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 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
41+ 1.28% |
$11.2K - $24.6K
|
3.24K
$846K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
65New |
$17.8K - $39K
|
65
$17K
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-40- 13.56% |
$11K - $24K
|
255
$66.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-274- 27.93% |
$75.2K - $164K
|
707
$185K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-819- 20.07% |
$225K - $491K
|
3.26K
$853K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
14+ 0.88% |
$3.84K - $8.39K
|
1.6K
$419K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
152+ 6.83% |
$41.7K - $91.1K
|
2.38K
$622K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-3.45K- 57.32% |
$947K - $2.07M
|
2.57K
$672K
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
74K+ 12.42% |
$20.3M - $44.3M
|
669K
$175M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
248+ 15.28% |
$68K - $149K
|
1.87K
$489K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.42K- 63.89% |
$390K - $852K
|
803
$210K
|
|
|
Jul 15, 2025
Q2 2025
|
Kempner Capital Management Inc.
|
BUY
|
- |
10.5K+ 239.98% |
$2.89M - $6.32M
|
14.9K
$3.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-2.59K- 33.61% |
$711K - $1.55M
|
5.12K
$1.34M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
41+ 1.2% |
$11.2K - $24.6K
|
3.46K
$905K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.3K- 7.41% |
$357K - $780K
|
16.2K
$4.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-291- 3.15% |
$79.8K - $174K
|
8.96K
$2.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.36K+ 41.26% |
$373K - $815K
|
4.66K
$1.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-1.76K- 10.09% |
$483K - $1.06M
|
15.7K
$4.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
4K+ 72.52% |
$1.1M - $2.4M
|
9.51K
$2.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
78+ 7.7% |
$21.4K - $46.8K
|
1.09K
$285K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-8.88K- 2.33% |
$2.44M - $5.32M
|
372K
$97.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
444+ 68.84% |
$122K - $266K
|
1.09K
$285K
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-122- 7.32% |
$33.5K - $73.1K
|
1.54K
$404K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
50+ 53.76% |
$13.7K - $30K
|
143
$37.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-478- 8.11% |
$131K - $287K
|
5.42K
$1.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
3.15K+ 86.95% |
$863K - $1.89M
|
6.76K
$1.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-11- 1.0% |
$3.02K - $6.59K
|
1.08K
$284K
|
|
|
Jul 15, 2025
Q2 2025
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
63.8K+ 90.29% |
$17.5M - $38.3M
|
135K
$35.2M
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-17- 1.44% |
$4.66K - $10.2K
|
1.17K
$305K
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
6.89K+ 145.2% |
$1.89M - $4.13M
|
11.6K
$3.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.82K+ 438.2% |
$774K - $1.69M
|
3.47K
$907K
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
1.88K+ 113.47% |
$515K - $1.13M
|
3.53K
$924K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
128+ 12.71% |
$35.1K - $76.7K
|
1.14K
$297K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-58- 3.31% |
$15.9K - $34.8K
|
1.69K
$443K
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-4.84K- 3.41% |
$1.33M - $2.9M
|
137K
$35.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.56KNew |
$427K - $932K
|
1.56K
$407K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.17K- 5.47% |
$320K - $700K
|
20.2K
$5.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
11.7K+ 23.04% |
$3.22M - $7.04M
|
62.7K
$16.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
268+ 33.63% |
$73.5K - $161K
|
1.07K
$279K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$274 - $599
|
809
$212K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
96+ 11.72% |
$26.3K - $57.5K
|
915
$239K
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-919- 49.38% |
$252K - $551K
|
942
$246K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
591+ 14.43% |
$162K - $354K
|
4.69K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
271+ 38.33% |
$74.3K - $162K
|
978
$256K
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
93+ 4.65% |
$25.5K - $55.8K
|
2.09K
$548K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
669+ 15.91% |
$184K - $401K
|
4.87K
$1.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
794+ 31.98% |
$218K - $476K
|
3.28K
$857K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-606- 13.47% |
$166K - $363K
|
3.89K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
28+ 1.85% |
$7.68K - $16.8K
|
1.54K
$403K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5.21K- 42.05% |
$1.43M - $3.13M
|
7.19K
$1.88M
|