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
|
1 St Source Bank
|
BUY
|
- |
33+ 1.74% |
$7.85K - $11.7K
|
1.93K
$618K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
32+ 0.62% |
$7.61K - $11.3K
|
5.17K
$1.66M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
32New |
$7.61K - $11.3K
|
32
$10.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
30+ 90.91% |
$7.13K - $10.6K
|
63
$20.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
29+ 1.1% |
$6.9K - $10.3K
|
2.68K
$858K
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
28+ 1.66% |
$6.66K - $9.9K
|
1.71K
$549K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
28+ 1.75% |
$6.66K - $9.9K
|
1.63K
$523K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
28+ 350.0% |
$6.66K - $9.9K
|
36
$11.5K
|
|
|
Nov 25, 2025
Q3 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
27+ 0.55% |
$6.42K - $9.55K
|
4.9K
$1.57M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
27+ 16.17% |
$6.42K - $9.55K
|
194
$62.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
26+ 0.95% |
$6.18K - $9.19K
|
2.77K
$888K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
26+ 1.12% |
$6.18K - $9.19K
|
2.34K
$749K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
26+ 4.56% |
$6.18K - $9.19K
|
596
$191K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
25New |
$5.94K - $8.84K
|
25
$8.01K
|
|
|
Nov 07, 2025
Q3 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
25+ 3.35% |
$5.94K - $8.84K
|
772
$247K
|
|
|
Nov 07, 2025
Q3 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
25+ 1.9% |
$5.94K - $8.84K
|
1.34K
$430K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
25+ 1.1% |
$5.94K - $8.84K
|
2.3K
$736K
|
|
|
Nov 14, 2025
Q3 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
24+ 2.87% |
$5.71K - $8.49K
|
859
$275K
|
|
|
Nov 07, 2025
Q3 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
24+ 3.26% |
$5.71K - $8.49K
|
760
$244K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
24+ 1200.0% |
$5.71K - $8.49K
|
26
$8.33K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
24+ 6.15% |
$5.71K - $8.49K
|
414
$133K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
24+ 44.44% |
$5.71K - $8.49K
|
78
$25K
|
|
|
Nov 14, 2025
Q3 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
23+ 2.21% |
$5.47K - $8.13K
|
1.06K
$341K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
22+ 3.33% |
$5.23K - $7.78K
|
683
$219K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
22+ 0.92% |
$5.23K - $7.78K
|
2.42K
$776K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
21+ 1.87% |
$4.99K - $7.43K
|
1.14K
$366K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
21+ 28.38% |
$4.99K - $7.43K
|
95
$30.4K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
21+ 233.33% |
$4.99K - $7.43K
|
30
$9.62K
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
20New |
$4.76K - $7.07K
|
20
$6.41K
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
20+ 0.47% |
$4.76K - $7.07K
|
4.3K
$1.38M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
20+ 0.38% |
$4.76K - $7.07K
|
5.28K
$1.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Scopia Capital Management LP
New York, NY |
BUY
|
- |
19+ 0.02% |
$4.52K - $6.72K
|
78.3K
$25.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
19+ 0.73% |
$4.52K - $6.72K
|
2.62K
$839K
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
19+ 2.03% |
$4.52K - $6.72K
|
957
$307K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
19+ 475.0% |
$4.52K - $6.72K
|
23
$7.37K
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
19+ 2.88% |
$4.52K - $6.72K
|
679
$218K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
17+ 13.82% |
$4.04K - $6.01K
|
140
$44.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
17+ 2.47% |
$4.04K - $6.01K
|
704
$226K
|
|
|
Oct 23, 2025
Q3 2025
|
Cypress Capital, LLC
|
BUY
|
- |
17+ 1.24% |
$4.04K - $6.01K
|
1.39K
$446K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
17+ 2.19% |
$4.04K - $6.01K
|
792
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
15+ 0.61% |
$3.57K - $5.3K
|
2.47K
$793K
|
|
|
Nov 12, 2025
Q3 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
14+ 2.13% |
$3.33K - $4.95K
|
672
$215K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
14+ 1.77% |
$3.33K - $4.95K
|
804
$258K
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
14+ 1.89% |
$3.33K - $4.95K
|
755
$242K
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
14+ 1.85% |
$3.33K - $4.95K
|
770
$247K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
14+ 87.5% |
$3.33K - $4.95K
|
30
$9.62K
|
|
|
Nov 14, 2025
Q3 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
13+ 0.85% |
$3.09K - $4.6K
|
1.54K
$493K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
13+ 9.56% |
$3.09K - $4.6K
|
149
$47.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.76% |
$3.09K - $4.6K
|
1.72K
$550K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
13+ 0.25% |
$3.09K - $4.6K
|
5.22K
$1.67M
|
|