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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
663+ 2.73% |
$213K - $245K
|
25K
$8.01M
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
637+ 17.29% |
$204K - $236K
|
4.32K
$1.38M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
624+ 21.84% |
$200K - $231K
|
3.48K
$1.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
564+ 17.13% |
$181K - $209K
|
3.86K
$1.24M
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
525+ 8.57% |
$168K - $194K
|
6.65K
$2.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
498+ 12.76% |
$160K - $184K
|
4.4K
$1.41M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
468+ 11.94% |
$150K - $173K
|
4.39K
$1.41M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
438+ 13.33% |
$140K - $162K
|
3.72K
$1.19M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
436+ 7.43% |
$140K - $161K
|
6.31K
$2.02M
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
433+ 9.31% |
$139K - $160K
|
5.08K
$1.63M
|
|
|
Jan 09, 2026
Q4 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
414+ 4.39% |
$133K - $153K
|
9.84K
$3.15M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
395+ 2.27% |
$127K - $146K
|
17.8K
$5.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Stolper CO
|
BUY
|
- |
387+ 2.43% |
$124K - $143K
|
16.3K
$5.23M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
372+ 15.53% |
$119K - $138K
|
2.77K
$887K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
364+ 31.52% |
$117K - $135K
|
1.52K
$487K
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
362+ 17.4% |
$116K - $134K
|
2.44K
$783K
|
|
|
Jan 15, 2026
Q4 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
349+ 1.39% |
$112K - $129K
|
25.4K
$8.15M
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
330+ 6.42% |
$106K - $122K
|
5.47K
$1.75M
|
|
|
Jan 15, 2026
Q4 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
327+ 6.89% |
$105K - $121K
|
5.08K
$1.63M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
320+ 4.92% |
$103K - $118K
|
6.83K
$2.19M
|
|
|
Jan 09, 2026
Q4 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
313+ 16.34% |
$100K - $116K
|
2.23K
$714K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
292+ 11.93% |
$93.6K - $108K
|
2.74K
$878K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
291+ 18.88% |
$93.3K - $108K
|
1.83K
$587K
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
288+ 4.42% |
$92.3K - $107K
|
6.8K
$2.18M
|
|
|
Jan 15, 2026
Q4 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
272+ 6.43% |
$87.2K - $101K
|
4.5K
$1.44M
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
271+ 22.47% |
$86.9K - $100K
|
1.48K
$473K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
262+ 494.34% |
$84K - $96.9K
|
315
$101K
|
|
|
Jan 07, 2026
Q4 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
258+ 35.29% |
$82.7K - $95.4K
|
989
$317K
|
|
|
Jan 15, 2026
Q4 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
244+ 12.74% |
$78.2K - $90.3K
|
2.16K
$692K
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
232+ 11.97% |
$74.4K - $85.8K
|
2.17K
$696K
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
BUY
|
- |
227+ 19.74% |
$72.8K - $84K
|
1.38K
$441K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
215+ 11.87% |
$68.9K - $79.5K
|
2.03K
$650K
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
215+ 13.67% |
$68.9K - $79.5K
|
1.79K
$573K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
207+ 13.13% |
$66.3K - $76.6K
|
1.78K
$571K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
201+ 31.96% |
$64.4K - $74.4K
|
830
$266K
|
|
|
Jan 15, 2026
Q4 2025
|
Founders Capital Management
|
BUY
|
- |
200+ 49.63% |
$64.1K - $74K
|
603
$193K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
189+ 7.15% |
$60.6K - $69.9K
|
2.83K
$907K
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
186+ 31.53% |
$59.6K - $68.8K
|
776
$249K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
186+ 0.91% |
$59.6K - $68.8K
|
20.5K
$6.58M
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
181+ 36.71% |
$58K - $67K
|
674
$216K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
174+ 4.47% |
$55.8K - $64.4K
|
4.07K
$1.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
168+ 27.05% |
$53.8K - $62.1K
|
789
$253K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
168+ 3.66% |
$53.8K - $62.1K
|
4.75K
$1.52M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
167+ 6.8% |
$53.5K - $61.8K
|
2.62K
$841K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
165+ 9.48% |
$52.9K - $61K
|
1.91K
$611K
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
163+ 13.16% |
$52.2K - $60.3K
|
1.4K
$449K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
159+ 22.05% |
$51K - $58.8K
|
880
$282K
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
157+ 25.53% |
$50.3K - $58.1K
|
772
$247K
|
|
|
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
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
145+ 20.45% |
$46.5K - $53.6K
|
854
$274K
|
|