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
|
Cooke & Bieler LP
|
BUY
|
- |
48.3K+ 15.3% |
$11.5M - $17.1M
|
364K
$124M
|
|
|
Oct 31, 2025
Q3 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
1.46K+ 3.03% |
$347K - $516K
|
49.7K
$17M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.42K+ 8.38% |
$2M - $2.98M
|
109K
$37.2M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-536- 3.6% |
$127K - $190K
|
14.3K
$4.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.47K+ 34.0% |
$350K - $521K
|
5.8K
$1.98M
|
|
|
Oct 31, 2025
Q3 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-1.72K- 37.68% |
$409K - $609K
|
2.85K
$973K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
76+ 7.97% |
$18.1K - $26.9K
|
1.03K
$352K
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
BUY
|
- |
211+ 8.17% |
$50.2K - $74.6K
|
2.79K
$954K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.35K+ 471.45% |
$797K - $1.19M
|
4.06K
$1.39M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.07KNew |
$254K - $378K
|
1.07K
$365K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
720+ 20.19% |
$171K - $255K
|
4.29K
$1.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-83- 11.62% |
$19.7K - $29.3K
|
631
$216K
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.18KNew |
$280K - $416K
|
1.18K
$402K
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4+ 0.36% |
$951 - $1.41K
|
1.11K
$379K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
55+ 2.79% |
$13.1K - $19.4K
|
2.03K
$693K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
2.33KNew |
$553K - $822K
|
2.33K
$794K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
157+ 189.16% |
$37.3K - $55.5K
|
240
$82K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.95K+ 130.48% |
$702K - $1.04M
|
5.22K
$1.78M
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.4K+ 8.88% |
$333K - $495K
|
17.2K
$5.86M
|
|
|
Oct 31, 2025
Q3 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-6- 0.45% |
$1.43K - $2.12K
|
1.34K
$458K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.02K- 20.34% |
$242K - $360K
|
3.99K
$1.36M
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-2.42K- 82.92% |
$576K - $857K
|
499
$170K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
10.5K+ 427.19% |
$2.51M - $3.73M
|
13K
$4.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
CALL |
1New |
$238 - $354
|
1
$342
|
|
|
Oct 31, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
39.7KNew |
$9.43M - $14M
|
39.7K
$13.5M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
45+ 3.9% |
$10.7K - $15.9K
|
1.2K
$410K
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
BUY
|
- |
441+ 22.36% |
$105K - $156K
|
2.41K
$824K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.12K- 18.97% |
$504K - $749K
|
9.05K
$3.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
541+ 49.95% |
$129K - $191K
|
1.62K
$555K
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-672- 53.21% |
$160K - $238K
|
591
$202K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.4K+ 59.85% |
$333K - $495K
|
3.74K
$1.28M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-37- 2.64% |
$8.8K - $13.1K
|
1.37K
$467K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.54K+ 37.59% |
$365K - $543K
|
5.62K
$1.92M
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
12.8K+ 2.09% |
$3.04M - $4.52M
|
625K
$214M
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-2- 0.03% |
$476 - $707
|
6.74K
$2.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-751- 35.86% |
$179K - $266K
|
1.34K
$459K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.64K+ 94.41% |
$390K - $580K
|
3.38K
$1.15M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-3.05K- 35.44% |
$726K - $1.08M
|
5.56K
$1.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-10.2K- 13.45% |
$2.43M - $3.62M
|
65.8K
$22.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-57.8K- 68.75% |
$13.8M - $20.4M
|
26.3K
$8.98M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2+ 0.16% |
$476 - $707
|
1.27K
$434K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-10.6K- 14.19% |
$2.51M - $3.74M
|
63.9K
$21.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
85+ 0.34% |
$20.2K - $30.1K
|
25.2K
$8.61M
|
|
|
Oct 30, 2025
Q3 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-645- 22.55% |
$153K - $228K
|
2.22K
$757K
|
|
|
Oct 30, 2025
Q3 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
CALL |
1K+ 100.0% |
$238K - $354K
|
2K
$683K
|
|
|
Oct 30, 2025
Q3 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-1.99K- 97.69% |
$472K - $702K
|
47
$16.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
117+ 11.52% |
$27.8K - $41.4K
|
1.13K
$387K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
391+ 23.1% |
$93K - $138K
|
2.08K
$712K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9.63K- 50.48% |
$2.29M - $3.41M
|
9.45K
$3.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
43+ 2.83% |
$10.2K - $15.2K
|
1.56K
$534K
|