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 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.94K- 3.23% |
$896K - $1.06M
|
58.2K
$17.6M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
751New |
$347K - $412K
|
751
$227K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
757+ 757.0% |
$349K - $415K
|
857
$259K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-40- 31.01% |
$18.5K - $21.9K
|
89
$26.9K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-20- 1.03% |
$9.23K - $11K
|
1.92K
$581K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-82- 14.83% |
$37.8K - $45K
|
471
$143K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
34+ 1.75% |
$15.7K - $18.6K
|
1.98K
$599K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-117- 4.32% |
$54K - $64.1K
|
2.59K
$783K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-67.2K- 9.65% |
$31M - $36.8M
|
629K
$190M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-29- 1.74% |
$13.4K - $15.9K
|
1.64K
$496K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-11- 1.07% |
$5.08K - $6.03K
|
1.02K
$309K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-979- 13.98% |
$452K - $537K
|
6.02K
$1.82M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-251- 11.65% |
$116K - $138K
|
1.9K
$576K
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
324+ 75.88% |
$150K - $178K
|
751
$227K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-1.09K- 28.22% |
$501K - $595K
|
2.76K
$836K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
112+ 24.94% |
$51.7K - $61.4K
|
561
$170K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-320- 0.86% |
$148K - $175K
|
36.9K
$11.2M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-279K- 17.31% |
$129M - $153M
|
1.33M
$404M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
66+ 2.55% |
$30.5K - $36.2K
|
2.65K
$802K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
SELL
|
- |
-11- 1.56% |
$5.08K - $6.03K
|
692
$209K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
373+ 4.45% |
$172K - $204K
|
8.75K
$2.65M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
731+ 1.81% |
$337K - $401K
|
41K
$12.4M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-3.41K- 36.59% |
$1.57M - $1.87M
|
5.91K
$1.79M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-44- 6.5% |
$20.3K - $24.1K
|
633
$192K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
29+ 1.22% |
$13.4K - $15.9K
|
2.41K
$730K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
757+ 10.45% |
$349K - $415K
|
8K
$2.42M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
10+ 0.14% |
$4.62K - $5.48K
|
7.12K
$2.15M
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
211+ 4.57% |
$97.4K - $116K
|
4.82K
$1.46M
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-10- 0.15% |
$4.62K - $5.48K
|
6.83K
$2.07M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
616+ 159.59% |
$284K - $338K
|
1K
$303K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-80- 6.39% |
$36.9K - $43.9K
|
1.17K
$355K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
51+ 2.68% |
$23.5K - $28K
|
1.95K
$590K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-125- 57.6% |
$57.7K - $68.5K
|
92
$27.8K
|
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
32+ 3.78% |
$14.8K - $17.5K
|
878
$266K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
250New |
$115K - $137K
|
250
$75.7K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
3.81K+ 1613.14% |
$1.76M - $2.09M
|
4.04K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-32- 0.16% |
$14.8K - $17.5K
|
20K
$6.05M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
148+ 0.87% |
$68.3K - $81.1K
|
17.2K
$5.22M
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
91+ 2.75% |
$42K - $49.9K
|
3.4K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.21% |
$462 - $548
|
468
$142K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
46+ 9.7% |
$21.2K - $25.2K
|
520
$157K
|
|
|
May 07, 2025
Q1 2025
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-56.4K- 2.65% |
$26M - $30.9M
|
2.07M
$628M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-208- 3.97% |
$96K - $114K
|
5.04K
$1.52M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.05K+ 4.61% |
$483K - $573K
|
23.8K
$7.19M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
206+ 686.67% |
$95.1K - $113K
|
236
$71.4K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.45K- 8.31% |
$1.13M - $1.34M
|
27K
$8.18M
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
493New |
$228K - $270K
|
493
$149K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-21- 41.18% |
$9.69K - $11.5K
|
30
$9.08K
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
224+ 24.7% |
$103K - $123K
|
1.13K
$342K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-264- 26.88% |
$122K - $145K
|
718
$217K
|