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 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-313- 5.74% |
$85.9K - $188K
|
5.14K
$1.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
41+ 2.47% |
$11.2K - $24.6K
|
1.7K
$446K
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
4.8K+ 39.27% |
$1.32M - $2.88M
|
17K
$4.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2+ 0.04% |
$549 - $1.2K
|
5.14K
$1.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-100- 2.65% |
$27.4K - $59.9K
|
3.67K
$959K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-700- 0.89% |
$192K - $420K
|
78.4K
$20.5M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
846+ 7.82% |
$232K - $507K
|
11.7K
$3.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.71K- 14.42% |
$743K - $1.62M
|
16.1K
$4.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.3K- 56.54% |
$5.02M - $11M
|
14.1K
$3.68M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.54K+ 2.6% |
$697K - $1.52M
|
100K
$26.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-300- 3.26% |
$82.3K - $180K
|
8.9K
$2.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-40- 0.74% |
$11K - $24K
|
5.39K
$1.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
541+ 9.17% |
$148K - $324K
|
6.44K
$1.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-114- 7.51% |
$31.3K - $68.3K
|
1.4K
$367K
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
78+ 6.42% |
$21.4K - $46.8K
|
1.29K
$338K
|
|
|
Jul 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-210- 14.58% |
$57.6K - $126K
|
1.23K
$322K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-603- 22.36% |
$165K - $361K
|
2.09K
$548K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
8.71K+ 18.68% |
$2.39M - $5.22M
|
55.3K
$14.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
400+ 34.72% |
$110K - $240K
|
1.55K
$406K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.43K- 42.53% |
$392K - $857K
|
1.93K
$505K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-468- 11.87% |
$128K - $281K
|
3.48K
$909K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-683- 3.49% |
$187K - $409K
|
18.9K
$4.94M
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.92K- 20.47% |
$525K - $1.15M
|
7.44K
$1.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-95.1K- 28.14% |
$26.1M - $57M
|
243K
$63.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-5- 0.1% |
$1.37K - $3K
|
4.88K
$1.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
32.1K+ 144.75% |
$8.8M - $19.2M
|
54.2K
$14.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-160- 2.41% |
$43.9K - $95.9K
|
6.49K
$1.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-33- 45.83% |
$9.05K - $19.8K
|
39
$10.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
23+ 0.45% |
$6.31K - $13.8K
|
5.15K
$1.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
39New |
$10.7K - $23.4K
|
39
$10.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-299- 16.82% |
$82K - $179K
|
1.48K
$387K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-42- 0.95% |
$11.5K - $25.2K
|
4.38K
$1.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-650- 25.76% |
$178K - $390K
|
1.87K
$490K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
17+ 121.43% |
$4.66K - $10.2K
|
31
$8.11K
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-181- 11.21% |
$49.7K - $109K
|
1.43K
$375K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.55K+ 20.69% |
$973K - $2.13M
|
20.7K
$5.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
182+ 7.16% |
$49.9K - $109K
|
2.72K
$712K
|
|
|
Jul 24, 2025
Q2 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-110- 1.68% |
$30.2K - $65.9K
|
6.44K
$1.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
20.7K+ 35.53% |
$5.68M - $12.4M
|
78.9K
$20.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Actiam N.V.
Rotterdam, P7 |
BUY
|
- |
6.17K+ 2.4% |
$1.69M - $3.7M
|
263K
$68.9M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-422- 20.65% |
$116K - $253K
|
1.62K
$424K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
843New |
$231K - $505K
|
843
$221K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-2.31K- 81.31% |
$632K - $1.38M
|
530
$139K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.34K- 17.77% |
$368K - $804K
|
6.2K
$1.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-70- 8.79% |
$19.2K - $42K
|
726
$190K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-21.4K- 78.41% |
$5.88M - $12.8M
|
5.9K
$1.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
5.93K+ 443.83% |
$1.63M - $3.56M
|
7.27K
$1.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
16.6K+ 100.5% |
$4.57M - $9.98M
|
33.2K
$8.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-505- 36.62% |
$139K - $303K
|
874
$229K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.28K- 13.86% |
$350K - $766K
|
7.94K
$2.08M
|