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 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.75K+ 172.3% |
$810K - $962K
|
2.77K
$839K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-94- 7.25% |
$43.4K - $51.5K
|
1.2K
$364K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
587New |
$271K - $322K
|
587
$178K
|
|
|
May 02, 2025
Q1 2025
|
Provident Trust CO
|
SELL
|
- |
-6.77K- 1.08% |
$3.12M - $3.71M
|
619K
$187M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-40- 8.66% |
$18.5K - $21.9K
|
422
$128K
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
29+ 0.37% |
$13.4K - $15.9K
|
7.77K
$2.35M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.24K+ 5.49% |
$1.96M - $2.32M
|
81.5K
$24.7M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
284+ 6.4% |
$131K - $156K
|
4.72K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
6+ 0.37% |
$2.77K - $3.29K
|
1.65K
$498K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
63+ 3.42% |
$29.1K - $34.5K
|
1.9K
$576K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-223- 3.41% |
$103K - $122K
|
6.32K
$1.91M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
307+ 1.11% |
$142K - $168K
|
27.9K
$8.45M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.79K- 13.76% |
$827K - $982K
|
11.2K
$3.4M
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-278- 0.54% |
$128K - $152K
|
50.9K
$15.4M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.42K- 3.19% |
$1.58M - $1.88M
|
104K
$31.5M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
388New |
$179K - $213K
|
388
$117K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3+ 0.41% |
$1.38K - $1.64K
|
735
$222K
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-60- 5.31% |
$27.7K - $32.9K
|
1.07K
$324K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
37+ 3.18% |
$17.1K - $20.3K
|
1.2K
$363K
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-5.61K- 6.29% |
$2.59M - $3.07M
|
83.6K
$25.3M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-2.41K- 31.96% |
$1.11M - $1.32M
|
5.14K
$1.55M
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-165- 0.46% |
$76.2K - $90.4K
|
35.6K
$10.8M
|
|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-130- 9.26% |
$60K - $71.3K
|
1.27K
$386K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
76K+ 12.11% |
$35.1M - $41.7M
|
704K
$213M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-12- 1.42% |
$5.54K - $6.58K
|
832
$252K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-18- 5.16% |
$8.31K - $9.87K
|
331
$100K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
6+ 0.54% |
$2.77K - $3.29K
|
1.11K
$336K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
249+ 7.8% |
$115K - $136K
|
3.44K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-601- 10.71% |
$277K - $329K
|
5.01K
$1.52M
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
67+ 8.04% |
$30.9K - $36.7K
|
900
$272K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.88K+ 17.31% |
$867K - $1.03M
|
12.7K
$3.85M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
4.63KNew |
$2.14M - $2.54M
|
4.63K
$1.4M
|
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-14- 0.18% |
$6.46K - $7.67K
|
7.64K
$2.31M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.76K- 33.07% |
$812K - $965K
|
3.56K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
389New |
$180K - $213K
|
389
$118K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-251- 1.36% |
$116K - $138K
|
18.2K
$5.49M
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-33- 1.06% |
$15.2K - $18.1K
|
3.07K
$928K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.59K- 10.62% |
$1.66M - $1.97M
|
30.2K
$9.15M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
129+ 4.16% |
$59.5K - $70.7K
|
3.23K
$978K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
625+ 29.61% |
$288K - $343K
|
2.74K
$828K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-344- 10.77% |
$159K - $189K
|
2.85K
$862K
|
|
|
May 02, 2025
Q1 2025
|
Postrock Partners LLC
Overland Park, OR |
SELL
|
- |
-59- 2.89% |
$27.2K - $32.3K
|
1.99K
$601K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-358- 8.08% |
$165K - $196K
|
4.08K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.53K+ 5.89% |
$708K - $841K
|
27.6K
$8.34M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-795- 9.35% |
$367K - $436K
|
7.71K
$2.33M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.73K+ 10.17% |
$799K - $949K
|
18.8K
$5.68M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-13.5K- 69.34% |
$6.24M - $7.41M
|
5.98K
$1.81M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-294- 7.94% |
$136K - $161K
|
3.41K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-51- 3.48% |
$23.5K - $28K
|
1.41K
$428K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
97+ 15.42% |
$44.8K - $53.2K
|
726
$220K
|