Latest Institutional Transactions on Unitedhealth Group Inc (UNH)
This table provides information on the latest institutional transactions involving Unitedhealth Group Inc (UNH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 23, 2025
Q1 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-357K- 16.87% |
$165M - $196M
|
1.76M
$537M
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-75- 8.3% |
$34.6K - $41.1K
|
829
$253K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-369- 1.39% |
$170K - $202K
|
26.2K
$8M
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-7- 0.8% |
$3.23K - $3.84K
|
873
$267K
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.13K+ 1.67% |
$521K - $619K
|
68.9K
$21M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
18+ 13.24% |
$8.31K - $9.87K
|
154
$47.1K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
57New |
$26.3K - $31.2K
|
57
$17.4K
|
|
|
Jun 06, 2025
Q1 2025
|
First Long Island Investors, LLC
|
SELL
|
- |
-1.54K- 1.43% |
$709K - $842K
|
106K
$32.4M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
467+ 1.23% |
$216K - $256K
|
38.5K
$11.8M
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-12.7K- 96.57% |
$5.88M - $6.99M
|
453
$138K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
17.4K+ 25.51% |
$8.03M - $9.53M
|
85.6K
$26.1M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-117- 21.39% |
$54K - $64.1K
|
430
$131K
|
|
|
Jun 02, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-200- 33.33% |
$92.3K - $110K
|
400
$122K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-308- 11.54% |
$142K - $169K
|
2.36K
$722K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.1K+ 295.32% |
$1.89M - $2.25M
|
5.49K
$1.68M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
37+ 0.53% |
$17.1K - $20.3K
|
7K
$2.14M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-18- 0.61% |
$8.31K - $9.87K
|
2.96K
$904K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
229New |
$106K - $126K
|
229
$70K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
78+ 339.13% |
$36K - $42.8K
|
101
$30.9K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-559- 21.7% |
$258K - $306K
|
2.02K
$616K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
34+ 7.2% |
$15.7K - $18.6K
|
506
$155K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-93- 6.67% |
$42.9K - $51K
|
1.3K
$398K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
116New |
$53.5K - $63.6K
|
116
$35.5K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-11K- 75.8% |
$5.09M - $6.04M
|
3.52K
$1.08M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
60.7K+ 223.05% |
$28M - $33.3M
|
88K
$26.9M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-5- 0.13% |
$2.31K - $2.74K
|
3.86K
$1.18M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.49K+ 4.8% |
$2.07M - $2.46M
|
98.1K
$30M
|
|
|
May 27, 2025
Q1 2025
|
Carderock Capital Management Inc
|
SELL
|
- |
-677- 6.13% |
$312K - $371K
|
10.4K
$3.17M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
356+ 9.45% |
$164K - $195K
|
4.13K
$1.26M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-59- 1.07% |
$27.2K - $32.3K
|
5.46K
$1.67M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
604New |
$279K - $331K
|
604
$185K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.37K+ 15.18% |
$633K - $752K
|
10.4K
$3.18M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
27+ 2.76% |
$12.5K - $14.8K
|
1.01K
$308K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
89.6K+ 150.88% |
$41.3M - $49.1M
|
149K
$45.5M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
983+ 13.49% |
$454K - $539K
|
8.27K
$2.53M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-436- 1.76% |
$201K - $239K
|
24.4K
$7.45M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-143- 6.29% |
$66K - $78.4K
|
2.13K
$652K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-60- 7.37% |
$27.7K - $32.9K
|
754
$230K
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-50- 5.78% |
$23.1K - $27.4K
|
815
$249K
|
|
|
May 20, 2025
Q1 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
3.2K+ 2.0% |
$1.48M - $1.75M
|
164K
$50M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
14+ 2.46% |
$6.46K - $7.67K
|
582
$178K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.26K+ 4.57% |
$1.04M - $1.24M
|
51.8K
$15.8M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
10.6K+ 376.35% |
$4.88M - $5.8M
|
13.4K
$4.09M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
570+ 2.48% |
$263K - $312K
|
23.5K
$7.19M
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
895New |
$413K - $491K
|
895
$274K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-69.3K- 25.54% |
$32M - $38M
|
202K
$61.7M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-25- 3.74% |
$11.5K - $13.7K
|
643
$197K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
79+ 16.88% |
$36.5K - $43.3K
|
547
$167K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
230+ 59.13% |
$106K - $126K
|
619
$189K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
315+ 3.58% |
$145K - $173K
|
9.11K
$2.79M
|