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 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-243K- 25.0% |
$57.9M - $86.1M
|
730K
$234M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-17.1K- 19.98% |
$4.07M - $6.05M
|
68.5K
$22M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-437- 35.21% |
$104K - $155K
|
804
$258K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-3.99K- 7.35% |
$948K - $1.41M
|
50.2K
$16.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
273+ 0.34% |
$64.9K - $96.5K
|
79.7K
$25.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-286- 8.95% |
$68K - $101K
|
2.91K
$932K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
295+ 62.63% |
$70.1K - $104K
|
766
$246K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
813+ 200.74% |
$193K - $287K
|
1.22K
$390K
|
|
|
Nov 04, 2025
Q3 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-1.66K- 3.03% |
$394K - $587K
|
53.1K
$17M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-477- 58.53% |
$113K - $169K
|
338
$108K
|
|
|
Nov 04, 2025
Q3 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2.73K- 30.25% |
$650K - $967K
|
6.3K
$2.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Asset Management LLC
|
BUY
|
- |
229+ 1.23% |
$54.4K - $81K
|
18.8K
$6.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
10+ 0.57% |
$2.38K - $3.54K
|
1.76K
$563K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
107+ 1.12% |
$25.4K - $37.8K
|
9.69K
$3.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
1.73K+ 263.11% |
$410K - $610K
|
2.38K
$763K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
792+ 19.72% |
$188K - $280K
|
4.81K
$1.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Marco Investment Management LLC
|
BUY
|
- |
20.5K+ 36.85% |
$4.88M - $7.25M
|
76.2K
$24.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Alta Capital Management LLC
|
SELL
|
- |
-97.5K- 80.16% |
$23.2M - $34.5M
|
24.1K
$7.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-415- 10.58% |
$98.7K - $147K
|
3.51K
$1.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
594+ 2.36% |
$141K - $210K
|
25.8K
$8.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Baker Boyer National Bank
|
BUY
|
- |
3+ 0.26% |
$713 - $1.06K
|
1.14K
$364K
|
|
|
Nov 04, 2025
Q3 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-35- 0.46% |
$8.32K - $12.4K
|
7.52K
$2.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
6.08K+ 24.58% |
$1.45M - $2.15M
|
30.8K
$9.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-24.8K- 54.53% |
$5.91M - $8.78M
|
20.7K
$6.64M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.24K+ 6.29% |
$294K - $437K
|
20.9K
$6.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-79.6K- 4.77% |
$18.9M - $28.1M
|
1.59M
$509M
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-273- 22.07% |
$64.9K - $96.5K
|
964
$309K
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
3.18K+ 114.74% |
$755K - $1.12M
|
5.94K
$1.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.25K- 5.46% |
$296K - $440K
|
21.6K
$6.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-34- 1.53% |
$8.08K - $12K
|
2.2K
$704K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-21K- 80.28% |
$5M - $7.43M
|
5.16K
$1.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
258+ 3.58% |
$61.3K - $91.2K
|
7.47K
$2.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
11.9K+ 83.73% |
$2.83M - $4.2M
|
26.1K
$8.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
1.34KNew |
$319K - $475K
|
1.34K
$430K
|
|
|
Nov 03, 2025
Q3 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
230New |
$54.7K - $81.3K
|
230
$73.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
2.55K+ 79.92% |
$606K - $901K
|
5.74K
$1.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
374+ 7.06% |
$88.9K - $132K
|
5.67K
$1.82M
|
|
|
Nov 03, 2025
Q3 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
737New |
$175K - $261K
|
737
$236K
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-260- 19.3% |
$61.8K - $91.9K
|
1.09K
$348K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-236- 6.62% |
$56.1K - $83.5K
|
3.33K
$1.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.76K- 30.51% |
$657K - $977K
|
6.29K
$2.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.42K+ 8.46% |
$338K - $503K
|
18.2K
$5.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.1K+ 45.75% |
$261K - $389K
|
3.5K
$1.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-18- 1.29% |
$4.28K - $6.36K
|
1.37K
$440K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
222+ 16.75% |
$52.8K - $78.5K
|
1.55K
$496K
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
151+ 9.24% |
$35.9K - $53.4K
|
1.79K
$572K
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-64- 3.85% |
$15.2K - $22.6K
|
1.6K
$512K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Alternative Capital
|
SELL
|
- |
-14.8K- 97.18% |
$3.51M - $5.22M
|
428
$137K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.71K+ 19.71% |
$644K - $958K
|
16.5K
$5.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
5.37K+ 345.34% |
$1.28M - $1.9M
|
6.93K
$2.22M
|
|