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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
940+ 1807.69% |
$224K - $332K
|
992
$318K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
937+ 35.65% |
$223K - $331K
|
3.57K
$1.14M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
936+ 67.39% |
$223K - $331K
|
2.33K
$745K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
935+ 19.95% |
$222K - $331K
|
5.62K
$1.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
934+ 7.71% |
$222K - $330K
|
13K
$4.18M
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
926New |
$220K - $327K
|
926
$297K
|
|
|
Nov 14, 2025
Q3 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
925New |
$220K - $327K
|
925
$296K
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
923+ 4.82% |
$219K - $326K
|
20.1K
$6.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
910+ 49.7% |
$216K - $322K
|
2.74K
$879K
|
|
|
Nov 06, 2025
Q3 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
905+ 12.15% |
$215K - $320K
|
8.35K
$2.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
900+ 57.14% |
$214K - $318K
|
2.48K
$793K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
895+ 64.02% |
$213K - $316K
|
2.29K
$735K
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
BUY
|
- |
895New |
$213K - $316K
|
895
$287K
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
893New |
$212K - $316K
|
893
$286K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
886+ 4.17% |
$211K - $313K
|
22.2K
$7.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
884+ 7.64% |
$210K - $313K
|
12.5K
$3.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
883New |
$210K - $312K
|
883
$283K
|
|
|
Nov 03, 2025
Q3 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
882New |
$210K - $312K
|
882
$283K
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
882New |
$210K - $312K
|
882
$283K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
882+ 113.37% |
$210K - $312K
|
1.66K
$532K
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
878+ 129.12% |
$209K - $310K
|
1.56K
$499K
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
877New |
$209K - $310K
|
877
$281K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
874+ 0.77% |
$208K - $309K
|
114K
$36.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
868+ 23.64% |
$206K - $307K
|
4.54K
$1.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
866+ 10.68% |
$206K - $306K
|
8.98K
$2.88M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
865+ 9.14% |
$206K - $306K
|
10.3K
$3.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
863New |
$205K - $305K
|
863
$277K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
862+ 34.03% |
$205K - $305K
|
3.4K
$1.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
862New |
$205K - $305K
|
862
$276K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
861+ 124.24% |
$205K - $304K
|
1.55K
$498K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
856+ 4.67% |
$204K - $303K
|
19.2K
$6.15M
|
|
|
Nov 05, 2025
Q3 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
852New |
$203K - $301K
|
852
$273K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
852+ 41.18% |
$203K - $301K
|
2.92K
$936K
|
|
|
Oct 28, 2025
Q3 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
850New |
$202K - $301K
|
850
$272K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
841+ 33.03% |
$200K - $297K
|
3.39K
$1.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
840New |
$200K - $297K
|
840
$269K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
836New |
$199K - $296K
|
836
$268K
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
830+ 3.22% |
$197K - $293K
|
26.6K
$8.52M
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
824New |
$196K - $291K
|
824
$264K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
823+ 129.2% |
$196K - $291K
|
1.46K
$468K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
823+ 33.01% |
$196K - $291K
|
3.32K
$1.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
818+ 61.0% |
$194K - $289K
|
2.16K
$692K
|
|
|
Nov 13, 2025
Q3 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
817New |
$194K - $289K
|
817
$262K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
815New |
$194K - $288K
|
815
$261K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
813+ 200.74% |
$193K - $287K
|
1.22K
$390K
|
|
|
Nov 13, 2025
Q3 2025
|
Limestone Investment Advisors LP
New York, NY |
BUY
|
- |
809New |
$192K - $286K
|
809
$259K
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
808New |
$192K - $286K
|
808
$259K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
806New |
$192K - $285K
|
806
$258K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
803New |
$191K - $284K
|
803
$257K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
CALL |
800New |
$190K - $283K
|
800
$256K
|
|