Latest Institutional Purchases of Unitedhealth Group Inc (UNH)
This list provides information on the latest institutional transactions involving Unitedhealth Group Inc (UNH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2026
Q4 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
629+ 5.91% |
$202K - $233K
|
11.3K
$3.61M
|
|
|
Jan 21, 2026
Q4 2025
|
Cane Capital Partners, LLC
St Francisville, LA |
BUY
|
- |
624New |
$200K - $231K
|
624
$200K
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
624+ 21.84% |
$200K - $231K
|
3.48K
$1.12M
|
|
|
Jan 20, 2026
Q4 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
617+ 11.16% |
$198K - $228K
|
6.15K
$1.97M
|
|
|
Jan 26, 2026
Q4 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
615+ 33.98% |
$197K - $228K
|
2.43K
$777K
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
604+ 11.58% |
$194K - $223K
|
5.82K
$1.86M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
CALL |
600New |
$192K - $222K
|
600
$192K
|
|
|
Jan 26, 2026
Q4 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
592+ 24.22% |
$190K - $219K
|
3.04K
$973K
|
|
|
Jan 23, 2026
Q4 2025
|
Trust CO Of Virginia
|
BUY
|
- |
590+ 1.42% |
$189K - $218K
|
42.1K
$13.5M
|
|
|
Jan 21, 2026
Q4 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
570New |
$183K - $211K
|
570
$183K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
564+ 17.13% |
$181K - $209K
|
3.86K
$1.24M
|
|
|
Jan 23, 2026
Q4 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
556+ 19.7% |
$178K - $206K
|
3.38K
$1.08M
|
|
|
Jan 27, 2026
Q4 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
555+ 13.4% |
$178K - $205K
|
4.7K
$1.51M
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
525+ 8.57% |
$168K - $194K
|
6.65K
$2.13M
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
518+ 1.97% |
$166K - $192K
|
26.8K
$8.58M
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
516+ 25.21% |
$165K - $191K
|
2.56K
$821K
|
|
|
Jan 23, 2026
Q4 2025
|
Chronos Wealth Management, LLC
|
BUY
|
- |
507+ 3.25% |
$163K - $188K
|
16.1K
$5.16M
|
|
|
Jan 26, 2026
Q4 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
505+ 11.81% |
$162K - $187K
|
4.78K
$1.53M
|
|
|
Jan 22, 2026
Q4 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
504+ 1.7% |
$162K - $186K
|
30.1K
$9.65M
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
501+ 6.31% |
$161K - $185K
|
8.44K
$2.71M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
498+ 12.76% |
$160K - $184K
|
4.4K
$1.41M
|
|
|
Jan 21, 2026
Q4 2025
|
Rydar Equities, Inc.
Weatherford, TX |
BUY
|
- |
497+ 13.01% |
$159K - $184K
|
4.32K
$1.38M
|
|
|
Jan 16, 2026
Q4 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
483+ 28.11% |
$155K - $179K
|
2.2K
$705K
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
481+ 5.32% |
$154K - $178K
|
9.53K
$3.05M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
468+ 11.94% |
$150K - $173K
|
4.39K
$1.41M
|
|
|
Jan 28, 2026
Q4 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
458+ 8.06% |
$147K - $169K
|
6.14K
$1.97M
|
|
|
Jan 23, 2026
Q4 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
440+ 22.86% |
$141K - $163K
|
2.37K
$758K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
438+ 13.33% |
$140K - $162K
|
3.72K
$1.19M
|
|
|
Jan 23, 2026
Q4 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
436+ 24.33% |
$140K - $161K
|
2.23K
$714K
|
|
|
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
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
433+ 9.31% |
$139K - $160K
|
5.08K
$1.63M
|
|
|
Jan 09, 2026
Q4 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
414+ 4.39% |
$133K - $153K
|
9.84K
$3.15M
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
PUT |
400New |
$128K - $148K
|
400
$128K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
395+ 2.27% |
$127K - $146K
|
17.8K
$5.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
391+ 38.67% |
$125K - $145K
|
1.4K
$449K
|
|
|
Jan 12, 2026
Q4 2025
|
Stolper CO
|
BUY
|
- |
387+ 2.43% |
$124K - $143K
|
16.3K
$5.23M
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
380+ 28.53% |
$122K - $141K
|
1.71K
$549K
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
378+ 3.82% |
$121K - $140K
|
10.3K
$3.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
372+ 15.53% |
$119K - $138K
|
2.77K
$887K
|
|
|
Jan 28, 2026
Q4 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
370+ 7.55% |
$119K - $137K
|
5.27K
$1.69M
|
|
|
Jan 26, 2026
Q4 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
368+ 44.5% |
$118K - $136K
|
1.2K
$383K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
364+ 31.52% |
$117K - $135K
|
1.52K
$487K
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
362+ 17.4% |
$116K - $134K
|
2.44K
$783K
|
|
|
Jan 26, 2026
Q4 2025
|
Jacobsen Capital Management
|
BUY
|
- |
359+ 29.79% |
$115K - $133K
|
1.56K
$501K
|
|
|
Jan 21, 2026
Q4 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
358+ 4.29% |
$115K - $132K
|
8.7K
$2.79M
|
|
|
Jan 27, 2026
Q4 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
353+ 55.5% |
$113K - $131K
|
989
$317K
|
|
|
Jan 15, 2026
Q4 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
349+ 1.39% |
$112K - $129K
|
25.4K
$8.15M
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
330+ 6.42% |
$106K - $122K
|
5.47K
$1.75M
|
|
|
Jan 15, 2026
Q4 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
327+ 6.89% |
$105K - $121K
|
5.08K
$1.63M
|
|
|
Jan 26, 2026
Q4 2025
|
Pds Planning, Inc
|
BUY
|
- |
326+ 6.12% |
$104K - $121K
|
5.66K
$1.81M
|
|