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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
SELL
|
- |
-3.25K- 2.77% |
$1.58M - $2.03M
|
114K
$59.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
9K+ 24.73% |
$4.37M - $5.63M
|
45.4K
$23.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
182K+ 3.02% |
$88.5M - $114M
|
6.22M
$3.26B
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
282+ 4.97% |
$137K - $176K
|
5.96K
$3.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-4.91K- 8.94% |
$2.38M - $3.07M
|
50K
$26.2M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-3.3K- 1.25% |
$1.6M - $2.06M
|
260K
$136M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-64- 1.87% |
$31.1K - $40K
|
3.36K
$1.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.77KNew |
$860K - $1.11M
|
1.77K
$927K
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-206- 2.48% |
$100K - $129K
|
8.08K
$4.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-94- 0.04% |
$45.6K - $58.8K
|
235K
$123M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-33- 0.85% |
$16K - $20.6K
|
3.87K
$2.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-251- 1.56% |
$122K - $157K
|
15.9K
$8.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Torray LLC
|
SELL
|
- |
-5.51K- 20.15% |
$2.67M - $3.44M
|
21.8K
$11.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-9.77K- 12.8% |
$4.74M - $6.11M
|
66.6K
$34.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-40- 0.62% |
$19.4K - $25K
|
6.41K
$3.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
92+ 15.01% |
$44.7K - $57.5K
|
705
$369K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
807New |
$392K - $505K
|
807
$422K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-241- 2.41% |
$117K - $151K
|
9.74K
$5.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-242- 0.18% |
$117K - $151K
|
134K
$70M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
22.8K+ 3.77% |
$11.1M - $14.2M
|
628K
$329M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-32- 0.18% |
$15.5K - $20K
|
17.8K
$9.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
81+ 0.53% |
$39.3K - $50.6K
|
15.5K
$8.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-202- 28.57% |
$98.1K - $126K
|
505
$264K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-2.81K- 99.33% |
$1.37M - $1.76M
|
19
$9.95K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.37KNew |
$1.15M - $1.48M
|
2.37K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
47+ 9.29% |
$22.8K - $29.4K
|
553
$290K
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
SELL
|
- |
-2- 0.23% |
$971 - $1.25K
|
882
$462K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
1.19K+ 0.61% |
$579K - $746K
|
198K
$103M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-365- 34.56% |
$177K - $228K
|
691
$362K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.1% |
$1.46K - $1.88K
|
3.07K
$1.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
100+ 4.4% |
$48.6K - $62.5K
|
2.38K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-2.11K- 18.31% |
$1.02M - $1.32M
|
9.41K
$4.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
938+ 16.63% |
$455K - $586K
|
6.58K
$3.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-17- 0.08% |
$8.25K - $10.6K
|
22.4K
$11.7M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
50New |
$24.3K - $31.3K
|
50
$26.2K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
541+ 40.13% |
$263K - $338K
|
1.89K
$989K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
28.4K+ 26.39% |
$13.8M - $17.7M
|
136K
$71.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
4.73K+ 315.75% |
$2.3M - $2.96M
|
6.23K
$3.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.1K- 13.99% |
$5.89M - $7.58M
|
74.6K
$39M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.12K- 17.2% |
$543K - $699K
|
5.38K
$2.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-261- 25.29% |
$127K - $163K
|
771
$404K
|
|
|
Feb 06, 2025
Q4 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-4.21K- 35.26% |
$2.05M - $2.63M
|
7.74K
$4.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-15- 1.09% |
$7.28K - $9.38K
|
1.36K
$711K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
4.62K+ 1.75% |
$2.24M - $2.89M
|
269K
$141M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-2.86K- 60.42% |
$1.39M - $1.79M
|
1.87K
$979K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
80+ 0.47% |
$38.8K - $50K
|
17K
$8.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-3- 0.68% |
$1.46K - $1.88K
|
438
$229K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.3K- 27.59% |
$629K - $810K
|
3.4K
$1.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.88M- 99.8% |
$915M - $1.18B
|
3.73K
$1.95M
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-24- 2.04% |
$11.7K - $15K
|
1.16K
$605K
|