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 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
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
17+ 9.88% |
$4.66K - $10.2K
|
189
$49.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-13.6K- 95.1% |
$3.73M - $8.14M
|
700
$183K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
CALL |
15.4KNew |
$4.23M - $9.25M
|
15.4K
$4.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
133+ 8.66% |
$36.5K - $79.7K
|
1.67K
$437K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-68.4K- 88.73% |
$18.8M - $41M
|
8.69K
$2.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-662- 15.7% |
$182K - $397K
|
3.55K
$930K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.69KNew |
$465K - $1.02M
|
1.69K
$443K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
2.54K+ 59.12% |
$697K - $1.52M
|
6.84K
$1.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-7- 8.64% |
$1.92K - $4.2K
|
74
$19.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.05K+ 22.5% |
$563K - $1.23M
|
11.2K
$2.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-139- 11.44% |
$38.1K - $83.3K
|
1.08K
$281K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-379- 5.07% |
$104K - $227K
|
7.1K
$1.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-304- 12.93% |
$83.4K - $182K
|
2.05K
$536K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-92- 14.4% |
$25.2K - $55.2K
|
547
$143K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
648+ 9.85% |
$178K - $388K
|
7.23K
$1.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.2K+ 141.54% |
$3.07M - $6.7M
|
19.1K
$4.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
2.66K+ 5.23% |
$731K - $1.6M
|
53.6K
$14M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
42+ 2.04% |
$11.5K - $25.2K
|
2.1K
$550K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-35- 5.19% |
$9.6K - $21K
|
639
$167K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
13.5K+ 36.45% |
$3.69M - $8.07M
|
50.4K
$13.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-11- 16.92% |
$3.02K - $6.59K
|
54
$14.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-1.12K- 23.56% |
$308K - $674K
|
3.65K
$954K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.25KNew |
$1.16M - $2.55M
|
4.25K
$1.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
34+ 188.89% |
$9.33K - $20.4K
|
52
$13.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
961+ 138.87% |
$264K - $576K
|
1.65K
$432K
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-3.99K- 27.73% |
$1.09M - $2.39M
|
10.4K
$2.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
239K+ 1726.15% |
$65.7M - $144M
|
253K
$66.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
2.7K+ 76.24% |
$740K - $1.62M
|
6.24K
$1.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-4.58K- 71.35% |
$1.26M - $2.75M
|
1.84K
$481K
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
210+ 2.54% |
$57.6K - $126K
|
8.47K
$2.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
CALL |
100New |
$27.4K - $59.9K
|
100
$26.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
275+ 3.37% |
$75.4K - $165K
|
8.44K
$2.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-83- 7.34% |
$22.8K - $49.8K
|
1.05K
$274K
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
287KNew |
$78.9M - $172M
|
287K
$75.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.98K+ 10.5% |
$544K - $1.19M
|
20.9K
$5.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
141K+ 31.91% |
$38.8M - $84.7M
|
584K
$153M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
CALL |
1.5KNew |
$412K - $899K
|
1.5K
$392K
|
|
|
Jul 22, 2025
Q2 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
149K+ 105.82% |
$40.9M - $89.3M
|
290K
$75.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
524+ 2.74% |
$144K - $314K
|
19.7K
$5.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.76K+ 9.46% |
$483K - $1.06M
|
20.4K
$5.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-19.7K- 85.72% |
$5.41M - $11.8M
|
3.29K
$859K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.13K+ 66.46% |
$583K - $1.27M
|
5.33K
$1.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.35K+ 26.01% |
$1.47M - $3.21M
|
25.9K
$6.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-114- 7.28% |
$31.3K - $68.3K
|
1.45K
$380K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
532+ 19.3% |
$146K - $319K
|
3.29K
$860K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
30+ 2.85% |
$8.23K - $18K
|
1.08K
$283K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
10.2K+ 120.62% |
$2.78M - $6.09M
|
18.6K
$4.86M
|