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 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
SELL
|
- |
-451- 2.1% |
$208K - $247K
|
21K
$6.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-255- 20.88% |
$118K - $140K
|
966
$295K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.65K- 2.65% |
$2.15M - $2.55M
|
171K
$52.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
19.2K+ 16.76% |
$8.86M - $10.5M
|
134K
$40.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
88+ 13.86% |
$40.6K - $48.2K
|
723
$221K
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-750- 2.03% |
$346K - $411K
|
36.1K
$11M
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
10+ 125.0% |
$4.62K - $5.48K
|
18
$5.5K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.04KNew |
$943K - $1.12M
|
2.04K
$625K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.42K- 76.42% |
$657K - $780K
|
439
$134K
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
14+ 1.36% |
$6.46K - $7.67K
|
1.05K
$320K
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
564New |
$260K - $309K
|
564
$172K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-763- 1.81% |
$352K - $418K
|
41.5K
$12.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-19- 2.04% |
$8.77K - $10.4K
|
911
$278K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
187+ 7.52% |
$86.3K - $103K
|
2.67K
$817K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
35+ 3.04% |
$16.2K - $19.2K
|
1.19K
$362K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
131+ 33.68% |
$60.5K - $71.8K
|
520
$159K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
30+ 2.4% |
$13.8K - $16.4K
|
1.28K
$391K
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-11- 1.81% |
$5.08K - $6.03K
|
597
$182K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-311- 13.79% |
$144K - $170K
|
1.94K
$594K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
674+ 6.91% |
$311K - $369K
|
10.4K
$3.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.35K+ 0.38% |
$621K - $738K
|
360K
$110M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-135- 8.2% |
$62.3K - $74K
|
1.51K
$462K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-11- 2.17% |
$5.08K - $6.03K
|
497
$152K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-512- 33.57% |
$236K - $281K
|
1.01K
$310K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
60+ 5.91% |
$27.7K - $32.9K
|
1.08K
$329K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
78+ 3.94% |
$36K - $42.8K
|
2.06K
$630K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
612+ 8.91% |
$282K - $335K
|
7.48K
$2.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
17.4KNew |
$8.03M - $9.53M
|
17.4K
$5.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.09K+ 57.93% |
$504K - $599K
|
2.98K
$910K
|
|
|
Apr 24, 2025
Q1 2025
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.92K- 6.94% |
$884K - $1.05M
|
25.7K
$7.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.13K- 65.52% |
$1.44M - $1.72M
|
1.65K
$503K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-242- 5.75% |
$112K - $133K
|
3.97K
$1.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-653- 13.99% |
$301K - $358K
|
4.01K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
73+ 1.13% |
$33.7K - $40K
|
6.54K
$2M
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-201- 9.75% |
$92.8K - $110K
|
1.86K
$569K
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
8.02K+ 432.35% |
$3.7M - $4.4M
|
9.88K
$3.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-282- 1.55% |
$130K - $155K
|
17.9K
$5.46M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-2.77K- 3.84% |
$1.28M - $1.52M
|
69.5K
$21.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
156+ 20.63% |
$72K - $85.5K
|
912
$279K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
590New |
$272K - $323K
|
590
$180K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
18New |
$8.31K - $9.87K
|
18
$5.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
64+ 10.77% |
$29.5K - $35.1K
|
658
$201K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
18+ 1.56% |
$8.31K - $9.87K
|
1.17K
$359K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-6.86K- 54.29% |
$3.16M - $3.76M
|
5.77K
$1.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-168- 8.55% |
$77.5K - $92.1K
|
1.8K
$549K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-275- 9.97% |
$127K - $151K
|
2.48K
$759K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-210- 12.8% |
$96.9K - $115K
|
1.43K
$437K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
384New |
$177K - $211K
|
384
$117K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
14+ 2.84% |
$6.46K - $7.67K
|
507
$155K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-286- 11.31% |
$132K - $157K
|
2.24K
$686K
|