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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-37.6K- 94.28% |
$12M - $13.9M
|
2.28K
$731K
|
|
|
Jan 14, 2026
Q4 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
2.89K+ 22.07% |
$927K - $1.07M
|
16K
$5.12M
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-6.79K- 26.68% |
$2.18M - $2.51M
|
18.6K
$5.98M
|
|
|
Jan 14, 2026
Q4 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
101+ 12.17% |
$32.4K - $37.4K
|
931
$298K
|
|
|
Jan 14, 2026
Q4 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-11- 0.29% |
$3.53K - $4.07K
|
3.81K
$1.22M
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
20+ 0.26% |
$6.41K - $7.4K
|
7.59K
$2.43M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
14.7K+ 121.41% |
$4.71M - $5.43M
|
26.8K
$8.59M
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
23.6K+ 1738.54% |
$7.56M - $8.73M
|
24.9K
$8M
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7+ 0.57% |
$2.24K - $2.59K
|
1.24K
$396K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
12+ 1.27% |
$3.85K - $4.44K
|
960
$308K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-391- 1.34% |
$125K - $145K
|
28.7K
$9.21M
|
|
|
Jan 14, 2026
Q4 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-38- 0.36% |
$12.2K - $14.1K
|
10.4K
$3.34M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.06KNew |
$338K - $390K
|
1.06K
$338K
|
|
|
Jan 14, 2026
Q4 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.54K- 23.06% |
$493K - $569K
|
5.13K
$1.64M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
33+ 3.82% |
$10.6K - $12.2K
|
896
$287K
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.48K+ 82.83% |
$473K - $546K
|
3.26K
$1.04M
|
|
|
Jan 14, 2026
Q4 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-27- 2.95% |
$8.65K - $9.99K
|
889
$285K
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-954- 15.05% |
$306K - $353K
|
5.39K
$1.73M
|
|
|
Jan 14, 2026
Q4 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
95+ 5.73% |
$30.4K - $35.1K
|
1.75K
$562K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
207+ 13.13% |
$66.3K - $76.6K
|
1.78K
$571K
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
271+ 22.47% |
$86.9K - $100K
|
1.48K
$473K
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
145+ 20.45% |
$46.5K - $53.6K
|
854
$274K
|
|
|
Jan 14, 2026
Q4 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-382- 1.23% |
$122K - $141K
|
30.8K
$9.86M
|
|
|
Jan 14, 2026
Q4 2025
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-274K- 85.29% |
$87.8M - $101M
|
47.2K
$15.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-65- 5.3% |
$20.8K - $24K
|
1.16K
$372K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.92K- 19.0% |
$936K - $1.08M
|
12.5K
$3.99M
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
SELL
|
- |
-458- 12.71% |
$147K - $169K
|
3.15K
$1.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-1.15K- 10.4% |
$369K - $426K
|
9.93K
$3.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
395+ 2.27% |
$127K - $146K
|
17.8K
$5.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
16+ 0.77% |
$5.13K - $5.92K
|
2.1K
$673K
|
|
|
Jan 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
146+ 7.57% |
$46.8K - $54K
|
2.07K
$665K
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
14+ 9.52% |
$4.49K - $5.18K
|
161
$51.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-2.11K- 47.34% |
$676K - $780K
|
2.35K
$752K
|
|
|
Jan 14, 2026
Q4 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-588- 4.14% |
$188K - $218K
|
13.6K
$4.36M
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
105+ 46.46% |
$33.7K - $38.8K
|
331
$106K
|
|
|
Jan 14, 2026
Q4 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
131+ 9.63% |
$42K - $48.5K
|
1.49K
$478K
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
232+ 11.97% |
$74.4K - $85.8K
|
2.17K
$696K
|
|
|
Jan 14, 2026
Q4 2025
|
Congress Park Capital LLC
|
BUY
|
- |
100+ 2.96% |
$32.1K - $37K
|
3.48K
$1.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-188- 1.88% |
$60.3K - $69.5K
|
9.81K
$3.15M
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
663+ 2.73% |
$213K - $245K
|
25K
$8.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-381- 13.89% |
$122K - $141K
|
2.36K
$757K
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
72+ 0.2% |
$23.1K - $26.6K
|
35.3K
$11.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
991New |
$318K - $367K
|
991
$318K
|
|
|
Jan 14, 2026
Q4 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-69- 0.71% |
$22.1K - $25.5K
|
9.59K
$3.07M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-726- 4.88% |
$233K - $269K
|
14.2K
$4.54M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
7+ 0.52% |
$2.24K - $2.59K
|
1.35K
$431K
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-140K- 90.92% |
$44.8M - $51.7M
|
14K
$4.48M
|
|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$3.35M - $3.87M
|
10.5K
$3.35M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-15- 16.48% |
$4.81K - $5.55K
|
76
$24.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
31New |
$9.94K - $11.5K
|
31
$9.94K
|
|