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 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-12- 1.44% |
$5.54K - $6.58K
|
820
$214K
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-245- 3.38% |
$113K - $134K
|
7.01K
$1.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
89+ 0.16% |
$41.1K - $48.8K
|
54.6K
$14.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-325- 30.32% |
$150K - $178K
|
747
$195K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
41+ 9.76% |
$18.9K - $22.5K
|
461
$121K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-36- 4.95% |
$16.6K - $19.7K
|
692
$181K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
2+ 40.0% |
$923 - $1.1K
|
7
$1.83K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
382New |
$176K - $209K
|
382
$99.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
2.97K+ 211.22% |
$1.37M - $1.63M
|
4.38K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
5+ 2.44% |
$2.31K - $2.74K
|
210
$54.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-3- 0.25% |
$1.38K - $1.64K
|
1.18K
$307K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
80New |
$36.9K - $43.9K
|
80
$20.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Vista Finance, LLC
|
SELL
|
- |
-53- 1.35% |
$24.5K - $29.1K
|
3.87K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3+ 0.68% |
$1.38K - $1.64K
|
443
$116K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
23+ 5.79% |
$10.6K - $12.6K
|
420
$110K
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
SELL
|
- |
-1.04K- 3.18% |
$479K - $568K
|
31.6K
$8.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
85+ 17.35% |
$39.2K - $46.6K
|
575
$150K
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
BUY
|
- |
8+ 1.06% |
$3.69K - $4.39K
|
763
$200K
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-50- 10.94% |
$23.1K - $27.4K
|
407
$106K
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-5.46K- 64.85% |
$2.52M - $2.99M
|
2.96K
$774K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
272+ 52.92% |
$126K - $149K
|
786
$206K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-15- 1.81% |
$6.92K - $8.22K
|
812
$212K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
28+ 4.47% |
$12.9K - $15.3K
|
654
$171K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-6- 1.2% |
$2.77K - $3.29K
|
495
$129K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-64.1K- 7.31% |
$29.6M - $35.1M
|
812K
$212M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-8- 0.77% |
$3.69K - $4.39K
|
1.04K
$271K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.16KNew |
$537K - $638K
|
1.16K
$304K
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-765- 38.06% |
$353K - $419K
|
1.25K
$326K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-10- 2.02% |
$4.62K - $5.48K
|
486
$127K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-7.38K- 74.6% |
$3.41M - $4.04M
|
2.51K
$657K
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-1.15K- 62.43% |
$530K - $629K
|
691
$181K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-14- 2.24% |
$6.46K - $7.67K
|
611
$160K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-130- 21.0% |
$60K - $71.3K
|
489
$128K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-73- 8.72% |
$33.7K - $40K
|
764
$200K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-4- 1.31% |
$1.85K - $2.19K
|
302
$79K
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-58- 9.37% |
$26.8K - $31.8K
|
561
$147K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
767+ 12.17% |
$354K - $420K
|
7.07K
$1.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-552- 51.3% |
$255K - $303K
|
524
$137K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-240- 10.58% |
$111K - $132K
|
2.03K
$530K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-40- 6.02% |
$18.5K - $21.9K
|
625
$163K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1K+ 3.63% |
$463K - $550K
|
28.7K
$7.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
828+ 2.58% |
$382K - $454K
|
32.9K
$8.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
24+ 2.13% |
$11.1K - $13.2K
|
1.15K
$301K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-15- 3.36% |
$6.92K - $8.22K
|
432
$113K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1+ 0.68% |
$462 - $548
|
148
$38.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-78- 9.41% |
$36K - $42.8K
|
751
$196K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-182- 41.18% |
$84K - $99.8K
|
260
$68K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
17.5KNew |
$8.06M - $9.57M
|
17.5K
$4.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
71+ 12.61% |
$32.8K - $38.9K
|
634
$166K
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-13- 2.7% |
$6K - $7.13K
|
469
$123K
|