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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.64K+ 94.41% |
$390K - $580K
|
3.38K
$1.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-3.05K- 35.44% |
$726K - $1.08M
|
5.56K
$1.78M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-10.2K- 13.45% |
$2.43M - $3.62M
|
65.8K
$21.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-57.8K- 68.75% |
$13.8M - $20.4M
|
26.3K
$8.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2+ 0.16% |
$476 - $707
|
1.27K
$408K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-10.6K- 14.19% |
$2.51M - $3.74M
|
63.9K
$20.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
85+ 0.34% |
$20.2K - $30.1K
|
25.2K
$8.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-645- 22.55% |
$153K - $228K
|
2.22K
$710K
|
|
|
Oct 30, 2025
Q3 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
CALL |
1K+ 100.0% |
$238K - $354K
|
2K
$641K
|
|
|
Oct 30, 2025
Q3 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-1.99K- 97.69% |
$472K - $702K
|
47
$15.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
117+ 11.52% |
$27.8K - $41.4K
|
1.13K
$363K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9.63K- 50.48% |
$2.29M - $3.41M
|
9.45K
$3.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
43+ 2.83% |
$10.2K - $15.2K
|
1.56K
$501K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
14+ 1.77% |
$3.33K - $4.95K
|
804
$258K
|
|
|
Oct 30, 2025
Q3 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-874- 47.04% |
$208K - $309K
|
984
$315K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-219- 9.67% |
$52.1K - $77.4K
|
2.05K
$655K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
417+ 28.43% |
$99.2K - $147K
|
1.88K
$604K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.01K+ 38.79% |
$239K - $355K
|
3.6K
$1.15M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-111- 10.37% |
$26.4K - $39.3K
|
959
$307K
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-4.32K- 87.01% |
$1.03M - $1.53M
|
645
$207K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
44+ 5.1% |
$10.5K - $15.6K
|
907
$291K
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
SELL
|
- |
-4- 0.36% |
$951 - $1.41K
|
1.1K
$354K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
865+ 9.14% |
$206K - $306K
|
10.3K
$3.31M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
861+ 124.24% |
$205K - $304K
|
1.55K
$498K
|
|
|
Oct 30, 2025
Q3 2025
|
Independent Investors Inc
|
SELL
|
- |
-100- 3.4% |
$23.8K - $35.4K
|
2.85K
$912K
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
601New |
$143K - $213K
|
601
$193K
|
|
|
Oct 30, 2025
Q3 2025
|
Qv Investors Inc.
|
BUY
|
- |
22.6K+ 77.66% |
$5.38M - $8.01M
|
51.8K
$16.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
17.5K+ 3.41% |
$4.15M - $6.17M
|
529K
$169M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
152+ 14.23% |
$36.1K - $53.7K
|
1.22K
$391K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
946+ 82.48% |
$225K - $335K
|
2.09K
$671K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
1.16K+ 227.01% |
$276K - $410K
|
1.67K
$536K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3.99K- 23.71% |
$949K - $1.41M
|
12.8K
$4.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-408- 5.77% |
$97K - $144K
|
6.66K
$2.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
12+ 1.07% |
$2.85K - $4.24K
|
1.14K
$364K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-48- 6.36% |
$11.4K - $17K
|
707
$227K
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-2.83K- 0.76% |
$672K - $1M
|
371K
$119M
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.54% |
$238 - $354
|
187
$59.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-75- 9.93% |
$17.8K - $26.5K
|
680
$218K
|
|
|
Oct 30, 2025
Q3 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
21.8K+ 7.53% |
$5.19M - $7.72M
|
312K
$99.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
818+ 61.0% |
$194K - $289K
|
2.16K
$692K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
14K+ 41.04% |
$3.34M - $4.96M
|
48.3K
$15.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
580New |
$138K - $205K
|
580
$186K
|
|
|
Oct 30, 2025
Q3 2025
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
SELL
|
- |
-5.3K- 55.92% |
$1.26M - $1.87M
|
4.18K
$1.34M
|
|
|
Oct 30, 2025
Q3 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-100- 3.66% |
$23.8K - $35.4K
|
2.63K
$843K
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-829- 33.92% |
$197K - $293K
|
1.62K
$518K
|
|
|
Oct 30, 2025
Q3 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
SELL
|
- |
-7.87K- 89.55% |
$1.87M - $2.78M
|
918
$294K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-136K- 37.24% |
$32.3M - $48M
|
229K
$73.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
163+ 3.78% |
$38.8K - $57.6K
|
4.48K
$1.44M
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
BUY
|
- |
18.6K+ 4.75% |
$4.42M - $6.57M
|
410K
$131M
|
|
|
Oct 30, 2025
Q3 2025
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.03KNew |
$482K - $717K
|
2.03K
$650K
|
|