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 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
65+ 7.1% |
$15.5K - $23K
|
980
$314K
|
|
|
Nov 07, 2025
Q3 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
64+ 1.25% |
$15.2K - $22.6K
|
5.17K
$1.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
61+ 18.15% |
$14.5K - $21.6K
|
397
$127K
|
|
|
Nov 13, 2025
Q3 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
60+ 1.83% |
$14.3K - $21.2K
|
3.34K
$1.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
60+ 3.88% |
$14.3K - $21.2K
|
1.61K
$515K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
60+ 5.53% |
$14.3K - $21.2K
|
1.15K
$367K
|
|
|
Nov 13, 2025
Q3 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
59+ 5.19% |
$14K - $20.9K
|
1.2K
$383K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
59+ 5.76% |
$14K - $20.9K
|
1.08K
$347K
|
|
|
Nov 06, 2025
Q3 2025
|
Carson Advisory Inc.
|
BUY
|
- |
58+ 7.0% |
$13.8K - $20.5K
|
886
$284K
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
57+ 3.29% |
$13.6K - $20.2K
|
1.79K
$574K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
56+ 7.1% |
$13.3K - $19.8K
|
845
$271K
|
|
|
Nov 12, 2025
Q3 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
56+ 3.66% |
$13.3K - $19.8K
|
1.59K
$508K
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
55+ 8.45% |
$13.1K - $19.4K
|
706
$226K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
55+ 2.79% |
$13.1K - $19.4K
|
2.03K
$650K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
54New |
$12.8K - $19.1K
|
54
$17.3K
|
|
|
Nov 20, 2025
Q3 2025
|
Mayport, LLC
|
BUY
|
- |
53+ 7.06% |
$12.6K - $18.7K
|
804
$258K
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
52+ 3.37% |
$12.4K - $18.4K
|
1.6K
$511K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
51+ 3.08% |
$12.1K - $18K
|
1.71K
$547K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
51+ 3.01% |
$12.1K - $18K
|
1.74K
$559K
|
|
|
Nov 07, 2025
Q3 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
50+ 2.99% |
$11.9K - $17.7K
|
1.72K
$552K
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
50+ 17.86% |
$11.9K - $17.7K
|
330
$106K
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
50+ 6.95% |
$11.9K - $17.7K
|
769
$246K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
50+ 1.7% |
$11.9K - $17.7K
|
2.98K
$956K
|
|
|
Oct 16, 2025
Q3 2025
|
Cohen Klingenstein LLC
|
BUY
|
- |
50+ 0.29% |
$11.9K - $17.7K
|
17.3K
$5.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
49+ 19.37% |
$11.7K - $17.3K
|
302
$96.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
46+ 7.23% |
$10.9K - $16.3K
|
682
$219K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
46New |
$10.9K - $16.3K
|
46
$14.7K
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
46+ 1.8% |
$10.9K - $16.3K
|
2.6K
$834K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
45+ 3.9% |
$10.7K - $15.9K
|
1.2K
$385K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
45+ 0.85% |
$10.7K - $15.9K
|
5.33K
$1.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
45+ 1.88% |
$10.7K - $15.9K
|
2.44K
$782K
|
|
|
Nov 12, 2025
Q3 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
44+ 0.45% |
$10.5K - $15.6K
|
9.87K
$3.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
44+ 5.1% |
$10.5K - $15.6K
|
907
$291K
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
43+ 2.83% |
$10.2K - $15.2K
|
1.56K
$501K
|
|
|
Jan 12, 2026
Q3 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
42+ 2.53% |
$9.99K - $14.9K
|
1.7K
$545K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
42+ 5.0% |
$9.99K - $14.9K
|
882
$283K
|
|
|
Nov 21, 2025
Q3 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
41+ 0.25% |
$9.75K - $14.5K
|
16.7K
$5.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
41+ 3.59% |
$9.75K - $14.5K
|
1.18K
$379K
|
|
|
Nov 14, 2025
Q3 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
40New |
$9.51K - $14.1K
|
40
$12.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
40+ 3.76% |
$9.51K - $14.1K
|
1.11K
$354K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
40+ 81.63% |
$9.51K - $14.1K
|
89
$28.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
39+ 0.62% |
$9.27K - $13.8K
|
6.38K
$2.04M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
39+ 7.53% |
$9.27K - $13.8K
|
557
$179K
|
|
|
Nov 07, 2025
Q3 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
38+ 1.24% |
$9.04K - $13.4K
|
3.1K
$992K
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
CALL |
37New |
$8.8K - $13.1K
|
37
$11.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
37+ 7.24% |
$8.8K - $13.1K
|
548
$176K
|
|
|
Oct 17, 2025
Q3 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
37+ 0.23% |
$8.8K - $13.1K
|
16.4K
$5.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
35+ 1.78% |
$8.32K - $12.4K
|
2K
$642K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
35+ 1.82% |
$8.32K - $12.4K
|
1.96K
$629K
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
34+ 69.39% |
$8.08K - $12K
|
83
$26.6K
|
|