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 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-55- 7.22% |
$25.4K - $30.1K
|
707
$216K
|
|
|
Apr 08, 2025
Q1 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-134- 6.79% |
$61.8K - $73.5K
|
1.84K
$562K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-56- 7.85% |
$25.8K - $30.7K
|
657
$201K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-91- 0.97% |
$42K - $49.9K
|
9.26K
$2.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-599- 6.74% |
$276K - $328K
|
8.29K
$2.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
122+ 30.27% |
$56.3K - $66.9K
|
525
$160K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
109+ 11.96% |
$50.3K - $59.8K
|
1.02K
$312K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
183+ 1.67% |
$84.5K - $100K
|
11.2K
$3.41M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-11- 0.72% |
$5.08K - $6.03K
|
1.51K
$462K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-507- 18.38% |
$234K - $278K
|
2.25K
$688K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
52+ 7.33% |
$24K - $28.5K
|
761
$233K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
90+ 22.06% |
$41.5K - $49.3K
|
498
$152K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.92K+ 52.77% |
$1.81M - $2.15M
|
11.3K
$3.47M
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
438+ 5.89% |
$202K - $240K
|
7.87K
$2.41M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
30+ 0.93% |
$13.8K - $16.4K
|
3.27K
$999K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1- 0.05% |
$462 - $548
|
2.09K
$640K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.51K+ 63.16% |
$1.16M - $1.37M
|
6.47K
$1.98M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.65K- 68.65% |
$762K - $905K
|
754
$230K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-36- 26.87% |
$16.6K - $19.7K
|
98
$30K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.23K- 9.36% |
$1.49M - $1.77M
|
31.3K
$9.57M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13+ 1.35% |
$6K - $7.13K
|
977
$299K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-236- 12.52% |
$109K - $129K
|
1.65K
$504K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-846- 8.24% |
$390K - $464K
|
9.42K
$2.88M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
331+ 3.62% |
$153K - $181K
|
9.48K
$2.9M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
61+ 3.74% |
$28.2K - $33.4K
|
1.69K
$516K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-9- 0.6% |
$4.15K - $4.93K
|
1.5K
$457K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-226- 11.4% |
$104K - $124K
|
1.76K
$537K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-169- 3.98% |
$78K - $92.6K
|
4.08K
$1.25M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
49+ 8.97% |
$22.6K - $26.9K
|
595
$182K
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-13- 2.62% |
$6K - $7.13K
|
483
$148K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-550- 58.26% |
$254K - $301K
|
394
$120K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
141+ 2.28% |
$65.1K - $77.3K
|
6.34K
$1.94M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-57- 2.23% |
$26.3K - $31.2K
|
2.5K
$764K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
15+ 0.41% |
$6.92K - $8.22K
|
3.68K
$1.12M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
673+ 48.91% |
$311K - $369K
|
2.05K
$626K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
20+ 28.57% |
$9.23K - $11K
|
90
$27.5K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-207- 4.54% |
$95.5K - $113K
|
4.35K
$1.33M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-72- 12.59% |
$33.2K - $39.5K
|
500
$153K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-251- 12.63% |
$116K - $138K
|
1.74K
$531K
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
8+ 0.43% |
$3.69K - $4.39K
|
1.86K
$568K
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
180+ 2.18% |
$83.1K - $98.7K
|
8.42K
$2.57M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-621- 26.04% |
$287K - $340K
|
1.76K
$539K
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-114- 3.22% |
$52.6K - $62.5K
|
3.43K
$1.05M
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
486+ 1.83% |
$224K - $266K
|
27.1K
$8.28M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-19K- 37.61% |
$8.78M - $10.4M
|
31.5K
$9.64M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
699+ 35.13% |
$323K - $383K
|
2.69K
$822K
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
31+ 1.3% |
$14.3K - $17K
|
2.41K
$737K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
7.33KNew |
$3.38M - $4.02M
|
7.33K
$2.24M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
4.66K+ 78.95% |
$2.15M - $2.56M
|
10.6K
$3.23M
|
|
| Q4 2024 | |||||||
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
183+ 7.44% |
$88.9K - $114K
|
2.64K
$808K
|
|