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 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
3+ 0.2% |
$1.38K - $1.64K
|
1.49K
$456K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-603- 1.3% |
$278K - $331K
|
45.9K
$14M
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
405+ 8.57% |
$187K - $222K
|
5.13K
$1.57M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-221- 19.04% |
$102K - $121K
|
940
$287K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
18+ 14.4% |
$8.31K - $9.87K
|
143
$43.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
69+ 8.01% |
$31.8K - $37.8K
|
930
$284K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.04% |
$923 - $1.1K
|
4.46K
$1.36M
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
756+ 1.42% |
$349K - $414K
|
53.9K
$16.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.21K- 17.13% |
$558K - $662K
|
5.85K
$1.79M
|
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
SELL
|
- |
-14- 0.06% |
$6.46K - $7.67K
|
22.7K
$6.95M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-15- 2.08% |
$6.92K - $8.22K
|
707
$216K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.07K- 73.08% |
$956K - $1.14M
|
763
$233K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
55+ 3.0% |
$25.4K - $30.1K
|
1.89K
$577K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
35+ 0.61% |
$16.2K - $19.2K
|
5.81K
$1.78M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-253- 3.14% |
$117K - $139K
|
7.8K
$2.38M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
408New |
$188K - $224K
|
408
$125K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-1- 0.16% |
$462 - $548
|
610
$186K
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
BUY
|
- |
150+ 0.95% |
$69.2K - $82.2K
|
16K
$4.88M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4+ 0.74% |
$1.85K - $2.19K
|
541
$165K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
470+ 7.69% |
$217K - $258K
|
6.58K
$2.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
330+ 15.95% |
$152K - $181K
|
2.4K
$733K
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
22.8K+ 20.75% |
$10.5M - $12.5M
|
133K
$40.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
930+ 49.02% |
$429K - $510K
|
2.83K
$864K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-12- 2.42% |
$5.54K - $6.58K
|
484
$148K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
55+ 5.93% |
$25.4K - $30.1K
|
983
$300K
|
|
|
Apr 17, 2025
Q1 2025
|
James Hambro & Partners
|
BUY
|
- |
14.8K+ 6.4% |
$6.82M - $8.1M
|
246K
$75.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-36- 3.16% |
$16.6K - $19.7K
|
1.1K
$337K
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
10K+ 5.42% |
$4.62M - $5.48M
|
195K
$59.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-4- 0.12% |
$1.85K - $2.19K
|
3.36K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
111+ 6.61% |
$51.2K - $60.8K
|
1.79K
$547K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-48- 0.82% |
$22.2K - $26.3K
|
5.78K
$1.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-9- 36.0% |
$4.15K - $4.93K
|
16
$4.89K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-128- 9.27% |
$59.1K - $70.2K
|
1.25K
$383K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-94- 5.09% |
$43.4K - $51.5K
|
1.75K
$535K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-20- 1.81% |
$9.23K - $11K
|
1.08K
$331K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
2+ 0.05% |
$923 - $1.1K
|
3.83K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-25.3K- 6.93% |
$11.7M - $13.9M
|
340K
$104M
|
|
|
Apr 17, 2025
Q1 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
431+ 68.52% |
$199K - $236K
|
1.06K
$324K
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
848+ 5.75% |
$391K - $465K
|
15.6K
$4.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-15K- 33.8% |
$6.9M - $8.2M
|
29.3K
$8.95M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-844- 1.71% |
$390K - $463K
|
48.6K
$14.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
390New |
$180K - $214K
|
390
$119K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-120- 3.45% |
$55.4K - $65.8K
|
3.36K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-27- 3.25% |
$12.5K - $14.8K
|
804
$246K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
378+ 3.46% |
$174K - $207K
|
11.3K
$3.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
10.9K+ 4.14% |
$5.04M - $5.99M
|
275K
$83.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.38% |
$462 - $548
|
265
$81K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
26+ 4.08% |
$12K - $14.3K
|
663
$203K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-98- 10.99% |
$45.2K - $53.7K
|
794
$243K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.79K- 9.26% |
$1.29M - $1.53M
|
27.3K
$8.35M
|