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 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-30.5K- 28.39% |
$8.36M - $18.3M
|
76.8K
$20.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
560+ 11.63% |
$154K - $336K
|
5.37K
$1.41M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
309+ 147.85% |
$84.8K - $185K
|
518
$135K
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
486+ 40.87% |
$133K - $291K
|
1.68K
$438K
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
262+ 14.4% |
$71.9K - $157K
|
2.08K
$544K
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-452- 21.72% |
$124K - $271K
|
1.63K
$426K
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
SELL
|
- |
-1.42K- 17.37% |
$389K - $849K
|
6.74K
$1.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
BUY
|
- |
277+ 25.94% |
$76K - $166K
|
1.35K
$352K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-173- 3.74% |
$47.5K - $104K
|
4.46K
$1.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.94K+ 89.58% |
$1.08M - $2.36M
|
8.35K
$2.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
37.4K+ 49.32% |
$10.3M - $22.4M
|
113K
$29.6M
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
200+ 12.5% |
$54.9K - $120K
|
1.8K
$471K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.63K+ 42.77% |
$721K - $1.57M
|
8.77K
$2.29M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
24+ 9.27% |
$6.58K - $14.4K
|
283
$74K
|
|
|
Aug 05, 2025
Q2 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
8.29KNew |
$2.27M - $4.97M
|
8.29K
$2.17M
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
104+ 0.97% |
$28.5K - $62.3K
|
10.8K
$2.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-14- 0.95% |
$3.84K - $8.39K
|
1.45K
$380K
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
756New |
$207K - $453K
|
756
$198K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.72K- 36.97% |
$1.02M - $2.23M
|
6.34K
$1.66M
|
|
|
Aug 05, 2025
Q2 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-955Closed |
$262K - $572K
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-438- 25.11% |
$120K - $263K
|
1.31K
$342K
|
|
|
Aug 05, 2025
Q2 2025
|
Dillon & Associates Inc
|
SELL
|
- |
-44- 3.83% |
$12.1K - $26.4K
|
1.11K
$289K
|
|
|
Aug 05, 2025
Q2 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
- |
-2.66K- 6.63% |
$730K - $1.59M
|
37.4K
$9.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
PUT |
-2.7K- 6.75% |
$741K - $1.62M
|
37.3K
$9.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-47- 6.18% |
$12.9K - $28.2K
|
714
$187K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-275- 33.58% |
$75.4K - $165K
|
544
$142K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-71- 2.41% |
$19.5K - $42.6K
|
2.87K
$751K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-878- 9.25% |
$241K - $526K
|
8.61K
$2.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-7.5K- 78.21% |
$2.06M - $4.5M
|
2.09K
$547K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-224- 23.12% |
$61.5K - $134K
|
745
$195K
|
|
|
Aug 05, 2025
Q2 2025
|
Timelo Investment Management Inc.
|
BUY
|
- |
3KNew |
$823K - $1.8M
|
3K
$785K
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
704+ 6.21% |
$193K - $422K
|
12K
$3.15M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.12K- 17.21% |
$306K - $670K
|
5.37K
$1.41M
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
BUY
|
- |
450+ 38.56% |
$123K - $270K
|
1.62K
$423K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-133K- 29.7% |
$36.5M - $79.8M
|
315K
$82.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.14K- 14.66% |
$312K - $683K
|
6.63K
$1.73M
|
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
2.85K+ 11.37% |
$781K - $1.71M
|
27.9K
$7.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
2.46KNew |
$674K - $1.47M
|
2.46K
$643K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-3- 2.14% |
$823 - $1.8K
|
137
$35.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
8.69K+ 6.95% |
$2.38M - $5.21M
|
134K
$35M
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
348+ 10.35% |
$95.5K - $209K
|
3.71K
$970K
|
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-1.1K- 28.44% |
$300K - $656K
|
2.76K
$721K
|
|
|
Aug 05, 2025
Q2 2025
|
Unicom Systems, Inc.
Las Vegas, NV |
BUY
|
- |
41.4KNew |
$11.4M - $24.8M
|
41.4K
$10.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-133- 9.53% |
$36.5K - $79.7K
|
1.26K
$330K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-571- 43.86% |
$157K - $342K
|
731
$191K
|
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-1.7K- 49.87% |
$466K - $1.02M
|
1.71K
$446K
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
15+ 0.47% |
$4.12K - $8.99K
|
3.19K
$834K
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
18+ 1.31% |
$4.94K - $10.8K
|
1.39K
$363K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.18K+ 29.06% |
$325K - $710K
|
5.26K
$1.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-68- 2.53% |
$18.7K - $40.8K
|
2.62K
$686K
|