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 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-3- 0.13% |
$1.46K - $1.88K
|
2.32K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-3.96K- 90.01% |
$1.92M - $2.48M
|
440
$232K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
60+ 10.51% |
$29.1K - $37.5K
|
631
$333K
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
987New |
$479K - $617K
|
987
$521K
|
|
|
Feb 05, 2025
Q4 2024
|
Davis Rea Ltd.
|
BUY
|
- |
5.58K+ 31.21% |
$2.71M - $3.49M
|
23.4K
$12.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-100- 1.78% |
$48.6K - $62.5K
|
5.53K
$2.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-104- 10.95% |
$50.5K - $65K
|
846
$446K
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-5- 0.09% |
$2.43K - $3.13K
|
5.5K
$2.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-165- 1.52% |
$80.1K - $103K
|
10.7K
$5.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-408- 5.27% |
$198K - $255K
|
7.33K
$3.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
4+ 0.52% |
$1.94K - $2.5K
|
780
$411K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-129- 0.69% |
$62.6K - $80.7K
|
18.5K
$9.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-14- 1.47% |
$6.8K - $8.75K
|
937
$494K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-2- 0.04% |
$971 - $1.25K
|
4.61K
$2.43M
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
1.19K+ 2.86% |
$576K - $742K
|
42.6K
$22.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.76K- 3.12% |
$1.83M - $2.35M
|
117K
$61.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
23.8KNew |
$11.5M - $14.9M
|
23.8K
$12.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.26K- 3.19% |
$1.1M - $1.41M
|
68.6K
$36.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 1.13% |
$1.46K - $1.88K
|
268
$141K
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-121- 14.19% |
$58.7K - $75.7K
|
732
$386K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-17- 0.49% |
$8.25K - $10.6K
|
3.46K
$1.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
861New |
$418K - $538K
|
861
$454K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.56% |
$486 - $625
|
180
$94.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
11+ 0.68% |
$5.34K - $6.88K
|
1.64K
$862K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.03K+ 1.97% |
$499K - $642K
|
53.2K
$28.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-15- 37.5% |
$7.28K - $9.38K
|
25
$13.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
18+ 0.82% |
$8.74K - $11.3K
|
2.22K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-317- 12.04% |
$154K - $198K
|
2.32K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
1.03KNew |
$501K - $645K
|
1.03K
$544K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
47New |
$22.8K - $29.4K
|
47
$24.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
64+ 0.01% |
$31.1K - $40K
|
1.12M
$590M
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.07K+ 1.6% |
$518K - $667K
|
67.7K
$35.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
237K+ 7.42% |
$115M - $148M
|
3.43M
$1.81B
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
80+ 2.73% |
$38.8K - $50K
|
3.01K
$1.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
306New |
$149K - $191K
|
306
$161K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-802- 2.8% |
$389K - $501K
|
27.8K
$14.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-350- 46.67% |
$170K - $219K
|
400
$211K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
57+ 2.35% |
$27.7K - $35.6K
|
2.48K
$1.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-6- 0.89% |
$2.91K - $3.75K
|
668
$352K
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-332- 3.34% |
$161K - $208K
|
9.6K
$5.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
22+ 0.59% |
$10.7K - $13.8K
|
3.77K
$1.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-221- 1.67% |
$107K - $138K
|
13K
$6.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-279- 9.42% |
$135K - $174K
|
2.68K
$1.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
116K+ 11.47% |
$56.2M - $72.4M
|
1.13M
$594M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-623- 96.74% |
$302K - $390K
|
21
$11.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-30- 1.26% |
$14.6K - $18.8K
|
2.36K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
442New |
$215K - $276K
|
442
$233K
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
1.15KNew |
$560K - $722K
|
1.15K
$609K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-393- 0.52% |
$191K - $246K
|
75.3K
$39.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-249- 10.47% |
$121K - $156K
|
2.13K
$1.12M
|