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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1+ 0.1% |
$486 - $625
|
1.04K
$272K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
324+ 3.89% |
$157K - $203K
|
8.66K
$2.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
165+ 1.64% |
$80.1K - $103K
|
10.2K
$2.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.76K- 18.69% |
$855K - $1.1M
|
7.67K
$2M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
475New |
$231K - $297K
|
475
$124K
|
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
1.34K+ 13.2% |
$653K - $840K
|
11.5K
$3.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-903- 25.55% |
$438K - $565K
|
2.63K
$688K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-148- 49.66% |
$71.9K - $92.5K
|
150
$39.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
95+ 863.64% |
$46.1K - $59.4K
|
106
$27.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
7.12KNew |
$3.46M - $4.45M
|
7.12K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-8.29K- 5.71% |
$4.03M - $5.18M
|
137K
$35.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
273New |
$133K - $171K
|
273
$71.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-82- 4.75% |
$39.8K - $51.3K
|
1.65K
$430K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
CALL |
100+ 14.29% |
$48.6K - $62.5K
|
800
$209K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.26K- 5.3% |
$612K - $788K
|
22.5K
$5.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
395New |
$192K - $247K
|
395
$103K
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
377+ 35.27% |
$183K - $236K
|
1.45K
$378K
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
60+ 12.35% |
$29.1K - $37.5K
|
546
$143K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
24+ 1.73% |
$11.7K - $15K
|
1.41K
$369K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
109+ 27.74% |
$52.9K - $68.2K
|
502
$131K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-707- 58.57% |
$343K - $442K
|
500
$131K
|
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-11- 0.85% |
$5.34K - $6.88K
|
1.29K
$336K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-104- 17.48% |
$50.5K - $65K
|
491
$128K
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
667New |
$324K - $417K
|
667
$174K
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
540New |
$262K - $338K
|
540
$141K
|
|
|
Jan 30, 2025
Q4 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-67- 12.48% |
$32.5K - $41.9K
|
470
$123K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-81- 2.56% |
$39.3K - $50.6K
|
3.08K
$806K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
168+ 38.36% |
$81.6K - $105K
|
606
$159K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-5- 0.46% |
$2.43K - $3.13K
|
1.09K
$284K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-2.28K- 41.11% |
$1.11M - $1.43M
|
3.27K
$856K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
84+ 12.05% |
$40.8K - $52.5K
|
781
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
19New |
$9.22K - $11.9K
|
19
$4.97K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
51+ 6.2% |
$24.8K - $31.9K
|
874
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
423New |
$205K - $264K
|
423
$111K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
4.62K+ 457.17% |
$2.24M - $2.89M
|
5.63K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Bsn Capital Partners LTD
|
BUY
|
- |
24.3K+ 50.08% |
$11.8M - $15.2M
|
72.8K
$19M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-61- 11.19% |
$29.6K - $38.1K
|
484
$127K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-181- 8.7% |
$87.9K - $113K
|
1.9K
$497K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-830- 36.84% |
$403K - $519K
|
1.42K
$372K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
31New |
$15.1K - $19.4K
|
31
$8.11K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-125- 21.59% |
$60.7K - $78.2K
|
454
$119K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
70New |
$34K - $43.8K
|
70
$18.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
157New |
$76.2K - $98.2K
|
157
$41.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
SELL
|
- |
-41- 3.43% |
$19.9K - $25.6K
|
1.15K
$302K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-178- 1.08% |
$86.4K - $111K
|
16.4K
$4.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.77K+ 80.05% |
$857K - $1.1M
|
3.97K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-38- 0.61% |
$18.4K - $23.8K
|
6.24K
$1.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
131+ 1.69% |
$63.6K - $81.9K
|
7.87K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-60- 11.07% |
$29.1K - $37.5K
|
482
$126K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-598- 0.88% |
$290K - $374K
|
67.6K
$17.7M
|