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 28, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.9KNew |
$689K - $1.03M
|
2.9K
$990K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.94K+ 28.14% |
$938K - $1.39M
|
18K
$6.13M
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
9.49KNew |
$2.26M - $3.36M
|
9.49K
$3.24M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
78+ 1.72% |
$18.5K - $27.6K
|
4.6K
$1.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.82K- 21.14% |
$433K - $644K
|
6.79K
$2.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
2.68KNew |
$637K - $947K
|
2.68K
$914K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-7.5K- 20.72% |
$1.78M - $2.65M
|
28.7K
$9.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.45K+ 28.49% |
$345K - $513K
|
6.54K
$2.23M
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
2.41K+ 9.86% |
$573K - $851K
|
26.8K
$9.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
850New |
$202K - $301K
|
850
$290K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
1.43K+ 0.69% |
$340K - $505K
|
210K
$71.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-86- 1.61% |
$20.4K - $30.4K
|
5.26K
$1.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-333- 32.49% |
$79.2K - $118K
|
692
$236K
|
|
|
Oct 28, 2025
Q3 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
14.8KNew |
$3.51M - $5.22M
|
14.8K
$5.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Pembroke Management, LTD
|
BUY
|
- |
729New |
$173K - $258K
|
729
$249K
|
|
|
Oct 28, 2025
Q3 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-374- 2.69% |
$88.9K - $132K
|
13.5K
$4.62M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-64- 3.03% |
$15.2K - $22.6K
|
2.05K
$699K
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
73+ 7.34% |
$17.4K - $25.8K
|
1.07K
$364K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.33KNew |
$1.03M - $1.53M
|
4.33K
$1.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-72.5K- 48.49% |
$17.2M - $25.6M
|
77K
$26.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-489- 3.34% |
$116K - $173K
|
14.2K
$4.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
651New |
$155K - $230K
|
651
$222K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-1.73K- 44.68% |
$411K - $612K
|
2.14K
$732K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.83K+ 25.77% |
$435K - $647K
|
8.93K
$3.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-428- 27.76% |
$102K - $151K
|
1.11K
$380K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.71K- 73.08% |
$405K - $603K
|
628
$214K
|
|
|
Oct 28, 2025
Q3 2025
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-733- 15.46% |
$174K - $259K
|
4.01K
$1.37M
|
|
|
Oct 28, 2025
Q3 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-141- 0.56% |
$33.5K - $49.9K
|
25.1K
$8.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-726- 5.12% |
$173K - $257K
|
13.5K
$4.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
82+ 7.58% |
$19.5K - $29K
|
1.16K
$398K
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
878+ 129.12% |
$209K - $310K
|
1.56K
$532K
|
|
|
Oct 28, 2025
Q3 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-40- 0.96% |
$9.51K - $14.1K
|
4.15K
$1.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-600- 35.29% |
$143K - $212K
|
1.1K
$376K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.73K+ 15.92% |
$649K - $965K
|
19.9K
$6.79M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-37.6K- 27.87% |
$8.94M - $13.3M
|
97.3K
$33.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-848- 6.0% |
$202K - $300K
|
13.3K
$4.54M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
652New |
$155K - $231K
|
652
$223K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
6.25K+ 33.0% |
$1.49M - $2.21M
|
25.2K
$8.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
54.1KNew |
$12.9M - $19.1M
|
54.1K
$18.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Emerald Advisors, LLC
|
SELL
|
- |
-73- 6.7% |
$17.4K - $25.8K
|
1.02K
$347K
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.14K+ 2.57% |
$270K - $402K
|
45.4K
$15.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
21+ 1.87% |
$4.99K - $7.43K
|
1.14K
$390K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
108+ 5.32% |
$25.7K - $38.2K
|
2.14K
$731K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
232+ 28.22% |
$55.2K - $82K
|
1.05K
$360K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
13.4K+ 1197.15% |
$3.2M - $4.75M
|
14.6K
$4.98M
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-311- 7.29% |
$73.9K - $110K
|
3.96K
$1.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-635K- 98.55% |
$151M - $225M
|
9.33K
$3.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-155- 20.86% |
$36.9K - $54.8K
|
588
$201K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2- 1.24% |
$476 - $707
|
159
$54.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-171K- 5.99% |
$40.7M - $60.5M
|
2.68M
$917M
|