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
|
Qv Investors Inc.
|
SELL
|
- |
-1.29K- 4.24% |
$354K - $773K
|
29.2K
$7.63M
|
|
|
Jul 31, 2025
Q2 2025
|
University Of Texas
|
BUY
|
- |
6.17K+ 719.72% |
$1.69M - $3.7M
|
7.03K
$1.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-29.5K- 41.1% |
$8.1M - $17.7M
|
42.3K
$11.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-367- 12.25% |
$101K - $220K
|
2.63K
$687K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-18.9K- 23.14% |
$5.17M - $11.3M
|
62.6K
$16.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-16.2K- 6.06% |
$4.45M - $9.73M
|
252K
$65.9M
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
116+ 14.13% |
$31.8K - $69.5K
|
937
$245K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
20.2K+ 298.14% |
$5.55M - $12.1M
|
27K
$7.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-572K- 25.56% |
$157M - $343M
|
1.67M
$436M
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-784- 28.45% |
$215K - $470K
|
1.97K
$516K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-66.7K- 93.02% |
$18.3M - $40M
|
5.01K
$1.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
6.97K+ 15.28% |
$1.91M - $4.18M
|
52.6K
$13.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.79K- 18.66% |
$1.59M - $3.47M
|
25.2K
$6.6M
|
|
|
Jul 30, 2025
Q2 2025
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-458- 1.85% |
$126K - $275K
|
24.3K
$6.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-248- 10.75% |
$68K - $149K
|
2.06K
$538K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-713- 29.11% |
$196K - $427K
|
1.74K
$454K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
10.6K+ 1.15% |
$2.92M - $6.37M
|
936K
$245M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-147- 11.26% |
$40.3K - $88.1K
|
1.16K
$303K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.35K- 2.76% |
$369K - $806K
|
47.4K
$12.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-8.46K- 29.89% |
$2.32M - $5.07M
|
19.8K
$5.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-73- 23.93% |
$20K - $43.8K
|
232
$60.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
23New |
$6.31K - $13.8K
|
23
$6.02K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
42New |
$11.5K - $25.2K
|
42
$11K
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-91- 9.68% |
$25K - $54.6K
|
849
$222K
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-5.77K- 10.92% |
$1.58M - $3.46M
|
47.1K
$12.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-94- 2.76% |
$25.8K - $56.4K
|
3.31K
$865K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
17+ 1.33% |
$4.66K - $10.2K
|
1.3K
$339K
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
195+ 26.97% |
$53.5K - $117K
|
918
$240K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-44.9K- 49.56% |
$12.3M - $26.9M
|
45.7K
$12M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-25.2K- 55.24% |
$6.92M - $15.1M
|
20.4K
$5.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.96K+ 4.76% |
$1.36M - $2.97M
|
109K
$28.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-28- 1.83% |
$7.68K - $16.8K
|
1.51K
$394K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
23+ 2.44% |
$6.31K - $13.8K
|
964
$252K
|
|
|
Jul 30, 2025
Q2 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
25.8K+ 46.03% |
$7.09M - $15.5M
|
82K
$21.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
127+ 8.02% |
$34.8K - $76.1K
|
1.71K
$448K
|
|
|
Jul 30, 2025
Q2 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
7.23KNew |
$1.98M - $4.33M
|
7.23K
$1.89M
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
991+ 38.1% |
$272K - $594K
|
3.59K
$940K
|
|
|
Jul 30, 2025
Q2 2025
|
Alapocas Investment Partners, Inc.
Beverly, MA |
SELL
|
- |
-830- 5.33% |
$228K - $498K
|
14.7K
$3.85M
|
|
|
Jul 30, 2025
Q2 2025
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
39.9KNew |
$10.9M - $23.9M
|
39.9K
$10.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2+ 0.09% |
$549 - $1.2K
|
2.25K
$590K
|
|
|
Jul 30, 2025
Q2 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
9.86KNew |
$2.7M - $5.91M
|
9.86K
$2.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
242+ 5.46% |
$66.4K - $145K
|
4.67K
$1.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
326+ 40.1% |
$89.4K - $195K
|
1.14K
$298K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
84+ 24.07% |
$23K - $50.4K
|
433
$113K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.02K- 18.03% |
$278K - $608K
|
4.61K
$1.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-227- 25.56% |
$62.3K - $136K
|
661
$173K
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
177+ 13.59% |
$48.6K - $106K
|
1.48K
$387K
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.01K- 20.93% |
$276K - $604K
|
3.8K
$995K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
2.79K+ 219.83% |
$767K - $1.67M
|
4.07K
$1.06M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
14.3K+ 33.69% |
$3.93M - $8.58M
|
56.8K
$14.9M
|