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 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-181- 6.43% |
$83.5K - $99.2K
|
2.63K
$804K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.6K- 30.8% |
$738K - $877K
|
3.59K
$1.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-7- 0.39% |
$3.23K - $3.84K
|
1.79K
$548K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
235+ 22.38% |
$108K - $129K
|
1.29K
$393K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
28+ 1.89% |
$12.9K - $15.3K
|
1.51K
$462K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
127+ 2.01% |
$58.6K - $69.6K
|
6.43K
$1.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
823+ 9.81% |
$380K - $451K
|
9.21K
$2.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.07K- 20.91% |
$956K - $1.14M
|
7.84K
$2.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-969- 45.3% |
$447K - $531K
|
1.17K
$358K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-4.35K- 2.97% |
$2.01M - $2.38M
|
142K
$43.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
71+ 15.85% |
$32.8K - $38.9K
|
519
$159K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
21+ 2.41% |
$9.69K - $11.5K
|
892
$273K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-4- 0.34% |
$1.85K - $2.19K
|
1.18K
$361K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
54+ 138.46% |
$24.9K - $29.6K
|
93
$28.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
155+ 4.33% |
$71.5K - $85K
|
3.73K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1.45K+ 29.91% |
$671K - $797K
|
6.32K
$1.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-2.73K- 0.88% |
$1.26M - $1.5M
|
307K
$93.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-61- 0.61% |
$28.2K - $33.4K
|
9.88K
$3.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-15- 1.92% |
$6.92K - $8.22K
|
766
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-400- 20.51% |
$185K - $219K
|
1.55K
$474K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
26+ 2.5% |
$12K - $14.3K
|
1.07K
$326K
|
|
|
Apr 21, 2025
Q1 2025
|
Alta Capital Management LLC
|
BUY
|
- |
235+ 0.21% |
$108K - $129K
|
115K
$35M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
330+ 15.64% |
$152K - $181K
|
2.44K
$746K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-28- 0.66% |
$12.9K - $15.3K
|
4.23K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
2.3KNew |
$1.06M - $1.26M
|
2.3K
$703K
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
1.14KNew |
$527K - $625K
|
1.14K
$349K
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-90- 17.41% |
$41.5K - $49.3K
|
427
$130K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-707- 15.87% |
$326K - $388K
|
3.75K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
225+ 8.89% |
$104K - $123K
|
2.76K
$842K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-449- 6.55% |
$207K - $246K
|
6.4K
$1.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-32- 6.13% |
$14.8K - $17.5K
|
490
$150K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
149+ 22.99% |
$68.8K - $81.7K
|
797
$244K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.06K+ 3.45% |
$490K - $582K
|
31.8K
$9.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
BUY
|
- |
165+ 15.21% |
$76.2K - $90.4K
|
1.25K
$382K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-404- 9.15% |
$186K - $221K
|
4.01K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-1.58K- 19.62% |
$730K - $867K
|
6.48K
$1.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
2.33KNew |
$1.07M - $1.28M
|
2.33K
$711K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
98+ 16.17% |
$45.2K - $53.7K
|
704
$215K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-572- 35.53% |
$264K - $314K
|
1.04K
$317K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-364- 45.79% |
$168K - $200K
|
431
$132K
|
|
|
Apr 21, 2025
Q1 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
101K+ 21.78% |
$46.5M - $55.2M
|
563K
$172M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.83K- 17.43% |
$844K - $1M
|
8.67K
$2.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-23- 1.68% |
$10.6K - $12.6K
|
1.35K
$412K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-14- 0.82% |
$6.46K - $7.67K
|
1.7K
$520K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
3+ 0.4% |
$1.38K - $1.64K
|
749
$229K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
91+ 16.79% |
$42K - $49.9K
|
633
$193K
|
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
1.8K+ 14.89% |
$831K - $987K
|
13.9K
$4.24M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
SELL
|
- |
-4.21K- 57.5% |
$1.94M - $2.31M
|
3.11K
$951K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-306- 18.28% |
$141K - $168K
|
1.37K
$418K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.23% |
$462 - $548
|
436
$133K
|