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 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
6New |
$1.65K - $3.6K
|
6
$1.73K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
651New |
$179K - $390K
|
651
$188K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
257+ 41.99% |
$70.5K - $154K
|
869
$250K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-1.59K- 0.78% |
$436K - $953K
|
202K
$58.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
50.7K+ 9.14% |
$13.9M - $30.4M
|
605K
$174M
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
8.12KNew |
$2.23M - $4.87M
|
8.12K
$2.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
8.1K+ 50.56% |
$2.22M - $4.85M
|
24.1K
$6.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-473- 31.83% |
$130K - $284K
|
1.01K
$292K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
327+ 19.02% |
$89.7K - $196K
|
2.05K
$589K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
247+ 51.03% |
$67.8K - $148K
|
731
$211K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.66K- 34.79% |
$456K - $996K
|
3.11K
$897K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.2K- 33.67% |
$1.97M - $4.31M
|
14.2K
$4.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
572+ 92.71% |
$157K - $343K
|
1.19K
$343K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-537- 18.58% |
$147K - $322K
|
2.35K
$678K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
690+ 85.08% |
$189K - $414K
|
1.5K
$432K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
88+ 15.47% |
$24.1K - $52.8K
|
657
$189K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-545- 3.4% |
$150K - $327K
|
15.5K
$4.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
181+ 32.21% |
$49.7K - $109K
|
743
$214K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-10- 11.49% |
$2.74K - $5.99K
|
77
$22.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
67+ 2.03% |
$18.4K - $40.2K
|
3.37K
$971K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-166- 17.36% |
$45.5K - $99.5K
|
790
$228K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.1K- 3.23% |
$300K - $656K
|
32.8K
$9.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-9.63K- 46.0% |
$2.64M - $5.77M
|
11.3K
$3.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-1.78K- 8.69% |
$488K - $1.07M
|
18.7K
$5.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-5.61K- 60.33% |
$1.54M - $3.36M
|
3.69K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.1K+ 21.96% |
$302K - $659K
|
6.11K
$1.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-10.1K- 90.53% |
$2.77M - $6.06M
|
1.06K
$304K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-35- 4.91% |
$9.6K - $21K
|
678
$195K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-17K- 72.37% |
$4.66M - $10.2M
|
6.48K
$1.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-627- 21.32% |
$172K - $376K
|
2.31K
$667K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-1- 0.13% |
$274 - $599
|
777
$224K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-170K- 96.96% |
$46.5M - $102M
|
5.32K
$1.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-102- 2.57% |
$28K - $61.1K
|
3.87K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-91- 3.12% |
$25K - $54.6K
|
2.82K
$813K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-549- 25.14% |
$151K - $329K
|
1.64K
$471K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-188- 1.04% |
$51.6K - $113K
|
17.8K
$5.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
BUY
|
- |
7.14K+ 358.25% |
$1.96M - $4.28M
|
9.13K
$2.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4.01K- 21.21% |
$1.1M - $2.4M
|
14.9K
$4.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
142+ 8.13% |
$39K - $85.1K
|
1.89K
$544K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-7.35K- 64.46% |
$2.02M - $4.41M
|
4.05K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.94K- 9.18% |
$1.08M - $2.36M
|
38.9K
$11.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-269- 11.99% |
$73.8K - $161K
|
1.97K
$569K
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.22K- 3.06% |
$335K - $733K
|
38.7K
$11.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.37K+ 14.54% |
$376K - $821K
|
10.8K
$3.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
12.2K+ 11.01% |
$3.35M - $7.32M
|
123K
$35.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-4.19K- 4.79% |
$1.15M - $2.51M
|
83.4K
$24M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
762+ 36.95% |
$209K - $457K
|
2.82K
$814K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-822- 24.92% |
$226K - $493K
|
2.48K
$714K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.56K- 19.94% |
$429K - $936K
|
6.27K
$1.81M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
18.2K+ 79.22% |
$4.98M - $10.9M
|
41.1K
$11.8M
|