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 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
148+ 2.9% |
$35.2K - $52.3K
|
5.25K
$1.68M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
147+ 42.0% |
$35K - $52K
|
497
$159K
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
145+ 4.91% |
$34.5K - $51.3K
|
3.1K
$993K
|
|
|
Nov 13, 2025
Q3 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
140+ 10.36% |
$33.3K - $49.5K
|
1.49K
$478K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
140+ 4.28% |
$33.3K - $49.5K
|
3.41K
$1.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
139+ 11.54% |
$33.1K - $49.2K
|
1.34K
$430K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
135+ 11.5% |
$32.1K - $47.7K
|
1.31K
$420K
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
135+ 2.83% |
$32.1K - $47.7K
|
4.9K
$1.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
133+ 15.68% |
$31.6K - $47K
|
981
$314K
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
132+ 7.53% |
$31.4K - $46.7K
|
1.89K
$605K
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
131+ 4.05% |
$31.1K - $46.3K
|
3.36K
$1.08M
|
|
|
Oct 09, 2025
Q3 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
131+ 11.74% |
$31.1K - $46.3K
|
1.25K
$400K
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
129+ 8.3% |
$30.7K - $45.6K
|
1.68K
$540K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
129+ 6.54% |
$30.7K - $45.6K
|
2.1K
$673K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
128+ 2.36% |
$30.4K - $45.3K
|
5.54K
$1.78M
|
|
|
Nov 07, 2025
Q3 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
126+ 2.64% |
$30K - $44.6K
|
4.9K
$1.57M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
125+ 7.31% |
$29.7K - $44.2K
|
1.84K
$588K
|
|
|
Nov 14, 2025
Q3 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
124+ 9.58% |
$29.5K - $43.8K
|
1.42K
$455K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
124+ 7.75% |
$29.5K - $43.8K
|
1.72K
$553K
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
123+ 1.22% |
$29.2K - $43.5K
|
10.2K
$3.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
120+ 1090.91% |
$28.5K - $42.4K
|
131
$42K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
118New |
$28.1K - $41.7K
|
118
$37.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
117+ 2.24% |
$27.8K - $41.4K
|
5.35K
$1.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
117+ 4.17% |
$27.8K - $41.4K
|
2.92K
$937K
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
117+ 11.52% |
$27.8K - $41.4K
|
1.13K
$363K
|
|
|
Nov 21, 2025
Q3 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
116+ 5.19% |
$27.6K - $41K
|
2.35K
$753K
|
|
|
Nov 13, 2025
Q3 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
115+ 31.94% |
$27.3K - $40.7K
|
475
$152K
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
115+ 3.11% |
$27.3K - $40.7K
|
3.81K
$1.22M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
115+ 9.43% |
$27.3K - $40.7K
|
1.33K
$428K
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
114+ 5.69% |
$27.1K - $40.3K
|
2.12K
$678K
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
113+ 4.96% |
$26.9K - $40K
|
2.39K
$767K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
113+ 64.94% |
$26.9K - $40K
|
287
$92K
|
|
|
Nov 14, 2025
Q3 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
111+ 11.23% |
$26.4K - $39.3K
|
1.1K
$352K
|
|
|
Oct 17, 2025
Q3 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
111+ 15.04% |
$26.4K - $39.3K
|
849
$272K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
110+ 2.74% |
$26.2K - $38.9K
|
4.13K
$1.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
109+ 9.99% |
$25.9K - $38.5K
|
1.2K
$385K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
108+ 5.32% |
$25.7K - $38.2K
|
2.14K
$686K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
107+ 0.68% |
$25.4K - $37.8K
|
15.7K
$5.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
107+ 1.12% |
$25.4K - $37.8K
|
9.69K
$3.11M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
107+ 47.14% |
$25.4K - $37.8K
|
334
$107K
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
105+ 2.33% |
$25K - $37.1K
|
4.62K
$1.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
102+ 10.22% |
$24.3K - $36.1K
|
1.1K
$353K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
102+ 3.5% |
$24.3K - $36.1K
|
3.02K
$967K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
CALL |
100New |
$23.8K - $35.4K
|
100
$32.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
PUT |
100New |
$23.8K - $35.4K
|
100
$32.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
100New |
$23.8K - $35.4K
|
100
$32.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
CALL |
100+ 14.29% |
$23.8K - $35.4K
|
800
$256K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
100+ 25.0% |
$23.8K - $35.4K
|
500
$160K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
100+ 100.0% |
$23.8K - $35.4K
|
200
$64.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
99+ 9.85% |
$23.5K - $35K
|
1.1K
$354K
|
|