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
|
Optas, LLC
|
SELL
|
- |
-144- 3.76% |
$39.5K - $86.3K
|
3.68K
$963K
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.99K+ 30.65% |
$545K - $1.19M
|
8.47K
$2.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-345- 3.2% |
$94.7K - $207K
|
10.4K
$2.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
5.39KNew |
$1.48M - $3.23M
|
5.39K
$1.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
536+ 92.41% |
$147K - $321K
|
1.12K
$292K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
415+ 63.17% |
$114K - $249K
|
1.07K
$280K
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-10.4K- 42.38% |
$2.85M - $6.22M
|
14.1K
$3.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-429- 5.92% |
$118K - $257K
|
6.82K
$1.78M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
74+ 10.57% |
$20.3K - $44.4K
|
774
$202K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-58- 1.15% |
$15.9K - $34.8K
|
4.98K
$1.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
704New |
$193K - $422K
|
704
$184K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
270+ 69.23% |
$74.1K - $162K
|
660
$173K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
77+ 4.53% |
$21.1K - $46.2K
|
1.78K
$465K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-19- 1.23% |
$5.21K - $11.4K
|
1.52K
$398K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
49+ 6.79% |
$13.4K - $29.4K
|
771
$202K
|
|
|
Jul 23, 2025
Q2 2025
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
74.7K+ 13.11% |
$20.5M - $44.8M
|
645K
$169M
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-1.13K- 38.69% |
$311K - $680K
|
1.8K
$470K
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.6KNew |
$440K - $961K
|
1.6K
$419K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-54.1K- 4.94% |
$14.8M - $32.4M
|
1.04M
$272M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
410+ 18.06% |
$112K - $246K
|
2.68K
$701K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
421+ 17.94% |
$116K - $252K
|
2.77K
$724K
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
3+ 18.75% |
$823 - $1.8K
|
19
$4.97K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-161- 13.39% |
$44.2K - $96.5K
|
1.04K
$272K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
124+ 13.32% |
$34K - $74.3K
|
1.06K
$276K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.31K+ 249.41% |
$633K - $1.38M
|
3.23K
$845K
|
|
|
Jul 22, 2025
Q2 2025
|
Amf Tjanstepension Ab
|
BUY
|
- |
71.6K+ 30.08% |
$19.6M - $42.9M
|
310K
$81M
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
2.36K+ 153.95% |
$647K - $1.41M
|
3.89K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-13.6K- 20.29% |
$3.72M - $8.13M
|
53.3K
$13.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-850- 13.18% |
$233K - $510K
|
5.6K
$1.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-219- 4.35% |
$60.1K - $131K
|
4.82K
$1.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-38.1K- 92.6% |
$10.5M - $22.9M
|
3.05K
$798K
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
SELL
|
- |
-20.4K- 42.44% |
$5.59M - $12.2M
|
27.6K
$7.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 40.0% |
$549 - $1.2K
|
7
$1.83K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
634+ 124.8% |
$174K - $380K
|
1.14K
$299K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
6+ 0.57% |
$1.65K - $3.6K
|
1.06K
$276K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.71K+ 118.71% |
$1.02M - $2.23M
|
6.84K
$1.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.23K+ 23.66% |
$337K - $736K
|
6.42K
$1.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.01K+ 20.58% |
$1.1M - $2.4M
|
23.5K
$6.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
11K+ 78.57% |
$3.02M - $6.59M
|
25K
$6.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.14K+ 84.42% |
$312K - $682K
|
2.49K
$650K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-556- 12.99% |
$153K - $333K
|
3.72K
$974K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
3.43K+ 22.09% |
$940K - $2.05M
|
18.9K
$4.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
2.8K+ 26.83% |
$768K - $1.68M
|
13.2K
$3.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.62K+ 91.24% |
$1.54M - $3.37M
|
11.8K
$3.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
335+ 29.36% |
$91.9K - $201K
|
1.48K
$386K
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
688New |
$189K - $412K
|
688
$180K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.32K+ 63.66% |
$911K - $1.99M
|
8.54K
$2.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.03K+ 48.22% |
$282K - $616K
|
3.16K
$827K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-220- 0.55% |
$60.4K - $132K
|
39.8K
$10.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
250+ 21.8% |
$68.6K - $150K
|
1.4K
$365K
|