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 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
365+ 27.06% |
$86.8K - $129K
|
1.71K
$549K
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
360+ 20.48% |
$85.6K - $127K
|
2.12K
$679K
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
356+ 21.02% |
$84.6K - $126K
|
2.05K
$657K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
352+ 4.9% |
$83.7K - $124K
|
7.54K
$2.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
BUY
|
- |
347+ 1.99% |
$82.5K - $123K
|
17.8K
$5.71M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
344New |
$81.8K - $122K
|
344
$110K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
342+ 1.26% |
$81.3K - $121K
|
27.5K
$8.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
342+ 2.52% |
$81.3K - $121K
|
13.9K
$4.46M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
338+ 140.83% |
$80.4K - $120K
|
578
$185K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
337+ 2.3% |
$80.1K - $119K
|
15K
$4.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
335+ 1861.11% |
$79.7K - $118K
|
353
$113K
|
|
|
Nov 13, 2025
Q3 2025
|
Empirical Finance, LLC
|
BUY
|
- |
329+ 0.95% |
$78.2K - $116K
|
35.1K
$11.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
329+ 103.79% |
$78.2K - $116K
|
646
$207K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
327+ 4.78% |
$77.8K - $116K
|
7.16K
$2.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
323+ 69.16% |
$76.8K - $114K
|
790
$253K
|
|
|
Nov 04, 2025
Q3 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
323+ 12.49% |
$76.8K - $114K
|
2.91K
$932K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
321+ 8.4% |
$76.3K - $114K
|
4.14K
$1.33M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
319+ 18.55% |
$75.8K - $113K
|
2.04K
$654K
|
|
|
Nov 19, 2025
Q3 2025
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
316+ 0.49% |
$75.1K - $112K
|
64.9K
$20.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
314+ 43.43% |
$74.7K - $111K
|
1.04K
$332K
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
307+ 4.98% |
$73K - $109K
|
6.48K
$2.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
307+ 0.53% |
$73K - $109K
|
58.5K
$18.7M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
305+ 73.14% |
$72.5K - $108K
|
722
$231K
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
302+ 1.52% |
$71.8K - $107K
|
20.1K
$6.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Parnassus Investments, LLC
|
BUY
|
- |
301+ 0.14% |
$71.6K - $106K
|
209K
$67M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
CALL |
300New |
$71.3K - $106K
|
300
$96.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
300+ 15.48% |
$71.3K - $106K
|
2.24K
$717K
|
|
|
Oct 27, 2025
Q3 2025
|
Lynch Asset Management, Inc.
|
BUY
|
- |
300+ 2.07% |
$71.3K - $106K
|
14.8K
$4.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Qvr LLC
|
BUY
|
PUT |
300New |
$71.3K - $106K
|
300
$96.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
298+ 2.5% |
$70.9K - $105K
|
12.2K
$3.92M
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
297+ 37.26% |
$70.6K - $105K
|
1.09K
$351K
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
295+ 4.76% |
$70.1K - $104K
|
6.49K
$2.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
295+ 62.63% |
$70.1K - $104K
|
766
$246K
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
293+ 17.53% |
$69.7K - $104K
|
1.96K
$630K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
293+ 52.7% |
$69.7K - $104K
|
849
$272K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
293+ 14.11% |
$69.7K - $104K
|
2.37K
$759K
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
292+ 14.82% |
$69.4K - $103K
|
2.26K
$725K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
291+ 2.68% |
$69.2K - $103K
|
11.2K
$3.58M
|
|
|
Oct 17, 2025
Q3 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
291+ 15.42% |
$69.2K - $103K
|
2.18K
$698K
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
289+ 7.68% |
$68.7K - $102K
|
4.05K
$1.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
286+ 25.2% |
$68K - $101K
|
1.42K
$455K
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
285+ 8.22% |
$67.8K - $101K
|
3.75K
$1.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
284+ 9.53% |
$67.5K - $100K
|
3.26K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
BUY
|
- |
282+ 23.96% |
$67.1K - $99.7K
|
1.46K
$468K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
282+ 28.0% |
$67.1K - $99.7K
|
1.29K
$413K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
280+ 5.64% |
$66.6K - $99K
|
5.25K
$1.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
277+ 24.82% |
$65.9K - $97.9K
|
1.39K
$446K
|
|
|
Nov 07, 2025
Q3 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
276+ 3.12% |
$65.6K - $97.6K
|
9.11K
$2.92M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
275+ 18.51% |
$65.4K - $97.2K
|
1.76K
$564K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
274+ 3.57% |
$65.1K - $96.9K
|
7.94K
$2.54M
|
|