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 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
78+ 12.46% |
$21.4K - $46.8K
|
704
$184K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-198- 2.36% |
$54.3K - $119K
|
8.21K
$2.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-10.5K- 34.61% |
$2.89M - $6.32M
|
19.9K
$5.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.54K- 8.72% |
$697K - $1.52M
|
26.6K
$6.96M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-23- 34.85% |
$6.31K - $13.8K
|
43
$11.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
23.3K+ 442.58% |
$6.39M - $14M
|
28.6K
$7.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
88+ 0.57% |
$24.1K - $52.8K
|
15.5K
$4.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
BUY
|
- |
33K+ 238.04% |
$9.05M - $19.8M
|
46.8K
$12.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-90.6K- 30.76% |
$24.9M - $54.3M
|
204K
$53.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-550K- 41.23% |
$151M - $330M
|
784K
$205M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-6- 0.97% |
$1.65K - $3.6K
|
611
$160K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-48- 1.11% |
$13.2K - $28.8K
|
4.27K
$1.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
67+ 4.18% |
$18.4K - $40.2K
|
1.67K
$437K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
257+ 23.03% |
$70.5K - $154K
|
1.37K
$359K
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-4- 8.89% |
$1.1K - $2.4K
|
41
$10.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-30- 7.59% |
$8.23K - $18K
|
365
$95.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-6.19K- 38.36% |
$1.7M - $3.71M
|
9.95K
$2.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
215+ 390.91% |
$59K - $129K
|
270
$70.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.4K- 23.88% |
$1.21M - $2.64M
|
14K
$3.66M
|
|
|
Jul 28, 2025
Q2 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-760- 1.38% |
$209K - $456K
|
54.4K
$14.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-304- 29.8% |
$83.4K - $182K
|
716
$187K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
366+ 5.74% |
$100K - $219K
|
6.74K
$1.76M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-3.32K- 75.33% |
$911K - $1.99M
|
1.09K
$284K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
175+ 12.47% |
$48K - $105K
|
1.58K
$413K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.44K+ 150.65% |
$2.59M - $5.66M
|
15.7K
$4.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-112- 6.91% |
$30.7K - $67.1K
|
1.51K
$394K
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-188- 17.26% |
$51.6K - $113K
|
901
$236K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-953- 12.88% |
$261K - $571K
|
6.45K
$1.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-15- 1.1% |
$4.12K - $8.99K
|
1.35K
$353K
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-48- 4.36% |
$13.2K - $28.8K
|
1.05K
$275K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-59- 64.13% |
$16.2K - $35.4K
|
33
$8.63K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
153KNew |
$42M - $91.8M
|
153K
$40.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.49K+ 26.82% |
$1.23M - $2.69M
|
21.2K
$5.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-343- 7.77% |
$94.1K - $206K
|
4.07K
$1.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.83K- 14.28% |
$501K - $1.09M
|
11K
$2.87M
|
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
65+ 3.5% |
$17.8K - $39K
|
1.92K
$503K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-10.4K- 1.34% |
$2.84M - $6.21M
|
764K
$200M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
20.2K+ 7.12% |
$5.53M - $12.1M
|
303K
$79.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
1.36K+ 2.89% |
$372K - $812K
|
48.2K
$12.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Alta Capital Management LLC
|
BUY
|
- |
7.01K+ 6.11% |
$1.92M - $4.2M
|
122K
$31.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
10.9K+ 26.56% |
$2.99M - $6.53M
|
51.9K
$13.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-59- 2.16% |
$16.2K - $35.4K
|
2.68K
$700K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-474K- 32.73% |
$130M - $284M
|
974K
$255M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
19.8K+ 30.09% |
$5.43M - $11.9M
|
85.6K
$22.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
217+ 23.33% |
$59.5K - $130K
|
1.15K
$300K
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13.7K+ 144.42% |
$3.76M - $8.22M
|
23.2K
$6.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-31- 0.88% |
$8.5K - $18.6K
|
3.47K
$909K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
30+ 2.4% |
$8.23K - $18K
|
1.28K
$335K
|
|
|
Jul 28, 2025
Q2 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
55.4K+ 4.56% |
$15.2M - $33.2M
|
1.27M
$333M
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
81+ 7.03% |
$22.2K - $48.6K
|
1.23K
$323K
|