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 29, 2025
Q3 2025
|
Fisher Funds Management LTD
Auckland, Q2 |
SELL
|
- |
-61.7K- 34.41% |
$14.7M - $21.8M
|
118K
$37.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Matisse Capital
|
BUY
|
- |
7+ 0.77% |
$1.66K - $2.48K
|
918
$294K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-75- 4.43% |
$17.8K - $26.5K
|
1.62K
$519K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
944+ 78.67% |
$224K - $334K
|
2.14K
$687K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
607+ 53.29% |
$144K - $215K
|
1.75K
$560K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
482+ 10.35% |
$115K - $170K
|
5.14K
$1.65M
|
|
|
Oct 29, 2025
Q3 2025
|
Bloomberg Sen Inc.
Toronto, A6 |
SELL
|
- |
-778- 1.03% |
$185K - $275K
|
74.9K
$24M
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.64K+ 1.13% |
$390K - $580K
|
147K
$47.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
10.7K+ 290.11% |
$2.54M - $3.78M
|
14.4K
$4.61M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.33K+ 31.12% |
$315K - $469K
|
5.58K
$1.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
806New |
$192K - $285K
|
806
$258K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
286+ 25.2% |
$68K - $101K
|
1.42K
$455K
|
|
|
Oct 29, 2025
Q3 2025
|
Seizert Capital Partners, LLC
|
BUY
|
- |
10.4K+ 7.73% |
$2.48M - $3.69M
|
145K
$46.6M
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-41- 0.37% |
$9.75K - $14.5K
|
11K
$3.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
3.66K+ 103.57% |
$870K - $1.29M
|
7.19K
$2.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-2.04K- 70.64% |
$486K - $722K
|
849
$272K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
SELL
|
- |
-451- 19.63% |
$107K - $159K
|
1.85K
$592K
|
|
|
Oct 29, 2025
Q3 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
9.81K+ 19.5% |
$2.33M - $3.47M
|
60.1K
$19.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.02K+ 32.18% |
$479K - $713K
|
8.28K
$2.65M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
97New |
$23.1K - $34.3K
|
97
$31.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
1.14K+ 22.18% |
$272K - $404K
|
6.3K
$2.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.77K+ 47.73% |
$659K - $979K
|
8.57K
$2.75M
|
|
|
Oct 29, 2025
Q3 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1.41KNew |
$336K - $500K
|
1.41K
$453K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
577+ 20.28% |
$137K - $204K
|
3.42K
$1.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.4K+ 95.48% |
$1.05M - $1.56M
|
9K
$2.89M
|
|
|
Oct 29, 2025
Q3 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-71- 7.55% |
$16.9K - $25.1K
|
869
$279K
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
4.19K+ 24.63% |
$996K - $1.48M
|
21.2K
$6.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Patient Capital Management, LLC
Baltimore, MD |
BUY
|
- |
179K+ 93.49% |
$42.7M - $63.4M
|
371K
$119M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
675New |
$160K - $239K
|
675
$216K
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-749- 51.98% |
$178K - $265K
|
692
$222K
|
|
|
Oct 29, 2025
Q3 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
654New |
$156K - $231K
|
654
$210K
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
285+ 8.22% |
$67.8K - $101K
|
3.75K
$1.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-1- 0.11% |
$238 - $354
|
937
$300K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-6.16K- 70.78% |
$1.46M - $2.18M
|
2.54K
$815K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
7.38K+ 83.63% |
$1.75M - $2.61M
|
16.2K
$5.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-5.02K- 10.15% |
$1.19M - $1.78M
|
44.5K
$14.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
200+ 0.07% |
$47.6K - $70.7K
|
273K
$87.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-5.48K- 85.4% |
$1.3M - $1.94M
|
937
$300K
|
|
|
Oct 28, 2025
Q3 2025
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
BUY
|
- |
90.4KNew |
$21.5M - $31.9M
|
90.4K
$29M
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-627- 27.62% |
$149K - $222K
|
1.64K
$527K
|
|
|
Oct 28, 2025
Q3 2025
|
Bck Partners, Inc.
|
SELL
|
- |
-38- 2.96% |
$9.04K - $13.4K
|
1.25K
$400K
|
|
|
Oct 28, 2025
Q3 2025
|
Wright Investors Service Inc
|
BUY
|
- |
1.79K+ 14.06% |
$425K - $632K
|
14.5K
$4.65M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-270- 22.88% |
$64.2K - $95.5K
|
910
$292K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-792- 7.56% |
$188K - $280K
|
9.69K
$3.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-139- 6.79% |
$33.1K - $49.2K
|
1.91K
$612K
|
|
|
Oct 28, 2025
Q3 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-800- 5.16% |
$190K - $283K
|
14.7K
$4.71M
|
|
|
Oct 28, 2025
Q3 2025
|
Washington Capital Management Inc
|
SELL
|
- |
-80- 5.9% |
$19K - $28.3K
|
1.28K
$409K
|
|
|
Oct 28, 2025
Q3 2025
|
Dillon & Associates Inc
|
BUY
|
- |
7+ 0.63% |
$1.66K - $2.48K
|
1.11K
$357K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
12K+ 10.55% |
$2.85M - $4.23M
|
125K
$40.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Bank
|
BUY
|
- |
666New |
$158K - $236K
|
666
$213K
|
|