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 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
75+ 30.0% |
$17.8K - $26.5K
|
325
$104K
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1K- 8.55% |
$238K - $354K
|
10.7K
$3.44M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
115+ 9.43% |
$27.3K - $40.7K
|
1.33K
$428K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
3+ 0.4% |
$713 - $1.06K
|
749
$240K
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-526- 10.25% |
$125K - $186K
|
4.61K
$1.48M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
4.18K+ 161.76% |
$993K - $1.48M
|
6.76K
$2.17M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
22+ 0.92% |
$5.23K - $7.78K
|
2.42K
$776K
|
|
|
Oct 10, 2025
Q3 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-7K- 83.13% |
$1.66M - $2.47M
|
1.42K
$455K
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
1.5KNew |
$356K - $530K
|
1.5K
$480K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-7.06K- 52.55% |
$1.68M - $2.5M
|
6.37K
$2.04M
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
BUY
|
- |
4+ 0.65% |
$951 - $1.41K
|
618
$198K
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
SELL
|
- |
-17- 0.68% |
$4.04K - $6.01K
|
2.5K
$800K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-41- 2.96% |
$9.75K - $14.5K
|
1.34K
$431K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.48K+ 10.58% |
$591K - $878K
|
26K
$8.32M
|
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-3.2K- 4.14% |
$760K - $1.13M
|
74.1K
$23.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-672- 33.25% |
$160K - $238K
|
1.35K
$432K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
600+ 57.2% |
$143K - $212K
|
1.65K
$529K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
228+ 28.18% |
$54.2K - $80.6K
|
1.04K
$332K
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-21- 46.67% |
$4.99K - $7.43K
|
24
$7.69K
|
|
|
Oct 10, 2025
Q3 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-6- 0.04% |
$1.43K - $2.12K
|
15.1K
$4.84M
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-931- 8.73% |
$221K - $329K
|
9.74K
$3.12M
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
589New |
$140K - $208K
|
589
$189K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.91K+ 66.52% |
$691K - $1.03M
|
7.28K
$2.33M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-650- 16.47% |
$155K - $230K
|
3.3K
$1.06M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
54New |
$12.8K - $19.1K
|
54
$17.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
1+ 0.08% |
$238 - $354
|
1.29K
$415K
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
936+ 67.39% |
$223K - $331K
|
2.33K
$745K
|
|
|
Oct 09, 2025
Q3 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
6.55KNew |
$1.56M - $2.32M
|
6.55K
$2.1M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
27+ 16.17% |
$6.42K - $9.55K
|
194
$62.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-1- 0.01% |
$238 - $354
|
9.7K
$3.11M
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
1.2K+ 7.63% |
$286K - $425K
|
17K
$5.44M
|
|
|
Oct 09, 2025
Q3 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
131+ 11.74% |
$31.1K - $46.3K
|
1.25K
$400K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-181- 95.77% |
$43K - $64K
|
8
$2.56K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-345- 7.96% |
$82K - $122K
|
3.99K
$1.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-119K- 17.47% |
$28.3M - $42M
|
562K
$180M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
70+ 14.77% |
$16.6K - $24.8K
|
544
$174K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-2- 0.46% |
$476 - $707
|
437
$140K
|
|
|
Oct 09, 2025
Q3 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-246- 12.44% |
$58.5K - $87K
|
1.73K
$555K
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
250+ 9.51% |
$59.4K - $88.4K
|
2.88K
$923K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
34.2K+ 93.15% |
$8.13M - $12.1M
|
70.9K
$22.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-307- 11.18% |
$73K - $109K
|
2.44K
$782K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.12K+ 9.83% |
$504K - $750K
|
23.7K
$7.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-768- 27.67% |
$183K - $272K
|
2.01K
$644K
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
712New |
$169K - $252K
|
712
$228K
|
|
|
Oct 09, 2025
Q3 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
4+ 0.6% |
$951 - $1.41K
|
668
$214K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.02K- 8.65% |
$242K - $360K
|
10.7K
$3.44M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
274+ 3.57% |
$65.1K - $96.9K
|
7.94K
$2.54M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
12.2K+ 7.17% |
$2.91M - $4.32M
|
183K
$58.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-149- 18.98% |
$35.4K - $52.7K
|
636
$204K
|
|
|
Oct 09, 2025
Q3 2025
|
Rydar Equities, Inc.
Weatherford, TX |
BUY
|
- |
1.48K+ 63.41% |
$352K - $524K
|
3.82K
$1.22M
|
|