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 12, 2025
Q3 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
98+ 4.9% |
$23.3K - $34.7K
|
2.1K
$672K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
97New |
$23.1K - $34.3K
|
97
$31.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
96+ 13.64% |
$22.8K - $33.9K
|
800
$256K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
95New |
$22.6K - $33.6K
|
95
$30.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
95+ 6.37% |
$22.6K - $33.6K
|
1.59K
$508K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
92New |
$21.9K - $32.5K
|
92
$29.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
92+ 43.81% |
$21.9K - $32.5K
|
302
$96.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
92+ 2.19% |
$21.9K - $32.5K
|
4.29K
$1.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
90+ 2.07% |
$21.4K - $31.8K
|
4.45K
$1.42M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
90+ 1.25% |
$21.4K - $31.8K
|
7.28K
$2.33M
|
|
|
Nov 19, 2025
Q3 2025
|
Center For Asset Management LLC
|
BUY
|
- |
89+ 14.61% |
$21.2K - $31.5K
|
698
$224K
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
89+ 6.52% |
$21.2K - $31.5K
|
1.46K
$466K
|
|
|
Nov 14, 2025
Q3 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
89+ 9.98% |
$21.2K - $31.5K
|
981
$314K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
89+ 12.06% |
$21.2K - $31.5K
|
827
$265K
|
|
|
Nov 14, 2025
Q3 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
87+ 2.96% |
$20.7K - $30.8K
|
3.03K
$971K
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
BUY
|
- |
85+ 3.05% |
$20.2K - $30.1K
|
2.87K
$920K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
85+ 68.0% |
$20.2K - $30.1K
|
210
$67.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
85+ 0.34% |
$20.2K - $30.1K
|
25.2K
$8.08M
|
|
|
Nov 14, 2025
Q3 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
83New |
$19.7K - $29.3K
|
83
$26.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
83+ 11.54% |
$19.7K - $29.3K
|
802
$257K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
83+ 10.34% |
$19.7K - $29.3K
|
886
$284K
|
|
|
Nov 07, 2025
Q3 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
82+ 4.72% |
$19.5K - $29K
|
1.82K
$584K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
BUY
|
- |
82+ 3.92% |
$19.5K - $29K
|
2.17K
$696K
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
81+ 1.06% |
$19.3K - $28.6K
|
7.73K
$2.48M
|
|
|
Oct 16, 2025
Q3 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
80+ 7.2% |
$19K - $28.3K
|
1.19K
$382K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
80+ 148.15% |
$19K - $28.3K
|
134
$42.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Ballast, Inc.
|
BUY
|
- |
79+ 0.51% |
$18.8K - $27.9K
|
15.7K
$5.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
79+ 2.92% |
$18.8K - $27.9K
|
2.79K
$893K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
79+ 4.45% |
$18.8K - $27.9K
|
1.85K
$594K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
78+ 67.83% |
$18.5K - $27.6K
|
193
$61.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
78+ 1.72% |
$18.5K - $27.6K
|
4.6K
$1.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
77+ 7.08% |
$18.3K - $27.2K
|
1.16K
$373K
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
BUY
|
- |
76+ 3.66% |
$18.1K - $26.9K
|
2.15K
$689K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
76+ 7.97% |
$18.1K - $26.9K
|
1.03K
$330K
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
75+ 9.09% |
$17.8K - $26.5K
|
900
$288K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
75+ 1.93% |
$17.8K - $26.5K
|
3.96K
$1.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
75+ 30.0% |
$17.8K - $26.5K
|
325
$104K
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
74+ 9.25% |
$17.6K - $26.2K
|
874
$280K
|
|
|
Nov 12, 2025
Q3 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
73+ 0.57% |
$17.4K - $25.8K
|
12.9K
$4.13M
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
73+ 7.34% |
$17.4K - $25.8K
|
1.07K
$342K
|
|
|
Oct 27, 2025
Q3 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
72+ 4.36% |
$17.1K - $25.5K
|
1.72K
$552K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
71+ 4.8% |
$16.9K - $25.1K
|
1.55K
$497K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
70+ 14.77% |
$16.6K - $24.8K
|
544
$174K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
69+ 3.42% |
$16.4K - $24.4K
|
2.09K
$668K
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
69+ 13.53% |
$16.4K - $24.4K
|
579
$186K
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
69+ 5.79% |
$16.4K - $24.4K
|
1.26K
$404K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
67+ 6.25% |
$15.9K - $23.7K
|
1.14K
$365K
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
67+ 3.25% |
$15.9K - $23.7K
|
2.13K
$683K
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
66+ 4.25% |
$15.7K - $23.3K
|
1.62K
$519K
|
|
|
Nov 03, 2025
Q3 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
65+ 0.65% |
$15.5K - $23K
|
9.99K
$3.2M
|
|