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
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.26K- 29.68% |
$345K - $753K
|
2.98K
$778K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-283- 27.72% |
$77.6K - $170K
|
738
$193K
|
|
|
Jul 28, 2025
Q2 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
SELL
|
- |
-184- 0.27% |
$50.5K - $110K
|
69K
$18M
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-243K- 96.39% |
$66.7M - $146M
|
9.11K
$2.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
14.5KNew |
$3.98M - $8.69M
|
14.5K
$3.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-64- 2.74% |
$17.6K - $38.4K
|
2.27K
$594K
|
|
|
Jul 25, 2025
Q2 2025
|
Sather Financial Group Inc
|
BUY
|
- |
19.1K+ 1252.5% |
$5.23M - $11.4M
|
20.6K
$5.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
7.53KNew |
$2.07M - $4.51M
|
7.53K
$1.97M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-349- 3.89% |
$95.7K - $209K
|
8.62K
$2.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Sivik Global Healthcare LLC
Greenwich, CT |
BUY
|
- |
10K+ 200.0% |
$2.74M - $5.99M
|
15K
$3.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
69+ 3.17% |
$18.9K - $41.4K
|
2.25K
$588K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-160K- 70.76% |
$43.9M - $95.9M
|
66.1K
$17.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-3- 0.28% |
$823 - $1.8K
|
1.08K
$282K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-794- 3.09% |
$218K - $476K
|
24.9K
$6.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
400New |
$110K - $240K
|
400
$105K
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
61+ 3.32% |
$16.7K - $36.6K
|
1.9K
$497K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.65K+ 1.66% |
$451K - $986K
|
100K
$26.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
6.08K+ 73.09% |
$1.67M - $3.65M
|
14.4K
$3.77M
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-235- 15.82% |
$64.5K - $141K
|
1.25K
$327K
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
3.34K+ 4.9% |
$915K - $2M
|
71.4K
$18.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-2K- 31.59% |
$547K - $1.2M
|
4.32K
$1.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
375+ 4.81% |
$103K - $225K
|
8.17K
$2.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-13- 0.44% |
$3.57K - $7.79K
|
2.93K
$765K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-394- 5.98% |
$108K - $236K
|
6.19K
$1.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
16.1K+ 13.72% |
$4.42M - $9.65M
|
133K
$34.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-454- 2.42% |
$125K - $272K
|
18.3K
$4.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Alta Advisers LTD
|
BUY
|
- |
80+ 1.76% |
$21.9K - $48K
|
4.64K
$1.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
11+ 1.1% |
$3.02K - $6.59K
|
1.01K
$263K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.48K+ 209.34% |
$406K - $887K
|
2.19K
$572K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-89K- 24.72% |
$24.4M - $53.4M
|
271K
$70.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-429- 65.1% |
$118K - $257K
|
230
$60.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.25KNew |
$1.44M - $3.15M
|
5.25K
$1.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
3.42K+ 63.87% |
$939K - $2.05M
|
8.79K
$2.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
8+ 0.74% |
$2.19K - $4.8K
|
1.09K
$284K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-142- 9.09% |
$39K - $85.1K
|
1.42K
$371K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
243+ 7.34% |
$66.7K - $146K
|
3.56K
$930K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-108- 6.82% |
$29.6K - $64.7K
|
1.48K
$386K
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-248- 9.36% |
$68K - $149K
|
2.4K
$628K
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
778New |
$213K - $466K
|
778
$204K
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-3.03K- 17.84% |
$830K - $1.81M
|
13.9K
$3.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
534+ 6.08% |
$147K - $320K
|
9.32K
$2.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
CALL |
1.4KNew |
$384K - $839K
|
1.4K
$366K
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
326+ 48.73% |
$89.4K - $195K
|
995
$260K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
31+ 193.75% |
$8.5K - $18.6K
|
47
$12.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-600- 8.62% |
$165K - $360K
|
6.36K
$1.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-5- 8.06% |
$1.37K - $3K
|
57
$14.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-611- 23.14% |
$168K - $366K
|
2.03K
$531K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
CALL |
1.1KNew |
$302K - $659K
|
1.1K
$288K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
205+ 3.55% |
$56.2K - $123K
|
5.99K
$1.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.77K- 1.74% |
$486K - $1.06M
|
100K
$26.2M
|