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 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-82- 14.83% |
$37.8K - $45K
|
471
$123K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-1.09K- 28.22% |
$501K - $595K
|
2.76K
$722K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
112+ 24.94% |
$51.7K - $61.4K
|
561
$147K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
SELL
|
- |
-11- 1.56% |
$5.08K - $6.03K
|
692
$181K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-3.41K- 36.59% |
$1.57M - $1.87M
|
5.91K
$1.55M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-44- 6.5% |
$20.3K - $24.1K
|
633
$166K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
250New |
$115K - $137K
|
250
$65.4K
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
493New |
$228K - $270K
|
493
$129K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-21- 41.18% |
$9.69K - $11.5K
|
30
$7.85K
|
|
|
May 06, 2025
Q1 2025
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
10.2K+ 19.82% |
$4.7M - $5.58M
|
61.6K
$16.1M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
PUT |
-8.2K- 52.23% |
$3.78M - $4.5M
|
7.5K
$1.96M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.2KNew |
$1.48M - $1.75M
|
3.2K
$837K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
502+ 2.7% |
$232K - $275K
|
19.1K
$5M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-116- 14.55% |
$53.5K - $63.6K
|
681
$178K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
266+ 56.72% |
$123K - $146K
|
735
$192K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
74+ 15.58% |
$34.2K - $40.6K
|
549
$144K
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.63K+ 376.29% |
$1.22M - $1.44M
|
3.33K
$872K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
11+ 0.08% |
$5.08K - $6.03K
|
13K
$3.39M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-9- 1.83% |
$4.15K - $4.93K
|
482
$126K
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-8- 0.89% |
$3.69K - $4.39K
|
892
$233K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
753New |
$348K - $413K
|
753
$197K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
427New |
$197K - $234K
|
427
$112K
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.06KNew |
$491K - $583K
|
1.06K
$278K
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-150- 27.73% |
$69.2K - $82.2K
|
391
$102K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-116- 14.3% |
$53.5K - $63.6K
|
695
$182K
|
|
|
May 06, 2025
Q1 2025
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-4.45K- 17.68% |
$2.05M - $2.44M
|
20.7K
$5.42M
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
57+ 11.73% |
$26.3K - $31.2K
|
543
$142K
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-19- 3.02% |
$8.77K - $10.4K
|
611
$160K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-82- 3.81% |
$37.8K - $45K
|
2.07K
$542K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
9+ 0.73% |
$4.15K - $4.93K
|
1.24K
$324K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-5.95K- 60.36% |
$2.74M - $3.26M
|
3.9K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
27+ 3.41% |
$12.5K - $14.8K
|
819
$214K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-7.11K- 92.0% |
$3.28M - $3.9M
|
619
$162K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-863- 6.72% |
$398K - $473K
|
12K
$3.14M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-16- 3.5% |
$7.38K - $8.77K
|
441
$115K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
27+ 3.16% |
$12.5K - $14.8K
|
882
$231K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-82- 6.11% |
$37.8K - $45K
|
1.26K
$330K
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-111- 1.2% |
$51.2K - $60.8K
|
9.12K
$2.39M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
69+ 12.87% |
$31.8K - $37.8K
|
605
$158K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-74- 10.04% |
$34.2K - $40.6K
|
663
$173K
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-1.11K- 39.23% |
$514K - $611K
|
1.73K
$451K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.75K+ 172.3% |
$810K - $962K
|
2.77K
$725K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
587New |
$271K - $322K
|
587
$154K
|
|
|
May 02, 2025
Q1 2025
|
Provident Trust CO
|
SELL
|
- |
-6.77K- 1.08% |
$3.12M - $3.71M
|
619K
$162M
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
29+ 0.37% |
$13.4K - $15.9K
|
7.77K
$2.03M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
6+ 0.37% |
$2.77K - $3.29K
|
1.65K
$430K
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-278- 0.54% |
$128K - $152K
|
50.9K
$13.3M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
388New |
$179K - $213K
|
388
$101K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3+ 0.41% |
$1.38K - $1.64K
|
735
$192K
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-5.61K- 6.29% |
$2.59M - $3.07M
|
83.6K
$21.9M
|