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 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
288+ 4.42% |
$92.3K - $107K
|
6.8K
$2.18M
|
|
|
Jan 30, 2026
Q4 2025
|
Sol Capital Management CO
|
BUY
|
- |
279+ 1.11% |
$89.4K - $103K
|
25.5K
$8.16M
|
|
|
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 29, 2026
Q4 2025
|
Concord Wealth Partners
|
BUY
|
- |
260+ 5.1% |
$83.3K - $96.2K
|
5.36K
$1.72M
|
|
|
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 29, 2026
Q4 2025
|
Courier Capital LLC
|
BUY
|
- |
224+ 5.29% |
$71.8K - $82.9K
|
4.46K
$1.43M
|
|
|
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 29, 2026
Q4 2025
|
Ares Financial Consulting, LLC
Calabasas, CA |
BUY
|
- |
216New |
$69.2K - $79.9K
|
216
$69.2K
|
|
|
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
|
|
|
Jan 16, 2026
Q4 2025
|
Sws Partners
|
BUY
|
- |
212+ 4.9% |
$68K - $78.4K
|
4.54K
$1.45M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
207+ 13.13% |
$66.3K - $76.6K
|
1.78K
$571K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
201+ 31.96% |
$64.4K - $74.4K
|
830
$266K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
CALL |
200New |
$64.1K - $74K
|
200
$64.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Founders Capital Management
|
BUY
|
- |
200+ 49.63% |
$64.1K - $74K
|
603
$193K
|
|
|
Jan 26, 2026
Q4 2025
|
Asset Dedication, LLC
|
BUY
|
- |
199+ 2.47% |
$63.8K - $73.6K
|
8.27K
$2.65M
|
|
|
Jan 27, 2026
Q4 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
195+ 19.19% |
$62.5K - $72.1K
|
1.21K
$388K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
189+ 7.15% |
$60.6K - $69.9K
|
2.83K
$907K
|
|
|
Jan 28, 2026
Q4 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
188+ 3.84% |
$60.3K - $69.5K
|
5.09K
$1.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
186+ 31.53% |
$59.6K - $68.8K
|
776
$249K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
186+ 0.91% |
$59.6K - $68.8K
|
20.5K
$6.58M
|
|
|
Jan 28, 2026
Q4 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
183+ 29.8% |
$58.7K - $67.7K
|
797
$255K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
183+ 9.27% |
$58.7K - $67.7K
|
2.16K
$691K
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
181+ 36.71% |
$58K - $67K
|
674
$216K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
174+ 4.47% |
$55.8K - $64.4K
|
4.07K
$1.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
168+ 27.05% |
$53.8K - $62.1K
|
789
$253K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
168+ 3.66% |
$53.8K - $62.1K
|
4.75K
$1.52M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
167+ 6.8% |
$53.5K - $61.8K
|
2.62K
$841K
|
|
|
Jan 20, 2026
Q4 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
165+ 7.33% |
$52.9K - $61K
|
2.42K
$774K
|
|