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 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
823+ 33.01% |
$196K - $291K
|
3.32K
$1.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.27KNew |
$302K - $450K
|
1.27K
$408K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
647+ 89.36% |
$154K - $229K
|
1.37K
$439K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
2.12K+ 51.87% |
$505K - $750K
|
6.21K
$1.99M
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2+ 0.25% |
$476 - $707
|
811
$260K
|
|
|
Oct 21, 2025
Q3 2025
|
Brave Asset Management Inc
|
BUY
|
- |
944New |
$224K - $334K
|
944
$303K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
45+ 0.85% |
$10.7K - $15.9K
|
5.33K
$1.71M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.93K+ 40.47% |
$695K - $1.03M
|
10.2K
$3.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-21- 0.57% |
$4.99K - $7.43K
|
3.66K
$1.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
583New |
$139K - $206K
|
583
$187K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.53K+ 19.47% |
$838K - $1.25M
|
21.6K
$6.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
13.1K+ 100.0% |
$3.11M - $4.62M
|
26.1K
$8.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-620- 41.31% |
$147K - $219K
|
881
$282K
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-31- 2.01% |
$7.37K - $11K
|
1.51K
$485K
|
|
|
Oct 21, 2025
Q3 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
61+ 18.15% |
$14.5K - $21.6K
|
397
$127K
|
|
|
Oct 21, 2025
Q3 2025
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-87- 0.55% |
$20.7K - $30.8K
|
15.6K
$5M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
282+ 28.0% |
$67.1K - $99.7K
|
1.29K
$413K
|
|
|
Oct 21, 2025
Q3 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-8.5K- 34.0% |
$2.02M - $3.01M
|
16.5K
$5.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
90+ 1.25% |
$21.4K - $31.8K
|
7.28K
$2.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
166+ 17.87% |
$39.5K - $58.7K
|
1.1K
$351K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-14- 10.45% |
$3.33K - $4.95K
|
120
$38.5K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-11.9K- 65.27% |
$2.82M - $4.19M
|
6.3K
$2.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-8- 0.77% |
$1.9K - $2.83K
|
1.03K
$329K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
10+ 0.97% |
$2.38K - $3.54K
|
1.05K
$335K
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
95+ 6.37% |
$22.6K - $33.6K
|
1.59K
$508K
|
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-4.84K- 0.72% |
$1.15M - $1.71M
|
665K
$213M
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1- 0.03% |
$238 - $354
|
3.32K
$1.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.76K- 13.04% |
$418K - $622K
|
11.7K
$3.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.23K+ 0.61% |
$291K - $433K
|
203K
$65.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-1.01K- 20.05% |
$241K - $358K
|
4.04K
$1.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Ariose Capital Management LTD
Central, Hong Kong, K3 |
BUY
|
- |
4KNew |
$951K - $1.41M
|
4K
$1.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-78- 11.08% |
$18.5K - $27.6K
|
626
$201K
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.76% |
$3.09K - $4.6K
|
1.72K
$550K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.77K+ 21.06% |
$897K - $1.33M
|
21.7K
$6.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-17- 0.75% |
$4.04K - $6.01K
|
2.25K
$721K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.52K+ 49.82% |
$360K - $536K
|
4.56K
$1.46M
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
862New |
$205K - $305K
|
862
$276K
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-358- 4.59% |
$85.1K - $127K
|
7.45K
$2.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-221- 12.95% |
$52.5K - $78.1K
|
1.49K
$476K
|
|
|
Oct 20, 2025
Q3 2025
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-459- 4.11% |
$109K - $162K
|
10.7K
$3.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
25.3K+ 624.76% |
$6.02M - $8.95M
|
29.4K
$9.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-50- 1.23% |
$11.9K - $17.7K
|
4.03K
$1.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-270- 10.31% |
$64.2K - $95.5K
|
2.35K
$753K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-18.3K- 54.81% |
$4.35M - $6.48M
|
15.1K
$4.84M
|
|
|
Oct 20, 2025
Q3 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-3.68K- 20.87% |
$874K - $1.3M
|
13.9K
$4.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
SELL
|
- |
-193- 37.19% |
$45.9K - $68.2K
|
326
$104K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-1.4K- 47.46% |
$334K - $496K
|
1.55K
$498K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-40.2K- 14.01% |
$9.56M - $14.2M
|
247K
$79.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
723+ 7.92% |
$172K - $256K
|
9.85K
$3.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
6.08K+ 89.48% |
$1.45M - $2.15M
|
12.9K
$4.13M
|
|