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 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
8+ 0.42% |
$2.19K - $4.8K
|
1.93K
$504K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.44K+ 2.5% |
$1.49M - $3.26M
|
223K
$58.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-490- 39.87% |
$134K - $294K
|
739
$193K
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
29+ 0.96% |
$7.96K - $17.4K
|
3.04K
$795K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8+ 0.22% |
$2.19K - $4.8K
|
3.67K
$960K
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-200- 0.16% |
$54.9K - $120K
|
127K
$33.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Arnhold LLC
|
BUY
|
- |
25.2K+ 52.33% |
$6.9M - $15.1M
|
73.2K
$19.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
7.17K+ 15.48% |
$1.97M - $4.3M
|
53.5K
$14M
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
4.97KNew |
$1.36M - $2.98M
|
4.97K
$1.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.21K- 1.07% |
$331K - $723K
|
111K
$29.1M
|
|
|
Jul 29, 2025
Q2 2025
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
59.1K+ 9.46% |
$16.2M - $35.4M
|
684K
$179M
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.3K+ 29.26% |
$356K - $777K
|
5.73K
$1.5M
|
|
|
Jul 29, 2025
Q2 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
16.6K+ 127.95% |
$4.55M - $9.93M
|
29.5K
$7.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-32- 4.07% |
$8.78K - $19.2K
|
755
$197K
|
|
|
Jul 29, 2025
Q2 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-5.99K- 16.83% |
$1.64M - $3.59M
|
29.6K
$7.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-780- 42.65% |
$214K - $468K
|
1.05K
$274K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5.26KNew |
$1.44M - $3.15M
|
5.26K
$1.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.21% |
$274 - $599
|
469
$123K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-475- 14.31% |
$130K - $285K
|
2.85K
$744K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-23.6K- 72.12% |
$6.48M - $14.2M
|
9.12K
$2.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-7- 0.58% |
$1.92K - $4.2K
|
1.2K
$315K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.12K+ 20.73% |
$307K - $670K
|
6.51K
$1.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
579+ 101.94% |
$159K - $347K
|
1.15K
$300K
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
192+ 10.61% |
$52.7K - $115K
|
2K
$524K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
769+ 5.76% |
$211K - $461K
|
14.1K
$3.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-25K- 13.12% |
$6.87M - $15M
|
166K
$43.4M
|
|
|
Jul 29, 2025
Q2 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-12- 0.9% |
$3.29K - $7.19K
|
1.32K
$344K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
962+ 26.4% |
$264K - $577K
|
4.61K
$1.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
181+ 3.77% |
$49.7K - $109K
|
4.98K
$1.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
41+ 3.92% |
$11.2K - $24.6K
|
1.09K
$284K
|
|
|
Jul 29, 2025
Q2 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
1.16K+ 38.4% |
$317K - $694K
|
4.17K
$1.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-514- 4.82% |
$141K - $308K
|
10.1K
$2.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Eos Management, L.P.
|
BUY
|
- |
4.84KNew |
$1.33M - $2.9M
|
4.84K
$1.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-2.59K- 8.16% |
$710K - $1.55M
|
29.1K
$7.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-69- 7.84% |
$18.9K - $41.4K
|
811
$212K
|
|
|
Jul 29, 2025
Q2 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-41- 1.1% |
$11.2K - $24.6K
|
3.68K
$962K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-8.25K- 93.68% |
$2.26M - $4.94M
|
556
$145K
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-21- 2.82% |
$5.76K - $12.6K
|
724
$189K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.02K- 8.45% |
$281K - $614K
|
11.1K
$2.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
687New |
$188K - $412K
|
687
$180K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
233+ 96.68% |
$63.9K - $140K
|
474
$124K
|
|
|
Jul 29, 2025
Q2 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
1.31KNew |
$358K - $782K
|
1.31K
$341K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-269- 2.38% |
$73.8K - $161K
|
11.1K
$2.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-184- 7.63% |
$50.5K - $110K
|
2.23K
$583K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.95K- 48.39% |
$536K - $1.17M
|
2.08K
$545K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-106- 2.38% |
$29.1K - $63.5K
|
4.36K
$1.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-29- 72.5% |
$7.96K - $17.4K
|
11
$2.88K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-12.2K- 83.89% |
$3.35M - $7.31M
|
2.34K
$612K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-403- 10.51% |
$111K - $242K
|
3.43K
$897K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
PUT |
2.2KNew |
$604K - $1.32M
|
2.2K
$575K
|