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 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-130K- 86.67% |
$35.6M - $77.8M
|
20K
$5.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Davis Rea Ltd.
|
SELL
|
- |
-3.36K- 14.27% |
$922K - $2.01M
|
20.2K
$5.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-90- 1.18% |
$24.7K - $54K
|
7.55K
$1.97M
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-4.61K- 83.17% |
$1.26M - $2.76M
|
932
$244K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
105K+ 8.9% |
$28.8M - $62.8M
|
1.28M
$335M
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.07K+ 63.2% |
$293K - $640K
|
2.76K
$721K
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-34.4K- 88.98% |
$9.45M - $20.6M
|
4.27K
$1.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
620+ 18.43% |
$170K - $372K
|
3.98K
$1.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
95+ 1.34% |
$26.1K - $56.9K
|
7.21K
$1.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
769+ 114.43% |
$211K - $461K
|
1.44K
$377K
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
11.7K+ 89.11% |
$3.2M - $6.99M
|
24.7K
$6.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
480+ 9.99% |
$132K - $288K
|
5.29K
$1.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
BUY
|
- |
39.8K+ 50.19% |
$10.9M - $23.8M
|
119K
$31.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
16+ 2.0% |
$4.39K - $9.59K
|
815
$213K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
197+ 25.82% |
$54K - $118K
|
960
$251K
|
|
|
Jul 24, 2025
Q2 2025
|
Lindenwold Advisors
|
BUY
|
- |
240+ 2.84% |
$65.8K - $144K
|
8.69K
$2.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
592+ 2.79% |
$162K - $355K
|
21.8K
$5.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-35- 4.83% |
$9.6K - $21K
|
690
$180K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
149+ 13.17% |
$40.9K - $89.3K
|
1.28K
$335K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
198+ 33.9% |
$54.3K - $119K
|
782
$205K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-94- 2.04% |
$25.8K - $56.4K
|
4.53K
$1.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-350- 6.06% |
$96K - $210K
|
5.43K
$1.42M
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
438+ 9.76% |
$120K - $263K
|
4.93K
$1.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
1.4K+ 93.09% |
$384K - $840K
|
2.91K
$760K
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
153+ 2.24% |
$42K - $91.7K
|
6.98K
$1.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
1.21K+ 5.02% |
$331K - $723K
|
25.2K
$6.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
3.66K+ 14.56% |
$1M - $2.19M
|
28.8K
$7.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-22- 32.84% |
$6.04K - $13.2K
|
45
$11.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-55- 0.36% |
$15.1K - $33K
|
15.1K
$3.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-188- 16.29% |
$51.6K - $113K
|
966
$253K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
215+ 9.35% |
$59K - $129K
|
2.51K
$658K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
139+ 10.17% |
$38.1K - $83.3K
|
1.51K
$394K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.97K- 15.28% |
$1.36M - $2.98M
|
27.5K
$7.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
794+ 5.38% |
$218K - $476K
|
15.6K
$4.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
300+ 410.96% |
$82.3K - $180K
|
373
$97.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-62- 2.59% |
$17K - $37.2K
|
2.33K
$610K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-3.9K- 14.16% |
$1.07M - $2.34M
|
23.7K
$6.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-745- 14.58% |
$204K - $447K
|
4.37K
$1.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-964- 19.42% |
$264K - $578K
|
4K
$1.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Spear Holdings Rsc LTD
Abu Dhabi, C0 |
BUY
|
- |
201KNew |
$55.1M - $120M
|
201K
$52.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
394+ 8.32% |
$108K - $236K
|
5.13K
$1.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
10.1K+ 3.19% |
$2.77M - $6.05M
|
326K
$85.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
38New |
$10.4K - $22.8K
|
38
$9.94K
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
161+ 3.65% |
$44.2K - $96.5K
|
4.57K
$1.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
BUY
|
- |
1.75K+ 41.67% |
$479K - $1.05M
|
5.93K
$1.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.34K- 12.9% |
$368K - $804K
|
9.05K
$2.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
4.25K+ 31.31% |
$1.17M - $2.55M
|
17.8K
$4.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-830- 4.63% |
$228K - $498K
|
17.1K
$4.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-1.13K- 61.69% |
$309K - $676K
|
700
$183K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-403- 23.43% |
$111K - $242K
|
1.32K
$344K
|