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 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-79- 29.81% |
$21.7K - $47.4K
|
186
$48.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.27K- 17.5% |
$621K - $1.36M
|
10.7K
$2.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
857+ 221.45% |
$235K - $514K
|
1.24K
$325K
|
|
|
Jul 29, 2025
Q2 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-188- 1.13% |
$51.6K - $113K
|
16.4K
$4.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-21.1K- 44.38% |
$5.78M - $12.6M
|
26.4K
$6.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.77K- 22.78% |
$485K - $1.06M
|
6K
$1.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.18K+ 93.33% |
$323K - $705K
|
2.44K
$637K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.57K+ 50.51% |
$432K - $943K
|
4.69K
$1.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.7K+ 77.32% |
$3.21M - $7.02M
|
26.9K
$7.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
199+ 28.55% |
$54.6K - $119K
|
896
$234K
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-606- 2.75% |
$166K - $363K
|
21.5K
$5.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-190- 32.76% |
$52.1K - $114K
|
390
$102K
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-80.8K- 34.57% |
$22.2M - $48.5M
|
153K
$40M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-7.05K- 35.06% |
$1.93M - $4.23M
|
13.1K
$3.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
279+ 6.22% |
$76.5K - $167K
|
4.77K
$1.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.47K+ 14.1% |
$402K - $879K
|
11.9K
$3.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.21K- 80.59% |
$1.43M - $3.13M
|
1.26K
$329K
|
|
|
Jul 29, 2025
Q2 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
BUY
|
- |
2.64K+ 35.25% |
$725K - $1.58M
|
10.1K
$2.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.44K- 57.06% |
$395K - $863K
|
1.08K
$283K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
CALL |
100New |
$27.4K - $59.9K
|
100
$26.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-25- 0.88% |
$6.86K - $15K
|
2.83K
$741K
|
|
|
Jul 29, 2025
Q2 2025
|
Coho Partners, Ltd.
|
SELL
|
- |
-5.12K- 3.24% |
$1.41M - $3.07M
|
153K
$40M
|
|
|
Jul 29, 2025
Q2 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
857+ 107.93% |
$235K - $514K
|
1.65K
$432K
|
|
|
Jul 29, 2025
Q2 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-450- 73.53% |
$123K - $270K
|
162
$42.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-36- 2.87% |
$9.88K - $21.6K
|
1.22K
$319K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-812- 31.56% |
$223K - $487K
|
1.76K
$461K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
778+ 47.01% |
$213K - $466K
|
2.43K
$636K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
6.68K+ 331.55% |
$1.83M - $4.01M
|
8.7K
$2.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Easterly Investment Partners LLC
|
BUY
|
- |
6.84KNew |
$1.88M - $4.1M
|
6.84K
$1.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-53.6K- 7.73% |
$14.7M - $32.1M
|
640K
$167M
|
|
|
Jul 29, 2025
Q2 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
4New |
$1.1K - $2.4K
|
4
$1.05K
|
|
|
Jul 29, 2025
Q2 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
CALL |
1KNew |
$274K - $599K
|
1K
$262K
|
|
|
Jul 29, 2025
Q2 2025
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
BUY
|
- |
1.1KNew |
$300K - $656K
|
1.1K
$286K
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
228+ 8.02% |
$62.6K - $137K
|
3.07K
$803K
|
|
|
Jul 29, 2025
Q2 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1+ 0.05% |
$274 - $599
|
2.06K
$538K
|
|
|
Jul 29, 2025
Q2 2025
|
Albert D Mason Inc
|
SELL
|
- |
-21- 2.35% |
$5.76K - $12.6K
|
873
$228K
|
|
|
Jul 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$274 - $599
|
827
$216K
|
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
36+ 0.5% |
$9.88K - $21.6K
|
7.29K
$1.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-856- 20.3% |
$235K - $513K
|
3.36K
$879K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-164- 7.33% |
$45K - $98.3K
|
2.07K
$542K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-764- 24.15% |
$210K - $458K
|
2.4K
$628K
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-360- 34.82% |
$98.8K - $216K
|
674
$176K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.55K+ 16.66% |
$424K - $927K
|
10.8K
$2.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
75+ 0.9% |
$20.6K - $45K
|
8.37K
$2.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
21+ 6.34% |
$5.76K - $12.6K
|
352
$92.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
BUY
|
- |
850+ 566.67% |
$233K - $510K
|
1K
$262K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-416- 7.86% |
$114K - $249K
|
4.87K
$1.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
114+ 13.59% |
$31.3K - $68.3K
|
953
$249K
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-234- 2.64% |
$64.2K - $140K
|
8.64K
$2.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
113+ 6.83% |
$31K - $67.7K
|
1.77K
$462K
|