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 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
178New |
$86.4K - $111K
|
178
$83K
|
|
|
Feb 21, 2025
Q4 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-7.43K- 63.18% |
$3.61M - $4.65M
|
4.33K
$2.02M
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
19.3KNew |
$9.39M - $12.1M
|
19.3K
$9.02M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
59+ 0.27% |
$28.6K - $36.9K
|
21.8K
$10.2M
|
|
|
Feb 20, 2025
Q4 2024
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
284+ 1136.0% |
$138K - $178K
|
309
$144K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-45- 2.11% |
$21.8K - $28.1K
|
2.08K
$972K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
693New |
$336K - $433K
|
693
$323K
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
786New |
$382K - $491K
|
786
$367K
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
25New |
$12.1K - $15.6K
|
25
$11.7K
|
|
|
Feb 20, 2025
Q4 2024
|
Baer Investment Advisory LLC
Corte Madera, CA |
BUY
|
- |
4.07KNew |
$1.97M - $2.54M
|
4.07K
$1.9M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
41+ 6.77% |
$19.9K - $25.6K
|
647
$302K
|
|
|
Feb 19, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
SELL
|
- |
-80.4K- 98.82% |
$39.1M - $50.3M
|
962
$449K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-96- 6.46% |
$46.6K - $60K
|
1.39K
$648K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
1.02K+ 4.37% |
$497K - $640K
|
24.4K
$11.4M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-188- 3.54% |
$91.3K - $118K
|
5.13K
$2.39M
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
481New |
$234K - $301K
|
481
$224K
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.73K- 2.59% |
$838K - $1.08M
|
64.8K
$30.2M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-212K- 21.59% |
$103M - $133M
|
771K
$359M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
PUT |
211KNew |
$102M - $132M
|
211K
$98.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-2.46K- 16.87% |
$1.19M - $1.54M
|
12.1K
$5.64M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-9- 0.28% |
$4.37K - $5.63K
|
3.2K
$1.49M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-50- 11.24% |
$24.3K - $31.3K
|
395
$184K
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
2.1K+ 23.05% |
$1.02M - $1.31M
|
11.2K
$5.22M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-568- 5.16% |
$276K - $355K
|
10.4K
$4.87M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
67+ 2.86% |
$32.5K - $41.9K
|
2.41K
$1.12M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-187- 25.58% |
$90.8K - $117K
|
544
$254K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-40- 8.57% |
$19.4K - $25K
|
427
$199K
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
469New |
$228K - $293K
|
469
$219K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-73- 0.45% |
$35.4K - $45.6K
|
16.3K
$7.61M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-94- 7.32% |
$45.6K - $58.8K
|
1.19K
$555K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
125New |
$60.7K - $78.2K
|
125
$58.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
409New |
$199K - $256K
|
409
$191K
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
4+ 0.37% |
$1.94K - $2.5K
|
1.08K
$504K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.98K+ 44.78% |
$1.45M - $1.86M
|
9.63K
$4.49M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
428+ 77.68% |
$208K - $268K
|
979
$457K
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
811New |
$394K - $507K
|
811
$378K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-535- 19.18% |
$260K - $335K
|
2.26K
$1.05M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-803- 5.7% |
$390K - $502K
|
13.3K
$6.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-991- 17.85% |
$481K - $620K
|
4.56K
$2.13M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.89K- 67.11% |
$3.83M - $4.93M
|
3.87K
$1.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
281New |
$136K - $176K
|
281
$131K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
65+ 4.94% |
$31.6K - $40.6K
|
1.38K
$644K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
88New |
$42.7K - $55K
|
88
$41K
|
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-102- 2.8% |
$49.5K - $63.8K
|
3.54K
$1.65M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
605New |
$294K - $378K
|
605
$282K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
3.87KNew |
$1.88M - $2.42M
|
3.87K
$1.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.24K- 69.13% |
$604K - $777K
|
555
$259K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
SELL
|
- |
-922- 57.59% |
$448K - $576K
|
679
$317K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
PUT |
7.72K+ 9900.0% |
$3.75M - $4.83M
|
7.8K
$3.64M
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
143K+ 34.35% |
$69.5M - $89.5M
|
560K
$261M
|