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 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-190- 29.14% |
$87.7K - $104K
|
462
$121K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-32- 7.71% |
$14.8K - $17.5K
|
383
$100K
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
163+ 21.22% |
$75.2K - $89.4K
|
931
$244K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-255- 1.14% |
$118K - $140K
|
22.1K
$5.78M
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
748+ 7.0% |
$345K - $410K
|
11.4K
$2.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-35- 5.96% |
$16.2K - $19.2K
|
552
$144K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-439- 2.88% |
$203K - $241K
|
14.8K
$3.88M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
382New |
$176K - $209K
|
382
$99.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
7+ 77.78% |
$3.23K - $3.84K
|
16
$4.19K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-54- 8.91% |
$24.9K - $29.6K
|
552
$144K
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
395New |
$182K - $217K
|
395
$103K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
SELL
|
- |
-442- 53.32% |
$204K - $242K
|
387
$101K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
656+ 12.47% |
$303K - $360K
|
5.92K
$1.55M
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
SELL
|
- |
-48- 9.07% |
$22.2K - $26.3K
|
481
$126K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-26- 6.91% |
$12K - $14.3K
|
350
$91.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
122+ 30.27% |
$56.3K - $66.9K
|
525
$137K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
52+ 7.33% |
$24K - $28.5K
|
761
$199K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
90+ 22.06% |
$41.5K - $49.3K
|
498
$130K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.65K- 68.65% |
$762K - $905K
|
754
$197K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
49+ 8.97% |
$22.6K - $26.9K
|
595
$156K
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-13- 2.62% |
$6K - $7.13K
|
483
$126K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-550- 58.26% |
$254K - $301K
|
394
$103K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
141+ 2.28% |
$65.1K - $77.3K
|
6.34K
$1.66M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-207- 4.54% |
$95.5K - $113K
|
4.35K
$1.14M
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
8+ 0.43% |
$3.69K - $4.39K
|
1.86K
$486K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
7.33KNew |
$3.38M - $4.02M
|
7.33K
$1.92M
|
|
| Q4 2024 | |||||||
|
Aug 12, 2025
Q4 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
2.36KNew |
$1.15M - $1.48M
|
2.36K
$618K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-22.6K- 43.63% |
$11M - $14.1M
|
29.2K
$7.63M
|
|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
46+ 7.53% |
$22.3K - $28.8K
|
657
$172K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
17New |
$8.25K - $10.6K
|
17
$4.45K
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
798New |
$387K - $499K
|
798
$209K
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.33KNew |
$1.13M - $1.46M
|
2.33K
$610K
|
|
|
May 28, 2025
Q4 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-1- 0.13% |
$486 - $625
|
740
$194K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-24- 0.89% |
$11.7K - $15K
|
2.68K
$702K
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
25.4KNew |
$12.3M - $15.9M
|
25.4K
$6.63M
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
6New |
$2.91K - $3.75K
|
6
$1.57K
|
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
520New |
$252K - $325K
|
520
$136K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
4.09KNew |
$1.99M - $2.56M
|
4.09K
$1.07M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
131New |
$63.6K - $81.9K
|
131
$34.3K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
6.2KNew |
$3.01M - $3.87M
|
6.2K
$1.62M
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
40+ 8.83% |
$19.4K - $25K
|
493
$129K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-148- 18.34% |
$71.9K - $92.5K
|
659
$172K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
440New |
$214K - $275K
|
440
$115K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
83New |
$40.3K - $51.9K
|
83
$21.7K
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-44- 9.98% |
$21.4K - $27.5K
|
397
$104K
|
|
|
Feb 24, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.09K+ 4364.0% |
$530K - $682K
|
1.12K
$292K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
422New |
$205K - $264K
|
422
$110K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
693New |
$336K - $433K
|
693
$181K
|
|
|
Feb 20, 2025
Q4 2024
|
Baer Investment Advisory LLC
Corte Madera, CA |
BUY
|
- |
4.07KNew |
$1.97M - $2.54M
|
4.07K
$1.06M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-40- 8.57% |
$19.4K - $25K
|
427
$112K
|
|