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 06, 2025
Q3 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.4K+ 21.55% |
$334K - $496K
|
7.91K
$2.54M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.4K+ 59.85% |
$333K - $495K
|
3.74K
$1.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.4KNew |
$333K - $495K
|
1.4K
$449K
|
|
|
Nov 04, 2025
Q3 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
1.4K+ 45.59% |
$333K - $495K
|
4.47K
$1.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.4K+ 8.88% |
$333K - $495K
|
17.2K
$5.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.38K+ 64.97% |
$327K - $487K
|
3.49K
$1.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
1.37K+ 13.97% |
$326K - $484K
|
11.2K
$3.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.36K+ 21.3% |
$324K - $482K
|
7.76K
$2.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
1.34KNew |
$319K - $475K
|
1.34K
$430K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.33K+ 31.12% |
$315K - $469K
|
5.58K
$1.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.32K+ 20.03% |
$315K - $468K
|
7.94K
$2.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
1.32KNew |
$313K - $465K
|
1.32K
$421K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.31K+ 11.0% |
$311K - $462K
|
13.2K
$4.22M
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.3K+ 155.45% |
$309K - $459K
|
2.13K
$684K
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.29K+ 30.55% |
$306K - $454K
|
5.49K
$1.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.28K+ 41.43% |
$305K - $453K
|
4.37K
$1.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
1.28K+ 2.03% |
$303K - $451K
|
64K
$20.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
1.27K+ 21.61% |
$302K - $450K
|
7.16K
$2.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.27KNew |
$302K - $450K
|
1.27K
$408K
|
|
|
Nov 12, 2025
Q3 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
1.27K+ 3.57% |
$302K - $449K
|
36.8K
$11.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.26K+ 4.59% |
$300K - $446K
|
28.7K
$9.21M
|
|
|
Nov 06, 2025
Q3 2025
|
1776 Wealth LLC
|
BUY
|
- |
1.25K+ 51.15% |
$297K - $441K
|
3.69K
$1.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.25KNew |
$296K - $441K
|
1.25K
$400K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.24K+ 13.18% |
$295K - $439K
|
10.7K
$3.42M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.24K+ 6.29% |
$294K - $437K
|
20.9K
$6.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.23K+ 168.26% |
$292K - $435K
|
1.96K
$629K
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.23K+ 40.24% |
$292K - $434K
|
4.28K
$1.37M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.23K+ 0.61% |
$291K - $433K
|
203K
$65.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.22K+ 3.45% |
$289K - $430K
|
36.4K
$11.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
1.21KNew |
$287K - $428K
|
1.21K
$388K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
1.21K+ 237.6% |
$287K - $427K
|
1.72K
$550K
|
|
|
Nov 13, 2025
Q3 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
1.21K+ 123.46% |
$287K - $426K
|
2.18K
$699K
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
1.2K+ 7.63% |
$286K - $425K
|
17K
$5.44M
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.2KNew |
$286K - $425K
|
1.2K
$385K
|
|
|
Nov 13, 2025
Q3 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
1.2KNew |
$285K - $424K
|
1.2K
$385K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.2K+ 148.51% |
$285K - $424K
|
2.01K
$644K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.2KNew |
$285K - $424K
|
1.2K
$384K
|
|
|
Nov 12, 2025
Q3 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
1.2K+ 16.29% |
$285K - $424K
|
8.55K
$2.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
1.19K+ 107.0% |
$283K - $422K
|
2.31K
$739K
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
BUY
|
- |
1.19K+ 20.68% |
$282K - $419K
|
6.92K
$2.22M
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.18KNew |
$280K - $416K
|
1.18K
$377K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
1.16K+ 227.01% |
$276K - $410K
|
1.67K
$536K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.15KNew |
$274K - $408K
|
1.15K
$370K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.15K+ 88.18% |
$273K - $406K
|
2.45K
$786K
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.15K+ 23.52% |
$272K - $405K
|
6.02K
$1.93M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.14K+ 4.1% |
$272K - $404K
|
29K
$9.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
1.14K+ 22.18% |
$272K - $404K
|
6.3K
$2.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
1.14KNew |
$271K - $403K
|
1.14K
$365K
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
1.14KNew |
$270K - $402K
|
1.14K
$364K
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.14K+ 2.57% |
$270K - $402K
|
45.4K
$14.5M
|
|