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 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
686+ 10.94% |
$163K - $243K
|
6.96K
$2.23M
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
684+ 5.14% |
$163K - $242K
|
14K
$4.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
683New |
$162K - $242K
|
683
$219K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
681New |
$162K - $241K
|
681
$218K
|
|
|
Nov 04, 2025
Q3 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
680+ 40.07% |
$162K - $240K
|
2.38K
$762K
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
676New |
$161K - $239K
|
676
$217K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
676New |
$161K - $239K
|
676
$217K
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
675New |
$160K - $239K
|
675
$216K
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
671New |
$160K - $237K
|
671
$215K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
669+ 62.0% |
$159K - $237K
|
1.75K
$560K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
667+ 35.29% |
$159K - $236K
|
2.56K
$820K
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
666+ 6.78% |
$158K - $236K
|
10.5K
$3.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
666New |
$158K - $236K
|
666
$213K
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Bank
|
BUY
|
- |
666New |
$158K - $236K
|
666
$213K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
660+ 8.21% |
$157K - $233K
|
8.7K
$2.79M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
660+ 17.93% |
$157K - $233K
|
4.34K
$1.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
657New |
$156K - $232K
|
657
$211K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
657New |
$156K - $232K
|
657
$211K
|
|
|
Oct 29, 2025
Q3 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
654New |
$156K - $231K
|
654
$210K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
652New |
$155K - $231K
|
652
$209K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
652New |
$155K - $231K
|
652
$209K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
651New |
$155K - $230K
|
651
$209K
|
|
|
Nov 12, 2025
Q3 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
650New |
$155K - $230K
|
650
$208K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
650+ 21.02% |
$155K - $230K
|
3.74K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
648+ 17.9% |
$154K - $229K
|
4.27K
$1.37M
|
|
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
647+ 11.65% |
$154K - $229K
|
6.2K
$1.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
BUY
|
- |
647New |
$154K - $229K
|
647
$207K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
647+ 89.36% |
$154K - $229K
|
1.37K
$439K
|
|
|
Oct 23, 2025
Q3 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
644New |
$153K - $228K
|
644
$206K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
640+ 11.05% |
$152K - $226K
|
6.43K
$2.06M
|
|
|
Nov 17, 2025
Q3 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
637New |
$151K - $225K
|
637
$204K
|
|
|
Nov 14, 2025
Q3 2025
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
BUY
|
- |
637New |
$151K - $225K
|
637
$204K
|
|
|
Oct 27, 2025
Q3 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
636New |
$151K - $225K
|
636
$204K
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
627New |
$149K - $222K
|
627
$201K
|
|
|
Nov 14, 2025
Q3 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
626New |
$149K - $221K
|
626
$201K
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
626New |
$149K - $221K
|
626
$201K
|
|
|
Nov 13, 2025
Q3 2025
|
Private Management Group Inc
|
BUY
|
- |
622New |
$148K - $220K
|
622
$199K
|
|
|
Oct 17, 2025
Q3 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
622New |
$148K - $220K
|
622
$199K
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
620New |
$147K - $219K
|
620
$199K
|
|
|
Nov 10, 2025
Q3 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
617New |
$147K - $218K
|
617
$198K
|
|
|
Nov 14, 2025
Q3 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
615+ 36.2% |
$146K - $217K
|
2.31K
$742K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
614New |
$146K - $217K
|
614
$197K
|
|
|
Nov 10, 2025
Q3 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
613New |
$146K - $217K
|
613
$196K
|
|
|
Nov 07, 2025
Q3 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
613New |
$146K - $217K
|
613
$196K
|
|
|
Oct 16, 2025
Q3 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
609New |
$145K - $215K
|
609
$195K
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
609New |
$145K - $215K
|
609
$195K
|
|
|
Nov 12, 2025
Q3 2025
|
Legato Capital Management LLC
|
BUY
|
- |
607+ 10.19% |
$144K - $215K
|
6.57K
$2.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
607+ 53.29% |
$144K - $215K
|
1.75K
$560K
|
|
|
Nov 10, 2025
Q3 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
605+ 12.55% |
$144K - $214K
|
5.42K
$1.74M
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
602New |
$143K - $213K
|
602
$193K
|
|