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
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.85K- 20.87% |
$897K - $1.15M
|
7K
$3.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-4.08K- 1.33% |
$1.98M - $2.55M
|
302K
$159M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.95K+ 89.65% |
$946K - $1.22M
|
4.12K
$2.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-30- 1.8% |
$14.6K - $18.8K
|
1.63K
$861K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.6K+ 26.3% |
$775K - $998K
|
7.66K
$4.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
300+ 9.24% |
$146K - $188K
|
3.55K
$1.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
3.56KNew |
$1.73M - $2.23M
|
3.56K
$1.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
703New |
$341K - $440K
|
703
$371K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-307- 2.86% |
$149K - $192K
|
10.4K
$5.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.04K- 3.92% |
$992K - $1.28M
|
50K
$26.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-502- 85.37% |
$244K - $314K
|
86
$45.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-201- 0.55% |
$97.6K - $126K
|
36.3K
$19.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
33+ 3.03% |
$16K - $20.6K
|
1.12K
$591K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
20K+ 42.06% |
$9.72M - $12.5M
|
67.6K
$35.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-454- 1.95% |
$220K - $284K
|
22.8K
$12M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6.15KNew |
$2.98M - $3.84M
|
6.15K
$3.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
15+ 0.45% |
$7.28K - $9.38K
|
3.31K
$1.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
142+ 0.73% |
$68.9K - $88.8K
|
19.5K
$10.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
2.4K+ 1.16% |
$1.17M - $1.5M
|
209K
$110M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
51+ 4.18% |
$24.8K - $31.9K
|
1.27K
$671K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
143+ 3.85% |
$69.4K - $89.4K
|
3.86K
$2.03M
|
|
|
Feb 04, 2025
Q4 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-2.99K- 4.38% |
$1.45M - $1.87M
|
65.2K
$34.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-10- 0.61% |
$4.86K - $6.25K
|
1.64K
$865K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.08K+ 108.46% |
$523K - $673K
|
2.07K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-17- 0.92% |
$8.25K - $10.6K
|
1.82K
$961K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.48K+ 41.6% |
$1.21M - $1.55M
|
8.45K
$4.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-161- 18.99% |
$78.2K - $101K
|
687
$362K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
81+ 3.03% |
$39.3K - $50.6K
|
2.76K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-363- 8.26% |
$176K - $227K
|
4.03K
$2.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
56+ 6.87% |
$27.2K - $35K
|
871
$459K
|
|
|
Feb 04, 2025
Q4 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-11.8K- 2.62% |
$5.72M - $7.37M
|
439K
$232M
|
|
|
Feb 04, 2025
Q4 2024
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
8.29K+ 13.04% |
$4.02M - $5.18M
|
71.9K
$37.9M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-20- 0.19% |
$9.71K - $12.5K
|
10.7K
$5.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
413+ 2.61% |
$201K - $258K
|
16.2K
$8.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
129+ 1.68% |
$62.6K - $80.7K
|
7.79K
$4.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-5- 2.04% |
$2.43K - $3.13K
|
240
$127K
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
232+ 4.4% |
$113K - $145K
|
5.51K
$2.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
269+ 6.94% |
$131K - $168K
|
4.15K
$2.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Health Invest Partners Ab
|
SELL
|
- |
-288- 0.81% |
$140K - $180K
|
35.2K
$18.6M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-112- 4.26% |
$54.4K - $70K
|
2.52K
$1.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
9.21K+ 9.27% |
$4.47M - $5.76M
|
108K
$57.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
149+ 16.82% |
$72.3K - $93.2K
|
1.04K
$546K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
129+ 7.13% |
$62.6K - $80.7K
|
1.94K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-317- 2.58% |
$154K - $198K
|
12K
$6.32M
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-242- 35.43% |
$117K - $151K
|
441
$233K
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-583- 8.86% |
$283K - $365K
|
6K
$3.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
146+ 2.33% |
$70.9K - $91.3K
|
6.4K
$3.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-165- 19.32% |
$80.1K - $103K
|
689
$363K
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
1.38KNew |
$671K - $865K
|
1.38K
$729K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-25- 5.21% |
$12.1K - $15.6K
|
455
$240K
|