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
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
96+ 11.72% |
$26.3K - $57.5K
|
915
$261K
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-919- 49.38% |
$252K - $551K
|
942
$269K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
591+ 14.43% |
$162K - $354K
|
4.69K
$1.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
271+ 38.33% |
$74.3K - $162K
|
978
$279K
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
93+ 4.65% |
$25.5K - $55.8K
|
2.09K
$597K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
669+ 15.91% |
$184K - $401K
|
4.87K
$1.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
794+ 31.98% |
$218K - $476K
|
3.28K
$934K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-606- 13.47% |
$166K - $363K
|
3.89K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
28+ 1.85% |
$7.68K - $16.8K
|
1.54K
$439K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5.21K- 42.05% |
$1.43M - $3.13M
|
7.19K
$2.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-2.84K- 20.85% |
$778K - $1.7M
|
10.8K
$3.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
4+ 0.66% |
$1.1K - $2.4K
|
614
$175K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
448+ 61.71% |
$123K - $269K
|
1.17K
$335K
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
189+ 41.45% |
$51.9K - $113K
|
645
$184K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-385- 3.14% |
$106K - $231K
|
11.9K
$3.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-297- 5.89% |
$81.5K - $178K
|
4.75K
$1.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.16K- 38.48% |
$1.96M - $4.29M
|
11.4K
$3.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.41K+ 326.68% |
$386K - $844K
|
1.84K
$524K
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-3.44K- 83.16% |
$945K - $2.06M
|
697
$199K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-1.99K- 43.02% |
$545K - $1.19M
|
2.63K
$751K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
712New |
$195K - $427K
|
712
$203K
|
|
|
Jul 14, 2025
Q2 2025
|
Health Invest Partners Ab
|
SELL
|
- |
-12.1K- 46.76% |
$3.31M - $7.23M
|
13.7K
$3.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-5.98K- 8.82% |
$1.64M - $3.59M
|
61.9K
$17.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-50- 18.87% |
$13.7K - $30K
|
215
$61.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2+ 0.3% |
$549 - $1.2K
|
662
$189K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
23+ 1.43% |
$6.31K - $13.8K
|
1.64K
$467K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
1.86K+ 466.0% |
$511K - $1.12M
|
2.26K
$646K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4.32K+ 7.02% |
$1.18M - $2.59M
|
65.8K
$18.7M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
18K+ 95.8% |
$4.93M - $10.8M
|
36.7K
$10.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
336+ 44.21% |
$92.2K - $201K
|
1.1K
$313K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
26+ 20.8% |
$7.13K - $15.6K
|
151
$43.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
421+ 3.71% |
$116K - $252K
|
11.8K
$3.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
CALL |
200New |
$54.9K - $120K
|
200
$57K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.78K+ 8.99% |
$488K - $1.07M
|
21.6K
$6.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
972+ 105.88% |
$267K - $583K
|
1.89K
$539K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
692+ 50.58% |
$190K - $415K
|
2.06K
$587K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-553- 5.97% |
$152K - $332K
|
8.71K
$2.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Scharf Investments, LLC
|
BUY
|
- |
29.5KNew |
$8.08M - $17.7M
|
29.5K
$8.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-300- 26.09% |
$82.3K - $180K
|
850
$242K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.87K- 24.43% |
$1.06M - $2.32M
|
12K
$3.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
11+ 0.66% |
$3.02K - $6.59K
|
1.67K
$477K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
344+ 23.03% |
$94.4K - $206K
|
1.84K
$524K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
390+ 322.31% |
$107K - $234K
|
511
$146K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.83K+ 53.99% |
$1.33M - $2.9M
|
13.8K
$3.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1K- 8.89% |
$275K - $602K
|
10.3K
$2.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
325+ 15.78% |
$89.2K - $195K
|
2.39K
$680K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
603+ 28.48% |
$165K - $361K
|
2.72K
$776K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-926- 42.46% |
$254K - $555K
|
1.26K
$358K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
371+ 43.04% |
$102K - $222K
|
1.23K
$352K
|
|
|
Jul 14, 2025
Q2 2025
|
Arlington Partners LLC
|
BUY
|
- |
7.14KNew |
$1.96M - $4.28M
|
7.14K
$2.04M
|