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 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-285- 18.55% |
$132K - $156K
|
1.25K
$379K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-48- 8.08% |
$22.2K - $26.3K
|
546
$165K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.14KNew |
$525K - $623K
|
1.14K
$344K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-275- 34.03% |
$127K - $151K
|
533
$161K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-22- 5.41% |
$10.2K - $12.1K
|
385
$117K
|
|
|
Apr 28, 2025
Q1 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
234+ 3.4% |
$108K - $128K
|
7.12K
$2.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
58+ 3.43% |
$26.8K - $31.8K
|
1.75K
$529K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
40.3K+ 10.29% |
$18.6M - $22.1M
|
432K
$131M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-85- 12.28% |
$39.2K - $46.6K
|
607
$184K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
365+ 13.88% |
$168K - $200K
|
3K
$906K
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
383New |
$177K - $210K
|
383
$116K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.4K- 77.33% |
$644K - $765K
|
409
$124K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-316- 9.71% |
$146K - $173K
|
2.94K
$889K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
168+ 0.21% |
$77.5K - $92.1K
|
79.1K
$23.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-256- 7.38% |
$118K - $140K
|
3.21K
$972K
|
|
|
Apr 28, 2025
Q1 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-963- 63.27% |
$444K - $528K
|
559
$169K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-32- 5.55% |
$14.8K - $17.5K
|
545
$165K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
46+ 3.48% |
$21.2K - $25.2K
|
1.37K
$413K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-105- 17.21% |
$48.5K - $57.6K
|
505
$153K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
695+ 1.66% |
$321K - $381K
|
42.5K
$12.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-76.1K- 3.9% |
$35.1M - $41.7M
|
1.88M
$568M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
54+ 1.88% |
$24.9K - $29.6K
|
2.93K
$885K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
72+ 3.44% |
$33.2K - $39.5K
|
2.16K
$655K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
377+ 7.3% |
$174K - $207K
|
5.54K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.73K- 9.39% |
$800K - $950K
|
16.7K
$5.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
10.8K+ 29.3% |
$4.96M - $5.9M
|
47.5K
$14.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
SELL
|
- |
-24- 5.29% |
$11.1K - $13.2K
|
430
$130K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
210New |
$96.9K - $115K
|
210
$63.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-50- 4.23% |
$23.1K - $27.4K
|
1.13K
$343K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-258- 6.56% |
$119K - $141K
|
3.68K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
11.4K+ 16.87% |
$5.28M - $6.27M
|
79.2K
$24M
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
201+ 15.36% |
$92.8K - $110K
|
1.51K
$457K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-410- 31.59% |
$189K - $225K
|
888
$269K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
150+ 21.74% |
$69.2K - $82.2K
|
840
$254K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-30.5K- 9.08% |
$14.1M - $16.7M
|
305K
$92.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-7.44K- 18.53% |
$3.43M - $4.08M
|
32.7K
$9.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.25K+ 8.48% |
$578K - $686K
|
16K
$4.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-185- 6.01% |
$85.4K - $101K
|
2.89K
$875K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-441- 1.32% |
$204K - $242K
|
32.8K
$9.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
34+ 1.15% |
$15.7K - $18.6K
|
2.99K
$906K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
270+ 1.55% |
$125K - $148K
|
17.7K
$5.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-24- 2.63% |
$11.1K - $13.2K
|
889
$269K
|
|
|
Apr 28, 2025
Q1 2025
|
Fisher Funds Management LTD
Auckland, Q2 |
SELL
|
- |
-35.2K- 12.74% |
$16.3M - $19.3M
|
241K
$73M
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
420+ 1.75% |
$194K - $230K
|
24.4K
$7.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-4.5K- 0.17% |
$2.07M - $2.46M
|
2.62M
$791M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-113K- 12.27% |
$52M - $61.8M
|
806K
$244M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
58+ 1.33% |
$26.8K - $31.8K
|
4.4K
$1.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Prakash Investment Advisors LLC
Andover, MA |
SELL
|
- |
-100- 20.0% |
$46.2K - $54.8K
|
400
$121K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
331+ 4.1% |
$153K - $181K
|
8.4K
$2.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-839- 6.68% |
$387K - $460K
|
11.7K
$3.55M
|