Latest Institutional Purchases of Unitedhealth Group Inc (UNH)
This list provides information on the latest institutional transactions involving Unitedhealth Group Inc (UNH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
F
|
BUY
|
- |
2.79K+ 31.02% |
$662K - $985K
|
11.8K
$3.77M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.77K+ 47.73% |
$659K - $979K
|
8.57K
$2.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.77K+ 10.43% |
$658K - $978K
|
29.3K
$9.39M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.73K+ 15.92% |
$649K - $965K
|
19.9K
$6.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.73KNew |
$649K - $965K
|
2.73K
$874K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.71K+ 19.71% |
$644K - $958K
|
16.5K
$5.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.7KNew |
$642K - $955K
|
2.7K
$865K
|
|
|
Nov 10, 2025
Q3 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
2.7K+ 18.0% |
$642K - $955K
|
17.7K
$5.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.69K+ 1.2% |
$640K - $952K
|
227K
$72.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Inkwell Capital LLC
Miami, FL |
BUY
|
- |
2.69K+ 63.86% |
$639K - $951K
|
6.9K
$2.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
2.68KNew |
$637K - $947K
|
2.68K
$858K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
2.66K+ 9.14% |
$633K - $942K
|
31.8K
$10.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
2.66K+ 8.35% |
$632K - $940K
|
34.5K
$11M
|
|
|
Nov 12, 2025
Q3 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
2.63K+ 52.78% |
$625K - $930K
|
7.61K
$2.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
2.55K+ 79.92% |
$606K - $901K
|
5.74K
$1.84M
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
2.53K+ 310.2% |
$600K - $893K
|
3.34K
$1.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.5KNew |
$595K - $885K
|
2.5K
$802K
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.49KNew |
$593K - $881K
|
2.49K
$799K
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
2.49K+ 78.65% |
$591K - $879K
|
5.65K
$1.81M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.48K+ 10.58% |
$591K - $878K
|
26K
$8.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.43KNew |
$578K - $859K
|
2.43K
$779K
|
|
|
Oct 31, 2025
Q3 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
2.43K+ 178.21% |
$578K - $859K
|
3.79K
$1.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.42K+ 36.82% |
$575K - $856K
|
8.99K
$2.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.41K+ 18.92% |
$573K - $853K
|
15.2K
$4.86M
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
2.41K+ 9.86% |
$573K - $851K
|
26.8K
$8.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.38K+ 11.8% |
$566K - $842K
|
22.6K
$7.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.37K+ 26.18% |
$564K - $838K
|
11.4K
$3.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2.35KNew |
$559K - $832K
|
2.35K
$754K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.33K+ 14.47% |
$555K - $825K
|
18.5K
$5.91M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
2.33KNew |
$553K - $822K
|
2.33K
$745K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.32K+ 33.35% |
$551K - $819K
|
9.27K
$2.97M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.32K+ 2.24% |
$551K - $819K
|
106K
$33.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Roberts Capital Advisors, LLC
Denver, CO |
BUY
|
- |
2.31KNew |
$550K - $818K
|
2.31K
$742K
|
|
|
Nov 07, 2025
Q3 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
2.31K+ 35.85% |
$549K - $816K
|
8.75K
$2.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
2.3KNew |
$547K - $813K
|
2.3K
$737K
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.3K+ 11.44% |
$546K - $812K
|
22.3K
$7.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
2.26KNew |
$537K - $799K
|
2.26K
$724K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
2.25K+ 7.99% |
$536K - $797K
|
30.5K
$9.76M
|
|
|
Nov 20, 2025
Q3 2025
|
Emc Capital Management
Houston, TX |
BUY
|
- |
2.25KNew |
$535K - $796K
|
2.25K
$721K
|
|
|
Nov 13, 2025
Q3 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
2.23KNew |
$529K - $787K
|
2.23K
$713K
|
|
|
Nov 12, 2025
Q3 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.22K+ 3.88% |
$527K - $784K
|
59.3K
$19M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.22K+ 10.85% |
$527K - $784K
|
22.6K
$7.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
2.22K+ 384.06% |
$527K - $784K
|
2.79K
$895K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.21K+ 7.68% |
$526K - $782K
|
31K
$9.94M
|
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
2.21K+ 93.53% |
$525K - $781K
|
4.57K
$1.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2.2K+ 68.21% |
$524K - $779K
|
5.44K
$1.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.2K+ 130.8% |
$524K - $779K
|
3.89K
$1.25M
|
|
|
Dec 01, 2025
Q3 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
2.2K+ 3.51% |
$524K - $779K
|
64.9K
$20.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.19KNew |
$521K - $774K
|
2.19K
$702K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.18K+ 172.29% |
$517K - $769K
|
3.44K
$1.1M
|
|