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 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-47- 7.19% |
$21.7K - $25.8K
|
607
$159K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-609- 48.92% |
$281K - $334K
|
636
$166K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5- 1.07% |
$2.31K - $2.74K
|
463
$121K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
22New |
$10.2K - $12.1K
|
22
$5.75K
|
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
393New |
$181K - $215K
|
393
$103K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-75- 13.46% |
$34.6K - $41.1K
|
482
$126K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
80+ 9.69% |
$36.9K - $43.9K
|
906
$237K
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
201+ 3.42% |
$92.8K - $110K
|
6.08K
$1.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-61- 10.66% |
$28.2K - $33.4K
|
511
$134K
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
12+ 2.54% |
$5.54K - $6.58K
|
485
$127K
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
399New |
$184K - $219K
|
399
$104K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-435- 32.03% |
$201K - $238K
|
923
$241K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
9.4K+ 2136.36% |
$4.34M - $5.15M
|
9.84K
$2.57M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-181- 6.43% |
$83.5K - $99.2K
|
2.63K
$688K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
235+ 22.38% |
$108K - $129K
|
1.29K
$336K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-15- 1.92% |
$6.92K - $8.22K
|
766
$200K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-400- 20.51% |
$185K - $219K
|
1.55K
$405K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
26+ 2.5% |
$12K - $14.3K
|
1.07K
$279K
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
1.14KNew |
$527K - $625K
|
1.14K
$298K
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-90- 17.41% |
$41.5K - $49.3K
|
427
$112K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-32- 6.13% |
$14.8K - $17.5K
|
490
$128K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-404- 9.15% |
$186K - $221K
|
4.01K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-1.58K- 19.62% |
$730K - $867K
|
6.48K
$1.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
2.33KNew |
$1.07M - $1.28M
|
2.33K
$609K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-572- 35.53% |
$264K - $314K
|
1.04K
$272K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
69+ 8.01% |
$31.8K - $37.8K
|
930
$243K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.07K- 73.08% |
$956K - $1.14M
|
763
$200K
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
408New |
$188K - $224K
|
408
$107K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4+ 0.74% |
$1.85K - $2.19K
|
541
$142K
|
|
|
Apr 17, 2025
Q1 2025
|
James Hambro & Partners
|
BUY
|
- |
14.8K+ 6.4% |
$6.82M - $8.1M
|
246K
$64.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
431+ 68.52% |
$199K - $236K
|
1.06K
$277K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
26+ 4.08% |
$12K - $14.3K
|
663
$173K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-98- 10.99% |
$45.2K - $53.7K
|
794
$208K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-34.3K- 97.24% |
$15.8M - $18.8M
|
975
$255K
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-2- 0.35% |
$923 - $1.1K
|
575
$150K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
32+ 5.37% |
$14.8K - $17.5K
|
628
$164K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
388New |
$179K - $213K
|
388
$101K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
10.7K+ 81.7% |
$4.92M - $5.84M
|
23.7K
$6.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
258+ 21.29% |
$119K - $141K
|
1.47K
$385K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
238+ 7.49% |
$110K - $130K
|
3.41K
$893K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-50- 9.52% |
$23.1K - $27.4K
|
475
$124K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
200+ 5.37% |
$92.3K - $110K
|
3.92K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
34+ 3.42% |
$15.7K - $18.6K
|
1.03K
$269K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
7+ 1.46% |
$3.23K - $3.84K
|
487
$127K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-62- 11.46% |
$28.6K - $34K
|
479
$125K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-723- 10.78% |
$334K - $396K
|
5.98K
$1.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-362- 5.75% |
$167K - $198K
|
5.93K
$1.55M
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
2+ 0.47% |
$923 - $1.1K
|
430
$112K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
508New |
$234K - $278K
|
508
$133K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
501+ 33.92% |
$231K - $275K
|
1.98K
$517K
|