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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
65+ 0.65% |
$15.5K - $23K
|
9.99K
$3.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
1.78K+ 143.25% |
$424K - $630K
|
3.03K
$1.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-133K- 38.22% |
$31.6M - $47M
|
215K
$73.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.01K+ 11.64% |
$239K - $356K
|
9.65K
$3.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-467- 17.15% |
$111K - $165K
|
2.26K
$771K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
233+ 1.27% |
$55.4K - $82.4K
|
18.5K
$6.33M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-1.76K- 27.28% |
$418K - $622K
|
4.69K
$1.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.94K+ 1.65% |
$461K - $685K
|
120K
$40.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
1.94K+ 65.68% |
$461K - $685K
|
4.89K
$1.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
158+ 125.4% |
$37.6K - $55.9K
|
284
$97K
|
|
|
Nov 03, 2025
Q3 2025
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
8.87KNew |
$2.11M - $3.14M
|
8.87K
$3.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-29- 2.22% |
$6.9K - $10.3K
|
1.28K
$436K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-124- 0.09% |
$29.5K - $43.8K
|
136K
$46.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-43.7K- 71.57% |
$10.4M - $15.4M
|
17.4K
$5.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-390- 13.49% |
$92.7K - $138K
|
2.5K
$854K
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-205- 7.57% |
$48.7K - $72.5K
|
2.5K
$855K
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-6- 0.74% |
$1.43K - $2.12K
|
810
$277K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-115- 1.92% |
$27.3K - $40.7K
|
5.87K
$2.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
553+ 61.65% |
$131K - $196K
|
1.45K
$495K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
95New |
$22.6K - $33.6K
|
95
$32.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
89.1K+ 250.46% |
$21.2M - $31.5M
|
125K
$42.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-28- 2.55% |
$6.66K - $9.9K
|
1.07K
$365K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
823+ 129.2% |
$196K - $291K
|
1.46K
$499K
|
|
|
Nov 03, 2025
Q3 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
882New |
$210K - $312K
|
882
$301K
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.44K- 52.87% |
$581K - $864K
|
2.18K
$744K
|
|
|
Nov 03, 2025
Q3 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-6.75K- 56.35% |
$1.6M - $2.39M
|
5.23K
$1.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-418- 12.61% |
$99.4K - $148K
|
2.9K
$989K
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
391+ 60.25% |
$93K - $138K
|
1.04K
$355K
|
|
|
Nov 03, 2025
Q3 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-35- 2.79% |
$8.32K - $12.4K
|
1.22K
$416K
|
|
|
Nov 03, 2025
Q3 2025
|
Everett Harris & CO
|
SELL
|
- |
-64- 2.48% |
$15.2K - $22.6K
|
2.51K
$858K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
181+ 3.91% |
$43K - $64K
|
4.81K
$1.64M
|
|
|
Nov 03, 2025
Q3 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-9.66K- 93.25% |
$2.3M - $3.42M
|
699
$239K
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
591New |
$141K - $209K
|
591
$202K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
SELL
|
- |
-2.45K- 0.91% |
$582K - $865K
|
265K
$90.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.05K- 15.33% |
$249K - $370K
|
5.78K
$1.97M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-269- 64.2% |
$64K - $95.1K
|
150
$51.2K
|
|
|
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
|