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 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
215New |
$51.1K - $76K
|
215
$68.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
213+ 41.93% |
$50.6K - $75.3K
|
721
$231K
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
213+ 7.19% |
$50.6K - $75.3K
|
3.18K
$1.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
213+ 6.99% |
$50.6K - $75.3K
|
3.26K
$1.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
211+ 8.87% |
$50.2K - $74.6K
|
2.59K
$830K
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
BUY
|
- |
211+ 8.17% |
$50.2K - $74.6K
|
2.79K
$896K
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
210+ 27.24% |
$49.9K - $74.3K
|
981
$314K
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
208+ 8.85% |
$49.5K - $73.6K
|
2.56K
$820K
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
207+ 2.84% |
$49.2K - $73.2K
|
7.5K
$2.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
204+ 8.73% |
$48.5K - $72.1K
|
2.54K
$814K
|
|
|
Nov 10, 2025
Q3 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
203+ 441.3% |
$48.3K - $71.8K
|
249
$79.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
201+ 3.66% |
$47.8K - $71.1K
|
5.69K
$1.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
201+ 2.71% |
$47.8K - $71.1K
|
7.63K
$2.44M
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
CALL |
200New |
$47.6K - $70.7K
|
200
$64.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
200+ 26.14% |
$47.6K - $70.7K
|
965
$309K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
CALL |
200+ 100.0% |
$47.6K - $70.7K
|
400
$128K
|
|
|
Oct 29, 2025
Q3 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
200+ 0.68% |
$47.6K - $70.7K
|
29.8K
$9.55M
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
200+ 0.07% |
$47.6K - $70.7K
|
273K
$87.6M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
199+ 11.96% |
$47.3K - $70.4K
|
1.86K
$597K
|
|
|
Nov 12, 2025
Q3 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
197+ 8.71% |
$46.8K - $69.7K
|
2.46K
$788K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
196+ 3.09% |
$46.6K - $69.3K
|
6.53K
$2.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
191+ 4.29% |
$45.4K - $67.5K
|
4.65K
$1.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
191+ 0.46% |
$45.4K - $67.5K
|
41.5K
$13.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
190+ 1461.54% |
$45.2K - $67.2K
|
203
$65.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
189+ 0.08% |
$44.9K - $66.8K
|
242K
$77.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
186+ 12.35% |
$44.2K - $65.8K
|
1.69K
$542K
|
|
|
Nov 12, 2025
Q3 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
183+ 21.66% |
$43.5K - $64.7K
|
1.03K
$329K
|
|
|
Nov 19, 2025
Q3 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
182+ 18.61% |
$43.3K - $64.4K
|
1.16K
$372K
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
BUY
|
- |
182+ 5.52% |
$43.3K - $64.4K
|
3.48K
$1.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
181+ 3.91% |
$43K - $64K
|
4.81K
$1.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
180+ 12.52% |
$42.8K - $63.6K
|
1.62K
$519K
|
|
|
Nov 12, 2025
Q3 2025
|
Washington Trust CO
|
BUY
|
- |
180+ 14.01% |
$42.8K - $63.6K
|
1.47K
$470K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
179+ 17.13% |
$42.6K - $63.3K
|
1.22K
$392K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
178New |
$42.3K - $62.9K
|
178
$57.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
173+ 7.61% |
$41.1K - $61.2K
|
2.45K
$784K
|
|
|
Nov 13, 2025
Q3 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
172+ 19.2% |
$40.9K - $60.8K
|
1.07K
$342K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
172+ 7.54% |
$40.9K - $60.8K
|
2.45K
$786K
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
166+ 17.87% |
$39.5K - $58.7K
|
1.1K
$351K
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
163+ 5.56% |
$38.8K - $57.6K
|
3.1K
$992K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
163+ 144.25% |
$38.8K - $57.6K
|
276
$88.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
163+ 3.78% |
$38.8K - $57.6K
|
4.48K
$1.44M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
162+ 4.42% |
$38.5K - $57.3K
|
3.83K
$1.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
BUY
|
- |
159+ 2.71% |
$37.8K - $56.2K
|
6.02K
$1.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
158+ 125.4% |
$37.6K - $55.9K
|
284
$91K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
157+ 1.83% |
$37.3K - $55.5K
|
8.72K
$2.79M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
157+ 189.16% |
$37.3K - $55.5K
|
240
$76.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
153+ 4.46% |
$36.4K - $54.1K
|
3.58K
$1.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
152+ 0.24% |
$36.1K - $53.7K
|
64.8K
$20.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
152+ 14.23% |
$36.1K - $53.7K
|
1.22K
$391K
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
151+ 9.24% |
$35.9K - $53.4K
|
1.79K
$572K
|
|