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 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
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
323+ 4.16% |
$104K - $119K
|
8.09K
$2.59M
|
|
|
Jan 21, 2026
Q4 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
321+ 43.55% |
$103K - $119K
|
1.06K
$339K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
320+ 4.92% |
$103K - $118K
|
6.83K
$2.19M
|
|
|
Jan 28, 2026
Q4 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
319+ 11.17% |
$102K - $118K
|
3.18K
$1.02M
|
|
|
Jan 09, 2026
Q4 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
313+ 16.34% |
$100K - $116K
|
2.23K
$714K
|
|
|
Jan 27, 2026
Q4 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
306+ 30.85% |
$98.1K - $113K
|
1.3K
$416K
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
303+ 12.11% |
$97.1K - $112K
|
2.81K
$899K
|
|
|
Jan 28, 2026
Q4 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
302+ 347.13% |
$96.8K - $112K
|
389
$125K
|
|
|
Jan 26, 2026
Q4 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
CALL |
300New |
$96.2K - $111K
|
300
$96.2K
|
|
|
Jan 21, 2026
Q4 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
300+ 17.04% |
$96.2K - $111K
|
2.06K
$661K
|
|
|
Jan 16, 2026
Q4 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
300+ 3.84% |
$96.2K - $111K
|
8.1K
$2.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
299+ 4.11% |
$95.8K - $111K
|
7.58K
$2.43M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
292+ 11.93% |
$93.6K - $108K
|
2.74K
$878K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
291+ 18.88% |
$93.3K - $108K
|
1.83K
$587K
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
288+ 4.42% |
$92.3K - $107K
|
6.8K
$2.18M
|
|
|
Jan 20, 2026
Q4 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
278+ 17.21% |
$89.1K - $103K
|
1.89K
$607K
|
|
|
Jan 26, 2026
Q4 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
276+ 1.75% |
$88.5K - $102K
|
16K
$5.13M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
274New |
$87.8K - $101K
|
274
$87.8K
|
|
|
Jan 29, 2026
Q4 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
273+ 128.17% |
$87.5K - $101K
|
486
$156K
|
|
|
Jan 15, 2026
Q4 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
272+ 6.43% |
$87.2K - $101K
|
4.5K
$1.44M
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
271+ 22.47% |
$86.9K - $100K
|
1.48K
$473K
|
|
|
Jan 26, 2026
Q4 2025
|
Chicago Capital, LLC
|
BUY
|
- |
267+ 36.88% |
$85.6K - $98.8K
|
991
$318K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
262+ 494.34% |
$84K - $96.9K
|
315
$101K
|
|
|
Jan 07, 2026
Q4 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
258+ 35.29% |
$82.7K - $95.4K
|
989
$317K
|
|
|
Jan 27, 2026
Q4 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
249+ 1.49% |
$79.8K - $92.1K
|
17K
$5.45M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
244+ 14.49% |
$78.2K - $90.3K
|
1.93K
$618K
|
|
|
Jan 15, 2026
Q4 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
244+ 12.74% |
$78.2K - $90.3K
|
2.16K
$692K
|
|
|
Jan 28, 2026
Q4 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
238+ 1.58% |
$76.3K - $88K
|
15.3K
$4.92M
|
|
|
Jan 23, 2026
Q4 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
238+ 2.34% |
$76.3K - $88K
|
10.4K
$3.33M
|
|
|
Jan 22, 2026
Q4 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
236+ 3.14% |
$75.6K - $87.3K
|
7.76K
$2.49M
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
234+ 16.87% |
$75K - $86.6K
|
1.62K
$520K
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
232+ 11.97% |
$74.4K - $85.8K
|
2.17K
$696K
|
|
|
Jan 27, 2026
Q4 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
229+ 8.56% |
$73.4K - $84.7K
|
2.9K
$931K
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
BUY
|
- |
227+ 19.74% |
$72.8K - $84K
|
1.38K
$441K
|
|
|
Jan 21, 2026
Q4 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
218+ 21.98% |
$69.9K - $80.6K
|
1.21K
$388K
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
218+ 11.0% |
$69.9K - $80.6K
|
2.2K
$705K
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
218+ 15.3% |
$69.9K - $80.6K
|
1.64K
$527K
|
|
|
Jan 27, 2026
Q4 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
215+ 32.98% |
$68.9K - $79.5K
|
867
$278K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
215+ 11.87% |
$68.9K - $79.5K
|
2.03K
$650K
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
215+ 13.67% |
$68.9K - $79.5K
|
1.79K
$573K
|
|
|
Jan 27, 2026
Q4 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
213+ 3.03% |
$68.3K - $78.8K
|
7.24K
$2.32M
|
|