56K - $12.7K
|
728
$249K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
5New |
$1.19K - $1.77K
|
5
$1.71K
|
|
|
Oct 31, 2025
Q3 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
31.7K+ 58.3% |
$7.54M - $11.2M
|
86.1K
$29.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
186+ 12.35% |
$44.2K - $65.8K
|
1.69K
$578K
|
|
|
Oct 31, 2025
Q3 2025
|
Cooke & Bieler LP
|
BUY
|
- |
48.3K+ 15.3% |
$11.5M - $17.1M
|
364K
$124M
|