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 27, 2025
Q3 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
53+ 1.46% |
$12.6K - $18.7K
|
3.68K
$1.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
204+ 8.73% |
$48.5K - $72.1K
|
2.54K
$868K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-8.88K- 44.49% |
$2.11M - $3.14M
|
11.1K
$3.78M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
248K+ 40.17% |
$59M - $87.8M
|
866K
$296M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-71- 0.38% |
$16.9K - $25.1K
|
18.7K
$6.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
BUY
|
- |
523+ 76.69% |
$124K - $185K
|
1.21K
$412K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-1.07K- 48.62% |
$255K - $380K
|
1.14K
$388K
|
|
|
Oct 27, 2025
Q3 2025
|
Pacific Capital Partners LTD
London, |
BUY
|
- |
3.88K+ 81.58% |
$921K - $1.37M
|
8.63K
$2.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-1.42K- 13.67% |
$338K - $502K
|
8.98K
$3.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.44K+ 141.97% |
$343K - $510K
|
2.46K
$839K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
2.66K+ 9.14% |
$633K - $942K
|
31.8K
$10.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-50- 6.26% |
$11.9K - $17.7K
|
749
$256K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
363+ 3.21% |
$86.3K - $128K
|
11.7K
$3.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
135+ 11.5% |
$32.1K - $47.7K
|
1.31K
$447K
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
SELL
|
- |
-18.7K- 15.71% |
$4.45M - $6.61M
|
100K
$34.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
465+ 7.83% |
$111K - $164K
|
6.41K
$2.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-115- 3.93% |
$27.3K - $40.7K
|
2.81K
$960K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
589+ 12.56% |
$140K - $208K
|
5.28K
$1.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
501+ 23.93% |
$119K - $177K
|
2.6K
$886K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.12K+ 23.63% |
$267K - $397K
|
5.87K
$2.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
17+ 2.47% |
$4.04K - $6.01K
|
704
$240K
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
33.4K+ 63.57% |
$7.95M - $11.8M
|
86K
$29.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
2.06K+ 59.58% |
$491K - $730K
|
5.53K
$1.89M
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
200+ 3.17% |
$47.6K - $70.7K
|
6.51K
$2.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-80- 4.5% |
$19K - $28.3K
|
1.7K
$580K
|
|
|
Oct 27, 2025
Q3 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
636New |
$151K - $225K
|
636
$217K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
882+ 113.37% |
$210K - $312K
|
1.66K
$567K
|
|
|
Oct 27, 2025
Q3 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
1.4KNew |
$332K - $494K
|
1.4K
$477K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.05K+ 0.29% |
$250K - $371K
|
367K
$125M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
585New |
$139K - $207K
|
585
$200K
|
|
|
Oct 24, 2025
Q3 2025
|
Parnassus Investments, LLC
|
BUY
|
- |
301+ 0.14% |
$71.6K - $106K
|
209K
$71.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
8.85K+ 112.06% |
$2.1M - $3.13M
|
16.7K
$5.72M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-21- 2.98% |
$4.99K - $7.43K
|
683
$233K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1- 0.13% |
$238 - $354
|
767
$262K
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
135+ 2.83% |
$32.1K - $47.7K
|
4.9K
$1.67M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
95+ 9.12% |
$22.6K - $33.6K
|
1.14K
$388K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.76KNew |
$655K - $974K
|
2.76K
$941K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
177+ 9.52% |
$42.1K - $62.6K
|
2.04K
$695K
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
714New |
$170K - $252K
|
714
$244K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
1.21KNew |
$287K - $428K
|
1.21K
$413K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
24+ 6.15% |
$5.71K - $8.49K
|
414
$141K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
147+ 42.0% |
$35K - $52K
|
497
$170K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-270- 22.78% |
$64.2K - $95.5K
|
915
$313K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
107+ 47.14% |
$25.4K - $37.8K
|
334
$114K
|
|
|
Oct 24, 2025
Q3 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
- |
-12.4K- 33.07% |
$2.94M - $4.38M
|
25.1K
$8.56M
|
|
|
Oct 24, 2025
Q3 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
PUT |
-12.3K- 32.98% |
$2.92M - $4.35M
|
25K
$8.54M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-67- 50.38% |
$15.9K - $23.7K
|
66
$22.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-48- 4.97% |
$11.4K - $17K
|
918
$314K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-309- 4.21% |
$73.5K - $109K
|
7.03K
$2.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
681New |
$162K - $241K
|
681
$233K
|