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 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-11- 0.74% |
$2.62K - $3.89K
|
1.48K
$475K
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-11- 2.0% |
$2.62K - $3.89K
|
540
$173K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-69- 34.67% |
$16.4K - $24.4K
|
130
$41.7K
|
|
|
Oct 08, 2025
Q3 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-209- 11.06% |
$49.7K - $73.9K
|
1.68K
$538K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.08K- 14.67% |
$495K - $736K
|
12.1K
$3.88M
|
|
|
Oct 08, 2025
Q3 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
1.03K+ 18.05% |
$245K - $364K
|
6.74K
$2.16M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-28- 4.31% |
$6.66K - $9.9K
|
622
$199K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.62K- 30.52% |
$385K - $573K
|
3.69K
$1.18M
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
744New |
$177K - $263K
|
744
$238K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
14+ 87.5% |
$3.33K - $4.95K
|
30
$9.62K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
338+ 140.83% |
$80.4K - $120K
|
578
$185K
|
|
|
Oct 07, 2025
Q3 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
1.83K+ 2.2% |
$436K - $648K
|
85.2K
$27.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-231- 16.43% |
$54.9K - $81.7K
|
1.18K
$377K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-378- 13.9% |
$89.9K - $134K
|
2.34K
$751K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
28+ 350.0% |
$6.66K - $9.9K
|
36
$11.5K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-153- 6.18% |
$36.4K - $54.1K
|
2.32K
$745K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-291- 17.39% |
$69.2K - $103K
|
1.38K
$443K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-390- 2.38% |
$92.7K - $138K
|
16K
$5.12M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-5.17K- 90.95% |
$1.23M - $1.83M
|
515
$165K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
250+ 28.77% |
$59.4K - $88.4K
|
1.12K
$359K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.15KNew |
$274K - $408K
|
1.15K
$370K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
60+ 5.53% |
$14.3K - $21.2K
|
1.15K
$367K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-33- 1.25% |
$7.85K - $11.7K
|
2.61K
$838K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-12.4K- 66.82% |
$2.95M - $4.39M
|
6.16K
$1.97M
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-56- 8.26% |
$13.3K - $19.8K
|
622
$199K
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
686+ 10.94% |
$163K - $243K
|
6.96K
$2.23M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-7.69K- 42.01% |
$1.83M - $2.72M
|
10.6K
$3.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
SELL
|
- |
-24- 3.66% |
$5.71K - $8.49K
|
632
$203K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
SELL
|
- |
-1K- 60.94% |
$238K - $355K
|
643
$206K
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
725New |
$172K - $256K
|
725
$232K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-151- 12.02% |
$35.9K - $53.4K
|
1.11K
$354K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-289- 29.22% |
$68.7K - $102K
|
700
$224K
|
|
|
Oct 06, 2025
Q3 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
582New |
$138K - $206K
|
582
$187K
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.19KNew |
$521K - $774K
|
2.19K
$702K
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
2.49K+ 78.65% |
$591K - $879K
|
5.65K
$1.81M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
319+ 18.55% |
$75.8K - $113K
|
2.04K
$654K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
580New |
$138K - $205K
|
580
$186K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
6.79K+ 218.18% |
$1.62M - $2.4M
|
9.91K
$3.18M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
321+ 8.4% |
$76.3K - $114K
|
4.14K
$1.33M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
10+ 0.48% |
$2.38K - $3.54K
|
2.09K
$669K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-50- 17.24% |
$11.9K - $17.7K
|
240
$76.9K
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-162- 2.22% |
$38.5K - $57.3K
|
7.15K
$2.29M
|
|
|
Oct 02, 2025
Q3 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
12.5KNew |
$2.98M - $4.43M
|
12.5K
$4.02M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
10+ 333.33% |
$2.38K - $3.54K
|
13
$4.17K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-141- 19.29% |
$33.5K - $49.9K
|
590
$189K
|
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
2.21K+ 93.53% |
$525K - $781K
|
4.57K
$1.47M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-154- 10.56% |
$36.6K - $54.5K
|
1.3K
$418K
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-1.8K- 29.78% |
$494K - $1.08M
|
4.25K
$1.36M
|
|
|
Dec 18, 2025
Q2 2025
|
Danica Pension, Livsforsikringsaktieselskab
Copenhagen V, |
SELL
|
- |
-81.2K- 70.49% |
$22.3M - $48.7M
|
34K
$10.9M
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-133K- 16.29% |
$36.5M - $79.7M
|
683K
$219M
|
|