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
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-1.49K- 59.48% |
$354K - $527K
|
1.02K
$347K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
SELL
|
- |
-63K- 98.99% |
$15M - $22.3M
|
641
$219K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
283+ 13.51% |
$67.3K - $100K
|
2.38K
$812K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.05K- 0.21% |
$249K - $371K
|
496K
$169M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
316+ 28.68% |
$75.1K - $112K
|
1.42K
$484K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 155.74% |
$387K - $576K
|
2.68K
$914K
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-110- 7.18% |
$26.2K - $38.9K
|
1.42K
$486K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-316- 23.94% |
$75.1K - $112K
|
1K
$343K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-42.9K- 13.53% |
$10.2M - $15.2M
|
274K
$93.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
948New |
$225K - $335K
|
948
$324K
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
528+ 17.51% |
$126K - $187K
|
3.54K
$1.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.04K- 23.43% |
$485K - $721K
|
6.67K
$2.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-10- 66.67% |
$2.38K - $3.54K
|
5
$1.71K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-14- 0.68% |
$3.33K - $4.95K
|
2.06K
$703K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-252- 5.08% |
$59.9K - $89.1K
|
4.71K
$1.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-549- 17.42% |
$131K - $194K
|
2.6K
$889K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
852+ 41.18% |
$203K - $301K
|
2.92K
$998K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-90- 30.51% |
$21.4K - $31.8K
|
205
$70K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-5.11K- 32.22% |
$1.22M - $1.81M
|
10.8K
$3.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-145- 19.41% |
$34.5K - $51.3K
|
602
$206K
|
|
|
Oct 22, 2025
Q3 2025
|
Harvey Investment CO LLC
|
SELL
|
- |
-258- 4.94% |
$61.3K - $91.2K
|
4.97K
$1.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
400+ 28.37% |
$95.1K - $141K
|
1.81K
$618K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-17- 0.97% |
$4.04K - $6.01K
|
1.74K
$593K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
614New |
$146K - $217K
|
614
$210K
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-7.6K- 83.58% |
$1.81M - $2.69M
|
1.49K
$510K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.56K- 40.27% |
$371K - $552K
|
2.32K
$791K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.78K- 26.39% |
$422K - $628K
|
4.95K
$1.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.81KNew |
$429K - $639K
|
1.81K
$617K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
18.9K+ 33.34% |
$4.5M - $6.7M
|
75.7K
$25.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-68- 1.91% |
$16.2K - $24K
|
3.49K
$1.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
2New |
$476 - $707
|
2
$683
|
|
|
Oct 22, 2025
Q3 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-363- 14.83% |
$86.3K - $128K
|
2.09K
$712K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
59+ 5.76% |
$14K - $20.9K
|
1.08K
$370K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-76- 10.4% |
$18.1K - $26.9K
|
655
$224K
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-303- 29.5% |
$72K - $107K
|
724
$247K
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
BUY
|
- |
647New |
$154K - $229K
|
647
$221K
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-56K- 27.7% |
$13.3M - $19.8M
|
146K
$49.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-171- 7.72% |
$40.7K - $60.5K
|
2.05K
$698K
|
|
|
Oct 22, 2025
Q3 2025
|
Torray LLC
|
BUY
|
- |
7.77K+ 15.75% |
$1.85M - $2.75M
|
57.1K
$19.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
226+ 4.19% |
$53.7K - $79.9K
|
5.62K
$1.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
79+ 4.45% |
$18.8K - $27.9K
|
1.85K
$633K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
90+ 2.07% |
$21.4K - $31.8K
|
4.45K
$1.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
21+ 28.38% |
$4.99K - $7.43K
|
95
$32.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Community Trust & Investment CO
|
BUY
|
- |
984+ 1.6% |
$234K - $348K
|
62.7K
$21.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-80- 2.93% |
$19K - $28.3K
|
2.65K
$905K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
337+ 2.3% |
$80.1K - $119K
|
15K
$5.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
124+ 7.75% |
$29.5K - $43.8K
|
1.72K
$589K
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
620New |
$147K - $219K
|
620
$212K
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
9+ 0.72% |
$2.14K - $3.18K
|
1.25K
$428K
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-1.22K- 33.86% |
$290K - $431K
|
2.38K
$813K
|