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 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
668New |
$308K - $366K
|
668
$204K
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-17- 0.56% |
$7.85K - $9.32K
|
3.03K
$927K
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
144+ 7.75% |
$66.5K - $78.9K
|
2K
$612K
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-117- 37.62% |
$54K - $64.1K
|
194
$59.3K
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-37- 6.06% |
$17.1K - $20.3K
|
574
$175K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
80+ 3.74% |
$36.9K - $43.9K
|
2.22K
$678K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
515+ 2.08% |
$238K - $282K
|
25.3K
$7.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-71- 6.75% |
$32.8K - $38.9K
|
981
$300K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-190- 1.46% |
$87.7K - $104K
|
12.8K
$3.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
48+ 0.67% |
$22.2K - $26.3K
|
7.19K
$2.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-61- 2.06% |
$28.2K - $33.4K
|
2.9K
$885K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-38- 4.74% |
$17.5K - $20.8K
|
763
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-594- 30.32% |
$274K - $326K
|
1.37K
$417K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-100- 81.97% |
$46.2K - $54.8K
|
22
$6.72K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
8+ 1.16% |
$3.69K - $4.39K
|
697
$213K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-583- 18.62% |
$269K - $320K
|
2.55K
$779K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
20+ 1.48% |
$9.23K - $11K
|
1.37K
$419K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-7- 5.07% |
$3.23K - $3.84K
|
131
$40K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-709- 20.82% |
$327K - $389K
|
2.7K
$824K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.2% |
$4.62K - $5.48K
|
4.89K
$1.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.1K- 4.95% |
$508K - $603K
|
21.1K
$6.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
515New |
$238K - $282K
|
515
$157K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.58K+ 28.77% |
$731K - $868K
|
7.09K
$2.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
448New |
$207K - $246K
|
448
$137K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
2.69K+ 26.2% |
$1.24M - $1.47M
|
12.9K
$3.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-156- 28.68% |
$72K - $85.5K
|
388
$119K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-1- 0.07% |
$462 - $548
|
1.37K
$419K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-134- 17.7% |
$61.8K - $73.5K
|
623
$190K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-189- 20.88% |
$87.2K - $104K
|
716
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-51- 3.42% |
$23.5K - $28K
|
1.44K
$440K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.3K- 4.2% |
$601K - $714K
|
29.7K
$9.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-175- 7.58% |
$80.8K - $95.9K
|
2.14K
$652K
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.86K- 61.06% |
$1.32M - $1.57M
|
1.82K
$557K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
304+ 1.73% |
$140K - $167K
|
17.8K
$5.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
1.73K+ 7.7% |
$796K - $946K
|
24.1K
$7.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.03K- 8.32% |
$477K - $567K
|
11.4K
$3.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
140+ 11.7% |
$64.6K - $76.7K
|
1.34K
$409K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-11.7K- 32.27% |
$5.39M - $6.4M
|
24.5K
$7.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-185- 2.49% |
$85.4K - $101K
|
7.25K
$2.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
36+ 4.22% |
$16.6K - $19.7K
|
890
$272K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.86K+ 2.78% |
$857K - $1.02M
|
68.5K
$20.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.56K- 12.74% |
$3.49M - $4.14M
|
51.8K
$15.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.77K- 3.71% |
$1.28M - $1.52M
|
71.9K
$22M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
22+ 4.26% |
$10.2K - $12.1K
|
538
$164K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-31- 1.36% |
$14.3K - $17K
|
2.24K
$686K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-32- 1.98% |
$14.8K - $17.5K
|
1.58K
$484K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-47- 7.19% |
$21.7K - $25.8K
|
607
$186K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-609- 48.92% |
$281K - $334K
|
636
$194K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
932New |
$430K - $511K
|
932
$285K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-47- 9.29% |
$21.7K - $25.8K
|
459
$140K
|