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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Ccla Investment Management LTD
London, X0 |
SELL
|
- |
-95.8K- 35.93% |
$46.5M - $59.9M
|
171K
$52.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
1.5KNew |
$728K - $938K
|
1.5K
$458K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-6.04K- 86.33% |
$2.93M - $3.77M
|
956
$292K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-59- 12.14% |
$28.6K - $36.9K
|
427
$130K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
440New |
$214K - $275K
|
440
$134K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
47+ 2.33% |
$22.8K - $29.4K
|
2.06K
$630K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
33New |
$16K - $20.6K
|
33
$10.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-5.37K- 2.64% |
$2.61M - $3.36M
|
198K
$60.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
567New |
$275K - $355K
|
567
$173K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
14+ 1.36% |
$6.8K - $8.75K
|
1.05K
$320K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
4+ 0.29% |
$1.94K - $2.5K
|
1.37K
$418K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
1+ 0.25% |
$486 - $625
|
400
$122K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.03K- 14.12% |
$500K - $643K
|
6.26K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
15New |
$7.28K - $9.38K
|
15
$4.58K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.78KNew |
$866K - $1.12M
|
1.78K
$545K
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
900New |
$437K - $563K
|
900
$275K
|
|
|
Jan 13, 2025
Q4 2024
|
Actiam N.V.
Rotterdam, P7 |
BUY
|
- |
84+ 0.03% |
$40.8K - $52.5K
|
248K
$75.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-500- 47.13% |
$243K - $313K
|
561
$171K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-220- 23.86% |
$107K - $138K
|
702
$215K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-130- 18.84% |
$63.1K - $81.3K
|
560
$171K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-755- 56.13% |
$367K - $472K
|
590
$180K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-69- 43.4% |
$33.5K - $43.1K
|
90
$27.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
1+ 0.22% |
$486 - $625
|
456
$139K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
70+ 127.27% |
$34K - $43.8K
|
125
$38.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
1.11KNew |
$540K - $696K
|
1.11K
$340K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
5+ 1.02% |
$2.43K - $3.13K
|
494
$151K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
30New |
$14.6K - $18.8K
|
30
$9.17K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-29- 0.61% |
$14.1K - $18.1K
|
4.72K
$1.44M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
59+ 2.19% |
$28.6K - $36.9K
|
2.76K
$843K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.19K+ 17.64% |
$579K - $746K
|
7.96K
$2.43M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2+ 0.32% |
$971 - $1.25K
|
629
$192K
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
68+ 8.96% |
$33K - $42.5K
|
827
$253K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-5- 0.3% |
$2.43K - $3.13K
|
1.68K
$513K
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
3.05K+ 48.41% |
$1.48M - $1.91M
|
9.35K
$2.86M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
338+ 11.41% |
$164K - $211K
|
3.3K
$1.01M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.34K- 43.3% |
$649K - $836K
|
1.75K
$535K
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
37+ 0.97% |
$18K - $23.1K
|
3.85K
$1.18M
|
|
| Q3 2024 | |||||||
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
13.1K+ 33.3% |
$6.37M - $7.89M
|
52.3K
$16M
|
|
|
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
5.14K+ 10.78% |
$2.51M - $3.11M
|
52.9K
$16.2M
|
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-60- 6.75% |
$29.3K - $36.3K
|
829
$253K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
37+ 0.26% |
$18.1K - $22.4K
|
14.1K
$4.3M
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-40- 1.71% |
$19.5K - $24.2K
|
2.29K
$701K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
32+ 5.54% |
$15.6K - $19.3K
|
610
$186K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1.35KNew |
$656K - $813K
|
1.35K
$411K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-70- 16.55% |
$34.2K - $42.3K
|
353
$108K
|
|
|
Nov 26, 2024
Q3 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-3.34K- 47.18% |
$1.63M - $2.02M
|
3.74K
$1.14M
|
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-50Closed |
$24.4K - $30.2K
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Tenere Capital LLC
Denver, CO |
BUY
|
- |
12KNew |
$5.87M - $7.26M
|
12K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-16.5K- 98.24% |
$8.06M - $9.98M
|
296
$90.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Lts One Management LP
|
BUY
|
- |
25.1KNew |
$12.2M - $15.1M
|
25.1K
$7.66M
|
|