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 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.16K+ 27.06% |
$318K - $695K
|
5.45K
$1.42M
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-11- 1.31% |
$3.02K - $6.59K
|
829
$217K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-6.45K- 48.13% |
$1.77M - $3.86M
|
6.95K
$1.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
50+ 21.74% |
$13.7K - $30K
|
280
$73.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Gam Holding Ag
|
BUY
|
- |
117+ 0.38% |
$32.1K - $70.1K
|
31.2K
$8.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-294- 19.44% |
$80.7K - $176K
|
1.22K
$319K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
38+ 4.29% |
$10.4K - $22.8K
|
924
$242K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.51K+ 41.89% |
$413K - $902K
|
5.1K
$1.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-114- 13.9% |
$31.3K - $68.3K
|
706
$185K
|
|
|
Aug 04, 2025
Q2 2025
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-3.15K- 15.91% |
$864K - $1.89M
|
16.7K
$4.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Fisher Funds Management LTD
Auckland, Q2 |
SELL
|
- |
-61.9K- 25.66% |
$17M - $37.1M
|
179K
$46.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-292- 9.17% |
$80.1K - $175K
|
2.89K
$756K
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.02K+ 227.88% |
$554K - $1.21M
|
2.91K
$760K
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
10.6K+ 1115.22% |
$2.89M - $6.32M
|
11.5K
$3.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
13+ 1.45% |
$3.57K - $7.79K
|
907
$237K
|
|
|
Aug 04, 2025
Q2 2025
|
Cooke & Bieler LP
|
BUY
|
- |
10.7K+ 3.49% |
$2.93M - $6.4M
|
316K
$82.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
2.55K+ 5.34% |
$700K - $1.53M
|
50.3K
$13.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-102- 7.95% |
$28K - $61.1K
|
1.18K
$309K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
721+ 85.63% |
$198K - $432K
|
1.56K
$409K
|
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
72+ 5.99% |
$19.8K - $43.2K
|
1.27K
$333K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
350+ 54.35% |
$96K - $210K
|
994
$260K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-200- 5.61% |
$54.9K - $120K
|
3.36K
$879K
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
BUY
|
- |
78+ 7.22% |
$21.4K - $46.8K
|
1.16K
$303K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-15.3K- 75.88% |
$4.2M - $9.17M
|
4.86K
$1.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.77K- 61.16% |
$485K - $1.06M
|
1.12K
$294K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.14K- 12.28% |
$586K - $1.28M
|
15.2K
$3.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-845- 49.91% |
$232K - $507K
|
848
$222K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
67+ 4.54% |
$18.4K - $40.2K
|
1.54K
$404K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-72- 4.02% |
$19.8K - $43.2K
|
1.72K
$450K
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
99+ 1.56% |
$27.2K - $59.3K
|
6.45K
$1.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.27K- 10.55% |
$624K - $1.36M
|
19.3K
$5.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
1.24K+ 24.15% |
$340K - $744K
|
6.38K
$1.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
90+ 12.08% |
$24.7K - $54K
|
835
$218K
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
33K+ 63.48% |
$9.05M - $19.8M
|
84.9K
$22.2M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-2- 0.17% |
$549 - $1.2K
|
1.16K
$302K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-29- 3.81% |
$7.96K - $17.4K
|
732
$191K
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
150+ 16.34% |
$41.2K - $89.9K
|
1.07K
$279K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.97K- 90.97% |
$816K - $1.78M
|
295
$77.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-15- 1.51% |
$4.12K - $8.99K
|
980
$256K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-3.73K- 15.3% |
$1.02M - $2.24M
|
20.7K
$5.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-735- 22.77% |
$202K - $441K
|
2.49K
$652K
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-134- 7.32% |
$36.8K - $80.3K
|
1.7K
$444K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-994K- 57.89% |
$273M - $596M
|
723K
$189M
|
|
|
Aug 01, 2025
Q2 2025
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
187K+ 42444.22% |
$51.4M - $112M
|
188K
$49.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-67.7K- 15.67% |
$18.6M - $40.6M
|
364K
$95.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-514- 13.3% |
$141K - $308K
|
3.35K
$877K
|
|
|
Aug 01, 2025
Q2 2025
|
Australian Super Pty LTD
|
SELL
|
- |
-176K- 55.99% |
$48.4M - $106M
|
139K
$36.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
98.9K+ 16191.82% |
$27.1M - $59.3M
|
99.5K
$26M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-11- 0.86% |
$3.02K - $6.59K
|
1.27K
$332K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-230- 6.74% |
$63.1K - $138K
|
3.18K
$832K
|