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 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
6+ 0.54% |
$2.77K - $3.29K
|
1.11K
$291K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.88K+ 17.31% |
$867K - $1.03M
|
12.7K
$3.33M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
389New |
$180K - $213K
|
389
$102K
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
129+ 4.16% |
$59.5K - $70.7K
|
3.23K
$845K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
625+ 29.61% |
$288K - $343K
|
2.74K
$716K
|
|
|
May 02, 2025
Q1 2025
|
Postrock Partners LLC
Overland Park, OR |
SELL
|
- |
-59- 2.89% |
$27.2K - $32.3K
|
1.99K
$519K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-51- 3.48% |
$23.5K - $28K
|
1.41K
$370K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
97+ 15.42% |
$44.8K - $53.2K
|
726
$190K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
80+ 0.75% |
$36.9K - $43.9K
|
10.8K
$2.82M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-25- 1.34% |
$11.5K - $13.7K
|
1.84K
$481K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$2.31K - $2.74K
|
5
$1.31K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
79+ 3.83% |
$36.5K - $43.3K
|
2.14K
$559K
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-6.29K- 67.1% |
$2.9M - $3.45M
|
3.08K
$806K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
39+ 8.41% |
$18K - $21.4K
|
503
$132K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1+ 0.33% |
$462 - $548
|
306
$80K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
486+ 6.1% |
$224K - $266K
|
8.45K
$2.21M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
558New |
$258K - $306K
|
558
$146K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
3+ 0.38% |
$1.38K - $1.64K
|
798
$209K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-25- 3.54% |
$11.5K - $13.7K
|
682
$178K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
15+ 3.76% |
$6.92K - $8.22K
|
414
$108K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
109+ 18.47% |
$50.3K - $59.8K
|
699
$183K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
4New |
$1.85K - $2.19K
|
4
$1.05K
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
SELL
|
- |
-460- 10.82% |
$212K - $252K
|
3.79K
$992K
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-50- 1.16% |
$23.1K - $27.4K
|
4.27K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
316+ 2.67% |
$146K - $173K
|
12.1K
$3.18M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.53K- 10.75% |
$705K - $837K
|
12.7K
$3.32M
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
628New |
$290K - $344K
|
628
$164K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.36K- 3.19% |
$628K - $746K
|
41.3K
$10.8M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
403New |
$186K - $221K
|
403
$105K
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-13- 2.13% |
$6K - $7.13K
|
598
$156K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.25K+ 21.21% |
$576K - $684K
|
7.13K
$1.87M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-13- 2.33% |
$6K - $7.13K
|
546
$143K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3.96KNew |
$1.83M - $2.17M
|
3.96K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-198- 1.69% |
$91.4K - $109K
|
11.5K
$3.01M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
627New |
$289K - $344K
|
627
$164K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-80- 8.93% |
$36.9K - $43.9K
|
816
$213K
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-216- 7.31% |
$99.7K - $118K
|
2.74K
$716K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
488New |
$225K - $268K
|
488
$128K
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
418New |
$193K - $229K
|
418
$109K
|
|
|
Apr 30, 2025
Q1 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-4.02K- 83.45% |
$1.86M - $2.21M
|
798
$209K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
193+ 43.57% |
$89.1K - $106K
|
636
$166K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
224+ 5.39% |
$103K - $123K
|
4.38K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
3+ 0.46% |
$1.38K - $1.64K
|
659
$172K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-24- 4.58% |
$11.1K - $13.2K
|
500
$131K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
260+ 37.46% |
$120K - $143K
|
954
$250K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-17.3K- 97.02% |
$7.99M - $9.49M
|
532
$139K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
23+ 5.64% |
$10.6K - $12.6K
|
431
$113K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1K- 2.27% |
$462K - $548K
|
43K
$11.3M
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
3.57K+ 11.15% |
$1.65M - $1.96M
|
35.6K
$9.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-198- 19.34% |
$91.4K - $109K
|
826
$216K
|