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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-776- 15.57% |
$377K - $485K
|
4.21K
$2.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
6.73K+ 464.71% |
$3.27M - $4.21M
|
8.18K
$4.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
26.5K+ 8.57% |
$12.9M - $16.6M
|
335K
$176M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
157+ 0.39% |
$76.2K - $98.2K
|
40.2K
$21M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-207- 5.14% |
$101K - $129K
|
3.82K
$2M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$486 - $625
|
1.98K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
1.61K+ 7.45% |
$779K - $1M
|
23.1K
$12.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
141+ 16.36% |
$68.5K - $88.2K
|
1K
$525K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-31.1K- 2.76% |
$15.1M - $19.5M
|
1.1M
$574M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-245- 8.12% |
$119K - $153K
|
2.77K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
796+ 18.05% |
$386K - $498K
|
5.21K
$2.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
4.5KNew |
$2.18M - $2.81M
|
4.5K
$2.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
SELL
|
- |
-63- 9.35% |
$30.6K - $39.4K
|
611
$320K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-16- 0.74% |
$7.77K - $10K
|
2.14K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
198+ 3.87% |
$96.1K - $124K
|
5.32K
$2.78M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-86- 2.46% |
$41.8K - $53.8K
|
3.41K
$1.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
209+ 26.29% |
$101K - $131K
|
1K
$526K
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
192+ 1.59% |
$93.2K - $120K
|
12.3K
$6.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
17+ 1.27% |
$8.25K - $10.6K
|
1.35K
$708K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-15.7K- 62.34% |
$7.63M - $9.83M
|
9.5K
$4.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-7K- 2.75% |
$3.4M - $4.38M
|
247K
$130M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-10.4K- 11.92% |
$5.05M - $6.5M
|
76.9K
$40.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
54+ 2.52% |
$26.2K - $33.8K
|
2.2K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-128- 1.06% |
$62.1K - $80K
|
12K
$6.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
515+ 4.98% |
$250K - $322K
|
10.9K
$5.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.21% |
$3.88K - $5K
|
3.85K
$2.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-2- 0.04% |
$971 - $1.25K
|
4.72K
$2.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-143- 1.43% |
$69.4K - $89.4K
|
9.87K
$5.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
473+ 112.89% |
$230K - $296K
|
892
$467K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-107- 1.76% |
$52K - $66.9K
|
5.98K
$3.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
136+ 7.31% |
$66K - $85K
|
2K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
2.11MNew |
$1.03B - $1.32B
|
2.11M
$1.11B
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-124K- 47.12% |
$60.3M - $77.7M
|
139K
$73M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-5.99K- 17.53% |
$2.91M - $3.74M
|
28.1K
$14.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
PUT |
-4.2K- 27.63% |
$2.04M - $2.63M
|
11K
$5.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-13- 1.91% |
$6.31K - $8.13K
|
668
$350K
|
|
|
Jan 23, 2025
Q4 2024
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-47- 3.14% |
$22.8K - $29.4K
|
1.45K
$759K
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-15- 1.09% |
$7.28K - $9.38K
|
1.36K
$709K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-314- 3.12% |
$152K - $196K
|
9.76K
$5.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
172+ 10.62% |
$83.5K - $108K
|
1.79K
$938K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-63- 7.04% |
$30.6K - $39.4K
|
832
$436K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-78- 4.06% |
$37.9K - $48.8K
|
1.85K
$966K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
304+ 3.07% |
$148K - $190K
|
10.2K
$5.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-43- 0.26% |
$20.9K - $26.9K
|
16.3K
$8.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-92- 2.29% |
$44.7K - $57.5K
|
3.92K
$2.05M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-38- 2.32% |
$18.4K - $23.8K
|
1.6K
$839K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8.31K+ 106.89% |
$4.03M - $5.19M
|
16.1K
$8.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-82- 8.79% |
$39.8K - $51.3K
|
851
$446K
|
|
|
Jan 23, 2025
Q4 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
2K+ 7.14% |
$972K - $1.25M
|
30.1K
$15.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
550+ 14.5% |
$267K - $344K
|
4.34K
$2.27M
|