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 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
118+ 5900.0% |
$54.5K - $64.7K
|
120
$31.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
460+ 3.21% |
$212K - $252K
|
14.8K
$3.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-40- 7.45% |
$18.5K - $21.9K
|
497
$130K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
19+ 3.53% |
$8.77K - $10.4K
|
558
$146K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-600- 17.48% |
$277K - $329K
|
2.83K
$741K
|
|
|
Apr 30, 2025
Q1 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-182- 1.65% |
$84K - $99.8K
|
10.8K
$2.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
1+ 0.2% |
$462 - $548
|
492
$129K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-20- 3.6% |
$9.23K - $11K
|
536
$140K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.07K+ 27.93% |
$955K - $1.13M
|
9.48K
$2.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-278- 6.71% |
$128K - $152K
|
3.87K
$1.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
30New |
$13.8K - $16.4K
|
30
$7.85K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
1.4KNew |
$646K - $767K
|
1.4K
$366K
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
1.56KNew |
$721K - $856K
|
1.56K
$409K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-103- 0.77% |
$47.5K - $56.5K
|
13.3K
$3.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-2.58K- 21.07% |
$1.19M - $1.41M
|
9.66K
$2.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-36- 2.29% |
$16.6K - $19.7K
|
1.53K
$401K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-120- 5.18% |
$55.4K - $65.8K
|
2.2K
$574K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.61K- 6.89% |
$1.66M - $1.98M
|
48.7K
$12.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-182- 6.18% |
$84K - $99.8K
|
2.76K
$723K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-50- 6.5% |
$23.1K - $27.4K
|
719
$188K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-255- 9.63% |
$118K - $140K
|
2.39K
$626K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
39+ 5.31% |
$18K - $21.4K
|
773
$202K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
22New |
$10.2K - $12.1K
|
22
$5.75K
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
SELL
|
- |
-42- 9.44% |
$19.4K - $23K
|
403
$105K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
17+ 1.81% |
$7.85K - $9.32K
|
956
$250K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-200- 22.6% |
$92.3K - $110K
|
685
$179K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-105- 21.38% |
$48.5K - $57.6K
|
386
$101K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-70- 46.67% |
$32.3K - $38.4K
|
80
$20.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
11+ 0.67% |
$5.08K - $6.03K
|
1.65K
$431K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-128- 18.91% |
$59.1K - $70.2K
|
549
$144K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-57- 12.21% |
$26.3K - $31.2K
|
410
$107K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
102New |
$47.1K - $55.9K
|
102
$26.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-165- 17.31% |
$76.2K - $90.4K
|
788
$206K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-77K- 51.14% |
$35.5M - $42.2M
|
73.5K
$19.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-10- 0.22% |
$4.62K - $5.48K
|
4.61K
$1.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-178- 10.06% |
$82.2K - $97.6K
|
1.59K
$416K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-1.63K- 75.33% |
$753K - $894K
|
534
$140K
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
13.2K+ 70.01% |
$6.09M - $7.24M
|
32.1K
$8.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
909New |
$420K - $498K
|
909
$238K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-497- 6.09% |
$229K - $272K
|
7.66K
$2M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-314- 10.63% |
$145K - $172K
|
2.64K
$690K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
356New |
$164K - $195K
|
356
$93.1K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
691New |
$319K - $379K
|
691
$181K
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-14.9K- 95.97% |
$6.87M - $8.15M
|
625
$163K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.82K+ 0.77% |
$839K - $996K
|
236K
$61.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
59+ 13.14% |
$27.2K - $32.3K
|
508
$133K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-48- 8.08% |
$22.2K - $26.3K
|
546
$143K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-275- 34.03% |
$127K - $151K
|
533
$139K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-22- 5.41% |
$10.2K - $12.1K
|
385
$101K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-85- 12.28% |
$39.2K - $46.6K
|
607
$159K
|