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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-8.82K- 29.12% |
$4.07M - $4.83M
|
21.5K
$6.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-105- 21.38% |
$48.5K - $57.6K
|
386
$117K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-175- 1.49% |
$80.8K - $95.9K
|
11.6K
$3.5M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-122- 13.16% |
$56.3K - $66.9K
|
805
$244K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-157- 71.69% |
$72.5K - $86.1K
|
62
$18.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
806+ 58.62% |
$372K - $442K
|
2.18K
$660K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-70- 46.67% |
$32.3K - $38.4K
|
80
$24.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-133- 46.02% |
$61.4K - $72.9K
|
156
$47.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
11+ 0.67% |
$5.08K - $6.03K
|
1.65K
$498K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-3.04K- 13.8% |
$1.4M - $1.67M
|
19K
$5.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
95+ 16.41% |
$43.8K - $52.1K
|
674
$204K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
25+ 8.93% |
$11.5K - $13.7K
|
305
$92.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-128- 18.91% |
$59.1K - $70.2K
|
549
$166K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
42+ 4.17% |
$19.4K - $23K
|
1.05K
$318K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-57- 12.21% |
$26.3K - $31.2K
|
410
$124K
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-106- 2.84% |
$48.9K - $58.1K
|
3.62K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
102New |
$47.1K - $55.9K
|
102
$30.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-165- 17.31% |
$76.2K - $90.4K
|
788
$238K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
100K+ 4.67% |
$46.1M - $54.8M
|
2.24M
$678M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
204+ 22.52% |
$94.2K - $112K
|
1.11K
$336K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-50- 5.75% |
$23.1K - $27.4K
|
819
$248K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-228- 9.25% |
$105K - $125K
|
2.24K
$677K
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-12- 0.34% |
$5.54K - $6.58K
|
3.53K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.98K- 20.45% |
$912K - $1.08M
|
7.68K
$2.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-9.56K- 11.76% |
$4.41M - $5.24M
|
71.8K
$21.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
78+ 10.64% |
$36K - $42.8K
|
811
$245K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-358- 37.84% |
$165K - $196K
|
588
$178K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-77K- 51.14% |
$35.5M - $42.2M
|
73.5K
$22.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-888- 4.22% |
$410K - $487K
|
20.2K
$6.11M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.28K+ 63.46% |
$3.36M - $3.99M
|
18.7K
$5.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
272+ 25.4% |
$126K - $149K
|
1.34K
$406K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-292- 15.27% |
$135K - $160K
|
1.62K
$490K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
5+ 14.29% |
$2.31K - $2.74K
|
40
$12.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
40+ 5.59% |
$18.5K - $21.9K
|
756
$229K
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
89+ 2.3% |
$41.1K - $48.8K
|
3.96K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-25- 17.24% |
$11.5K - $13.7K
|
120
$36.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-10- 0.22% |
$4.62K - $5.48K
|
4.61K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
1.1K+ 1.45% |
$509K - $605K
|
77.1K
$23.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-178- 10.06% |
$82.2K - $97.6K
|
1.59K
$482K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.56K- 34.6% |
$3.03M - $3.6M
|
12.4K
$3.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-291- 12.34% |
$134K - $160K
|
2.07K
$626K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-1.63K- 75.33% |
$753K - $894K
|
534
$162K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.37K- 9.29% |
$631K - $750K
|
13.4K
$4.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.43K- 7.35% |
$1.12M - $1.33M
|
30.6K
$9.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
13.2K+ 70.01% |
$6.09M - $7.24M
|
32.1K
$9.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-10.6K- 1.49% |
$4.88M - $5.79M
|
697K
$211M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
909New |
$420K - $498K
|
909
$275K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
100+ 0.32% |
$46.2K - $54.8K
|
31K
$9.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-72- 1.6% |
$33.2K - $39.5K
|
4.42K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-919- 34.1% |
$424K - $504K
|
1.78K
$537K
|