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 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
657New |
$156K - $232K
|
657
$211K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.38K+ 64.97% |
$327K - $487K
|
3.49K
$1.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
67+ 3.25% |
$15.9K - $23.7K
|
2.13K
$683K
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.51K+ 6.11% |
$359K - $534K
|
26.3K
$8.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-5.31K- 74.78% |
$1.26M - $1.88M
|
1.79K
$574K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
20.7K+ 27.85% |
$4.92M - $7.32M
|
95K
$30.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-409- 17.52% |
$97.2K - $145K
|
1.93K
$617K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
215New |
$51.1K - $76K
|
215
$68.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
83+ 10.34% |
$19.7K - $29.3K
|
886
$284K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
27K+ 20.25% |
$6.43M - $9.56M
|
160K
$51.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-140- 0.91% |
$33.3K - $49.5K
|
15.2K
$4.86M
|
|
|
Oct 15, 2025
Q3 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
45+ 1.88% |
$10.7K - $15.9K
|
2.44K
$782K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
257+ 17.17% |
$61.1K - $90.9K
|
1.75K
$562K
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.06K- 46.85% |
$251K - $373K
|
1.2K
$384K
|
|
|
Oct 15, 2025
Q3 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-303- 3.5% |
$72K - $107K
|
8.34K
$2.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-764- 8.58% |
$182K - $270K
|
8.14K
$2.61M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
5.24K+ 25.02% |
$1.24M - $1.85M
|
26.2K
$8.39M
|
|
|
Oct 14, 2025
Q3 2025
|
Mad River Investors
|
BUY
|
- |
1.7KNew |
$404K - $601K
|
1.7K
$545K
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
824New |
$196K - $291K
|
824
$264K
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
602New |
$143K - $213K
|
602
$193K
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-6- 0.45% |
$1.43K - $2.12K
|
1.34K
$428K
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
69.4K+ 97.17% |
$16.5M - $24.5M
|
141K
$45.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-2.19K- 18.8% |
$520K - $773K
|
9.44K
$3.03M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
13.8K+ 1974.71% |
$3.29M - $4.89M
|
14.5K
$4.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
CALL |
-15K- 97.41% |
$3.57M - $5.31M
|
400
$128K
|
|
|
Oct 14, 2025
Q3 2025
|
Coho Partners, Ltd.
|
SELL
|
- |
-65.7K- 42.94% |
$15.6M - $23.2M
|
87.3K
$28M
|
|
|
Oct 14, 2025
Q3 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-36- 25.17% |
$8.56K - $12.7K
|
107
$34.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
133+ 15.68% |
$31.6K - $47K
|
981
$314K
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
BUY
|
- |
895New |
$213K - $316K
|
895
$287K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.15K+ 88.18% |
$273K - $406K
|
2.45K
$786K
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
609New |
$145K - $215K
|
609
$195K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.33K+ 14.47% |
$555K - $825K
|
18.5K
$5.91M
|
|
|
Oct 14, 2025
Q3 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
1KNew |
$238K - $354K
|
1K
$321K
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
BUY
|
- |
159+ 2.71% |
$37.8K - $56.2K
|
6.02K
$1.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.14K- 4.14% |
$984K - $1.46M
|
95.9K
$30.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
SELL
|
- |
-393- 6.62% |
$93.4K - $139K
|
5.54K
$1.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-325- 27.17% |
$77.3K - $115K
|
871
$279K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-3.57K- 6.66% |
$849K - $1.26M
|
50.1K
$16M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-7- 0.19% |
$1.66K - $2.48K
|
3.72K
$1.19M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
594+ 34.38% |
$141K - $210K
|
2.32K
$744K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
266+ 5.35% |
$63.2K - $94.1K
|
5.24K
$1.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
153+ 4.46% |
$36.4K - $54.1K
|
3.58K
$1.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
757New |
$180K - $268K
|
757
$243K
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
BUY
|
- |
582New |
$138K - $206K
|
582
$187K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-635- 22.76% |
$151K - $225K
|
2.16K
$691K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
815New |
$194K - $288K
|
815
$261K
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-116- 9.97% |
$27.6K - $41K
|
1.05K
$336K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
13+ 0.25% |
$3.09K - $4.6K
|
5.22K
$1.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-961- 0.53% |
$228K - $340K
|
179K
$57.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.18K+ 172.29% |
$517K - $769K
|
3.44K
$1.1M
|
|