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 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.43KNew |
$1.12M - $1.33M
|
2.43K
$636K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
4+ 0.76% |
$1.85K - $2.19K
|
533
$139K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-140- 19.0% |
$64.6K - $76.7K
|
597
$156K
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-721- 53.29% |
$333K - $395K
|
632
$165K
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
383New |
$177K - $210K
|
383
$100K
|
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
192+ 1.71% |
$88.6K - $105K
|
11.4K
$2.99M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-100- 6.15% |
$46.2K - $54.8K
|
1.53K
$399K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
27+ 5.29% |
$12.5K - $14.8K
|
537
$140K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-8- 1.28% |
$3.69K - $4.39K
|
619
$162K
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-42- 2.84% |
$19.4K - $23K
|
1.44K
$376K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-1.35K- 69.84% |
$623K - $740K
|
583
$152K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
401New |
$185K - $220K
|
401
$105K
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-3- 0.69% |
$1.38K - $1.64K
|
429
$112K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
301+ 13.29% |
$139K - $165K
|
2.57K
$671K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-133- 12.1% |
$61.4K - $72.9K
|
966
$253K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-59- 5.39% |
$27.2K - $32.3K
|
1.04K
$271K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
14+ 19.18% |
$6.46K - $7.67K
|
87
$22.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-64- 11.96% |
$29.5K - $35.1K
|
471
$123K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
260+ 5.99% |
$120K - $143K
|
4.6K
$1.2M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-119- 7.42% |
$54.9K - $65.2K
|
1.48K
$388K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-232- 36.65% |
$107K - $127K
|
401
$105K
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-15- 3.54% |
$6.92K - $8.22K
|
409
$107K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-143- 19.27% |
$66K - $78.4K
|
599
$157K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
250+ 11.47% |
$115K - $137K
|
2.43K
$636K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
124+ 4.43% |
$57.2K - $68K
|
2.92K
$764K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
16+ 3.36% |
$7.38K - $8.77K
|
492
$129K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-472- 42.6% |
$218K - $259K
|
636
$166K
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
703+ 6.88% |
$324K - $385K
|
10.9K
$2.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
136+ 34.0% |
$62.8K - $74.6K
|
536
$140K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-12- 2.55% |
$5.54K - $6.58K
|
459
$120K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
413New |
$191K - $226K
|
413
$108K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-9- 1.78% |
$4.15K - $4.93K
|
497
$130K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-229- 27.56% |
$106K - $126K
|
602
$157K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
399New |
$184K - $219K
|
399
$104K
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
392New |
$181K - $215K
|
392
$103K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-177- 26.18% |
$81.7K - $97K
|
499
$131K
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-639- 23.84% |
$295K - $350K
|
2.04K
$534K
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
13+ 1.56% |
$6K - $7.13K
|
848
$222K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
21+ 5.13% |
$9.69K - $11.5K
|
430
$112K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-148- 19.2% |
$68.3K - $81.1K
|
623
$163K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
123+ 9.04% |
$56.8K - $67.4K
|
1.48K
$388K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-641- 41.09% |
$296K - $351K
|
919
$240K
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
166+ 9.8% |
$76.6K - $91K
|
1.86K
$487K
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-179- 0.66% |
$82.6K - $98.1K
|
26.8K
$7.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
48+ 2.87% |
$22.2K - $26.3K
|
1.72K
$450K
|
|
|
Apr 09, 2025
Q1 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
2.1K+ 10.4% |
$969K - $1.15M
|
22.3K
$5.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
11+ 2.05% |
$5.08K - $6.03K
|
548
$143K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
200+ 30.3% |
$92.3K - $110K
|
860
$225K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
24+ 3.59% |
$11.1K - $13.2K
|
692
$181K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-814- 81.16% |
$376K - $446K
|
189
$49.4K
|