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 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
601New |
$143K - $213K
|
601
$193K
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
CALL |
600New |
$143K - $212K
|
600
$192K
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
600New |
$143K - $212K
|
600
$192K
|
|
|
Nov 05, 2025
Q3 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
600+ 13.56% |
$143K - $212K
|
5.03K
$1.61M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
600+ 57.2% |
$143K - $212K
|
1.65K
$529K
|
|
|
Nov 06, 2025
Q3 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
598New |
$142K - $211K
|
598
$192K
|
|
|
Nov 06, 2025
Q3 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
597+ 18.06% |
$142K - $211K
|
3.9K
$1.25M
|
|
|
Nov 06, 2025
Q3 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
597New |
$142K - $211K
|
597
$191K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
594+ 2.36% |
$141K - $210K
|
25.8K
$8.27M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
594+ 34.38% |
$141K - $210K
|
2.32K
$744K
|
|
|
Nov 13, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
591+ 1.43% |
$141K - $209K
|
42K
$13.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
591New |
$141K - $209K
|
591
$189K
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
591New |
$141K - $209K
|
591
$189K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
589+ 12.56% |
$140K - $208K
|
5.28K
$1.69M
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
589New |
$140K - $208K
|
589
$189K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
588+ 3.34% |
$140K - $208K
|
18.2K
$5.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
587New |
$140K - $208K
|
587
$188K
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
585New |
$139K - $207K
|
585
$188K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
585New |
$139K - $207K
|
585
$188K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
585New |
$139K - $207K
|
585
$188K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
583New |
$139K - $206K
|
583
$187K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
582New |
$138K - $206K
|
582
$187K
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
BUY
|
- |
582New |
$138K - $206K
|
582
$187K
|
|
|
Oct 06, 2025
Q3 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
582New |
$138K - $206K
|
582
$187K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
580New |
$138K - $205K
|
580
$186K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
580New |
$138K - $205K
|
580
$186K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
580New |
$138K - $205K
|
580
$186K
|
|
|
Nov 06, 2025
Q3 2025
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
579+ 86.81% |
$138K - $205K
|
1.25K
$399K
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
578+ 26.43% |
$137K - $204K
|
2.77K
$886K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
577+ 20.28% |
$137K - $204K
|
3.42K
$1.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
575+ 159.28% |
$137K - $203K
|
936
$300K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
573+ 78.39% |
$136K - $203K
|
1.3K
$418K
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
568+ 11.11% |
$135K - $201K
|
5.68K
$1.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
568+ 49.01% |
$135K - $201K
|
1.73K
$554K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
561+ 27.47% |
$133K - $198K
|
2.6K
$834K
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
556+ 20.6% |
$132K - $197K
|
3.26K
$1.04M
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
555+ 20.49% |
$132K - $196K
|
3.26K
$1.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
553+ 61.65% |
$131K - $196K
|
1.45K
$465K
|
|
|
Nov 13, 2025
Q3 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
546+ 10.08% |
$130K - $193K
|
5.96K
$1.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
545New |
$130K - $193K
|
545
$175K
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
544+ 34.8% |
$129K - $192K
|
2.11K
$675K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
543+ 36.08% |
$129K - $192K
|
2.05K
$656K
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
541+ 49.95% |
$129K - $191K
|
1.62K
$521K
|
|
|
Nov 12, 2025
Q3 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
531+ 4.18% |
$126K - $188K
|
13.2K
$4.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
531+ 9.6% |
$126K - $188K
|
6.06K
$1.94M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
528+ 17.51% |
$126K - $187K
|
3.54K
$1.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
BUY
|
- |
523+ 76.69% |
$124K - $185K
|
1.21K
$386K
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
520+ 9.68% |
$124K - $184K
|
5.89K
$1.89M
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
BUY
|
- |
515+ 30.42% |
$122K - $182K
|
2.21K
$708K
|
|
|
Nov 17, 2025
Q3 2025
|
Ims Capital Management
|
BUY
|
- |
511+ 7.56% |
$122K - $181K
|
7.27K
$2.33M
|
|