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 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-12- 1.62% |
$2.85K - $4.24K
|
729
$249K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4+ 2.8% |
$951 - $1.41K
|
147
$50.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
SELL
|
- |
-27- 2.9% |
$6.42K - $9.55K
|
904
$309K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
191+ 0.46% |
$45.4K - $67.5K
|
41.5K
$14.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.44M+ 226.59% |
$342M - $509M
|
2.07M
$708M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-154- 8.38% |
$36.6K - $54.5K
|
1.68K
$575K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.95K+ 20.49% |
$2.13M - $3.16M
|
52.6K
$18M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.46K+ 37.2% |
$1.06M - $1.58M
|
16.5K
$5.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.68KNew |
$1.11M - $1.65M
|
4.68K
$1.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
50+ 17.86% |
$11.9K - $17.7K
|
330
$113K
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-182- 1.0% |
$43.3K - $64.4K
|
18K
$6.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-419- 10.52% |
$99.6K - $148K
|
3.57K
$1.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-10- 6.41% |
$2.38K - $3.54K
|
146
$49.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-103- 1.48% |
$24.5K - $36.4K
|
6.88K
$2.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Cypress Capital, LLC
|
BUY
|
- |
17+ 1.24% |
$4.04K - $6.01K
|
1.39K
$475K
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.2KNew |
$286K - $425K
|
1.2K
$410K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-619- 12.7% |
$147K - $219K
|
4.26K
$1.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.94K+ 28.05% |
$462K - $686K
|
8.86K
$3.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-243- 1.76% |
$57.8K - $85.9K
|
13.5K
$4.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
50+ 6.95% |
$11.9K - $17.7K
|
769
$263K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 0.89% |
$476 - $707
|
226
$77.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-467- 12.1% |
$111K - $165K
|
3.39K
$1.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-4.75K- 14.36% |
$1.13M - $1.68M
|
28.3K
$9.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-81- 7.12% |
$19.3K - $28.6K
|
1.06K
$361K
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-119- 0.87% |
$28.3K - $42.1K
|
13.6K
$4.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
769New |
$183K - $272K
|
769
$263K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
9.71KNew |
$2.31M - $3.43M
|
9.71K
$3.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5.35K- 2.12% |
$1.27M - $1.89M
|
246K
$84.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
218+ 21.35% |
$51.8K - $77.1K
|
1.24K
$423K
|
|
|
Oct 23, 2025
Q3 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-718- 6.67% |
$171K - $254K
|
10.1K
$3.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
644New |
$153K - $228K
|
644
$220K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-41- 71.93% |
$9.75K - $14.5K
|
16
$5.46K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-8.32K- 75.94% |
$1.98M - $2.94M
|
2.64K
$901K
|
|
|
Oct 23, 2025
Q3 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-2.06K- 13.78% |
$490K - $728K
|
12.9K
$4.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-374- 27.54% |
$88.9K - $132K
|
984
$336K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
113+ 64.94% |
$26.9K - $40K
|
287
$98K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Planning,Inc
Cypress, CA |
SELL
|
- |
-41- 2.16% |
$9.75K - $14.5K
|
1.86K
$635K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-472- 2.31% |
$112K - $167K
|
19.9K
$6.81M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.87K- 3.76% |
$1.16M - $1.72M
|
125K
$42.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
25.1K+ 32.08% |
$5.98M - $8.89M
|
104K
$35.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
8+ 0.81% |
$1.9K - $2.83K
|
992
$339K
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
SELL
|
- |
-6.77K- 47.97% |
$1.61M - $2.39M
|
7.34K
$2.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.6K- 23.5% |
$381K - $566K
|
5.21K
$1.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
14.3K+ 295.1% |
$3.41M - $5.07M
|
19.2K
$6.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
148+ 2.9% |
$35.2K - $52.3K
|
5.25K
$1.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-3.24K- 11.34% |
$771K - $1.15M
|
25.4K
$8.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-5.07K- 78.68% |
$1.21M - $1.79M
|
1.38K
$470K
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
19+ 2.88% |
$4.52K - $6.72K
|
679
$232K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-62- 2.12% |
$14.7K - $21.9K
|
2.87K
$980K
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
466+ 56.97% |
$111K - $165K
|
1.28K
$439K
|