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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-34- 14.98% |
$15.7K - $18.6K
|
193
$50.5K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-8.54K- 90.12% |
$3.94M - $4.68M
|
937
$245K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 0.26% |
$1.85K - $2.19K
|
1.54K
$402K
|
|
|
May 09, 2025
Q1 2025
|
Parus Finance (Uk) LTD
London, X0 |
BUY
|
- |
678+ 97.0% |
$313K - $372K
|
1.38K
$360K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
31+ 5.01% |
$14.3K - $17K
|
650
$170K
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-565- 1.98% |
$261K - $310K
|
28K
$7.32M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-2- 0.07% |
$923 - $1.1K
|
2.79K
$730K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-2- 2.6% |
$923 - $1.1K
|
75
$19.6K
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
191+ 0.22% |
$88.2K - $105K
|
87.5K
$22.9M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-25- 33.78% |
$11.5K - $13.7K
|
49
$12.8K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-25- 5.35% |
$11.5K - $13.7K
|
442
$116K
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-5.4K- 48.47% |
$2.49M - $2.96M
|
5.74K
$1.5M
|
|
|
May 08, 2025
Q1 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
20K+ 20.05% |
$9.25M - $11M
|
120K
$31.4M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
645New |
$298K - $354K
|
645
$169K
|
|
|
May 08, 2025
Q1 2025
|
Capital Management Associates
New York, NY |
SELL
|
- |
-1.66K- 47.9% |
$764K - $907K
|
1.8K
$471K
|
|
|
May 08, 2025
Q1 2025
|
University Of Chicago
Chicago, IL |
BUY
|
- |
500New |
$231K - $274K
|
500
$131K
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-4K- 86.14% |
$1.85M - $2.19M
|
644
$168K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-107K- 98.89% |
$49.2M - $58.4M
|
1.2K
$314K
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
635New |
$293K - $348K
|
635
$166K
|
|
|
May 08, 2025
Q1 2025
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
1K+ 2.2% |
$462K - $548K
|
46.4K
$12.1M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
63+ 9.98% |
$29.1K - $34.5K
|
694
$182K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
23+ 4.17% |
$10.6K - $12.6K
|
575
$150K
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
200+ 1.82% |
$92.3K - $110K
|
11.2K
$2.93M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-40- 5.81% |
$18.5K - $21.9K
|
649
$170K
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
450New |
$208K - $247K
|
450
$118K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-217- 1.24% |
$100K - $119K
|
17.3K
$4.52M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.22K- 65.62% |
$1.02M - $1.21M
|
1.16K
$304K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-451- 48.13% |
$208K - $247K
|
486
$127K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-159- 26.81% |
$73.4K - $87.2K
|
434
$114K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
629+ 306.83% |
$290K - $345K
|
834
$218K
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
288New |
$133K - $158K
|
288
$75.3K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-277- 24.21% |
$128K - $152K
|
867
$227K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
392New |
$181K - $215K
|
392
$103K
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-33.1K- 94.52% |
$15.3M - $18.2M
|
1.92K
$502K
|
|
|
May 08, 2025
Q1 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-25- 5.43% |
$11.5K - $13.7K
|
435
$114K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
88+ 1.32% |
$40.6K - $48.2K
|
6.76K
$1.77M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-4- 5.63% |
$1.85K - $2.19K
|
67
$17.5K
|
|
|
May 07, 2025
Q1 2025
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-585- 7.61% |
$270K - $321K
|
7.1K
$1.86M
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-323- 29.13% |
$149K - $177K
|
786
$206K
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
2+ 0.43% |
$923 - $1.1K
|
469
$123K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
87+ 9.7% |
$40.2K - $47.7K
|
984
$257K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
129+ 3.01% |
$59.5K - $70.7K
|
4.42K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-123- 6.83% |
$56.8K - $67.4K
|
1.68K
$439K
|
|
|
May 07, 2025
Q1 2025
|
Agp Franklin, LLC
Franklin, TN |
SELL
|
- |
-2.22K- 36.48% |
$1.02M - $1.21M
|
3.86K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-133- 0.82% |
$61.4K - $72.9K
|
16K
$4.19M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-27- 6.16% |
$12.5K - $14.8K
|
411
$108K
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
BUY
|
- |
22+ 0.27% |
$10.2K - $12.1K
|
8.09K
$2.12M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-267K- 99.81% |
$123M - $146M
|
510
$133K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
16+ 2.32% |
$7.38K - $8.77K
|
707
$185K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
751New |
$347K - $412K
|
751
$196K
|