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 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.3K+ 155.45% |
$309K - $459K
|
2.13K
$684K
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
591New |
$141K - $209K
|
591
$189K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.6K+ 11.4% |
$379K - $564K
|
15.6K
$5M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-15.4K- 35.93% |
$3.67M - $5.45M
|
27.5K
$8.82M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
28.9K+ 6461.3% |
$6.87M - $10.2M
|
29.3K
$9.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-425- 18.14% |
$101K - $150K
|
1.92K
$615K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15.9K+ 170.54% |
$3.78M - $5.62M
|
25.2K
$8.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-70- 19.18% |
$16.6K - $24.8K
|
295
$94.6K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1.82K+ 76.38% |
$432K - $643K
|
4.2K
$1.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.69K- 7.78% |
$877K - $1.3M
|
43.7K
$14M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
893New |
$212K - $316K
|
893
$286K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
19.6K+ 6.01% |
$4.66M - $6.93M
|
346K
$111M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
66+ 4.25% |
$15.7K - $23.3K
|
1.62K
$519K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
498+ 33.74% |
$118K - $176K
|
1.97K
$633K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
580New |
$138K - $205K
|
580
$186K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.67K- 80.59% |
$634K - $942K
|
642
$206K
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
767+ 45.74% |
$182K - $271K
|
2.44K
$783K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-13.2K- 64.67% |
$3.14M - $4.67M
|
7.21K
$2.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-572- 12.22% |
$136K - $202K
|
4.11K
$1.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.02K- 8.21% |
$956K - $1.42M
|
44.9K
$14.4M
|
|
|
Oct 23, 2025
Q3 2025
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-445- 1.83% |
$106K - $157K
|
23.9K
$7.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-6.58K- 45.43% |
$1.57M - $2.33M
|
7.91K
$2.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-216- 7.11% |
$51.4K - $76.4K
|
2.82K
$905K
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-12- 1.62% |
$2.85K - $4.24K
|
729
$234K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
SELL
|
- |
-27- 2.9% |
$6.42K - $9.55K
|
904
$290K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
191+ 0.46% |
$45.4K - $67.5K
|
41.5K
$13.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-154- 8.38% |
$36.6K - $54.5K
|
1.68K
$540K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.95K+ 20.49% |
$2.13M - $3.16M
|
52.6K
$16.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.46K+ 37.2% |
$1.06M - $1.58M
|
16.5K
$5.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.68KNew |
$1.11M - $1.65M
|
4.68K
$1.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
50+ 17.86% |
$11.9K - $17.7K
|
330
$106K
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-182- 1.0% |
$43.3K - $64.4K
|
18K
$5.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-419- 10.52% |
$99.6K - $148K
|
3.57K
$1.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-10- 6.41% |
$2.38K - $3.54K
|
146
$46.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-103- 1.48% |
$24.5K - $36.4K
|
6.88K
$2.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Cypress Capital, LLC
|
BUY
|
- |
17+ 1.24% |
$4.04K - $6.01K
|
1.39K
$446K
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.2KNew |
$286K - $425K
|
1.2K
$385K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.94K+ 28.05% |
$462K - $686K
|
8.86K
$2.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-243- 1.76% |
$57.8K - $85.9K
|
13.5K
$4.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
50+ 6.95% |
$11.9K - $17.7K
|
769
$246K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-81- 7.12% |
$19.3K - $28.6K
|
1.06K
$338K
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-119- 0.87% |
$28.3K - $42.1K
|
13.6K
$4.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
769New |
$183K - $272K
|
769
$246K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
9.71KNew |
$2.31M - $3.43M
|
9.71K
$3.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
644New |
$153K - $228K
|
644
$206K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-41- 71.93% |
$9.75K - $14.5K
|
16
$5.13K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-8.32K- 75.94% |
$1.98M - $2.94M
|
2.64K
$845K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-374- 27.54% |
$88.9K - $132K
|
984
$315K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
113+ 64.94% |
$26.9K - $40K
|
287
$92K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Planning,Inc
Cypress, CA |
SELL
|
- |
-41- 2.16% |
$9.75K - $14.5K
|
1.86K
$596K
|
|