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 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5+ 0.73% |
$2.43K - $3.13K
|
687
$361K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
110+ 17.05% |
$53.4K - $68.8K
|
755
$396K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
5+ 1.2% |
$2.43K - $3.13K
|
420
$220K
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
1.01KNew |
$491K - $632K
|
1.01K
$531K
|
|
|
Jan 21, 2025
Q4 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-138- 0.36% |
$67K - $86.3K
|
37.9K
$19.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
403+ 4.16% |
$196K - $252K
|
10.1K
$5.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
150+ 3.34% |
$72.8K - $93.8K
|
4.64K
$2.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
5+ 0.46% |
$2.43K - $3.13K
|
1.09K
$573K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
129+ 6.65% |
$62.6K - $80.7K
|
2.07K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4.32K- 82.75% |
$2.1M - $2.7M
|
901
$473K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-15.4K- 89.05% |
$7.49M - $9.65M
|
1.9K
$996K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
103+ 0.96% |
$50K - $64.4K
|
10.9K
$5.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-28- 2.24% |
$13.6K - $17.5K
|
1.22K
$642K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
7KNew |
$3.4M - $4.38M
|
7K
$3.68M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-105- 3.97% |
$51K - $65.7K
|
2.54K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
440New |
$214K - $275K
|
440
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
SELL
|
- |
-109- 13.31% |
$52.9K - $68.2K
|
710
$373K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-27- 5.03% |
$13.1K - $16.9K
|
510
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.29K+ 1.35% |
$625K - $805K
|
97K
$50.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
4+ 0.78% |
$1.94K - $2.5K
|
514
$270K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-370- 31.76% |
$180K - $231K
|
795
$417K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
320+ 3.38% |
$155K - $200K
|
9.8K
$5.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-58- 2.4% |
$28.2K - $36.3K
|
2.36K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-32- 4.78% |
$15.5K - $20K
|
638
$335K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.54K+ 10.24% |
$745K - $960K
|
16.5K
$8.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-45- 2.61% |
$21.8K - $28.1K
|
1.68K
$882K
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-832- 2.64% |
$404K - $520K
|
30.7K
$16.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.7KNew |
$6.64M - $8.56M
|
13.7K
$7.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-53- 9.64% |
$25.7K - $33.1K
|
497
$261K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-94- 4.05% |
$45.6K - $58.8K
|
2.23K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-85- 15.15% |
$41.3K - $53.1K
|
476
$250K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.27K+ 4.41% |
$618K - $796K
|
30.1K
$15.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
518+ 13.71% |
$251K - $324K
|
4.3K
$2.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
40K+ 47.4% |
$19.4M - $25M
|
124K
$65.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-104- 9.55% |
$50.5K - $65K
|
985
$517K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.91K+ 0.4% |
$926K - $1.19M
|
476K
$250M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
6+ 1.17% |
$2.91K - $3.75K
|
517
$271K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
234+ 1.04% |
$114K - $146K
|
22.8K
$12M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-70- 10.65% |
$34K - $43.8K
|
587
$308K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-9- 11.69% |
$4.37K - $5.63K
|
68
$35.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
408+ 3.57% |
$198K - $255K
|
11.8K
$6.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-17- 0.39% |
$8.25K - $10.6K
|
4.37K
$2.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
203+ 1.01% |
$98.6K - $127K
|
20.2K
$10.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
387+ 15.38% |
$188K - $242K
|
2.9K
$1.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
1.4KNew |
$682K - $878K
|
1.4K
$737K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
122+ 23.69% |
$59.2K - $76.3K
|
637
$334K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
267+ 3.89% |
$130K - $167K
|
7.14K
$3.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4+ 0.47% |
$1.94K - $2.5K
|
857
$450K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-36- 0.44% |
$17.5K - $22.5K
|
8.06K
$4.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
152+ 100.66% |
$73.8K - $95K
|
303
$159K
|