Latest Institutional Transactions on Unitedhealth Group Inc (UNH)
This table provides information on the latest institutional transactions involving Unitedhealth Group Inc (UNH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
35+ 1.82% |
$8.32K - $12.4K
|
1.96K
$629K
|
|
|
Nov 06, 2025
Q3 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.2K+ 130.8% |
$524K - $779K
|
3.89K
$1.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-6.03K- 57.98% |
$1.43M - $2.13M
|
4.37K
$1.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
8.2KNew |
$1.95M - $2.9M
|
8.2K
$2.63M
|
|
|
Nov 06, 2025
Q3 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3.93K+ 67.03% |
$934K - $1.39M
|
9.79K
$3.14M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-179- 0.79% |
$42.6K - $63.3K
|
22.4K
$7.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Ing Groep Nv
|
SELL
|
- |
-2.12K- 1.71% |
$504K - $750K
|
122K
$39.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
5.86K+ 15.63% |
$1.39M - $2.07M
|
43.4K
$13.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
75.3K+ 28.8% |
$17.9M - $26.6M
|
337K
$108M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-24K- 1.53% |
$5.71M - $8.49M
|
1.54M
$495M
|
|
|
Nov 06, 2025
Q3 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
12.2K+ 214.04% |
$2.9M - $4.31M
|
17.9K
$5.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
935+ 19.95% |
$222K - $331K
|
5.62K
$1.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.07K+ 15.14% |
$967K - $1.44M
|
30.9K
$9.92M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
960+ 6.5% |
$228K - $339K
|
15.7K
$5.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
905+ 12.15% |
$215K - $320K
|
8.35K
$2.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
230+ 19.48% |
$54.7K - $81.3K
|
1.41K
$452K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-10.5K- 80.39% |
$2.5M - $3.71M
|
2.56K
$821K
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
11.7KNew |
$2.77M - $4.12M
|
11.7K
$3.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
8.32KNew |
$1.98M - $2.94M
|
8.32K
$2.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
8.12K+ 32.1% |
$1.93M - $2.87M
|
33.4K
$10.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
17.5K+ 11.77% |
$4.16M - $6.19M
|
166K
$53.3M
|
|
|
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 06, 2025
Q3 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-297- 12.09% |
$70.6K - $105K
|
2.16K
$692K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
945New |
$225K - $334K
|
945
$303K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
22+ 3.33% |
$5.23K - $7.78K
|
683
$219K
|
|
|
Nov 06, 2025
Q3 2025
|
Skylands Capital, LLC
|
BUY
|
- |
6.72K+ 87.04% |
$1.6M - $2.37M
|
14.4K
$4.63M
|
|
|
Nov 06, 2025
Q3 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-1.83K- 65.11% |
$434K - $646K
|
979
$314K
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-183- 20.8% |
$43.5K - $64.7K
|
697
$223K
|
|
|
Nov 06, 2025
Q3 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-60- 1.69% |
$14.3K - $21.2K
|
3.5K
$1.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.45K- 33.92% |
$582K - $865K
|
4.77K
$1.53M
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
92+ 43.81% |
$21.9K - $32.5K
|
302
$96.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
21K+ 15.78% |
$4.99M - $7.42M
|
154K
$49.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-3.01K- 5.9% |
$716K - $1.06M
|
48K
$15.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.11K+ 7.41% |
$976K - $1.45M
|
59.5K
$19.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
86.4K+ 43.07% |
$20.6M - $30.6M
|
287K
$92M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.2KNew |
$285K - $424K
|
1.2K
$384K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-661- 67.38% |
$157K - $234K
|
320
$103K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.14K+ 4.1% |
$272K - $404K
|
29K
$9.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
597+ 18.06% |
$142K - $211K
|
3.9K
$1.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
19.8K+ 15.76% |
$4.71M - $7M
|
145K
$46.6M
|
|
|
Nov 06, 2025
Q3 2025
|
1776 Wealth LLC
|
BUY
|
- |
1.25K+ 51.15% |
$297K - $441K
|
3.69K
$1.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Connable Office Inc
|
SELL
|
- |
-85- 1.26% |
$20.2K - $30.1K
|
6.65K
$2.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-2.86K- 25.67% |
$679K - $1.01M
|
8.27K
$2.65M
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.45K- 2.45% |
$345K - $513K
|
57.7K
$18.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-51- 6.55% |
$12.1K - $18K
|
728
$233K
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-190- 20.08% |
$45.2K - $67.2K
|
756
$242K
|
|
|
Nov 06, 2025
Q3 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
26.9K+ 185.74% |
$6.4M - $9.52M
|
41.4K
$13.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Check Capital Management Inc
|
BUY
|
- |
715New |
$170K - $253K
|
715
$229K
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.15K+ 23.52% |
$272K - $405K
|
6.02K
$1.93M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
945New |
$225K - $334K
|
945
$303K
|
|