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
|
Bellecapital International Ltd.
|
BUY
|
- |
1.63K+ 11.17% |
$791K - $1.02M
|
16.2K
$8.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
12New |
$5.83K - $7.5K
|
12
$6.14K
|
|
|
Feb 06, 2025
Q4 2024
|
Dje Kapital Ag
82049 Pullach, 2M |
BUY
|
- |
66.7KNew |
$32.4M - $41.7M
|
66.7K
$34.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
403+ 1.12% |
$196K - $252K
|
36.4K
$18.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
BUY
|
- |
11K+ 59.72% |
$5.35M - $6.89M
|
29.5K
$15.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-25- 4.51% |
$12.1K - $15.6K
|
529
$270K
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-9.95K- 10.49% |
$4.83M - $6.22M
|
84.8K
$43.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-61- 10.95% |
$29.6K - $38.1K
|
496
$254K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-9- 1.54% |
$4.37K - $5.63K
|
574
$293K
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
787+ 0.74% |
$382K - $492K
|
108K
$55.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
39+ 3.28% |
$18.9K - $24.4K
|
1.23K
$628K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-33- 1.21% |
$16K - $20.6K
|
2.7K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.6K+ 19.15% |
$777K - $1M
|
9.96K
$5.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
29+ 1.73% |
$14.1K - $18.1K
|
1.7K
$870K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
235+ 1.11% |
$114K - $147K
|
21.4K
$10.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-57- 0.96% |
$27.7K - $35.6K
|
5.89K
$3.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-35- 3.16% |
$17K - $21.9K
|
1.07K
$548K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.35K- 4.34% |
$656K - $845K
|
29.8K
$15.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-91- 11.62% |
$44.2K - $56.9K
|
692
$354K
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-61- 0.69% |
$29.6K - $38.1K
|
8.81K
$4.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.91K+ 1.59% |
$925K - $1.19M
|
122K
$62.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.16KNew |
$561K - $723K
|
1.16K
$591K
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
70+ 166.67% |
$34K - $43.8K
|
112
$57.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
110+ 10.68% |
$53.4K - $68.8K
|
1.14K
$583K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-951- 6.28% |
$462K - $595K
|
14.2K
$7.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-44- 2.43% |
$21.4K - $27.5K
|
1.77K
$904K
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
SELL
|
- |
-3.25K- 2.77% |
$1.58M - $2.03M
|
114K
$58.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
9K+ 24.73% |
$4.37M - $5.63M
|
45.4K
$23.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
182K+ 3.02% |
$88.5M - $114M
|
6.22M
$3.18B
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
282+ 4.97% |
$137K - $176K
|
5.96K
$3.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-4.91K- 8.94% |
$2.38M - $3.07M
|
50K
$25.6M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-3.3K- 1.25% |
$1.6M - $2.06M
|
260K
$133M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-64- 1.87% |
$31.1K - $40K
|
3.36K
$1.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.77KNew |
$860K - $1.11M
|
1.77K
$906K
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-206- 2.48% |
$100K - $129K
|
8.08K
$4.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-94- 0.04% |
$45.6K - $58.8K
|
235K
$120M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-33- 0.85% |
$16K - $20.6K
|
3.87K
$1.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-251- 1.56% |
$122K - $157K
|
15.9K
$8.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Torray LLC
|
SELL
|
- |
-5.51K- 20.15% |
$2.67M - $3.44M
|
21.8K
$11.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-9.77K- 12.8% |
$4.74M - $6.11M
|
66.6K
$34M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-40- 0.62% |
$19.4K - $25K
|
6.41K
$3.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
92+ 15.01% |
$44.7K - $57.5K
|
705
$360K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
807New |
$392K - $505K
|
807
$413K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-241- 2.41% |
$117K - $151K
|
9.74K
$4.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-242- 0.18% |
$117K - $151K
|
134K
$68.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
22.8K+ 3.77% |
$11.1M - $14.2M
|
628K
$321M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-32- 0.18% |
$15.5K - $20K
|
17.8K
$9.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
81+ 0.53% |
$39.3K - $50.6K
|
15.5K
$7.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-202- 28.57% |
$98.1K - $126K
|
505
$258K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-2.81K- 99.33% |
$1.37M - $1.76M
|
19
$9.71K
|