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
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.1K+ 68.7% |
$1.13M - $2.46M
|
10.1K
$2.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
310+ 27.93% |
$85K - $186K
|
1.42K
$371K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-28K- 29.44% |
$7.68M - $16.8M
|
67.1K
$17.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.46K+ 37.95% |
$400K - $874K
|
5.3K
$1.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-1.48K- 33.58% |
$407K - $888K
|
2.93K
$767K
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
37+ 4.74% |
$10.2K - $22.2K
|
818
$214K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
5+ 0.76% |
$1.37K - $3K
|
661
$173K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
396+ 27.07% |
$109K - $237K
|
1.86K
$486K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-260- 9.4% |
$71.3K - $156K
|
2.51K
$655K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
33K+ 18.84% |
$9.06M - $19.8M
|
208K
$54.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.58K+ 42.45% |
$434K - $949K
|
5.31K
$1.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-713- 40.63% |
$196K - $427K
|
1.04K
$273K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-277- 3.58% |
$76K - $166K
|
7.46K
$1.95M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-7.29K- 34.97% |
$2M - $4.37M
|
13.6K
$3.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-41- 8.54% |
$11.2K - $24.6K
|
439
$115K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
257+ 11.01% |
$70.5K - $154K
|
2.59K
$678K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.7K+ 169.32% |
$466K - $1.02M
|
2.7K
$707K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
21.2K+ 15.84% |
$5.81M - $12.7M
|
155K
$40.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-262- 8.54% |
$71.9K - $157K
|
2.81K
$734K
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-14- 7.22% |
$3.84K - $8.39K
|
180
$47.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.85KNew |
$508K - $1.11M
|
1.85K
$484K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-92- 3.89% |
$25.2K - $55.2K
|
2.27K
$594K
|
|
|
Jul 21, 2025
Q2 2025
|
Sullivan Wood Capital Management LLC
Washington, DC |
BUY
|
- |
1.43KNew |
$393K - $860K
|
1.43K
$375K
|
|
|
Jul 21, 2025
Q2 2025
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-20.4K- 43.26% |
$5.6M - $12.2M
|
26.8K
$7.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-484- 93.26% |
$133K - $290K
|
35
$9.15K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-165- 3.5% |
$45.3K - $98.9K
|
4.55K
$1.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.88K+ 59.6% |
$1.34M - $2.93M
|
13.1K
$3.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
15+ 1.82% |
$4.12K - $8.99K
|
838
$219K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
870+ 4.54% |
$239K - $522K
|
20.1K
$5.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
793+ 56.0% |
$218K - $475K
|
2.21K
$578K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
925+ 164.88% |
$254K - $555K
|
1.49K
$389K
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-5.32K- 21.54% |
$1.46M - $3.19M
|
19.4K
$5.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
2+ 3.85% |
$549 - $1.2K
|
54
$14.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-436- 10.68% |
$120K - $261K
|
3.65K
$953K
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-230- 5.82% |
$63.1K - $138K
|
3.72K
$974K
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
350New |
$96K - $210K
|
350
$91.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-139- 12.91% |
$38.1K - $83.3K
|
938
$245K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
92+ 4.98% |
$25.2K - $55.2K
|
1.94K
$507K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
216+ 19.73% |
$59.3K - $129K
|
1.31K
$343K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
59+ 1.84% |
$16.2K - $35.4K
|
3.27K
$855K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-4.91K- 3.51% |
$1.35M - $2.94M
|
135K
$35.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
BUY
|
- |
167+ 12.37% |
$45.8K - $100K
|
1.52K
$397K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.61K+ 5.06% |
$442K - $965K
|
33.4K
$8.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-1.72K- 70.21% |
$471K - $1.03M
|
729
$191K
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-283- 7.22% |
$77.6K - $170K
|
3.64K
$952K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
132+ 5.41% |
$36.2K - $79.1K
|
2.57K
$673K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
8.12KNew |
$2.23M - $4.87M
|
8.12K
$2.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
775+ 32.7% |
$213K - $465K
|
3.15K
$823K
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
24+ 1.23% |
$6.58K - $14.4K
|
1.98K
$517K
|
|
|
Jul 21, 2025
Q2 2025
|
Consolidated Investment Group LLC
|
BUY
|
- |
3.5K+ 26.42% |
$960K - $2.1M
|
16.8K
$4.38M
|