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 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-19- 43.18% |
$5.21K - $11.4K
|
25
$6.54K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
11K+ 19.75% |
$3.03M - $6.62M
|
66.9K
$17.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.45K- 17.82% |
$945K - $2.07M
|
15.9K
$4.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-218- 6.92% |
$59.8K - $131K
|
2.93K
$767K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-269- 54.23% |
$73.8K - $161K
|
227
$59.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
43+ 5.7% |
$11.8K - $25.8K
|
797
$208K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-737- 11.27% |
$202K - $442K
|
5.8K
$1.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Harvey Investment CO LLC
|
BUY
|
- |
380+ 7.84% |
$104K - $228K
|
5.23K
$1.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-662- 1.23% |
$182K - $397K
|
53.3K
$13.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
16+ 2.7% |
$4.39K - $9.59K
|
609
$159K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.6K- 3.23% |
$439K - $959K
|
47.9K
$12.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
607+ 81.81% |
$167K - $364K
|
1.35K
$353K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-5.87K- 8.45% |
$1.61M - $3.52M
|
63.6K
$16.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
47+ 7.13% |
$12.9K - $28.2K
|
706
$185K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-25.2K- 67.72% |
$6.9M - $15.1M
|
12K
$3.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-287- 9.63% |
$78.7K - $172K
|
2.69K
$704K
|
|
|
Jul 23, 2025
Q2 2025
|
Focused Investors LLC
|
BUY
|
- |
90.1K+ 21.77% |
$24.7M - $54M
|
504K
$132M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-9.43K- 63.51% |
$2.59M - $5.65M
|
5.42K
$1.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-100- 81.97% |
$27.4K - $59.9K
|
22
$5.75K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-1.57K- 31.12% |
$430K - $939K
|
3.47K
$907K
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-1.24K- 65.47% |
$341K - $746K
|
656
$172K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
99+ 1.24% |
$27.2K - $59.3K
|
8.08K
$2.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
298+ 1.24% |
$81.8K - $179K
|
24.4K
$6.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
475+ 0.95% |
$130K - $285K
|
50.4K
$13.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
238+ 20.38% |
$65.3K - $143K
|
1.41K
$368K
|
|
|
Jul 23, 2025
Q2 2025
|
Broderick Brian C
|
SELL
|
- |
-376- 1.65% |
$103K - $225K
|
22.4K
$5.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Puzo Michael J
|
BUY
|
- |
670+ 4.19% |
$184K - $402K
|
16.7K
$4.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
359+ 30.27% |
$98.5K - $215K
|
1.55K
$404K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
318+ 1.78% |
$87.2K - $191K
|
18.2K
$4.76M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
493+ 31.28% |
$135K - $296K
|
2.07K
$541K
|
|
|
Jul 23, 2025
Q2 2025
|
Kidder Stephen W
|
BUY
|
- |
221+ 1.5% |
$60.6K - $132K
|
15K
$3.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-1.48K- 5.98% |
$406K - $887K
|
23.3K
$6.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.65K- 15.28% |
$726K - $1.59M
|
14.7K
$3.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
4.14K+ 139.91% |
$1.14M - $2.48M
|
7.11K
$1.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2.28K+ 338.78% |
$626K - $1.37M
|
2.95K
$772K
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
977+ 75.44% |
$268K - $586K
|
2.27K
$594K
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
72+ 6.14% |
$19.8K - $43.2K
|
1.24K
$325K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-13- 6.16% |
$3.57K - $7.79K
|
198
$51.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
941+ 11.92% |
$258K - $564K
|
8.84K
$2.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-427- 5.98% |
$117K - $256K
|
6.71K
$1.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-40K- 41.43% |
$11M - $24M
|
56.6K
$14.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
PUT |
500New |
$137K - $300K
|
500
$131K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-2.79K- 4.84% |
$766K - $1.67M
|
54.8K
$14.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
481+ 4.87% |
$132K - $288K
|
10.4K
$2.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
216+ 24.3% |
$59.3K - $129K
|
1.11K
$289K
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-90- 21.33% |
$24.7K - $54K
|
332
$86.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Dempze Nancy E
|
BUY
|
- |
324+ 3.84% |
$88.9K - $194K
|
8.76K
$2.29M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-13K- 85.45% |
$3.57M - $7.8M
|
2.22K
$580K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
523+ 30.11% |
$143K - $314K
|
2.26K
$591K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.12K+ 2.6% |
$308K - $673K
|
44.2K
$11.6M
|