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 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
89+ 3.2% |
$41.1K - $48.8K
|
2.87K
$867K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-82- 3.81% |
$37.8K - $45K
|
2.07K
$627K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-20- 0.46% |
$9.23K - $11K
|
4.37K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-818- 13.02% |
$378K - $448K
|
5.47K
$1.65M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-110- 2.96% |
$50.8K - $60.3K
|
3.61K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.4K- 2.18% |
$646K - $767K
|
62.9K
$19M
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-25- 2.55% |
$11.5K - $13.7K
|
955
$289K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-353- 3.59% |
$163K - $194K
|
9.49K
$2.87M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
12+ 0.91% |
$5.54K - $6.58K
|
1.33K
$402K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-154- 1.03% |
$71.1K - $84.4K
|
14.8K
$4.47M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
9+ 0.73% |
$4.15K - $4.93K
|
1.24K
$374K
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
372+ 2.6% |
$172K - $204K
|
14.7K
$4.44M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
283+ 24.25% |
$131K - $155K
|
1.45K
$439K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
48+ 0.94% |
$22.2K - $26.3K
|
5.18K
$1.57M
|
|
|
May 05, 2025
Q1 2025
|
Health Invest Partners Ab
|
SELL
|
- |
-9.42K- 26.76% |
$4.35M - $5.16M
|
25.8K
$7.8M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-126- 11.92% |
$58.2K - $69.1K
|
931
$282K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-1.2K- 4.65% |
$554K - $658K
|
24.6K
$7.46M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-220- 6.95% |
$102K - $121K
|
2.94K
$891K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
198+ 40.16% |
$91.4K - $109K
|
691
$209K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-5.95K- 60.36% |
$2.74M - $3.26M
|
3.9K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
68+ 8.79% |
$31.4K - $37.3K
|
842
$255K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
95+ 1.35% |
$43.8K - $52.1K
|
7.15K
$2.16M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.7KNew |
$782K - $929K
|
1.7K
$513K
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
SELL
|
- |
-97K- 23.56% |
$44.8M - $53.2M
|
315K
$95.3M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
139+ 6.52% |
$64.2K - $76.2K
|
2.27K
$687K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
41+ 3.14% |
$18.9K - $22.5K
|
1.35K
$407K
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
27+ 3.41% |
$12.5K - $14.8K
|
819
$248K
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
135+ 20.74% |
$62.3K - $74K
|
786
$238K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-164- 0.51% |
$75.7K - $89.9K
|
32.2K
$9.75M
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-79- 0.12% |
$36.5K - $43.3K
|
65.1K
$19.7M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-7.11K- 92.0% |
$3.28M - $3.9M
|
619
$187K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
173+ 8.11% |
$79.8K - $94.8K
|
2.31K
$698K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-56- 3.31% |
$25.8K - $30.7K
|
1.64K
$495K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-454- 6.88% |
$210K - $249K
|
6.14K
$1.86M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
30+ 8.22% |
$13.8K - $16.4K
|
395
$120K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
1.28K+ 236.23% |
$590K - $701K
|
1.82K
$550K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-427- 1.65% |
$197K - $234K
|
25.5K
$7.71M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.17K+ 176.72% |
$1.46M - $1.73M
|
4.96K
$1.5M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.21K+ 29.18% |
$558K - $663K
|
5.36K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-3.25K- 42.9% |
$1.5M - $1.78M
|
4.33K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-33- 4.77% |
$15.2K - $18.1K
|
659
$199K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-95- 1.98% |
$43.8K - $52.1K
|
4.71K
$1.42M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-957- 5.33% |
$442K - $525K
|
17K
$5.15M
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
187+ 3.42% |
$86.3K - $103K
|
5.66K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.82K+ 15.17% |
$840K - $998K
|
13.8K
$4.18M
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
660+ 9.97% |
$305K - $362K
|
7.28K
$2.2M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-65.5K- 61.07% |
$30.2M - $35.9M
|
41.7K
$12.6M
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-287- 7.55% |
$132K - $157K
|
3.51K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-53- 5.63% |
$24.5K - $29.1K
|
888
$269K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.5K- 25.26% |
$691K - $821K
|
4.43K
$1.34M
|