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 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
BUY
|
- |
12+ 4.46% |
$2.85K - $4.24K
|
281
$90.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
12+ 1.07% |
$2.85K - $4.24K
|
1.14K
$364K
|
|
|
Nov 13, 2025
Q3 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
11+ 0.85% |
$2.62K - $3.89K
|
1.31K
$421K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
11+ 0.15% |
$2.62K - $3.89K
|
7.26K
$2.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
11+ 0.87% |
$2.62K - $3.89K
|
1.27K
$408K
|
|
|
Nov 14, 2025
Q3 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
10+ 0.1% |
$2.38K - $3.54K
|
10.1K
$3.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
10+ 0.95% |
$2.38K - $3.54K
|
1.06K
$340K
|
|
|
Nov 12, 2025
Q3 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
10+ 1.25% |
$2.38K - $3.54K
|
810
$260K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
10+ 142.86% |
$2.38K - $3.54K
|
17
$5.45K
|
|
|
Nov 12, 2025
Q3 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
10+ 0.19% |
$2.38K - $3.54K
|
5.21K
$1.67M
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
10+ 16.67% |
$2.38K - $3.54K
|
70
$22.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
10+ 0.57% |
$2.38K - $3.54K
|
1.76K
$563K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
10+ 0.97% |
$2.38K - $3.54K
|
1.05K
$335K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
10+ 0.48% |
$2.38K - $3.54K
|
2.09K
$669K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
10+ 333.33% |
$2.38K - $3.54K
|
13
$4.17K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
9+ 2.94% |
$2.14K - $3.18K
|
315
$101K
|
|
|
Oct 31, 2025
Q3 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
9+ 1.23% |
$2.14K - $3.18K
|
741
$238K
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
9+ 0.72% |
$2.14K - $3.18K
|
1.25K
$402K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
9New |
$2.14K - $3.18K
|
9
$2.88K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
8+ 5.23% |
$1.9K - $2.83K
|
161
$51.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
8New |
$1.9K - $2.83K
|
8
$2.56K
|
|
|
Oct 23, 2025
Q3 2025
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
8+ 0.81% |
$1.9K - $2.83K
|
992
$318K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
8New |
$1.9K - $2.83K
|
8
$2.56K
|
|
|
Oct 29, 2025
Q3 2025
|
Matisse Capital
|
BUY
|
- |
7+ 0.77% |
$1.66K - $2.48K
|
918
$294K
|
|
|
Oct 28, 2025
Q3 2025
|
Dillon & Associates Inc
|
BUY
|
- |
7+ 0.63% |
$1.66K - $2.48K
|
1.11K
$357K
|
|
|
Nov 14, 2025
Q3 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
6+ 0.66% |
$1.43K - $2.12K
|
909
$291K
|
|
|
Nov 06, 2025
Q3 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
6+ 0.6% |
$1.43K - $2.12K
|
1K
$321K
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
6New |
$1.43K - $2.12K
|
6
$1.92K
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
6+ 31.58% |
$1.43K - $2.12K
|
25
$8.01K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
6+ 23.08% |
$1.43K - $2.12K
|
32
$10.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
5+ 0.71% |
$1.19K - $1.77K
|
709
$227K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
5New |
$1.19K - $1.77K
|
5
$1.6K
|
|
|
Oct 29, 2025
Q3 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
5+ 0.05% |
$1.19K - $1.77K
|
10.4K
$3.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
5+ 0.07% |
$1.19K - $1.77K
|
7.28K
$2.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
5+ 0.53% |
$1.19K - $1.77K
|
944
$303K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
PUT |
4New |
$951 - $1.41K
|
4
$1.28K
|
|
|
Nov 13, 2025
Q3 2025
|
Diligent Investors, LLC
|
BUY
|
- |
4+ 0.29% |
$951 - $1.41K
|
1.4K
$448K
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
4+ 2.07% |
$951 - $1.41K
|
197
$63.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
BUY
|
- |
4+ 0.65% |
$951 - $1.41K
|
618
$198K
|
|
|
Oct 09, 2025
Q3 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
4+ 0.6% |
$951 - $1.41K
|
668
$214K
|
|
|
Nov 04, 2025
Q3 2025
|
Baker Boyer National Bank
|
BUY
|
- |
3+ 0.26% |
$713 - $1.06K
|
1.14K
$364K
|
|
|
Nov 03, 2025
Q3 2025
|
Paralel Advisors LLC
|
BUY
|
- |
3+ 0.06% |
$713 - $1.06K
|
5.11K
$1.64M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
3+ 0.4% |
$713 - $1.06K
|
749
$240K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
CALL |
2+ 16.67% |
$476 - $707
|
14
$4.49K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
2+ 0.61% |
$476 - $707
|
331
$106K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2+ 0.04% |
$476 - $707
|
4.56K
$1.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
BUY
|
- |
2+ 0.2% |
$476 - $707
|
1.02K
$327K
|
|
|
Nov 07, 2025
Q3 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
2+ 0.11% |
$476 - $707
|
1.8K
$577K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2+ 0.16% |
$476 - $707
|
1.27K
$408K
|
|
|
Oct 22, 2025
Q3 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
2New |
$476 - $707
|
2
$641
|
|