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
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
13+ 0.42% |
$6K - $7.13K
|
3.1K
$939K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-497- 6.09% |
$229K - $272K
|
7.66K
$2.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-65- 1.21% |
$30K - $35.6K
|
5.32K
$1.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
5.17K+ 438.14% |
$2.39M - $2.83M
|
6.35K
$1.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
547+ 5.41% |
$252K - $300K
|
10.7K
$3.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-375- 8.68% |
$173K - $206K
|
3.94K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-314- 10.63% |
$145K - $172K
|
2.64K
$799K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
356New |
$164K - $195K
|
356
$108K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
691New |
$319K - $379K
|
691
$209K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
18.8K+ 5.76% |
$8.7M - $10.3M
|
346K
$105M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.66K+ 22.86% |
$1.69M - $2.01M
|
19.7K
$5.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-1- 0.13% |
$462 - $548
|
761
$230K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
182+ 6.03% |
$84K - $99.8K
|
3.2K
$968K
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-837- 4.29% |
$386K - $459K
|
18.7K
$5.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
9.91K+ 5.01% |
$4.57M - $5.43M
|
208K
$62.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
22.9K+ 5.46% |
$10.6M - $12.6M
|
443K
$134M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-400- 39.68% |
$185K - $219K
|
608
$184K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-15- 8.43% |
$6.92K - $8.22K
|
163
$49.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
740+ 5.04% |
$342K - $406K
|
15.4K
$4.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-26- 3.1% |
$12K - $14.3K
|
813
$246K
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet Bank & Trust LTD
|
BUY
|
- |
655+ 19.85% |
$302K - $359K
|
3.96K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-186- 6.72% |
$85.8K - $102K
|
2.58K
$781K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-162- 9.52% |
$74.8K - $88.8K
|
1.54K
$466K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
13+ 1.4% |
$6K - $7.13K
|
941
$285K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-1.27K- 11.51% |
$587K - $697K
|
9.77K
$2.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
4.91K+ 0.41% |
$2.27M - $2.69M
|
1.22M
$368M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-57- 1.6% |
$26.3K - $31.2K
|
3.5K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
98+ 3.95% |
$45.2K - $53.7K
|
2.58K
$781K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
307+ 6.87% |
$142K - $168K
|
4.78K
$1.45M
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
76+ 5.5% |
$35.1K - $41.7K
|
1.46K
$442K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
254+ 18.13% |
$117K - $139K
|
1.66K
$501K
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.08K- 16.73% |
$496K - $589K
|
5.35K
$1.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
12+ 0.95% |
$5.54K - $6.58K
|
1.28K
$388K
|
|
|
Apr 28, 2025
Q1 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
588New |
$271K - $322K
|
588
$178K
|
|
|
Apr 28, 2025
Q1 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-1.65K- 72.94% |
$762K - $904K
|
612
$185K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-136- 3.48% |
$62.8K - $74.6K
|
3.77K
$1.14M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
9+ 4.5% |
$4.15K - $4.93K
|
209
$63.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-14.9K- 95.97% |
$6.87M - $8.15M
|
625
$189K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-194- 8.35% |
$89.5K - $106K
|
2.13K
$644K
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
121+ 3.94% |
$55.8K - $66.3K
|
3.19K
$967K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.82K+ 0.77% |
$839K - $996K
|
236K
$71.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-34- 0.93% |
$15.7K - $18.6K
|
3.6K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-175- 3.12% |
$80.8K - $95.9K
|
5.43K
$1.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
436+ 5.95% |
$201K - $239K
|
7.77K
$2.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
59+ 13.14% |
$27.2K - $32.3K
|
508
$154K
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
37+ 74.0% |
$17.1K - $20.3K
|
87
$26.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-119- 17.71% |
$54.9K - $65.2K
|
553
$167K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-163- 2.45% |
$75.2K - $89.4K
|
6.49K
$1.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-19- 1.18% |
$8.77K - $10.4K
|
1.59K
$481K
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
889+ 10.7% |
$410K - $487K
|
9.2K
$2.78M
|