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
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.65K- 58.26% |
$392K - $583K
|
1.18K
$379K
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-50- 2.6% |
$11.9K - $17.7K
|
1.87K
$600K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
178New |
$42.3K - $62.9K
|
178
$57.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-777- 2.09% |
$185K - $275K
|
36.3K
$11.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2.95K- 57.79% |
$701K - $1.04M
|
2.15K
$690K
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
830+ 3.22% |
$197K - $293K
|
26.6K
$8.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17.6K- 17.57% |
$4.18M - $6.22M
|
82.5K
$26.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-387- 30.21% |
$92K - $137K
|
894
$287K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-142- 2.24% |
$33.8K - $50.2K
|
6.19K
$1.98M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-19- 0.91% |
$4.52K - $6.72K
|
2.06K
$661K
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
923+ 4.82% |
$219K - $326K
|
20.1K
$6.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
75+ 1.93% |
$17.8K - $26.5K
|
3.96K
$1.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
946+ 25.31% |
$225K - $335K
|
4.68K
$1.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
937+ 35.65% |
$223K - $331K
|
3.57K
$1.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-7.09K- 33.03% |
$1.69M - $2.51M
|
14.4K
$4.61M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
691+ 33.3% |
$164K - $244K
|
2.77K
$887K
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
2.53K+ 310.2% |
$600K - $893K
|
3.34K
$1.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
748+ 4.26% |
$178K - $265K
|
18.3K
$5.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-2.86K- 75.08% |
$679K - $1.01M
|
948
$304K
|
|
|
Oct 29, 2025
Q3 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
12.8KNew |
$3.03M - $4.51M
|
12.8K
$4.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-561- 25.42% |
$133K - $198K
|
1.65K
$528K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
102+ 3.5% |
$24.3K - $36.1K
|
3.02K
$967K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.14K- 1.79% |
$745K - $1.11M
|
172K
$55.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
3.68KNew |
$876K - $1.3M
|
3.68K
$1.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
17+ 13.82% |
$4.04K - $6.01K
|
140
$44.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-5.02K- 8.88% |
$1.19M - $1.78M
|
51.5K
$16.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
758New |
$180K - $268K
|
758
$243K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-36- 0.84% |
$8.56K - $12.7K
|
4.24K
$1.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
1.93K+ 116.46% |
$459K - $683K
|
3.59K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-192- 14.57% |
$45.7K - $67.9K
|
1.13K
$361K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-477- 18.08% |
$113K - $169K
|
2.16K
$693K
|
|
|
Oct 29, 2025
Q3 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
200+ 0.68% |
$47.6K - $70.7K
|
29.8K
$9.55M
|
|
|
Oct 29, 2025
Q3 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-300- 3.47% |
$71.3K - $106K
|
8.34K
$2.67M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
3.82KNew |
$909K - $1.35M
|
3.82K
$1.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
226+ 7.04% |
$53.7K - $79.9K
|
3.44K
$1.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
219+ 11.9% |
$52.1K - $77.4K
|
2.06K
$660K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
31.3K+ 1783.1% |
$7.45M - $11.1M
|
33.1K
$10.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
57+ 3.29% |
$13.6K - $20.2K
|
1.79K
$574K
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
6New |
$1.43K - $2.12K
|
6
$1.92K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-235- 1.46% |
$55.9K - $83.1K
|
15.8K
$5.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
12KNew |
$2.86M - $4.26M
|
12K
$3.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
26+ 4.56% |
$6.18K - $9.19K
|
596
$191K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
365+ 27.06% |
$86.8K - $129K
|
1.71K
$549K
|
|
|
Oct 29, 2025
Q3 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
2.81KNew |
$667K - $993K
|
2.81K
$900K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.85K+ 14.68% |
$678K - $1.01M
|
22.3K
$7.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-150- 7.25% |
$35.7K - $53K
|
1.92K
$615K
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-8.32K- 35.88% |
$1.98M - $2.94M
|
14.9K
$4.77M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
65+ 7.1% |
$15.5K - $23K
|
980
$314K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
49+ 19.37% |
$11.7K - $17.3K
|
302
$96.8K
|
|
|
Oct 29, 2025
Q3 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
5+ 0.05% |
$1.19K - $1.77K
|
10.4K
$3.33M
|
|