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 |
|---|---|---|---|---|---|---|---|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-170- 19.14% |
$40.4K - $60.1K
|
718
$230K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-312- 6.49% |
$74.2K - $110K
|
4.49K
$1.44M
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-3.39K- 74.43% |
$807K - $1.2M
|
1.17K
$373K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
SELL
|
- |
-131K- 79.03% |
$31.1M - $46.3M
|
34.8K
$11.1M
|
|
|
Nov 19, 2025
Q3 2025
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-43.8K- 78.88% |
$10.4M - $15.5M
|
11.7K
$3.76M
|
|
|
Nov 19, 2025
Q3 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
182+ 18.61% |
$43.3K - $64.4K
|
1.16K
$372K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.22K+ 10.85% |
$527K - $784K
|
22.6K
$7.26M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.3K+ 11.12% |
$2.93M - $4.36M
|
123K
$39.5M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-719- 27.38% |
$171K - $254K
|
1.91K
$611K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-905- 40.13% |
$215K - $320K
|
1.35K
$433K
|
|
|
Nov 19, 2025
Q3 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
714+ 32.4% |
$170K - $252K
|
2.92K
$935K
|
|
|
Nov 19, 2025
Q3 2025
|
Center For Asset Management LLC
|
BUY
|
- |
89+ 14.61% |
$21.2K - $31.5K
|
698
$224K
|
|
|
Nov 19, 2025
Q3 2025
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
316+ 0.49% |
$75.1K - $112K
|
64.9K
$20.8M
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.67KNew |
$397K - $590K
|
1.67K
$535K
|
|
|
Nov 18, 2025
Q3 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-8.9K- 57.01% |
$2.12M - $3.15M
|
6.71K
$2.15M
|
|
|
Nov 18, 2025
Q3 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-8- 0.23% |
$1.9K - $2.83K
|
3.52K
$1.13M
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-256K- 16.71% |
$60.8M - $90.5M
|
1.28M
$409M
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
CALL |
27.5KNew |
$6.54M - $9.72M
|
27.5K
$8.81M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
16.3K+ 2463.09% |
$3.87M - $5.76M
|
16.9K
$5.43M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
113+ 4.96% |
$26.9K - $40K
|
2.39K
$767K
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
20.4KNew |
$4.84M - $7.2M
|
20.4K
$6.53M
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
CALL |
200New |
$47.6K - $70.7K
|
200
$64.1K
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-175- 2.42% |
$41.6K - $61.9K
|
7.06K
$2.26M
|
|
|
Nov 18, 2025
Q3 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
485+ 35.56% |
$115K - $172K
|
1.85K
$593K
|
|
|
Nov 18, 2025
Q3 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-25- 1.06% |
$5.94K - $8.84K
|
2.33K
$745K
|
|
|
Nov 18, 2025
Q3 2025
|
Del Sette Capital Management, LLC
|
BUY
|
- |
6.2KNew |
$1.47M - $2.19M
|
6.2K
$1.99M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.05K+ 1.88% |
$249K - $371K
|
56.7K
$18.2M
|
|
|
Nov 18, 2025
Q3 2025
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-924- 30.88% |
$220K - $327K
|
2.07K
$663K
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.66K- 9.46% |
$394K - $586K
|
15.9K
$5.08M
|
|
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-5.28K- 84.14% |
$1.25M - $1.87M
|
994
$319K
|
|
|
Nov 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
5.26KNew |
$1.25M - $1.86M
|
5.26K
$1.69M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
325K+ 27.36% |
$77.4M - $115M
|
1.52M
$486M
|
|
|
Nov 17, 2025
Q3 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
24.3KNew |
$5.77M - $8.58M
|
24.3K
$7.78M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-34- 1.42% |
$8.08K - $12K
|
2.36K
$757K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.14K- 16.97% |
$271K - $403K
|
5.58K
$1.79M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
7.9K+ 10.54% |
$1.88M - $2.79M
|
82.8K
$26.5M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
51+ 3.08% |
$12.1K - $18K
|
1.71K
$547K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-222- 4.89% |
$52.8K - $78.5K
|
4.31K
$1.38M
|
|
|
Nov 17, 2025
Q3 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-505- 7.49% |
$120K - $179K
|
6.23K
$2M
|
|
|
Nov 17, 2025
Q3 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
20.7K+ 18.95% |
$4.92M - $7.31M
|
130K
$41.6M
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
145+ 4.91% |
$34.5K - $51.3K
|
3.1K
$993K
|
|
|
Nov 17, 2025
Q3 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-845- 7.3% |
$201K - $299K
|
10.7K
$3.44M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-1.21K- 7.18% |
$288K - $428K
|
15.6K
$5.01M
|
|
|
Nov 17, 2025
Q3 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
431+ 17.87% |
$102K - $152K
|
2.84K
$911K
|
|
|
Nov 17, 2025
Q3 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
637New |
$151K - $225K
|
637
$204K
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-90- 26.32% |
$21.4K - $31.8K
|
252
$80.8K
|
|
|
Nov 17, 2025
Q3 2025
|
Ims Capital Management
|
BUY
|
- |
511+ 7.56% |
$122K - $181K
|
7.27K
$2.33M
|
|
|
Nov 17, 2025
Q3 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-55- 7.42% |
$13.1K - $19.4K
|
686
$220K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
SELL
|
- |
-377- 7.83% |
$89.6K - $133K
|
4.44K
$1.42M
|
|
|
Nov 17, 2025
Q3 2025
|
Marathon Asset Management LP
New York, NY |
BUY
|
- |
10K+ 400.0% |
$2.38M - $3.54M
|
12.5K
$4.01M
|
|