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
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
897+ 8.6% |
$414K - $492K
|
11.3K
$3.43M
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-216- 7.31% |
$99.7K - $118K
|
2.74K
$829K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-11K- 39.53% |
$5.09M - $6.05M
|
16.9K
$5.11M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
36+ 1.56% |
$16.6K - $19.7K
|
2.35K
$710K
|
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
375+ 1.39% |
$173K - $206K
|
27.3K
$8.27M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
539+ 2.63% |
$249K - $295K
|
21K
$6.35M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
457+ 3.13% |
$211K - $251K
|
15K
$4.55M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
975+ 3.09% |
$450K - $534K
|
32.5K
$9.84M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.61K- 34.99% |
$1.21M - $1.43M
|
4.86K
$1.47M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
206+ 4.6% |
$95.1K - $113K
|
4.69K
$1.42M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-30- 3.2% |
$13.8K - $16.4K
|
908
$275K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
277+ 60.48% |
$128K - $152K
|
735
$222K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
488New |
$225K - $268K
|
488
$148K
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
418New |
$193K - $229K
|
418
$126K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
368+ 5.99% |
$170K - $202K
|
6.52K
$1.97M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-11.8K- 5.21% |
$5.43M - $6.44M
|
214K
$64.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-212- 12.16% |
$97.8K - $116K
|
1.53K
$463K
|
|
|
Apr 30, 2025
Q1 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-4.02K- 83.45% |
$1.86M - $2.21M
|
798
$241K
|
|
|
Apr 30, 2025
Q1 2025
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-416- 13.77% |
$192K - $228K
|
2.6K
$788K
|
|
|
Apr 30, 2025
Q1 2025
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-78.9K- 33.29% |
$36.4M - $43.3M
|
158K
$47.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-1.07K- 29.74% |
$493K - $585K
|
2.52K
$764K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
193+ 43.57% |
$89.1K - $106K
|
636
$192K
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.84% |
$3.23K - $3.84K
|
826
$250K
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-16- 0.36% |
$7.38K - $8.77K
|
4.49K
$1.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
629+ 25.31% |
$290K - $345K
|
3.11K
$942K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.95K- 24.63% |
$2.28M - $2.71M
|
15.2K
$4.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
8+ 0.63% |
$3.69K - $4.39K
|
1.28K
$387K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
47.9K+ 580.83% |
$22.1M - $26.3M
|
56.2K
$17M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-10.6K- 1.14% |
$4.91M - $5.83M
|
926K
$280M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-2.76K- 60.25% |
$1.27M - $1.51M
|
1.82K
$550K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.83K+ 222.83% |
$842K - $1M
|
2.64K
$800K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.86K+ 23.75% |
$1.78M - $2.12M
|
20.1K
$6.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
211+ 32.31% |
$97.4K - $116K
|
864
$261K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
507+ 40.46% |
$234K - $278K
|
1.76K
$533K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-429- 35.66% |
$198K - $235K
|
774
$234K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
24+ 2.76% |
$11.1K - $13.2K
|
894
$271K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
224+ 5.39% |
$103K - $123K
|
4.38K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-105- 0.75% |
$48.5K - $57.6K
|
13.9K
$4.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-144- 3.31% |
$66.5K - $78.9K
|
4.21K
$1.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-507- 6.51% |
$234K - $278K
|
7.28K
$2.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-684- 2.94% |
$316K - $375K
|
22.6K
$6.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
237+ 5.52% |
$109K - $130K
|
4.53K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
3+ 0.46% |
$1.38K - $1.64K
|
659
$199K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-24- 4.58% |
$11.1K - $13.2K
|
500
$151K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
260+ 37.46% |
$120K - $143K
|
954
$289K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.62K- 42.43% |
$2.13M - $2.53M
|
6.27K
$1.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.54K+ 1.34% |
$1.63M - $1.94M
|
268K
$81.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-17.3K- 97.02% |
$7.99M - $9.49M
|
532
$161K
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.99K- 0.61% |
$918K - $1.09M
|
325K
$98.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-972- 17.66% |
$449K - $533K
|
4.53K
$1.37M
|