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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
16K+ 6.78% |
$7.38M - $8.76M
|
252K
$77M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-198- 14.75% |
$91.4K - $109K
|
1.14K
$350K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-11.3K- 3.86% |
$5.19M - $6.17M
|
280K
$85.7M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
31+ 5.01% |
$14.3K - $17K
|
650
$199K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
154+ 1.71% |
$71.1K - $84.4K
|
9.15K
$2.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
394+ 3.77% |
$182K - $216K
|
10.9K
$3.32M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
261+ 13.28% |
$120K - $143K
|
2.23K
$680K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-15.7K- 69.16% |
$7.24M - $8.6M
|
7K
$2.14M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
362+ 3.95% |
$167K - $198K
|
9.53K
$2.91M
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-565- 1.98% |
$261K - $310K
|
28K
$8.55M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-58- 46.4% |
$26.8K - $31.8K
|
67
$20.5K
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
SELL
|
- |
-75- 10.08% |
$34.6K - $41.1K
|
669
$204K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.35K- 10.04% |
$624K - $741K
|
12.1K
$3.7M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
130+ 0.93% |
$60K - $71.3K
|
14.1K
$4.31M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-806- 26.77% |
$372K - $442K
|
2.21K
$674K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-26- 2.66% |
$12K - $14.3K
|
951
$291K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-300- 80.43% |
$138K - $164K
|
73
$22.3K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-120- 4.96% |
$55.4K - $65.8K
|
2.3K
$703K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
63+ 1.14% |
$29.1K - $34.5K
|
5.61K
$1.72M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.56K- 6.85% |
$2.11M - $2.5M
|
62K
$18.9M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-63- 8.56% |
$29.1K - $34.5K
|
673
$206K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.58M+ 6.56% |
$2.58B - $3.06B
|
90.7M
$27.7B
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-2- 0.07% |
$923 - $1.1K
|
2.79K
$853K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-91- 7.04% |
$42K - $49.9K
|
1.2K
$367K
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-1.2K- 55.88% |
$553K - $657K
|
946
$289K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
28+ 2.49% |
$12.9K - $15.3K
|
1.15K
$353K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
344+ 41.5% |
$159K - $189K
|
1.17K
$358K
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
208+ 8.29% |
$96K - $114K
|
2.72K
$830K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.14K+ 14.69% |
$528K - $627K
|
8.93K
$2.73M
|
|
|
May 09, 2025
Q1 2025
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-109K- 15.18% |
$50.2M - $59.6M
|
607K
$186M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
93+ 12.27% |
$42.9K - $51K
|
851
$260K
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
SELL
|
- |
-962- 10.41% |
$444K - $527K
|
8.28K
$2.53M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-2- 2.6% |
$923 - $1.1K
|
75
$22.9K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.09K+ 2.43% |
$504K - $599K
|
46K
$14.1M
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
191+ 0.22% |
$88.2K - $105K
|
87.5K
$26.8M
|
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-105- 0.81% |
$48.5K - $57.6K
|
12.8K
$3.92M
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-7.6K- 14.99% |
$3.51M - $4.17M
|
43.1K
$13.2M
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-13.8K- 84.72% |
$6.35M - $7.54M
|
2.48K
$758K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-25- 33.78% |
$11.5K - $13.7K
|
49
$15K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-25- 5.35% |
$11.5K - $13.7K
|
442
$135K
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-5.4K- 48.47% |
$2.49M - $2.96M
|
5.74K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
658+ 159.32% |
$304K - $361K
|
1.07K
$327K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-530- 18.07% |
$245K - $291K
|
2.4K
$734K
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.93KNew |
$893K - $1.06M
|
1.93K
$591K
|
|
|
May 09, 2025
Q1 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
6K+ 21.59% |
$2.77M - $3.29M
|
33.8K
$10.3M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
847K+ 13.61% |
$391M - $464M
|
7.07M
$2.16B
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-586- 5.45% |
$270K - $321K
|
10.2K
$3.1M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-111- 5.57% |
$51.2K - $60.8K
|
1.88K
$575K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-180- 12.92% |
$83.1K - $98.7K
|
1.21K
$371K
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
175KNew |
$80.9M - $96.1M
|
175K
$53.6M
|