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
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
50+ 3.79% |
$23.1K - $27.4K
|
1.37K
$414K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.39K- 8.23% |
$641K - $761K
|
15.5K
$4.69M
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-467- 2.46% |
$216K - $256K
|
18.5K
$5.6M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
911+ 5.61% |
$420K - $499K
|
17.1K
$5.19M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.17K- 10.23% |
$538K - $639K
|
10.2K
$3.1M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-50- 4.31% |
$23.1K - $27.4K
|
1.11K
$336K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
6.13K+ 8.97% |
$2.83M - $3.36M
|
74.4K
$22.5M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-863- 6.72% |
$398K - $473K
|
12K
$3.63M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-2.7K- 28.68% |
$1.25M - $1.48M
|
6.71K
$2.03M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-282K- 16.29% |
$130M - $154M
|
1.45M
$438M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
10.4K+ 18.77% |
$4.8M - $5.7M
|
65.8K
$19.9M
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
817New |
$377K - $448K
|
817
$247K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-25K- 12.84% |
$11.5M - $13.7M
|
170K
$51.4M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-16- 3.5% |
$7.38K - $8.77K
|
441
$133K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.11% |
$462 - $548
|
921
$279K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
598+ 16.02% |
$276K - $328K
|
4.33K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
10+ 1.37% |
$4.62K - $5.48K
|
739
$224K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.57K- 9.2% |
$724K - $860K
|
15.5K
$4.68M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
13+ 2.06% |
$6K - $7.13K
|
644
$195K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-265- 2.01% |
$122K - $145K
|
12.9K
$3.91M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-652- 10.02% |
$301K - $357K
|
5.86K
$1.77M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
27+ 3.16% |
$12.5K - $14.8K
|
882
$267K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
81+ 26.64% |
$37.4K - $44.4K
|
385
$117K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-541- 31.94% |
$250K - $297K
|
1.15K
$349K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
8+ 0.16% |
$3.69K - $4.39K
|
5.17K
$1.56M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-59- 3.32% |
$27.2K - $32.3K
|
1.72K
$521K
|
|
|
May 05, 2025
Q1 2025
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
1.64K+ 12.55% |
$757K - $899K
|
14.7K
$4.45M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.88K+ 19.86% |
$866K - $1.03M
|
11.3K
$3.43M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-82- 6.11% |
$37.8K - $45K
|
1.26K
$382K
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-111- 1.2% |
$51.2K - $60.8K
|
9.12K
$2.76M
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
BUY
|
- |
102+ 4.33% |
$47.1K - $55.9K
|
2.46K
$743K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
165+ 2.82% |
$76.2K - $90.4K
|
6.02K
$1.82M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
69+ 12.87% |
$31.8K - $37.8K
|
605
$183K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
7.5K+ 14.99% |
$3.46M - $4.11M
|
57.5K
$17.4M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-74- 10.04% |
$34.2K - $40.6K
|
663
$201K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-7.84K- 92.77% |
$3.62M - $4.3M
|
611
$185K
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
722+ 13.84% |
$333K - $396K
|
5.94K
$1.8M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8+ 1.2% |
$3.69K - $4.39K
|
676
$205K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-3.07K- 3.89% |
$1.42M - $1.69M
|
75.9K
$23M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-1.06K- 59.43% |
$490K - $582K
|
725
$219K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-146- 1.54% |
$67.4K - $80K
|
9.35K
$2.83M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-5.11K- 36.6% |
$2.36M - $2.8M
|
8.85K
$2.68M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-530- 0.58% |
$245K - $291K
|
90.7K
$27.4M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
569+ 1.26% |
$263K - $312K
|
45.7K
$13.8M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-567- 4.58% |
$262K - $311K
|
11.8K
$3.57M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
211+ 5.84% |
$97.4K - $116K
|
3.82K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
44+ 5.87% |
$20.3K - $24.1K
|
794
$240K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
56+ 5.09% |
$25.8K - $30.7K
|
1.16K
$350K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
88+ 4.24% |
$40.6K - $48.2K
|
2.16K
$655K
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-1.11K- 39.23% |
$514K - $611K
|
1.73K
$522K
|