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 22, 2025
Q3 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
710+ 90.68% |
$169K - $251K
|
1.49K
$510K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.92K- 27.01% |
$695K - $1.03M
|
7.9K
$2.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-956- 26.22% |
$227K - $338K
|
2.69K
$919K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
588+ 3.34% |
$140K - $208K
|
18.2K
$6.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-246- 21.93% |
$58.5K - $87K
|
876
$299K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
555+ 3.87% |
$132K - $196K
|
14.9K
$5.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4- 1.73% |
$951 - $1.41K
|
227
$77.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-95- 1.06% |
$22.6K - $33.6K
|
8.86K
$3.03M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
51+ 3.01% |
$12.1K - $18K
|
1.74K
$596K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
1.78K+ 171.87% |
$424K - $631K
|
2.82K
$964K
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-437- 16.13% |
$104K - $155K
|
2.27K
$776K
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
213+ 7.19% |
$50.6K - $75.3K
|
3.18K
$1.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 0.84% |
$95.1K - $141K
|
47.5K
$16.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-185- 9.89% |
$44K - $65.4K
|
1.69K
$576K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
17+ 2.19% |
$4.04K - $6.01K
|
792
$271K
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
268+ 10.42% |
$63.7K - $94.8K
|
2.84K
$970K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.17K+ 25.29% |
$279K - $415K
|
5.81K
$1.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-664- 39.64% |
$158K - $235K
|
1.01K
$345K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
329+ 103.79% |
$78.2K - $116K
|
646
$221K
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.11% |
$238 - $354
|
924
$316K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.4K- 31.65% |
$1.04M - $1.55M
|
9.49K
$3.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
5.27K+ 28.77% |
$1.25M - $1.86M
|
23.6K
$8.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-17.9K- 22.73% |
$4.26M - $6.34M
|
61K
$20.8M
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
SELL
|
- |
-660- 29.77% |
$157K - $233K
|
1.56K
$532K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-43.5K- 14.14% |
$10.3M - $15.4M
|
264K
$90.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-115- 5.06% |
$27.3K - $40.7K
|
2.16K
$736K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-15- 19.48% |
$3.57K - $5.3K
|
62
$21.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
585New |
$139K - $207K
|
585
$200K
|
|
|
Oct 22, 2025
Q3 2025
|
Sather Financial Group Inc
|
BUY
|
- |
490+ 2.38% |
$117K - $173K
|
21.1K
$7.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-64- 6.07% |
$15.2K - $22.6K
|
990
$338K
|
|
|
Oct 22, 2025
Q3 2025
|
Sivik Global Healthcare LLC
Greenwich, CT |
SELL
|
- |
-3K- 20.0% |
$713K - $1.06M
|
12K
$4.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
868+ 23.64% |
$206K - $307K
|
4.54K
$1.55M
|
|
|
Oct 21, 2025
Q3 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
631+ 58.05% |
$150K - $223K
|
1.72K
$587K
|
|
|
Oct 21, 2025
Q3 2025
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-10.2K- 9.67% |
$2.42M - $3.59M
|
94.9K
$32.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
6+ 31.58% |
$1.43K - $2.12K
|
25
$8.54K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
573+ 78.39% |
$136K - $203K
|
1.3K
$445K
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
SELL
|
- |
-1.31K- 16.8% |
$311K - $463K
|
6.49K
$2.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
44.8K+ 5415.72% |
$10.6M - $15.8M
|
45.6K
$15.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
8.99K+ 3.72% |
$2.14M - $3.18M
|
251K
$85.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
BUY
|
PUT |
7.55KNew |
$1.8M - $2.67M
|
7.55K
$2.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
3.37K+ 1.39% |
$801K - $1.19M
|
246K
$83.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.3K+ 11.44% |
$546K - $812K
|
22.3K
$7.63M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
150+ 41.21% |
$35.7K - $53K
|
514
$176K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
293+ 14.11% |
$69.7K - $104K
|
2.37K
$809K
|
|
|
Oct 21, 2025
Q3 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
213+ 6.99% |
$50.6K - $75.3K
|
3.26K
$1.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
729+ 42.41% |
$173K - $258K
|
2.45K
$836K
|
|
|
Oct 21, 2025
Q3 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
231+ 4.95% |
$54.9K - $81.7K
|
4.9K
$1.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.01K- 48.9% |
$477K - $710K
|
2.1K
$716K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-146- 15.34% |
$34.7K - $51.6K
|
806
$275K
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
177+ 10.71% |
$42.1K - $62.6K
|
1.83K
$625K
|