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 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
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-10.6K- 39.89% |
$2.9M - $6.35M
|
16K
$4.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
206+ 27.25% |
$56.5K - $123K
|
962
$252K
|
|
|
Jul 21, 2025
Q2 2025
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-1K- 1.94% |
$274K - $599K
|
50.5K
$13.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.03K- 1.33% |
$281K - $615K
|
76K
$19.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
262+ 28.51% |
$71.9K - $157K
|
1.18K
$309K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-39- 4.85% |
$10.7K - $23.4K
|
765
$200K
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-2.56K- 49.43% |
$702K - $1.53M
|
2.62K
$685K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
74+ 12.23% |
$20.3K - $44.4K
|
679
$178K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-2.33K- 67.13% |
$638K - $1.39M
|
1.14K
$298K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.83K- 53.01% |
$1.33M - $2.9M
|
4.28K
$1.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-25- 1.29% |
$6.86K - $15K
|
1.91K
$499K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
10+ 6.85% |
$2.74K - $5.99K
|
156
$40.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
1.02KNew |
$279K - $609K
|
1.02K
$266K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.2K+ 262.96% |
$877K - $1.92M
|
4.41K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
4.98K+ 13.78% |
$1.37M - $2.98M
|
41.1K
$10.7M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
75+ 21.93% |
$20.6K - $45K
|
417
$109K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-55- 38.46% |
$15.1K - $33K
|
88
$23K
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
128+ 13.02% |
$35.1K - $76.7K
|
1.11K
$291K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-663- 5.3% |
$182K - $397K
|
11.9K
$3.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-1.31K- 36.37% |
$360K - $787K
|
2.3K
$601K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-47- 2.61% |
$12.9K - $28.2K
|
1.75K
$459K
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-3.34K- 36.28% |
$915K - $2M
|
5.86K
$1.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
344+ 32.76% |
$94.4K - $206K
|
1.39K
$365K
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
104+ 4.92% |
$28.5K - $62.3K
|
2.22K
$580K
|
|
|
Jul 21, 2025
Q2 2025
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-3- 0.3% |
$823 - $1.8K
|
984
$257K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
150+ 25.34% |
$41.2K - $89.9K
|
742
$194K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-9.18K- 33.87% |
$2.52M - $5.5M
|
17.9K
$4.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-70- 1.2% |
$19.2K - $42K
|
5.78K
$1.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5.12K+ 28.95% |
$1.41M - $3.07M
|
22.8K
$5.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.52K- 36.97% |
$418K - $913K
|
2.6K
$679K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3+ 0.11% |
$823 - $1.8K
|
2.73K
$714K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
197+ 42.92% |
$54K - $118K
|
656
$172K
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-521- 9.77% |
$143K - $312K
|
4.81K
$1.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-2.11K- 57.85% |
$578K - $1.26M
|
1.54K
$402K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
81.1K+ 332.25% |
$22.3M - $48.6M
|
106K
$27.6M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-10- 1.39% |
$2.74K - $5.99K
|
708
$185K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-52.3K- 99.77% |
$14.4M - $31.4M
|
123
$32.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-189K- 32.38% |
$51.9M - $113M
|
395K
$103M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-43- 1.42% |
$11.8K - $25.8K
|
2.98K
$779K
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
538+ 109.8% |
$148K - $323K
|
1.03K
$269K
|
|
|
Jul 18, 2025
Q2 2025
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-144- 1.27% |
$39.5K - $86.3K
|
11.2K
$2.92M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.97K+ 35.39% |
$541K - $1.18M
|
7.55K
$1.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1- 0.12% |
$274 - $599
|
800
$209K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
726+ 5.17% |
$199K - $435K
|
14.8K
$3.87M
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
2.15KNew |
$589K - $1.29M
|
2.15K
$562K
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
3.6K+ 1800.0% |
$988K - $2.16M
|
3.8K
$994K
|
|
|
Jul 18, 2025
Q2 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-19- 0.15% |
$5.21K - $11.4K
|
12.9K
$3.36M
|