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 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-48.8K- 3.95% |
$22.5M - $26.8M
|
1.19M
$359M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.59K- 3.92% |
$2.12M - $2.52M
|
112K
$34M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-253- 4.25% |
$117K - $139K
|
5.7K
$1.72M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.53K- 10.75% |
$705K - $837K
|
12.7K
$3.84M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
221+ 9.53% |
$102K - $121K
|
2.54K
$769K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
5.92K+ 2.21% |
$2.73M - $3.25M
|
274K
$83.1M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-102- 10.4% |
$47.1K - $55.9K
|
879
$266K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
120+ 3.02% |
$55.4K - $65.8K
|
4.1K
$1.24M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
96+ 3.33% |
$44.3K - $52.6K
|
2.98K
$902K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.82K- 3.06% |
$840K - $998K
|
57.6K
$17.4M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-2.12K- 6.26% |
$978K - $1.16M
|
31.7K
$9.6M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-6- 0.53% |
$2.77K - $3.29K
|
1.13K
$342K
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
628New |
$290K - $344K
|
628
$190K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.36K- 3.19% |
$628K - $746K
|
41.3K
$12.5M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1- 0.07% |
$462 - $548
|
1.36K
$412K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-7.71K- 34.17% |
$3.56M - $4.22M
|
14.8K
$4.49M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
184+ 137.31% |
$84.9K - $101K
|
318
$96.2K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-57- 8.19% |
$26.3K - $31.2K
|
639
$193K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
8.88K+ 8.18% |
$4.1M - $4.87M
|
117K
$35.5M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
100+ 15.75% |
$46.2K - $54.8K
|
735
$222K
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
403New |
$186K - $221K
|
403
$122K
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-308- 6.14% |
$142K - $169K
|
4.71K
$1.42M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
123New |
$56.8K - $67.4K
|
123
$37.2K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
1.21K+ 22.33% |
$560K - $665K
|
6.65K
$2.01M
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-13- 2.13% |
$6K - $7.13K
|
598
$181K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-12.1K- 38.72% |
$5.58M - $6.63M
|
19.1K
$5.79M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
105+ 0.56% |
$48.5K - $57.6K
|
18.7K
$5.67M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-469- 4.18% |
$216K - $257K
|
10.8K
$3.26M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-40- 4.18% |
$18.5K - $21.9K
|
916
$277K
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-6.3K- 68.02% |
$2.91M - $3.45M
|
2.96K
$896K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-167- 18.37% |
$77.1K - $91.5K
|
742
$225K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
43+ 1.6% |
$19.8K - $23.6K
|
2.73K
$825K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.25K+ 21.21% |
$576K - $684K
|
7.13K
$2.16M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
15+ 0.45% |
$6.92K - $8.22K
|
3.36K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-163- 3.99% |
$75.2K - $89.4K
|
3.92K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-13- 2.33% |
$6K - $7.13K
|
546
$165K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
66+ 1.05% |
$30.5K - $36.2K
|
6.37K
$1.93M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3.96KNew |
$1.83M - $2.17M
|
3.96K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Focused Investors LLC
|
SELL
|
- |
-12.7K- 2.98% |
$5.86M - $6.96M
|
414K
$125M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.26K- 5.25% |
$583K - $693K
|
22.8K
$6.91M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9.49KNew |
$4.38M - $5.2M
|
9.49K
$2.87M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-277- 10.77% |
$128K - $152K
|
2.3K
$695K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-198- 1.69% |
$91.4K - $109K
|
11.5K
$3.48M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-689- 1.39% |
$318K - $378K
|
48.8K
$14.8M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
627New |
$289K - $344K
|
627
$190K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-106- 6.74% |
$48.9K - $58.1K
|
1.47K
$444K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-80- 8.93% |
$36.9K - $43.9K
|
816
$247K
|
|
|
May 01, 2025
Q1 2025
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-860- 2.27% |
$397K - $471K
|
37.1K
$11.2M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.87K- 24.57% |
$1.32M - $1.57M
|
8.8K
$2.66M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-7.71K- 82.93% |
$3.56M - $4.22M
|
1.59K
$480K
|