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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-10- 1.39% |
$2.74K - $5.99K
|
708
$204K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-52.3K- 99.77% |
$14.4M - $31.4M
|
123
$35.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-189K- 32.38% |
$51.9M - $113M
|
395K
$114M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-43- 1.42% |
$11.8K - $25.8K
|
2.98K
$858K
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
538+ 109.8% |
$148K - $323K
|
1.03K
$296K
|
|
|
Jul 18, 2025
Q2 2025
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-144- 1.27% |
$39.5K - $86.3K
|
11.2K
$3.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.97K+ 35.39% |
$541K - $1.18M
|
7.55K
$2.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1- 0.12% |
$274 - $599
|
800
$230K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
726+ 5.17% |
$199K - $435K
|
14.8K
$4.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
2.15KNew |
$589K - $1.29M
|
2.15K
$619K
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
3.6K+ 1800.0% |
$988K - $2.16M
|
3.8K
$1.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-19- 0.15% |
$5.21K - $11.4K
|
12.9K
$3.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-46- 6.08% |
$12.6K - $27.6K
|
711
$205K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
368+ 22.12% |
$101K - $221K
|
2.03K
$585K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
102+ 14.63% |
$28K - $61.1K
|
799
$230K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-209- 3.21% |
$57.3K - $125K
|
6.31K
$1.82M
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
1.19K+ 29.99% |
$326K - $712K
|
5.15K
$1.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Independent Investors Inc
|
SELL
|
- |
-65- 2.16% |
$17.8K - $39K
|
2.95K
$848K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
693New |
$190K - $415K
|
693
$200K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
44+ 0.32% |
$12.1K - $26.4K
|
13.9K
$4.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-883- 34.49% |
$242K - $529K
|
1.68K
$483K
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-400- 15.36% |
$110K - $240K
|
2.2K
$635K
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-53.1K- 33.58% |
$14.6M - $31.8M
|
105K
$30.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-697- 0.41% |
$191K - $418K
|
171K
$49.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-94- 10.77% |
$25.8K - $56.4K
|
779
$224K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-26.8K- 67.77% |
$7.35M - $16.1M
|
12.7K
$3.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
514+ 3.79% |
$141K - $308K
|
14.1K
$4.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
291+ 32.01% |
$79.8K - $174K
|
1.2K
$346K
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-490Closed |
$134K - $294K
|
0
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
6.42KNew |
$1.76M - $3.85M
|
6.42K
$1.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-312- 11.3% |
$85.6K - $187K
|
2.45K
$705K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
33+ 2.4% |
$9.05K - $19.8K
|
1.41K
$405K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-36- 2.86% |
$9.88K - $21.6K
|
1.22K
$352K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1- 0.09% |
$274 - $599
|
1.07K
$308K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-133- 6.51% |
$36.5K - $79.7K
|
1.91K
$550K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-184- 57.86% |
$50.5K - $110K
|
134
$38.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Bloomberg Sen Inc.
Toronto, A6 |
BUY
|
- |
75.7KNew |
$20.8M - $45.4M
|
75.7K
$21.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
305+ 2.19% |
$83.7K - $183K
|
14.2K
$4.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
11K+ 228.63% |
$3.03M - $6.62M
|
15.9K
$4.57M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
22+ 0.58% |
$6.04K - $13.2K
|
3.85K
$1.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.51K+ 9.82% |
$413K - $902K
|
16.8K
$4.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
404+ 44.89% |
$111K - $242K
|
1.3K
$376K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-178- 19.26% |
$48.8K - $107K
|
746
$215K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-509K- 71.58% |
$140M - $305M
|
202K
$58.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-339- 12.68% |
$93K - $203K
|
2.33K
$672K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
733New |
$201K - $439K
|
733
$211K
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-1.16K- 59.97% |
$318K - $694K
|
773
$223K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-470- 14.36% |
$129K - $282K
|
2.8K
$807K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-525- 38.46% |
$144K - $315K
|
840
$242K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
81+ 8.4% |
$22.2K - $48.6K
|
1.05K
$301K
|