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
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
280+ 8.32% |
$129K - $153K
|
3.64K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
403+ 5.69% |
$186K - $221K
|
7.48K
$2.29M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-8- 0.8% |
$3.69K - $4.39K
|
996
$304K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
SELL
|
- |
-14- 3.9% |
$6.46K - $7.67K
|
345
$105K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
6+ 0.46% |
$2.77K - $3.29K
|
1.3K
$396K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-6.57K- 13.23% |
$3.03M - $3.6M
|
43.1K
$13.2M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-40- 0.55% |
$18.5K - $21.9K
|
7.18K
$2.19M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-69- 2.34% |
$31.8K - $37.8K
|
2.88K
$879K
|
|
|
May 09, 2025
Q1 2025
|
Alapocas Investment Partners, Inc.
Beverly, MA |
SELL
|
- |
-492- 3.06% |
$227K - $270K
|
15.6K
$4.76M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.22K+ 652.24% |
$1.95M - $2.31M
|
4.87K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-320- 25.6% |
$148K - $175K
|
930
$284K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-54- 1.52% |
$24.9K - $29.6K
|
3.51K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1New |
$462 - $548
|
1
$306
|
|
|
May 08, 2025
Q1 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
20K+ 20.05% |
$9.25M - $11M
|
120K
$36.7M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-4.57K- 59.39% |
$2.11M - $2.51M
|
3.13K
$956K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
23.6K+ 25.25% |
$10.9M - $12.9M
|
117K
$35.7M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-16.3K- 44.39% |
$7.53M - $8.95M
|
20.5K
$6.25M
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
BUY
|
- |
7.81K+ 27.54% |
$3.6M - $4.28M
|
36.2K
$11.1M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2.84K- 5.25% |
$1.31M - $1.55M
|
51.2K
$15.6M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-14.9K- 7.26% |
$6.89M - $8.18M
|
191K
$58.3M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
645New |
$298K - $354K
|
645
$197K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-1.74K- 4.29% |
$801K - $951K
|
38.7K
$11.8M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-10.6K- 6.59% |
$4.88M - $5.79M
|
150K
$45.7M
|
|
|
May 08, 2025
Q1 2025
|
Tredje Ap Fonden
|
SELL
|
- |
-85.5K- 25.15% |
$39.5M - $46.9M
|
254K
$77.8M
|
|
|
May 08, 2025
Q1 2025
|
Capital Management Associates
New York, NY |
SELL
|
- |
-1.66K- 47.9% |
$764K - $907K
|
1.8K
$550K
|
|
|
May 08, 2025
Q1 2025
|
University Of Chicago
Chicago, IL |
BUY
|
- |
500New |
$231K - $274K
|
500
$153K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
48+ 685.71% |
$22.2K - $26.3K
|
55
$16.8K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
141+ 2.36% |
$65.1K - $77.3K
|
6.11K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.63K+ 57.94% |
$2.6M - $3.09M
|
15.4K
$4.69M
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
140+ 12.38% |
$64.6K - $76.7K
|
1.27K
$388K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-265- 0.66% |
$122K - $145K
|
39.7K
$12.1M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-4K- 86.14% |
$1.85M - $2.19M
|
644
$197K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
19+ 0.04% |
$8.77K - $10.4K
|
49.2K
$15M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
5.09K+ 23.29% |
$2.35M - $2.79M
|
27K
$8.24M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-107K- 98.89% |
$49.2M - $58.4M
|
1.2K
$367K
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
635New |
$293K - $348K
|
635
$194K
|
|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
BUY
|
- |
2.53K+ 1.77% |
$1.17M - $1.38M
|
145K
$44.4M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.06K- 13.36% |
$489K - $581K
|
6.87K
$2.1M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.03K+ 62.38% |
$474K - $564K
|
2.68K
$818K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
845+ 3.46% |
$390K - $463K
|
25.3K
$7.73M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
59+ 2.92% |
$27.2K - $32.3K
|
2.08K
$636K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-453- 2.62% |
$209K - $248K
|
16.8K
$5.15M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-25.9K- 8.89% |
$12M - $14.2M
|
266K
$81.2M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-221- 18.57% |
$102K - $121K
|
969
$296K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-10.9K- 90.38% |
$5.02M - $5.97M
|
1.16K
$354K
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
79+ 7.26% |
$36.5K - $43.3K
|
1.17K
$357K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-3.05K- 21.99% |
$1.41M - $1.67M
|
10.8K
$3.31M
|
|
|
May 08, 2025
Q1 2025
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
1K+ 2.2% |
$462K - $548K
|
46.4K
$14.2M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
6.05K+ 61.61% |
$2.79M - $3.31M
|
15.9K
$4.85M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
54+ 22.41% |
$24.9K - $29.6K
|
295
$90.2K
|