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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
168+ 27.05% |
$53.8K - $62.1K
|
789
$253K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
168+ 3.66% |
$53.8K - $62.1K
|
4.75K
$1.52M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
167+ 6.8% |
$53.5K - $61.8K
|
2.62K
$841K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
165+ 9.48% |
$52.9K - $61K
|
1.91K
$611K
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
163+ 13.16% |
$52.2K - $60.3K
|
1.4K
$449K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
159+ 22.05% |
$51K - $58.8K
|
880
$282K
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
157+ 25.53% |
$50.3K - $58.1K
|
772
$247K
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
150+ 0.63% |
$48.1K - $55.5K
|
24.1K
$7.72M
|
|
|
Jan 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
146+ 7.57% |
$46.8K - $54K
|
2.07K
$665K
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
145+ 20.45% |
$46.5K - $53.6K
|
854
$274K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
141+ 68.78% |
$45.2K - $52.2K
|
346
$111K
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
134+ 15.23% |
$42.9K - $49.6K
|
1.01K
$325K
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
134+ 6.8% |
$42.9K - $49.6K
|
2.1K
$674K
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
132+ 5.91% |
$42.3K - $48.8K
|
2.36K
$758K
|
|
|
Jan 14, 2026
Q4 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
131+ 9.63% |
$42K - $48.5K
|
1.49K
$478K
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
120New |
$38.5K - $44.4K
|
120
$38.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
111+ 9.36% |
$35.6K - $41.1K
|
1.3K
$416K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
107+ 9.43% |
$34.3K - $39.6K
|
1.24K
$398K
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
105+ 46.46% |
$33.7K - $38.8K
|
331
$106K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
103+ 133.77% |
$33K - $38.1K
|
180
$57.7K
|
|
|
Jan 14, 2026
Q4 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
101+ 12.17% |
$32.4K - $37.4K
|
931
$298K
|
|
|
Jan 14, 2026
Q4 2025
|
Congress Park Capital LLC
|
BUY
|
- |
100+ 2.96% |
$32.1K - $37K
|
3.48K
$1.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
95+ 5.73% |
$30.4K - $35.1K
|
1.75K
$562K
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet Bank & Trust LTD
|
BUY
|
- |
87+ 3.41% |
$27.9K - $32.2K
|
2.64K
$847K
|
|
|
Jan 12, 2026
Q4 2025
|
Burns J W & CO Inc
|
BUY
|
- |
81+ 6.32% |
$26K - $30K
|
1.36K
$437K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
80New |
$25.6K - $29.6K
|
80
$25.6K
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
73+ 11.93% |
$23.4K - $27K
|
685
$220K
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
72+ 0.2% |
$23.1K - $26.6K
|
35.3K
$11.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
72+ 3.21% |
$23.1K - $26.6K
|
2.32K
$742K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
71+ 29.1% |
$22.8K - $26.3K
|
315
$101K
|
|
|
Jan 16, 2026
Q4 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
69+ 9.64% |
$22.1K - $25.5K
|
785
$252K
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
68+ 4.96% |
$21.8K - $25.2K
|
1.44K
$461K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
68+ 5.63% |
$21.8K - $25.2K
|
1.28K
$409K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
65+ 16.25% |
$20.8K - $24K
|
465
$149K
|
|
|
Jan 12, 2026
Q4 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
59+ 2.08% |
$18.9K - $21.8K
|
2.9K
$928K
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
59+ 3.62% |
$18.9K - $21.8K
|
1.69K
$542K
|
|
|
Jan 15, 2026
Q4 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
55+ 4.07% |
$17.6K - $20.3K
|
1.41K
$451K
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
55+ 2.88% |
$17.6K - $20.3K
|
1.97K
$630K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
54+ 0.96% |
$17.3K - $20K
|
5.66K
$1.81M
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
48+ 6.23% |
$15.4K - $17.8K
|
819
$263K
|
|
|
Jan 13, 2026
Q4 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
47New |
$15.1K - $17.4K
|
47
$15.1K
|
|
|
Jan 12, 2026
Q4 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
47+ 2.65% |
$15.1K - $17.4K
|
1.82K
$583K
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
42+ 2.22% |
$13.5K - $15.5K
|
1.93K
$620K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
36+ 16.22% |
$11.5K - $13.3K
|
258
$82.7K
|
|
|
Jan 16, 2026
Q4 2025
|
First Community Trust Na
|
BUY
|
- |
35+ 9.38% |
$11.2K - $12.9K
|
408
$131K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
33+ 3.82% |
$10.6K - $12.2K
|
896
$287K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
32+ 1.63% |
$10.3K - $11.8K
|
2K
$641K
|
|
|
Jan 14, 2026
Q4 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
31New |
$9.94K - $11.5K
|
31
$9.94K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
30+ 0.7% |
$9.62K - $11.1K
|
4.34K
$1.39M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
25+ 2.77% |
$8.01K - $9.25K
|
928
$297K
|
|