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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
498+ 12.76% |
$160K - $184K
|
4.4K
$1.41M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-581- 43.29% |
$186K - $215K
|
761
$244K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
107+ 9.43% |
$34.3K - $39.6K
|
1.24K
$398K
|
|
|
Jan 07, 2026
Q4 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-119- 12.58% |
$38.1K - $44K
|
827
$265K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-47- 4.91% |
$15.1K - $17.4K
|
911
$292K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
865+ 30.39% |
$277K - $320K
|
3.71K
$1.19M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.46K+ 14.89% |
$468K - $540K
|
11.3K
$3.61M
|
|
|
Jan 07, 2026
Q4 2025
|
Epiq Partners, LLC
|
BUY
|
- |
2+ 0.05% |
$641 - $740
|
4.23K
$1.35M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
288+ 4.42% |
$92.3K - $107K
|
6.8K
$2.18M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-25- 1.6% |
$8.01K - $9.25K
|
1.54K
$492K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
719New |
$230K - $266K
|
719
$230K
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
BUY
|
- |
227+ 19.74% |
$72.8K - $84K
|
1.38K
$441K
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
163+ 13.16% |
$52.2K - $60.3K
|
1.4K
$449K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
433+ 9.31% |
$139K - $160K
|
5.08K
$1.63M
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
SELL
|
- |
-271- 16.08% |
$86.9K - $100K
|
1.41K
$453K
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-437- 30.45% |
$140K - $162K
|
998
$320K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-571- 7.01% |
$183K - $211K
|
7.58K
$2.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-893- 18.04% |
$286K - $330K
|
4.06K
$1.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
186+ 0.91% |
$59.6K - $68.8K
|
20.5K
$6.58M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-75- 0.77% |
$24K - $27.7K
|
9.71K
$3.11M
|
|
|
Jan 07, 2026
Q4 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-133- 2.87% |
$42.6K - $49.2K
|
4.51K
$1.44M
|
|
|
Jan 07, 2026
Q4 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-831- 22.54% |
$266K - $307K
|
2.86K
$915K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.15K- 33.13% |
$1.01M - $1.16M
|
6.35K
$2.03M
|
|
|
Jan 07, 2026
Q4 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-193- 8.93% |
$61.9K - $71.4K
|
1.97K
$631K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
12+ 0.89% |
$3.85K - $4.44K
|
1.36K
$435K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-156- 1.34% |
$50K - $57.7K
|
11.5K
$3.69M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-3.22K- 18.54% |
$1.03M - $1.19M
|
14.2K
$4.54M
|
|
|
Jan 07, 2026
Q4 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-4.11K- 75.77% |
$1.32M - $1.52M
|
1.31K
$421K
|
|
|
Jan 07, 2026
Q4 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
1+ 0.05% |
$321 - $370
|
1.92K
$615K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
436+ 7.43% |
$140K - $161K
|
6.31K
$2.02M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.16K- 20.3% |
$372K - $429K
|
4.56K
$1.46M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
215+ 13.67% |
$68.9K - $79.5K
|
1.79K
$573K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
320+ 4.92% |
$103K - $118K
|
6.83K
$2.19M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
72+ 3.21% |
$23.1K - $26.6K
|
2.32K
$742K
|
|
|
Jan 07, 2026
Q4 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
258+ 35.29% |
$82.7K - $95.4K
|
989
$317K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
30+ 0.7% |
$9.62K - $11.1K
|
4.34K
$1.39M
|
|
|
Jan 07, 2026
Q4 2025
|
Value Partners Investments Inc.
|
SELL
|
- |
-1.93K- 8.63% |
$619K - $714K
|
20.5K
$6.56M
|
|
|
Jan 07, 2026
Q4 2025
|
American National Bank Of Texas
Richardson, TX |
SELL
|
- |
-99- 11.79% |
$31.7K - $36.6K
|
741
$238K
|
|
|
Jan 06, 2026
Q4 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.7K- 15.59% |
$546K - $630K
|
9.22K
$2.95M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-16- 1.34% |
$5.13K - $5.92K
|
1.18K
$378K
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
120New |
$38.5K - $44.4K
|
120
$38.5K
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
SELL
|
- |
-136- 10.51% |
$43.6K - $50.3K
|
1.16K
$371K
|
|
|
Jan 06, 2026
Q4 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.53K- 39.74% |
$489K - $565K
|
2.32K
$742K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-258- 2.5% |
$82.7K - $95.4K
|
10.1K
$3.23M
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1.78KNew |
$570K - $658K
|
1.78K
$570K
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
SELL
|
- |
-301- 14.46% |
$96.5K - $111K
|
1.78K
$571K
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-185- 1.14% |
$59.3K - $68.4K
|
16K
$5.13M
|
|
|
Jan 06, 2026
Q4 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-47- 4.91% |
$15.1K - $17.4K
|
911
$292K
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
362+ 17.4% |
$116K - $134K
|
2.44K
$783K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-400- 47.34% |
$128K - $148K
|
445
$143K
|
|