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 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
2.66K+ 9.14% |
$633K - $942K
|
31.8K
$10.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-50- 6.26% |
$11.9K - $17.7K
|
749
$240K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
135+ 11.5% |
$32.1K - $47.7K
|
1.31K
$420K
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
SELL
|
- |
-18.7K- 15.71% |
$4.45M - $6.61M
|
100K
$32.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
465+ 7.83% |
$111K - $164K
|
6.41K
$2.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-115- 3.93% |
$27.3K - $40.7K
|
2.81K
$901K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
589+ 12.56% |
$140K - $208K
|
5.28K
$1.69M
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
17+ 2.47% |
$4.04K - $6.01K
|
704
$226K
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
33.4K+ 63.57% |
$7.95M - $11.8M
|
86K
$27.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
2.06K+ 59.58% |
$491K - $730K
|
5.53K
$1.77M
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-80- 4.5% |
$19K - $28.3K
|
1.7K
$544K
|
|
|
Oct 27, 2025
Q3 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
636New |
$151K - $225K
|
636
$204K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
882+ 113.37% |
$210K - $312K
|
1.66K
$532K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.05K+ 0.29% |
$250K - $371K
|
367K
$118M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
585New |
$139K - $207K
|
585
$188K
|
|
|
Oct 24, 2025
Q3 2025
|
Parnassus Investments, LLC
|
BUY
|
- |
301+ 0.14% |
$71.6K - $106K
|
209K
$67M
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
8.85K+ 112.06% |
$2.1M - $3.13M
|
16.7K
$5.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-21- 2.98% |
$4.99K - $7.43K
|
683
$219K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1- 0.13% |
$238 - $354
|
767
$246K
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
135+ 2.83% |
$32.1K - $47.7K
|
4.9K
$1.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
714New |
$170K - $252K
|
714
$229K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
1.21KNew |
$287K - $428K
|
1.21K
$388K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
24+ 6.15% |
$5.71K - $8.49K
|
414
$133K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
147+ 42.0% |
$35K - $52K
|
497
$159K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
107+ 47.14% |
$25.4K - $37.8K
|
334
$107K
|
|
|
Oct 24, 2025
Q3 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
- |
-12.4K- 33.07% |
$2.94M - $4.38M
|
25.1K
$8.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
PUT |
-12.3K- 32.98% |
$2.92M - $4.35M
|
25K
$8.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-67- 50.38% |
$15.9K - $23.7K
|
66
$21.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-48- 4.97% |
$11.4K - $17K
|
918
$294K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-309- 4.21% |
$73.5K - $109K
|
7.03K
$2.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
681New |
$162K - $241K
|
681
$218K
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-3.32K- 51.14% |
$790K - $1.18M
|
3.18K
$1.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-92- 5.95% |
$21.9K - $32.5K
|
1.45K
$466K
|
|
|
Oct 24, 2025
Q3 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-313- 7.32% |
$74.4K - $111K
|
3.97K
$1.27M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.41K- 6.28% |
$811K - $1.21M
|
50.9K
$16.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-33- 5.16% |
$7.85K - $11.7K
|
606
$194K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
28+ 1.75% |
$6.66K - $9.9K
|
1.63K
$523K
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-202- 74.81% |
$48K - $71.4K
|
68
$21.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
24+ 44.44% |
$5.71K - $8.49K
|
78
$25K
|
|
|
Oct 24, 2025
Q3 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-2K- 31.15% |
$476K - $707K
|
4.42K
$1.42M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.83K- 42.34% |
$672K - $1M
|
3.85K
$1.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
41+ 3.59% |
$9.75K - $14.5K
|
1.18K
$379K
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-396- 1.25% |
$94.2K - $140K
|
31.2K
$9.99M
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-83- 35.78% |
$19.7K - $29.3K
|
149
$47.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-604- 6.72% |
$144K - $214K
|
8.39K
$2.69M
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-13.6K- 1.78% |
$3.23M - $4.8M
|
751K
$241M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-285- 8.48% |
$67.8K - $101K
|
3.08K
$986K
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
14+ 1.85% |
$3.33K - $4.95K
|
770
$247K
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.23K+ 168.26% |
$292K - $435K
|
1.96K
$629K
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-9- 0.6% |
$2.14K - $3.18K
|
1.5K
$480K
|
|