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 15, 2025
Q2 2025
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-1.4K- 35.4% |
$384K - $839K
|
2.56K
$729K
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-12.6K- 67.18% |
$3.44M - $7.52M
|
6.13K
$1.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
211+ 25.95% |
$57.9K - $126K
|
1.02K
$292K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-35.6K- 95.61% |
$9.77M - $21.4M
|
1.64K
$466K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-91- 3.79% |
$25K - $54.6K
|
2.31K
$659K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-36- 6.58% |
$9.88K - $21.6K
|
511
$146K
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-28.8K- 85.2% |
$7.9M - $17.3M
|
5K
$1.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-22.9K- 73.09% |
$6.27M - $13.7M
|
8.42K
$2.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
97+ 1.96% |
$26.6K - $58.1K
|
5.04K
$1.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-63K- 13.47% |
$17.3M - $37.8M
|
405K
$115M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
41+ 1.28% |
$11.2K - $24.6K
|
3.24K
$922K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
65New |
$17.8K - $39K
|
65
$18.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-40- 13.56% |
$11K - $24K
|
255
$72.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-274- 27.93% |
$75.2K - $164K
|
707
$202K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-819- 20.07% |
$225K - $491K
|
3.26K
$930K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
14+ 0.88% |
$3.84K - $8.39K
|
1.6K
$457K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
152+ 6.83% |
$41.7K - $91.1K
|
2.38K
$678K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-3.45K- 57.32% |
$947K - $2.07M
|
2.57K
$733K
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
74K+ 12.42% |
$20.3M - $44.3M
|
669K
$191M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
248+ 15.28% |
$68K - $149K
|
1.87K
$533K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.42K- 63.89% |
$390K - $852K
|
803
$229K
|
|
|
Jul 15, 2025
Q2 2025
|
Kempner Capital Management Inc.
|
BUY
|
- |
10.5K+ 239.98% |
$2.89M - $6.32M
|
14.9K
$4.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-2.59K- 33.61% |
$711K - $1.55M
|
5.12K
$1.46M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
41+ 1.2% |
$11.2K - $24.6K
|
3.46K
$987K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.3K- 7.41% |
$357K - $780K
|
16.2K
$4.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-291- 3.15% |
$79.8K - $174K
|
8.96K
$2.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.36K+ 41.26% |
$373K - $815K
|
4.66K
$1.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-1.76K- 10.09% |
$483K - $1.06M
|
15.7K
$4.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
4K+ 72.52% |
$1.1M - $2.4M
|
9.51K
$2.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
78+ 7.7% |
$21.4K - $46.8K
|
1.09K
$311K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-8.88K- 2.33% |
$2.44M - $5.32M
|
372K
$106M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
444+ 68.84% |
$122K - $266K
|
1.09K
$311K
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-122- 7.32% |
$33.5K - $73.1K
|
1.54K
$440K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
50+ 53.76% |
$13.7K - $30K
|
143
$40.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-478- 8.11% |
$131K - $287K
|
5.42K
$1.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
3.15K+ 86.95% |
$863K - $1.89M
|
6.76K
$1.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-11- 1.0% |
$3.02K - $6.59K
|
1.08K
$309K
|
|
|
Jul 15, 2025
Q2 2025
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
63.8K+ 90.29% |
$17.5M - $38.3M
|
135K
$38.4M
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-17- 1.44% |
$4.66K - $10.2K
|
1.17K
$332K
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
6.89K+ 145.2% |
$1.89M - $4.13M
|
11.6K
$3.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.82K+ 438.2% |
$774K - $1.69M
|
3.47K
$988K
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
1.88K+ 113.47% |
$515K - $1.13M
|
3.53K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
128+ 12.71% |
$35.1K - $76.7K
|
1.14K
$324K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-58- 3.31% |
$15.9K - $34.8K
|
1.69K
$483K
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-4.84K- 3.41% |
$1.33M - $2.9M
|
137K
$39.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.56KNew |
$427K - $932K
|
1.56K
$443K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.17K- 5.47% |
$320K - $700K
|
20.2K
$5.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
11.7K+ 23.04% |
$3.22M - $7.04M
|
62.7K
$17.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
268+ 33.63% |
$73.5K - $161K
|
1.07K
$304K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$274 - $599
|
809
$231K
|