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 |
|---|---|---|---|---|---|---|---|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
798New |
$387K - $499K
|
798
$244K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.7K+ 25.99% |
$26.1M - $33.6M
|
260K
$79.5M
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.33KNew |
$1.13M - $1.46M
|
2.33K
$713K
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3.44KNew |
$1.67M - $2.15M
|
3.44K
$1.05M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
10.7K+ 0.67% |
$5.19M - $6.68M
|
1.6M
$489M
|
|
|
May 28, 2025
Q4 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-1- 0.13% |
$486 - $625
|
740
$226K
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-33.5K- 7.02% |
$16.3M - $21M
|
444K
$136M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-24- 0.89% |
$11.7K - $15K
|
2.68K
$820K
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
1+ 0.1% |
$486 - $625
|
1.01K
$308K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
704New |
$342K - $440K
|
704
$215K
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
25.4KNew |
$12.3M - $15.9M
|
25.4K
$7.75M
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
191New |
$92.7K - $119K
|
191
$58.4K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
5+ 0.38% |
$2.43K - $3.13K
|
1.31K
$402K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
6New |
$2.91K - $3.75K
|
6
$1.83K
|
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
520New |
$252K - $325K
|
520
$159K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
4.09KNew |
$1.99M - $2.56M
|
4.09K
$1.25M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-14- 18.92% |
$6.8K - $8.75K
|
60
$18.3K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
131New |
$63.6K - $81.9K
|
131
$40K
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
4.29KNew |
$2.08M - $2.68M
|
4.29K
$1.31M
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
6.2KNew |
$3.01M - $3.87M
|
6.2K
$1.89M
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
40+ 8.83% |
$19.4K - $25K
|
493
$151K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-148- 18.34% |
$71.9K - $92.5K
|
659
$201K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
440New |
$214K - $275K
|
440
$134K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
83New |
$40.3K - $51.9K
|
83
$25.4K
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-44- 9.98% |
$21.4K - $27.5K
|
397
$121K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.54KNew |
$746K - $960K
|
1.54K
$469K
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
138+ 14.47% |
$67K - $86.3K
|
1.09K
$334K
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-379- 15.56% |
$184K - $237K
|
2.06K
$628K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-68- 3.17% |
$33K - $42.5K
|
2.08K
$634K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.82K- 17.84% |
$3.31M - $4.26M
|
31.4K
$9.6M
|
|
|
Feb 24, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.09K+ 4364.0% |
$530K - $682K
|
1.12K
$341K
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-154- 1.49% |
$74.8K - $96.3K
|
10.2K
$3.1M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
422New |
$205K - $264K
|
422
$129K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
693New |
$336K - $433K
|
693
$212K
|
|
|
Feb 20, 2025
Q4 2024
|
Baer Investment Advisory LLC
Corte Madera, CA |
BUY
|
- |
4.07KNew |
$1.97M - $2.54M
|
4.07K
$1.24M
|
|
|
Feb 19, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
SELL
|
- |
-80.4K- 98.82% |
$39.1M - $50.3M
|
962
$294K
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
481New |
$234K - $301K
|
481
$147K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
PUT |
211KNew |
$102M - $132M
|
211K
$64.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-40- 8.57% |
$19.4K - $25K
|
427
$130K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-73- 0.45% |
$35.4K - $45.6K
|
16.3K
$4.99M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
125New |
$60.7K - $78.2K
|
125
$38.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
4+ 0.37% |
$1.94K - $2.5K
|
1.08K
$330K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.98K+ 44.78% |
$1.45M - $1.86M
|
9.63K
$2.94M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
811New |
$394K - $507K
|
811
$248K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
605New |
$294K - $378K
|
605
$185K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
SELL
|
- |
-922- 57.59% |
$448K - $576K
|
679
$208K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
PUT |
7.72K+ 9900.0% |
$3.75M - $4.83M
|
7.8K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
58+ 12.31% |
$28.2K - $36.3K
|
529
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
140K+ 2.0% |
$67.9M - $87.4M
|
7.13M
$2.18B
|
|
|
Feb 14, 2025
Q4 2024
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-148K- 91.25% |
$71.6M - $92.2M
|
14.1K
$4.32M
|