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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-40- 1.12% |
$19.4K - $25K
|
3.55K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-47- 1.58% |
$22.8K - $29.4K
|
2.93K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-28.2K- 4.51% |
$13.7M - $17.6M
|
597K
$315M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.12K+ 68.05% |
$1.51M - $1.95M
|
7.7K
$4.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.29K+ 2.71% |
$3.05M - $3.93M
|
239K
$126M
|
|
|
Feb 07, 2025
Q4 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-29.2K- 17.82% |
$14.2M - $18.3M
|
135K
$71M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-413- 5.99% |
$201K - $258K
|
6.49K
$3.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.36K- 1.64% |
$658K - $848K
|
81.3K
$42.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
441+ 187.66% |
$214K - $276K
|
676
$357K
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
BUY
|
- |
198+ 0.85% |
$96.1K - $124K
|
23.4K
$12.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5+ 0.05% |
$2.43K - $3.13K
|
11K
$5.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-61- 2.4% |
$29.6K - $38.1K
|
2.48K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.17K- 65.02% |
$2.02M - $2.61M
|
2.24K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-777- 3.82% |
$377K - $486K
|
19.6K
$10.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.29K- 31.31% |
$1.11M - $1.43M
|
5.01K
$2.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-320- 2.52% |
$155K - $200K
|
12.4K
$6.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 2.68% |
$6.31K - $8.13K
|
498
$263K
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
6.84KNew |
$3.32M - $4.28M
|
6.84K
$3.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
68+ 6.36% |
$33K - $42.5K
|
1.14K
$600K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
42+ 8.35% |
$20.4K - $26.3K
|
545
$287K
|
|
|
Feb 07, 2025
Q4 2024
|
River Road Asset Management, LLC
|
BUY
|
- |
20.6K+ 49.34% |
$9.98M - $12.9M
|
62.2K
$32.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-161- 14.45% |
$78.2K - $101K
|
953
$503K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.32K+ 25.33% |
$642K - $827K
|
6.55K
$3.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
16+ 0.54% |
$7.77K - $10K
|
2.96K
$1.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-13- 0.5% |
$6.31K - $8.13K
|
2.56K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
323+ 1.15% |
$157K - $202K
|
28.4K
$15M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
45+ 2.73% |
$21.8K - $28.1K
|
1.69K
$893K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11+ 1.16% |
$5.34K - $6.88K
|
956
$504K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-42- 1.15% |
$20.4K - $26.3K
|
3.62K
$1.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
522New |
$253K - $326K
|
522
$275K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
2.35KNew |
$1.14M - $1.47M
|
2.35K
$1.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.52K+ 2.17% |
$2.2M - $2.83M
|
213K
$112M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
18+ 1.24% |
$8.74K - $11.3K
|
1.47K
$773K
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
2+ 0.36% |
$971 - $1.25K
|
557
$294K
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
62+ 5.98% |
$30.1K - $38.8K
|
1.1K
$580K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-488- 1.7% |
$237K - $305K
|
28.2K
$14.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-210- 7.71% |
$102K - $131K
|
2.52K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3+ 0.38% |
$1.46K - $1.88K
|
801
$422K
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
128+ 8.8% |
$62.1K - $80K
|
1.58K
$834K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-986- 1.08% |
$479K - $616K
|
90.5K
$47.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-65- 2.22% |
$31.6K - $40.6K
|
2.86K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-6.45K- 2.46% |
$3.13M - $4.03M
|
256K
$135M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
7New |
$3.4K - $4.38K
|
7
$3.69K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
46+ 7.53% |
$22.3K - $28.8K
|
657
$347K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.08K- 5.43% |
$1.01M - $1.3M
|
36.1K
$19M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-27- 0.34% |
$13.1K - $16.9K
|
8K
$4.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
508New |
$247K - $318K
|
508
$268K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.91K+ 4.44% |
$927K - $1.19M
|
44.9K
$23.7M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.98K- 1.54% |
$1.45M - $1.86M
|
191K
$101M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
300+ 0.6% |
$146K - $188K
|
50.7K
$26.7M
|