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 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
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.13K+ 10.87% |
$268K - $398K
|
11.5K
$3.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.13K+ 3.25% |
$267K - $398K
|
35.8K
$11.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
1.11KNew |
$264K - $393K
|
1.11K
$356K
|
|
|
Nov 13, 2025
Q3 2025
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
1.11KNew |
$263K - $391K
|
1.11K
$354K
|
|
|
Nov 03, 2025
Q3 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.1K+ 45.75% |
$261K - $389K
|
3.5K
$1.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1.1KNew |
$261K - $388K
|
1.1K
$351K
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.09K+ 26.55% |
$258K - $384K
|
5.18K
$1.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.09K+ 5.2% |
$258K - $384K
|
22K
$7.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.08K+ 11.91% |
$257K - $383K
|
10.2K
$3.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
1.08K+ 39.1% |
$256K - $380K
|
3.83K
$1.23M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.08K+ 10.76% |
$256K - $380K
|
11.1K
$3.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.07K+ 20.87% |
$254K - $378K
|
6.2K
$1.99M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.07KNew |
$254K - $378K
|
1.07K
$342K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.06K+ 94.14% |
$252K - $375K
|
2.19K
$701K
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
BUY
|
- |
1.06K+ 136.84% |
$251K - $373K
|
1.83K
$585K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.05K+ 0.29% |
$250K - $371K
|
367K
$118M
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1.05K+ 300.0% |
$250K - $371K
|
1.4K
$449K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.05K+ 1.88% |
$249K - $371K
|
56.7K
$18.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.05K+ 32.68% |
$248K - $370K
|
4.24K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
1.04KNew |
$248K - $369K
|
1.04K
$334K
|
|
|
Nov 20, 2025
Q3 2025
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
BUY
|
- |
1.04K+ 95.16% |
$248K - $368K
|
2.14K
$685K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.04K+ 78.05% |
$248K - $368K
|
2.38K
$762K
|
|
|
Oct 08, 2025
Q3 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
1.03K+ 18.05% |
$245K - $364K
|
6.74K
$2.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.02K+ 23.18% |
$242K - $359K
|
5.4K
$1.73M
|
|
|
Nov 07, 2025
Q3 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
1.01K+ 40.87% |
$240K - $357K
|
3.48K
$1.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.01K+ 68.86% |
$239K - $356K
|
2.47K
$791K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.01K+ 11.64% |
$239K - $356K
|
9.65K
$3.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.01K+ 38.79% |
$239K - $355K
|
3.6K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
1KNew |
$238K - $354K
|
1K
$321K
|
|
|
Nov 14, 2025
Q3 2025
|
Rangeley Capital, LLC
New Canaan, CT |
BUY
|
- |
1KNew |
$238K - $354K
|
1K
$321K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
CALL |
1KNew |
$238K - $354K
|
1K
$321K
|
|
|
Nov 13, 2025
Q3 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
1KNew |
$238K - $354K
|
1K
$321K
|
|
|
Nov 12, 2025
Q3 2025
|
Courage Capital Management LLC
Nashville, TN |
BUY
|
- |
1K+ 30.3% |
$238K - $354K
|
4.3K
$1.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
1K+ 26.32% |
$238K - $354K
|
4.8K
$1.54M
|
|
|
Oct 30, 2025
Q3 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
CALL |
1K+ 100.0% |
$238K - $354K
|
2K
$641K
|
|
|
Oct 14, 2025
Q3 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
1KNew |
$238K - $354K
|
1K
$321K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
997+ 16.48% |
$237K - $353K
|
7.05K
$2.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
992New |
$236K - $351K
|
992
$318K
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
986New |
$234K - $349K
|
986
$316K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
983+ 13.61% |
$234K - $348K
|
8.2K
$2.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
979+ 28.46% |
$233K - $346K
|
4.42K
$1.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
960+ 6.5% |
$228K - $339K
|
15.7K
$5.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
948New |
$225K - $335K
|
948
$304K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
946+ 82.48% |
$225K - $335K
|
2.09K
$671K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
946+ 25.31% |
$225K - $335K
|
4.68K
$1.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
945New |
$225K - $334K
|
945
$303K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
945New |
$225K - $334K
|
945
$303K
|
|