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 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 29, 2026
Q4 2025
|
Washington Capital Management Inc
|
BUY
|
- |
50+ 3.92% |
$16K - $18.5K
|
1.33K
$425K
|
|
|
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 28, 2026
Q4 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
47+ 1.2% |
$15.1K - $17.4K
|
3.96K
$1.27M
|
|
|
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
|
- |
47New |
$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 29, 2026
Q4 2025
|
Peoples Bank
|
BUY
|
- |
45+ 6.76% |
$14.4K - $16.6K
|
711
$228K
|
|
|
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 29, 2026
Q4 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
43+ 7.12% |
$13.8K - $15.9K
|
647
$207K
|
|
|
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
|
- |
31New |
$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
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
30+ 0.7% |
$9.62K - $11.1K
|
4.34K
$1.39M
|
|
|
Jan 28, 2026
Q4 2025
|
Field & Main Bank
|
BUY
|
- |
29+ 0.33% |
$9.3K - $10.7K
|
8.91K
$2.85M
|
|
|
Jan 26, 2026
Q4 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
29New |
$9.3K - $10.7K
|
29
$9.3K
|
|
|
Jan 23, 2026
Q4 2025
|
Founders Capital Management, LLC
|
BUY
|
- |
29+ 3.04% |
$9.3K - $10.7K
|
982
$315K
|
|
|
Jan 23, 2026
Q4 2025
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
29+ 0.12% |
$9.3K - $10.7K
|
25.1K
$8.05M
|
|
|
Jan 22, 2026
Q4 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
29+ 1.69% |
$9.3K - $10.7K
|
1.75K
$560K
|
|
|
Jan 26, 2026
Q4 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
26+ 2.13% |
$8.33K - $9.62K
|
1.25K
$399K
|
|
|
Jan 29, 2026
Q4 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
25+ 1.06% |
$8.01K - $9.25K
|
2.39K
$767K
|
|
|
Jan 21, 2026
Q4 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
25+ 2.08% |
$8.01K - $9.25K
|
1.23K
$394K
|
|
|
Jan 20, 2026
Q4 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
25New |
$8.01K - $9.25K
|
25
$8.01K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
25+ 2.77% |
$8.01K - $9.25K
|
928
$297K
|
|
|
Jan 16, 2026
Q4 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
24+ 2.06% |
$7.69K - $8.88K
|
1.19K
$381K
|
|
|
Jan 26, 2026
Q4 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
23+ 2.67% |
$7.37K - $8.51K
|
883
$283K
|
|
|
Jan 26, 2026
Q4 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
23+ 1.65% |
$7.37K - $8.51K
|
1.42K
$454K
|
|
|
Jan 20, 2026
Q4 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
23New |
$7.37K - $8.51K
|
23
$7.37K
|
|