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 28, 2026
Q4 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
14+ 4.27% |
$4.49K - $5.18K
|
342
$110K
|
|
|
Jan 28, 2026
Q4 2025
|
Nvest Wealth Strategies, Inc.
Powell, OH |
BUY
|
- |
14New |
$4.49K - $5.18K
|
14
$4.49K
|
|
|
Jan 26, 2026
Q4 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
14+ 0.67% |
$4.49K - $5.18K
|
2.1K
$673K
|
|
|
Jan 23, 2026
Q4 2025
|
Atwater Malick LLC
|
BUY
|
- |
14+ 1.17% |
$4.49K - $5.18K
|
1.22K
$389K
|
|
|
Jan 23, 2026
Q4 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
14+ 2.35% |
$4.49K - $5.18K
|
611
$196K
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
14+ 9.52% |
$4.49K - $5.18K
|
161
$51.6K
|
|
|
Jan 13, 2026
Q4 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
14+ 1.38% |
$4.49K - $5.18K
|
1.03K
$330K
|
|
|
Jan 29, 2026
Q4 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
13+ 0.36% |
$4.17K - $4.81K
|
3.58K
$1.15M
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
13+ 4.55% |
$4.17K - $4.81K
|
299
$95.8K
|
|
|
Jan 06, 2026
Q4 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
13+ 0.97% |
$4.17K - $4.81K
|
1.35K
$434K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12+ 0.59% |
$3.85K - $4.44K
|
2.04K
$654K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
12+ 1.27% |
$3.85K - $4.44K
|
960
$308K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
12+ 0.89% |
$3.85K - $4.44K
|
1.36K
$435K
|
|
|
Jan 28, 2026
Q4 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
10+ 3.39% |
$3.21K - $3.7K
|
305
$97.8K
|
|
|
Jan 26, 2026
Q4 2025
|
Thomasville National Bank
|
BUY
|
- |
10+ 0.61% |
$3.21K - $3.7K
|
1.66K
$532K
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
10+ 1.49% |
$3.21K - $3.7K
|
679
$218K
|
|
|
Jan 28, 2026
Q4 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
9+ 0.63% |
$2.88K - $3.33K
|
1.43K
$458K
|
|
|
Jan 27, 2026
Q4 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
8+ 32.0% |
$2.56K - $2.96K
|
33
$10.6K
|
|
|
Jan 23, 2026
Q4 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
8+ 0.1% |
$2.56K - $2.96K
|
8.29K
$2.66M
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
8New |
$2.56K - $2.96K
|
8
$2.56K
|
|
|
Jan 23, 2026
Q4 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
7+ 0.7% |
$2.24K - $2.59K
|
1.01K
$323K
|
|
|
Jan 21, 2026
Q4 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
7+ 0.59% |
$2.24K - $2.59K
|
1.19K
$381K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7+ 0.57% |
$2.24K - $2.59K
|
1.24K
$396K
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
7+ 0.52% |
$2.24K - $2.59K
|
1.35K
$431K
|
|
|
Jan 14, 2026
Q4 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
7+ 0.21% |
$2.24K - $2.59K
|
3.38K
$1.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7+ 0.31% |
$2.24K - $2.59K
|
2.3K
$738K
|
|
|
Jan 28, 2026
Q4 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
6+ 0.43% |
$1.92K - $2.22K
|
1.39K
$445K
|
|
|
Jan 28, 2026
Q4 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
6+ 18.18% |
$1.92K - $2.22K
|
39
$12.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.13% |
$1.92K - $2.22K
|
4.71K
$1.51M
|
|
|
Jan 28, 2026
Q4 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5+ 29.41% |
$1.6K - $1.85K
|
22
$7.05K
|
|
|
Jan 27, 2026
Q4 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
5+ 0.4% |
$1.6K - $1.85K
|
1.26K
$403K
|
|
|
Jan 27, 2026
Q4 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
5+ 0.26% |
$1.6K - $1.85K
|
1.92K
$616K
|
|
|
Jan 20, 2026
Q4 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
5+ 0.52% |
$1.6K - $1.85K
|
962
$308K
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
5+ 0.78% |
$1.6K - $1.85K
|
648
$208K
|
|
|
Jan 22, 2026
Q4 2025
|
Newton One Investments LLC
|
BUY
|
- |
4+ 0.65% |
$1.28K - $1.48K
|
622
$199K
|
|
|
Jan 22, 2026
Q4 2025
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.56% |
$1.28K - $1.48K
|
713
$229K
|
|
|
Jan 20, 2026
Q4 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
4+ 0.56% |
$1.28K - $1.48K
|
719
$230K
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4+ 0.01% |
$1.28K - $1.48K
|
30.1K
$9.64M
|
|
|
Jan 22, 2026
Q4 2025
|
Lincoln Capital Corp
|
BUY
|
- |
3+ 0.08% |
$962 - $1.11K
|
3.69K
$1.18M
|
|
|
Jan 15, 2026
Q4 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
3+ 0.12% |
$962 - $1.11K
|
2.54K
$815K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.13% |
$962 - $1.11K
|
2.38K
$762K
|
|
|
Jan 26, 2026
Q4 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
2+ 8.0% |
$641 - $740
|
27
$8.65K
|
|
|
Jan 26, 2026
Q4 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
2+ 0.32% |
$641 - $740
|
619
$198K
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2+ 0.19% |
$641 - $740
|
1.06K
$339K
|
|
|
Jan 07, 2026
Q4 2025
|
Epiq Partners, LLC
|
BUY
|
- |
2+ 0.05% |
$641 - $740
|
4.23K
$1.35M
|
|
|
Jan 28, 2026
Q4 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
CALL |
1New |
$321 - $370
|
1
$321
|
|
|
Jan 27, 2026
Q4 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1+ 0.06% |
$321 - $370
|
1.7K
$545K
|
|
|
Jan 26, 2026
Q4 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1+ 0.03% |
$321 - $370
|
3.87K
$1.24M
|
|
|
Jan 26, 2026
Q4 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1+ 0.05% |
$321 - $370
|
2.06K
$660K
|
|
|
Jan 26, 2026
Q4 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1+ 0.09% |
$321 - $370
|
1.09K
$348K
|
|