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 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-105- 5.12% |
$48.5K - $57.6K
|
1.94K
$594K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
64+ 13.5% |
$29.5K - $35.1K
|
538
$164K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-7- 0.31% |
$3.23K - $3.84K
|
2.24K
$685K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-273- 2.2% |
$126K - $150K
|
12.2K
$3.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
258+ 29.76% |
$119K - $141K
|
1.13K
$344K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
124+ 0.72% |
$57.2K - $68K
|
17.3K
$5.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-299- 6.8% |
$138K - $164K
|
4.1K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
992+ 5.63% |
$458K - $544K
|
18.6K
$5.69M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
74+ 16.78% |
$34.2K - $40.6K
|
515
$157K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
77+ 2.78% |
$35.5K - $42.2K
|
2.84K
$869K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
50+ 1.07% |
$23.1K - $27.4K
|
4.73K
$1.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
28+ 6.07% |
$12.9K - $15.3K
|
489
$149K
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-46- 0.99% |
$21.2K - $25.2K
|
4.62K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-65- 6.83% |
$30K - $35.6K
|
886
$271K
|
|
|
Apr 23, 2025
Q1 2025
|
Generate Investment Management LTD
Auckland, Q2 |
SELL
|
- |
-56.6K- 83.72% |
$26.1M - $31M
|
11K
$3.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-21- 7.95% |
$9.69K - $11.5K
|
243
$74.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-253- 42.31% |
$117K - $139K
|
345
$105K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.16K+ 31.49% |
$534K - $634K
|
4.83K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
6.79K+ 156.63% |
$3.13M - $3.72M
|
11.1K
$3.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
200+ 1.31% |
$92.3K - $110K
|
15.5K
$4.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
23.1K+ 79.36% |
$10.7M - $12.7M
|
52.3K
$16M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.27K+ 0.18% |
$584K - $693K
|
711K
$217M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-18- 1.32% |
$8.31K - $9.87K
|
1.35K
$411K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-58- 9.25% |
$26.8K - $31.8K
|
569
$174K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
326+ 0.53% |
$150K - $179K
|
62.3K
$19M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
109+ 1.29% |
$50.3K - $59.8K
|
8.56K
$2.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-13- 0.55% |
$6K - $7.13K
|
2.36K
$722K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-159- 7.71% |
$73.4K - $87.2K
|
1.9K
$581K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-75- 11.76% |
$34.6K - $41.1K
|
563
$172K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.41K- 4.94% |
$650K - $772K
|
27.1K
$8.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
136+ 28.27% |
$62.8K - $74.6K
|
617
$189K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
14+ 1.15% |
$6.46K - $7.67K
|
1.23K
$376K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
105+ 4.0% |
$48.5K - $57.6K
|
2.73K
$833K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
372+ 10.72% |
$172K - $204K
|
3.84K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
304+ 6.76% |
$140K - $167K
|
4.8K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-50- 0.77% |
$23.1K - $27.4K
|
6.42K
$1.96M
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-21- 1.15% |
$9.69K - $11.5K
|
1.8K
$550K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
531+ 12.42% |
$245K - $291K
|
4.81K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
15+ 4.59% |
$6.92K - $8.22K
|
342
$105K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-59- 2.16% |
$27.2K - $32.3K
|
2.67K
$816K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-55- 1.62% |
$25.4K - $30.1K
|
3.33K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-21- 1.64% |
$9.69K - $11.5K
|
1.26K
$384K
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-28- 4.96% |
$12.9K - $15.3K
|
537
$164K
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
2.24KNew |
$1.03M - $1.23M
|
2.24K
$684K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-20- 0.25% |
$9.23K - $11K
|
8.09K
$2.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
SELL
|
- |
-41- 4.65% |
$18.9K - $22.5K
|
841
$257K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
77+ 0.21% |
$35.5K - $42.2K
|
36.9K
$11.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
SELL
|
- |
-14.2K- 31.4% |
$6.56M - $7.79M
|
31.1K
$9.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-7.26K- 41.13% |
$3.35M - $3.98M
|
10.4K
$3.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
39+ 0.89% |
$18K - $21.4K
|
4.41K
$1.35M
|