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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
273+ 0.34% |
$64.9K - $96.5K
|
79.7K
$25.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
270+ 10.76% |
$64.2K - $95.5K
|
2.78K
$891K
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
268+ 0.55% |
$63.7K - $94.8K
|
48.6K
$15.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
268+ 10.42% |
$63.7K - $94.8K
|
2.84K
$910K
|
|
|
Nov 04, 2025
Q3 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
267+ 34.5% |
$63.5K - $94.4K
|
1.04K
$334K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
266+ 5.35% |
$63.2K - $94.1K
|
5.24K
$1.68M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
265+ 7.66% |
$63K - $93.7K
|
3.73K
$1.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
264+ 8.07% |
$62.8K - $93.4K
|
3.54K
$1.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
263+ 0.29% |
$62.5K - $93K
|
91.6K
$29.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
258+ 3.58% |
$61.3K - $91.2K
|
7.47K
$2.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
258+ 10.32% |
$61.3K - $91.2K
|
2.76K
$884K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
257+ 17.17% |
$61.1K - $90.9K
|
1.75K
$562K
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
256+ 7.39% |
$60.9K - $90.5K
|
3.72K
$1.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
256+ 32.08% |
$60.9K - $90.5K
|
1.05K
$338K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
255+ 0.91% |
$60.6K - $90.2K
|
28.3K
$9.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
255+ 34.0% |
$60.6K - $90.2K
|
1.01K
$322K
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
253+ 4.21% |
$60.2K - $89.5K
|
6.26K
$2.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
253+ 25.25% |
$60.2K - $89.5K
|
1.26K
$402K
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
250+ 27.09% |
$59.4K - $88.4K
|
1.17K
$376K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
250+ 16.89% |
$59.4K - $88.4K
|
1.73K
$554K
|
|
|
Nov 12, 2025
Q3 2025
|
Family Legacy, Inc.
|
BUY
|
- |
250+ 3.1% |
$59.4K - $88.4K
|
8.33K
$2.67M
|
|
|
Nov 05, 2025
Q3 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
250+ 12.87% |
$59.4K - $88.4K
|
2.19K
$703K
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
250+ 9.51% |
$59.4K - $88.4K
|
2.88K
$923K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
250+ 28.77% |
$59.4K - $88.4K
|
1.12K
$359K
|
|
|
Nov 06, 2025
Q3 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
248+ 14.44% |
$59K - $87.7K
|
1.97K
$630K
|
|
|
Nov 12, 2025
Q3 2025
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
245+ 1.67% |
$58.3K - $86.6K
|
15K
$4.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
244+ 31.36% |
$58K - $86.3K
|
1.02K
$328K
|
|
|
Nov 07, 2025
Q3 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
242+ 0.45% |
$57.5K - $85.6K
|
53.5K
$17.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
240+ 3.29% |
$57.1K - $84.9K
|
7.52K
$2.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
239+ 0.36% |
$56.8K - $84.5K
|
66K
$21.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
238+ 38.95% |
$56.6K - $84.2K
|
849
$272K
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
235+ 29.71% |
$55.9K - $83.1K
|
1.03K
$329K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
233+ 1.27% |
$55.4K - $82.4K
|
18.5K
$5.94M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
232+ 28.22% |
$55.2K - $82K
|
1.05K
$338K
|
|
|
Nov 07, 2025
Q3 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
231+ 12.71% |
$54.9K - $81.7K
|
2.05K
$657K
|
|
|
Oct 21, 2025
Q3 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
231+ 4.95% |
$54.9K - $81.7K
|
4.9K
$1.57M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
230+ 19.48% |
$54.7K - $81.3K
|
1.41K
$452K
|
|
|
Nov 03, 2025
Q3 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
230New |
$54.7K - $81.3K
|
230
$73.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Asset Management LLC
|
BUY
|
- |
229+ 1.23% |
$54.4K - $81K
|
18.8K
$6.02M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
228+ 28.18% |
$54.2K - $80.6K
|
1.04K
$332K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
226+ 7.04% |
$53.7K - $79.9K
|
3.44K
$1.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
226+ 4.19% |
$53.7K - $79.9K
|
5.62K
$1.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
225+ 7.85% |
$53.5K - $79.6K
|
3.09K
$990K
|
|
|
Nov 12, 2025
Q3 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
224+ 10.41% |
$53.3K - $79.2K
|
2.38K
$761K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
222+ 16.75% |
$52.8K - $78.5K
|
1.55K
$496K
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
221+ 4.4% |
$52.5K - $78.1K
|
5.25K
$1.68M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
221+ 111.62% |
$52.5K - $78.1K
|
419
$134K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
219+ 11.9% |
$52.1K - $77.4K
|
2.06K
$660K
|
|
|
Nov 14, 2025
Q3 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
217+ 28.29% |
$51.6K - $76.7K
|
984
$315K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
216+ 22.41% |
$51.4K - $76.4K
|
1.18K
$378K
|
|