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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
192+ 19.47% |
$88.6K - $105K
|
1.18K
$617K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-29- 0.25% |
$13.4K - $15.9K
|
11.7K
$6.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-1.06K- 15.68% |
$487K - $579K
|
5.68K
$2.97M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
52+ 4.6% |
$24K - $28.5K
|
1.18K
$620K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8+ 34.78% |
$3.69K - $4.39K
|
31
$16.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-161- 57.3% |
$74.3K - $88.3K
|
120
$62.9K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-402- 20.09% |
$186K - $220K
|
1.6K
$837K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-62- 1.48% |
$28.6K - $34K
|
4.12K
$2.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
250+ 11.47% |
$115K - $137K
|
2.43K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
6+ 0.12% |
$2.77K - $3.29K
|
4.89K
$2.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
281+ 2.2% |
$130K - $154K
|
13.1K
$6.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
124+ 4.43% |
$57.2K - $68K
|
2.92K
$1.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-69.2K- 55.64% |
$31.9M - $37.9M
|
55.2K
$28.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
515+ 44.13% |
$238K - $282K
|
1.68K
$881K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-18- 1.65% |
$8.31K - $9.87K
|
1.08K
$563K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
16+ 3.36% |
$7.38K - $8.77K
|
492
$258K
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
BUY
|
- |
64+ 1.09% |
$29.5K - $35.1K
|
5.95K
$3.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-472- 42.6% |
$218K - $259K
|
636
$333K
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
703+ 6.88% |
$324K - $385K
|
10.9K
$5.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.06KNew |
$952K - $1.13M
|
2.06K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-587- 26.67% |
$271K - $322K
|
1.61K
$845K
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
5+ 0.3% |
$2.31K - $2.74K
|
1.66K
$867K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
30+ 2.37% |
$13.8K - $16.4K
|
1.3K
$678K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
535+ 75.35% |
$247K - $293K
|
1.25K
$652K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
17+ 0.77% |
$7.85K - $9.32K
|
2.22K
$1.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
34+ 0.58% |
$15.7K - $18.6K
|
5.9K
$3.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
136+ 34.0% |
$62.8K - $74.6K
|
536
$281K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
663+ 23.04% |
$306K - $363K
|
3.54K
$1.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
70+ 1.5% |
$32.3K - $38.4K
|
4.73K
$2.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-90- 0.51% |
$41.5K - $49.3K
|
17.4K
$9.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-192- 15.26% |
$88.6K - $105K
|
1.07K
$558K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-12- 2.55% |
$5.54K - $6.58K
|
459
$240K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
413New |
$191K - $226K
|
413
$216K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-80- 2.82% |
$36.9K - $43.9K
|
2.75K
$1.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-68- 10.64% |
$31.4K - $37.3K
|
571
$299K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-9- 1.78% |
$4.15K - $4.93K
|
497
$260K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
182+ 21.82% |
$84K - $99.8K
|
1.02K
$532K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.97K- 31.16% |
$1.37M - $1.63M
|
6.56K
$3.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-229- 27.56% |
$106K - $126K
|
602
$315K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.44K+ 30.89% |
$664K - $789K
|
6.1K
$3.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
57+ 1.57% |
$26.3K - $31.2K
|
3.69K
$1.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
26+ 1.47% |
$12K - $14.3K
|
1.8K
$942K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
399New |
$184K - $219K
|
399
$209K
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
392New |
$181K - $215K
|
392
$205K
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-321- 4.86% |
$148K - $176K
|
6.29K
$3.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
565+ 71.97% |
$261K - $310K
|
1.35K
$707K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-265- 9.28% |
$122K - $145K
|
2.59K
$1.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-350- 20.9% |
$162K - $192K
|
1.33K
$694K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
857+ 5.92% |
$396K - $470K
|
15.3K
$8.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-177- 26.18% |
$81.7K - $97K
|
499
$261K
|