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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2- 0.22% |
$549 - $1.2K
|
927
$242K
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
5.95K+ 4.27% |
$1.63M - $3.57M
|
145K
$38M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-3.27K- 53.05% |
$897K - $1.96M
|
2.9K
$757K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
211+ 0.62% |
$57.9K - $126K
|
34.1K
$8.93M
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.91K+ 22.26% |
$523K - $1.14M
|
10.5K
$2.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.35K+ 37.47% |
$645K - $1.41M
|
8.62K
$2.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-58- 0.92% |
$15.9K - $34.8K
|
6.27K
$1.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.63K- 41.87% |
$447K - $978K
|
2.26K
$592K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
441+ 28.84% |
$121K - $264K
|
1.97K
$515K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
55+ 80.88% |
$15.1K - $33K
|
123
$32.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
13K+ 93.53% |
$3.56M - $7.79M
|
26.9K
$7.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
7.61K+ 65.86% |
$2.09M - $4.56M
|
19.2K
$5.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-18- 2.03% |
$4.94K - $10.8K
|
867
$227K
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
241K+ 9.2% |
$66M - $144M
|
2.86M
$747M
|
|
|
Jul 31, 2025
Q2 2025
|
Ddd Partners, LLC
|
BUY
|
- |
22.8KNew |
$6.25M - $13.7M
|
22.8K
$5.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.87K- 81.65% |
$512K - $1.12M
|
419
$110K
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
135+ 16.65% |
$37K - $80.9K
|
946
$247K
|
|
|
Jul 31, 2025
Q2 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-2.86K- 60.64% |
$785K - $1.72M
|
1.86K
$486K
|
|
|
Jul 31, 2025
Q2 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-40- 0.75% |
$11K - $24K
|
5.28K
$1.38M
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-18- 0.82% |
$4.94K - $10.8K
|
2.19K
$572K
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
929New |
$255K - $557K
|
929
$243K
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.53K- 0.49% |
$418K - $914K
|
309K
$80.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.16K- 31.18% |
$1.14M - $2.49M
|
9.19K
$2.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-187- 3.88% |
$51.3K - $112K
|
4.64K
$1.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
29+ 2900.0% |
$7.96K - $17.4K
|
30
$7.85K
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
87+ 2.01% |
$23.9K - $52.2K
|
4.42K
$1.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
731New |
$201K - $438K
|
731
$191K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.03K+ 52.15% |
$283K - $619K
|
3.01K
$788K
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
SELL
|
- |
-364- 11.56% |
$99.9K - $218K
|
2.78K
$728K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-8.36K- 28.54% |
$2.29M - $5.01M
|
20.9K
$5.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6.36K+ 2555.02% |
$1.75M - $3.81M
|
6.61K
$1.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.78K+ 9.23% |
$1.31M - $2.86M
|
56.5K
$14.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-141- 12.57% |
$38.7K - $84.5K
|
981
$257K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
1.38K+ 30.11% |
$377K - $824K
|
5.94K
$1.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
31+ 3.73% |
$8.5K - $18.6K
|
863
$226K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-215- 18.55% |
$59K - $129K
|
944
$247K
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-813- 14.27% |
$223K - $487K
|
4.89K
$1.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
168+ 3.71% |
$46.1K - $101K
|
4.7K
$1.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-500- 12.5% |
$137K - $300K
|
3.5K
$915K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-769- 31.23% |
$211K - $461K
|
1.69K
$443K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.09K- 7.14% |
$299K - $654K
|
14.2K
$3.71M
|
|
|
Jul 31, 2025
Q2 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-12.2K- 43.57% |
$3.34M - $7.3M
|
15.8K
$4.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-24- 0.33% |
$6.58K - $14.4K
|
7.26K
$1.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-116- 10.22% |
$31.8K - $69.5K
|
1.02K
$267K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-135- 97.12% |
$37K - $80.9K
|
4
$1.05K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
105+ 16.99% |
$28.8K - $62.9K
|
723
$189K
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
932+ 34.18% |
$256K - $559K
|
3.66K
$957K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-210- 19.63% |
$57.6K - $126K
|
860
$225K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-124- 5.16% |
$34K - $74.3K
|
2.28K
$597K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-7.24K- 70.31% |
$1.99M - $4.34M
|
3.06K
$800K
|