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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-132- 3.44% |
$42.3K - $48.8K
|
3.71K
$1.19M
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
23+ 1.26% |
$7.37K - $8.51K
|
1.85K
$594K
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
181+ 36.71% |
$58K - $67K
|
674
$216K
|
|
|
Jan 12, 2026
Q4 2025
|
Burns J W & CO Inc
|
BUY
|
- |
81+ 6.32% |
$26K - $30K
|
1.36K
$437K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.45K- 46.99% |
$786K - $907K
|
2.77K
$887K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-45- 1.63% |
$14.4K - $16.6K
|
2.71K
$869K
|
|
|
Jan 12, 2026
Q4 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-80- 5.36% |
$25.6K - $29.6K
|
1.41K
$453K
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
SELL
|
- |
-200- 12.85% |
$64.1K - $74K
|
1.36K
$435K
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-40- 5.91% |
$12.8K - $14.8K
|
637
$204K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
364+ 31.52% |
$117K - $135K
|
1.52K
$487K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.13% |
$962 - $1.11K
|
2.38K
$762K
|
|
|
Jan 12, 2026
Q4 2025
|
Benin Management Corp
|
SELL
|
- |
-129- 12.03% |
$41.3K - $47.7K
|
943
$302K
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.31K+ 16.99% |
$419K - $483K
|
9K
$2.89M
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-83- 17.7% |
$26.6K - $30.7K
|
386
$124K
|
|
|
Jan 12, 2026
Q4 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-531- 4.0% |
$170K - $196K
|
12.7K
$4.08M
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.39K- 4.89% |
$444K - $512K
|
26.9K
$8.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.24K+ 17.25% |
$396K - $457K
|
8.4K
$2.69M
|
|
|
Jan 09, 2026
Q4 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-111- 2.12% |
$35.6K - $41.1K
|
5.11K
$1.64M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
2.48K+ 5.51% |
$796K - $918K
|
47.5K
$15.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Seilern Investment Management LTD
London, X0 |
SELL
|
- |
-29.8K- 7.72% |
$9.55M - $11M
|
356K
$114M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-38- 6.54% |
$12.2K - $14.1K
|
543
$174K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-285- 10.95% |
$91.3K - $105K
|
2.32K
$743K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-279K- 22.62% |
$89.3M - $103M
|
954K
$306M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-378K- 18.21% |
$121M - $140M
|
1.7M
$543M
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-114- 10.39% |
$36.5K - $42.2K
|
983
$315K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-2.89K- 6.31% |
$926K - $1.07M
|
42.9K
$13.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-2.9K- 27.12% |
$930K - $1.07M
|
7.8K
$2.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-570- 0.91% |
$183K - $211K
|
62.1K
$19.9M
|
|
|
Jan 09, 2026
Q4 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
22+ 66.67% |
$7.05K - $8.14K
|
55
$17.6K
|
|
|
Jan 09, 2026
Q4 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-1.07K- 6.25% |
$343K - $396K
|
16.1K
$5.15M
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
SELL
|
- |
-633- 30.43% |
$203K - $234K
|
1.45K
$464K
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
6.9KNew |
$2.21M - $2.55M
|
6.9K
$2.21M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-184- 2.69% |
$59K - $68.1K
|
6.66K
$2.14M
|
|
|
Jan 09, 2026
Q4 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
313+ 16.34% |
$100K - $116K
|
2.23K
$714K
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
55+ 2.88% |
$17.6K - $20.3K
|
1.97K
$630K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
25+ 2.77% |
$8.01K - $9.25K
|
928
$297K
|
|
|
Jan 09, 2026
Q4 2025
|
Scott & Selber, Inc.
|
SELL
|
- |
-234- 4.59% |
$75K - $86.6K
|
4.87K
$1.56M
|
|
|
Jan 09, 2026
Q4 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-3.09K- 31.39% |
$989K - $1.14M
|
6.74K
$2.16M
|
|
|
Jan 09, 2026
Q4 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
414+ 4.39% |
$133K - $153K
|
9.84K
$3.15M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-545- 5.6% |
$175K - $202K
|
9.18K
$2.94M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
103+ 133.77% |
$33K - $38.1K
|
180
$57.7K
|
|
|
Jan 09, 2026
Q4 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.02K- 8.39% |
$328K - $379K
|
11.2K
$3.59M
|
|
|
Jan 08, 2026
Q4 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
16+ 1.92% |
$5.13K - $5.92K
|
851
$273K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
3.72K+ 4.24% |
$1.19M - $1.38M
|
91.5K
$29.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
79.8K+ 57.33% |
$25.6M - $29.5M
|
219K
$70.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-3- 0.35% |
$962 - $1.11K
|
856
$274K
|
|
|
Jan 08, 2026
Q4 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-101- 7.19% |
$32.4K - $37.4K
|
1.3K
$418K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-45- 0.3% |
$14.4K - $16.6K
|
15K
$4.81M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.8K- 8.18% |
$576K - $664K
|
20.2K
$6.46M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-171K- 40.57% |
$54.7M - $63.1M
|
250K
$80.1M
|
|