Latest Institutional Purchases of Unitedhealth Group Inc (UNH)

UNH Quotes by TradingView

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 21, 2026 Q4 2025
Lakeshore Capital Group, Inc.

Rolling Meadows, IL
BUY
 -
79
+ 3.44%
$25.3K - $29.2K
2.38K $762K
Jan 23, 2026 Q4 2025
Octavia Wealth Advisors, LLC

BUY
 -
78
+ 5.96%
$25K - $28.9K
1.39K $445K
Jan 20, 2026 Q4 2025
Sheets Smith Wealth Management

BUY
 -
77
+ 1.55%
$24.7K - $28.5K
5.05K $1.62M
Jan 12, 2026 Q4 2025
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
73
+ 11.93%
$23.4K - $27K
685 $220K
Jan 14, 2026 Q4 2025
Thompson Investment Management, Inc.

BUY
 -
72
+ 0.2%
$23.1K - $26.6K
35.3K $11.3M
Jan 07, 2026 Q4 2025
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
72
+ 3.21%
$23.1K - $26.6K
2.32K $742K
Jan 27, 2026 Q4 2025
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
71
+ 8.81%
$22.8K - $26.3K
877 $281K
Jan 20, 2026 Q4 2025
Capital Advisors Wealth Management, LLC

BUY
 -
71
+ 4.05%
$22.8K - $26.3K
1.83K $585K
Jan 12, 2026 Q4 2025
Abound Wealth Management

Franklin, TN
BUY
 -
71
+ 29.1%
$22.8K - $26.3K
315 $101K
Jan 16, 2026 Q4 2025
Wall Street Financial Group, Inc.

Carlinville, IL
BUY
 -
69
+ 9.64%
$22.1K - $25.5K
785 $252K
Jan 08, 2026 Q4 2025
Chesapeake Asset Management LLC

New York, NY
BUY
 -
68
+ 4.96%
$21.8K - $25.2K
1.44K $461K
Jan 08, 2026 Q4 2025
180 Wealth Advisors, LLC

BUY
 -
68
+ 5.63%
$21.8K - $25.2K
1.28K $409K
Jan 15, 2026 Q4 2025
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
65
+ 16.25%
$20.8K - $24K
465 $149K
Jan 28, 2026 Q4 2025
Waypoint Wealth Counsel

Atlanta, GA
BUY
 -
59
+ 3.38%
$18.9K - $21.8K
1.81K $579K
Jan 12, 2026 Q4 2025
Tlwm

San Antonio, TX
BUY
 -
59
+ 2.08%
$18.9K - $21.8K
2.9K $928K
Jan 08, 2026 Q4 2025
Agate Pass Investment Management, LLC

Bainbridge Island, WA
BUY
 -
59
+ 3.62%
$18.9K - $21.8K
1.69K $542K
Jan 20, 2026 Q4 2025
E Cio, Inc.

Madison, WI
BUY
 -
57
New
$18.3K - $21.1K
57 $18.3K
Jan 15, 2026 Q4 2025
Le Conte Wealth Management, LLC

Maryville, TN
BUY
 -
55
+ 4.07%
$17.6K - $20.3K
1.41K $451K
Jan 09, 2026 Q4 2025
Keb Asset Management, LLC

Springfield, IL
BUY
 -
55
+ 2.88%
$17.6K - $20.3K
1.97K $630K
Jan 08, 2026 Q4 2025
Elmwood Wealth Management, Inc.

BUY
 -
54
+ 0.96%
$17.3K - $20K
5.66K $1.81M
Jan 21, 2026 Q4 2025
Sound Income Strategies, LLC

BUY
 -
53
+ 3.93%
$17K - $19.6K
1.4K $449K
Jan 26, 2026 Q4 2025
Sather Financial Group Inc

BUY
 -
50
+ 0.24%
$16K - $18.5K
21.1K $6.77M
Jan 21, 2026 Q4 2025
Clayton Financial Group LLC

St. Louis, MO
BUY
 -
50
+ 23.26%
$16K - $18.5K
265 $84.9K
Jan 20, 2026 Q4 2025
Austin Private Wealth, LLC

BUY
 -
50
+ 1.81%
$16K - $18.5K
2.81K $900K
Jan 12, 2026 Q4 2025
Bill Few Associates, Inc.

BUY
 -
48
+ 6.23%
$15.4K - $17.8K
819 $263K
Jan 23, 2026 Q4 2025
Legacy Bridge, LLC

BUY
 -
47
+ 276.47%
$15.1K - $17.4K
64 $20.5K
Jan 13, 2026 Q4 2025
Bank & Trust CO

Litchfield, IL
BUY
 -
47
New
$15.1K - $17.4K
47 $15.1K
Jan 12, 2026 Q4 2025
Lauer Wealth, LLC

Valparaiso, IN
BUY
 -
47
+ 2.65%
$15.1K - $17.4K
1.82K $583K
Jan 23, 2026 Q4 2025
Private Wealth Management Group, LLC

Princeton, NJ
BUY
 -
45
+ 20.55%
$14.4K - $16.6K
264 $84.6K
Jan 28, 2026 Q4 2025
North Point Portfolio Managers Corp

BUY
 -
44
+ 0.18%
$14.1K - $16.3K
23.9K $7.67M
Jan 28, 2026 Q4 2025
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
44
+ 2.06%
$14.1K - $16.3K
2.18K $698K
Jan 20, 2026 Q4 2025
Imz Advisory Inc

Boca Raton, FL
BUY
 -
44
+ 3.53%
$14.1K - $16.3K
1.29K $414K
Jan 12, 2026 Q4 2025
First Bank & Trust

BUY
 -
42
+ 2.22%
$13.5K - $15.5K
1.93K $620K
Jan 21, 2026 Q4 2025
Capital Investment Advisory Services, LLC

BUY
 -
39
+ 0.41%
$12.5K - $14.4K
9.6K $3.08M
Jan 16, 2026 Q4 2025
Cohen Klingenstein LLC

BUY
 -
39
+ 0.23%
$12.5K - $14.4K
17.3K $5.54M
Jan 23, 2026 Q4 2025
Gemmer Asset Management LLC

BUY
 -
38
+ 5.62%
$12.2K - $14.1K
714 $229K
Jan 23, 2026 Q4 2025
Reyes Financial Architecture, Inc.

San Diego, CA
BUY
 -
37
+ 102.78%
$11.9K - $13.7K
73 $23.4K
Jan 15, 2026 Q4 2025
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
36
+ 16.22%
$11.5K - $13.3K
258 $82.7K
Jan 23, 2026 Q4 2025
Riverview Trust CO

BUY
 -
35
+ 28.0%
$11.2K - $12.9K
160 $51.3K
Jan 21, 2026 Q4 2025
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
35
+ 1.2%
$11.2K - $12.9K
2.96K $947K
Jan 16, 2026 Q4 2025
First Community Trust Na

BUY
 -
35
+ 9.38%
$11.2K - $12.9K
408 $131K
Jan 20, 2026 Q4 2025
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
33
+ 3.15%
$10.6K - $12.2K
1.08K $346K
Jan 14, 2026 Q4 2025
Cypress Financial Planning LLC

BUY
 -
33
+ 3.82%
$10.6K - $12.2K
896 $287K
Jan 21, 2026 Q4 2025
Stone House Investment Management, LLC

BUY
 -
32
+ 8.91%
$10.3K - $11.8K
391 $125K
Jan 20, 2026 Q4 2025
Secure Asset Management, LLC

BUY
 -
32
+ 1.59%
$10.3K - $11.8K
2.04K $654K
Jan 15, 2026 Q4 2025
Mc Lean Asset Management Corp

BUY
 -
32
+ 1.63%
$10.3K - $11.8K
2K $641K
Jan 28, 2026 Q4 2025
Sage Private Wealth Group, LLC

BUY
 -
31
+ 1.8%
$9.94K - $11.5K
1.75K $562K
Jan 14, 2026 Q4 2025
Aventus Investment Advisors, Inc.

Naples, FL
BUY
 -
31
New
$9.94K - $11.5K
31 $9.94K
Jan 22, 2026 Q4 2025
Successful Portfolios LLC

BUY
 -
30
+ 2.58%
$9.62K - $11.1K
1.19K $383K

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