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 17, 2025
Q3 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
111+ 15.04% |
$26.4K - $39.3K
|
849
$272K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-2.65K- 49.87% |
$631K - $938K
|
2.67K
$855K
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-1.95K- 72.22% |
$462K - $688K
|
748
$240K
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-451- 27.69% |
$107K - $159K
|
1.18K
$378K
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
297+ 37.26% |
$70.6K - $105K
|
1.09K
$351K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
6.38K+ 592.47% |
$1.52M - $2.25M
|
7.45K
$2.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
207+ 2.84% |
$49.2K - $73.2K
|
7.5K
$2.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
622New |
$148K - $220K
|
622
$199K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.04K+ 78.05% |
$248K - $368K
|
2.38K
$762K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
284+ 9.53% |
$67.5K - $100K
|
3.26K
$1.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
60+ 3.88% |
$14.3K - $21.2K
|
1.61K
$515K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.5KNew |
$595K - $885K
|
2.5K
$802K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-3.37K- 9.62% |
$802K - $1.19M
|
31.7K
$10.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
425+ 45.21% |
$101K - $150K
|
1.37K
$438K
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
2.68KNew |
$637K - $947K
|
2.68K
$858K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
216+ 22.41% |
$51.4K - $76.4K
|
1.18K
$378K
|
|
|
Oct 17, 2025
Q3 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
940+ 1807.69% |
$224K - $332K
|
992
$318K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
263+ 0.29% |
$62.5K - $93K
|
91.6K
$29.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-133- 37.78% |
$31.6K - $47K
|
219
$70.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
763New |
$181K - $270K
|
763
$245K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.31K+ 11.0% |
$311K - $462K
|
13.2K
$4.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-840- 4.66% |
$200K - $297K
|
17.2K
$5.51M
|
|
|
Oct 17, 2025
Q3 2025
|
Bretton Capital Management, LLC
San Francisco, CA |
BUY
|
- |
5K+ 29.94% |
$1.19M - $1.77M
|
21.7K
$6.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
25+ 1.1% |
$5.94K - $8.84K
|
2.3K
$736K
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-40.3K- 97.98% |
$9.57M - $14.2M
|
829
$266K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-172- 2.04% |
$40.9K - $60.8K
|
8.26K
$2.65M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-48.1K- 23.56% |
$11.4M - $17M
|
156K
$50M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3.82K- 5.81% |
$909K - $1.35M
|
61.9K
$19.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
258+ 10.32% |
$61.3K - $91.2K
|
2.76K
$884K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
100+ 100.0% |
$23.8K - $35.4K
|
200
$64.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.47K+ 9.27% |
$350K - $520K
|
17.3K
$5.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
9New |
$2.14K - $3.18K
|
9
$2.88K
|
|
|
Oct 16, 2025
Q3 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
12.6KNew |
$2.99M - $4.45M
|
12.6K
$4.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-69- 1.37% |
$16.4K - $24.4K
|
4.97K
$1.59M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
125+ 7.31% |
$29.7K - $44.2K
|
1.84K
$588K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.11K- 33.1% |
$1.21M - $1.81M
|
10.3K
$3.31M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-47- 4.89% |
$11.2K - $16.6K
|
915
$293K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.33K- 41.99% |
$316K - $469K
|
1.83K
$588K
|
|
|
Oct 16, 2025
Q3 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
609New |
$145K - $215K
|
609
$195K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.96K- 22.36% |
$704K - $1.05M
|
10.3K
$3.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-7.32K- 30.93% |
$1.74M - $2.59M
|
16.3K
$5.24M
|
|
|
Oct 16, 2025
Q3 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
80+ 7.2% |
$19K - $28.3K
|
1.19K
$382K
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-74- 2.46% |
$17.6K - $26.2K
|
2.94K
$941K
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
SELL
|
- |
-464- 31.59% |
$110K - $164K
|
1.01K
$322K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-4K- 85.58% |
$951K - $1.41M
|
674
$216K
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
BUY
|
- |
3.79K+ 18.56% |
$902K - $1.34M
|
24.2K
$7.77M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
292+ 14.82% |
$69.4K - $103K
|
2.26K
$725K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-273- 1.41% |
$64.9K - $96.5K
|
19.1K
$6.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
SELL
|
- |
-4- 9.3% |
$951 - $1.41K
|
39
$12.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-6.71K- 21.58% |
$1.59M - $2.37M
|
24.4K
$7.81M
|
|