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 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-828- 9.18% |
$227K - $496K
|
8.19K
$2.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
56.3K+ 124.56% |
$15.4M - $33.8M
|
102K
$26.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
2.45K+ 10.05% |
$672K - $1.47M
|
26.8K
$7.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
698New |
$191K - $418K
|
698
$183K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
287+ 89.13% |
$78.7K - $172K
|
609
$159K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-453- 19.77% |
$124K - $272K
|
1.84K
$481K
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
10+ 0.79% |
$2.74K - $5.99K
|
1.28K
$334K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
7New |
$1.92K - $4.2K
|
7
$1.83K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
738+ 10.0% |
$202K - $442K
|
8.12K
$2.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-14- 0.07% |
$3.84K - $8.39K
|
20.2K
$5.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Baillie Gifford & CO
|
SELL
|
- |
-15.9K- 2.25% |
$4.37M - $9.56M
|
692K
$181M
|
|
|
Aug 06, 2025
Q2 2025
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-3.9K- 20.26% |
$1.07M - $2.34M
|
15.4K
$4.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18K+ 6.01% |
$4.94M - $10.8M
|
317K
$83M
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
SELL
|
- |
-261- 0.97% |
$71.6K - $156K
|
26.7K
$6.99M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
24.8K+ 1573.51% |
$6.81M - $14.9M
|
26.4K
$6.91M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-21.1K- 59.72% |
$5.78M - $12.6M
|
14.2K
$3.72M
|
|
|
Aug 06, 2025
Q2 2025
|
Ing Groep Nv
|
BUY
|
- |
1.94K+ 1.59% |
$533K - $1.16M
|
124K
$32.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-377- 12.89% |
$103K - $226K
|
2.55K
$666K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-234- 19.21% |
$64.2K - $140K
|
984
$257K
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-139- 11.16% |
$38.1K - $83.3K
|
1.11K
$290K
|
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-7.11K- 38.46% |
$1.95M - $4.26M
|
11.4K
$2.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
SELL
|
- |
-3.25K- 48.4% |
$891K - $1.95M
|
3.46K
$906K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
6.44K+ 30.61% |
$1.77M - $3.86M
|
27.5K
$7.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
SELL
|
- |
-93- 62.0% |
$25.5K - $55.8K
|
57
$14.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
129KNew |
$35.4M - $77.3M
|
129K
$33.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
577+ 1.86% |
$158K - $346K
|
31.6K
$8.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
16.3K+ 17.28% |
$4.49M - $9.8M
|
111K
$29M
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-190- 3.45% |
$52.1K - $114K
|
5.33K
$1.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-750- 45.54% |
$206K - $450K
|
897
$235K
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-148- 4.21% |
$40.6K - $88.7K
|
3.37K
$880K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-55- 4.2% |
$15.1K - $33K
|
1.25K
$328K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.13K- 99.21% |
$309K - $676K
|
9
$2.35K
|
|
|
Aug 06, 2025
Q2 2025
|
Parnassus Investments, LLC
|
SELL
|
- |
-12.2K- 5.52% |
$3.34M - $7.3M
|
209K
$54.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-5- 0.29% |
$1.37K - $3K
|
1.75K
$457K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4.07K+ 161.7% |
$1.12M - $2.44M
|
6.59K
$1.72M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-134K- 42.03% |
$36.8M - $80.5M
|
185K
$48.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Warm Springs Advisors Inc.
Larkspur, CA |
SELL
|
- |
-481Closed |
$132K - $288K
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-6.73K- 22.33% |
$1.85M - $4.04M
|
23.4K
$6.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.21K- 8.21% |
$607K - $1.33M
|
24.7K
$6.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-4.16K- 98.98% |
$1.14M - $2.49M
|
43
$11.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-68- 7.64% |
$18.7K - $40.8K
|
822
$215K
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
128+ 4.13% |
$35.1K - $76.7K
|
3.23K
$845K
|
|
|
Aug 06, 2025
Q2 2025
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-3.73K- 9.4% |
$1.02M - $2.23M
|
35.9K
$9.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.46K- 4.83% |
$401K - $875K
|
28.8K
$7.53M
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
186+ 2.72% |
$51K - $112K
|
7.02K
$1.84M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-756- 39.73% |
$207K - $453K
|
1.15K
$300K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-43- 20.48% |
$11.8K - $25.8K
|
167
$43.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-49.9K- 82.92% |
$13.7M - $29.9M
|
10.3K
$2.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-418- 13.37% |
$115K - $251K
|
2.71K
$709K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
15.9K+ 60.89% |
$4.37M - $9.54M
|
42.1K
$11M
|