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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
13.2K+ 259.23% |
$3.62M - $7.92M
|
18.3K
$4.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Thistle LLC
|
BUY
|
- |
3.16KNew |
$867K - $1.9M
|
3.16K
$827K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
171K+ 9.1% |
$46.8M - $102M
|
2.05M
$535M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-78.2K- 79.74% |
$21.5M - $46.9M
|
19.9K
$5.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
7+ 1.0% |
$1.92K - $4.2K
|
704
$184K
|
|
|
Aug 08, 2025
Q2 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
6+ 0.85% |
$1.65K - $3.6K
|
714
$187K
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-9- 0.53% |
$2.47K - $5.4K
|
1.69K
$442K
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-6- 25.0% |
$1.65K - $3.6K
|
18
$4.71K
|
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
SELL
|
- |
-15- 0.61% |
$4.12K - $8.99K
|
2.44K
$638K
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
11+ 1.03% |
$3.02K - $6.59K
|
1.08K
$283K
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-18.5K- 87.76% |
$5.08M - $11.1M
|
2.59K
$676K
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-19.6K- 30.77% |
$5.37M - $11.7M
|
44K
$11.5M
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-26.3K- 87.55% |
$7.22M - $15.8M
|
3.74K
$979K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
120+ 11.93% |
$32.9K - $71.9K
|
1.13K
$295K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-155- 6.12% |
$42.5K - $92.9K
|
2.38K
$622K
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
3.4K+ 38.4% |
$932K - $2.04M
|
12.2K
$3.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-6.72K- 13.13% |
$1.84M - $4.03M
|
44.4K
$11.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.89K- 8.42% |
$518K - $1.13M
|
20.5K
$5.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-589K- 48.13% |
$162M - $353M
|
635K
$166M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-819- 17.53% |
$225K - $491K
|
3.85K
$1.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
100New |
$27.4K - $59.9K
|
100
$26.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-246K- 15.01% |
$67.4M - $147M
|
1.39M
$364M
|
|
|
Aug 08, 2025
Q2 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
1.08M+ 2234.93% |
$297M - $650M
|
1.13M
$296M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.07K+ 11.99% |
$294K - $642K
|
10K
$2.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-200- 15.65% |
$54.9K - $120K
|
1.08K
$282K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.62K- 31.99% |
$444K - $970K
|
3.44K
$900K
|
|
|
Aug 08, 2025
Q2 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
37+ 5.77% |
$10.2K - $22.2K
|
678
$177K
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
753New |
$207K - $451K
|
753
$197K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.66K+ 12.24% |
$1.83M - $3.99M
|
61K
$16M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-9.5K- 32.01% |
$2.61M - $5.7M
|
20.2K
$5.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
5+ 0.67% |
$1.37K - $3K
|
748
$196K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
12+ 0.17% |
$3.29K - $7.19K
|
6.99K
$1.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
12K+ 5.71% |
$3.3M - $7.21M
|
222K
$58.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
97.1K+ 38.53% |
$26.6M - $58.2M
|
349K
$91.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
920+ 39.32% |
$252K - $552K
|
3.26K
$853K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
715+ 111.2% |
$196K - $429K
|
1.36K
$355K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.82K+ 11.25% |
$2.14M - $4.69M
|
77.3K
$20.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
13+ 216.67% |
$3.57K - $7.79K
|
19
$4.97K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.9K+ 6.41% |
$4.35M - $9.51M
|
263K
$68.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-280K- 99.72% |
$76.7M - $168M
|
778
$204K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.6K+ 6.08% |
$3.73M - $8.16M
|
238K
$62.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
4.2KNew |
$1.15M - $2.52M
|
4.2K
$1.1M
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.22% |
$549 - $1.2K
|
923
$241K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-180- 27.82% |
$49.4K - $108K
|
467
$122K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
SELL
|
- |
-99- 5.52% |
$27.2K - $59.3K
|
1.69K
$443K
|
|
|
Aug 08, 2025
Q2 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
5.2KNew |
$1.43M - $3.11M
|
5.2K
$1.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-92- 44.44% |
$25.2K - $55.2K
|
115
$30.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.25K- 41.58% |
$1.17M - $2.55M
|
5.97K
$1.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.11K- 6.76% |
$854K - $1.86M
|
42.9K
$11.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
57.9K+ 28.67% |
$15.9M - $34.7M
|
260K
$68M
|