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 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
590+ 0.48% |
$272K - $323K
|
124K
$37.6M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
63+ 9.98% |
$29.1K - $34.5K
|
694
$210K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
23+ 4.17% |
$10.6K - $12.6K
|
575
$174K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.56K+ 1.59% |
$718K - $853K
|
99.3K
$30M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-184- 4.0% |
$84.9K - $101K
|
4.41K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-201- 4.13% |
$92.8K - $110K
|
4.67K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
66+ 10.68% |
$30.5K - $36.2K
|
684
$207K
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-100- 1.07% |
$46.2K - $54.8K
|
9.28K
$2.81M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.01K- 6.46% |
$929K - $1.1M
|
29.2K
$8.82M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
3.63K+ 2.99% |
$1.67M - $1.99M
|
125K
$37.8M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.04K- 2.86% |
$480K - $570K
|
35.3K
$10.7M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
106+ 5.8% |
$48.9K - $58.1K
|
1.94K
$586K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.84K- 26.8% |
$1.31M - $1.55M
|
7.75K
$2.34M
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-11K- 39.02% |
$5.07M - $6.02M
|
17.2K
$5.19M
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
200+ 1.82% |
$92.3K - $110K
|
11.2K
$3.39M
|
|
|
May 08, 2025
Q1 2025
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
BUY
|
- |
1.51K+ 0.83% |
$698K - $829K
|
183K
$55.5M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
138+ 3.58% |
$63.7K - $75.6K
|
4K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-101- 0.97% |
$46.6K - $55.4K
|
10.3K
$3.13M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-692- 11.57% |
$319K - $379K
|
5.29K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.74K+ 490.68% |
$1.26M - $1.5M
|
3.3K
$997K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-61K- 8.19% |
$28.2M - $33.5M
|
684K
$207M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-40- 5.81% |
$18.5K - $21.9K
|
649
$196K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.12K- 17.57% |
$515K - $612K
|
5.23K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-307- 6.12% |
$142K - $168K
|
4.71K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
30+ 0.34% |
$13.8K - $16.4K
|
8.78K
$2.66M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
450New |
$208K - $247K
|
450
$136K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-101- 1.32% |
$46.6K - $55.4K
|
7.57K
$2.29M
|
|
|
May 08, 2025
Q1 2025
|
Torray LLC
|
SELL
|
- |
-20- 0.09% |
$9.23K - $11K
|
21.8K
$6.6M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-11.5K- 12.73% |
$5.32M - $6.32M
|
79K
$23.9M
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
953+ 24.71% |
$440K - $522K
|
4.81K
$1.46M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
471+ 4.6% |
$217K - $258K
|
10.7K
$3.24M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-294- 19.44% |
$136K - $161K
|
1.22K
$369K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-89- 7.95% |
$41.1K - $48.8K
|
1.03K
$312K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-217- 1.24% |
$100K - $119K
|
17.3K
$5.23M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.22K- 65.62% |
$1.02M - $1.21M
|
1.16K
$351K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-837- 39.3% |
$386K - $459K
|
1.29K
$391K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
63+ 7.37% |
$29.1K - $34.5K
|
918
$278K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.61K+ 81.04% |
$2.59M - $3.07M
|
12.5K
$3.79M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
26+ 0.89% |
$12K - $14.3K
|
2.95K
$892K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-49- 0.16% |
$22.6K - $26.9K
|
30K
$9.09M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-537- 7.89% |
$248K - $294K
|
6.27K
$1.9M
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
672+ 6.22% |
$310K - $368K
|
11.5K
$3.47M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-122K- 88.98% |
$56.3M - $66.9M
|
15.1K
$4.58M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-731- 1.28% |
$337K - $401K
|
56.2K
$17M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
63+ 1.49% |
$29.1K - $34.5K
|
4.29K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-8- 0.69% |
$3.69K - $4.39K
|
1.16K
$351K
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
BUY
|
- |
742+ 9.63% |
$342K - $407K
|
8.45K
$2.56M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
1.16K+ 3.65% |
$534K - $634K
|
32.9K
$9.95M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-151- 3.4% |
$69.7K - $82.8K
|
4.3K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-461- 5.6% |
$213K - $253K
|
7.77K
$2.35M
|