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 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-229- 1.21% |
$111K - $143K
|
18.7K
$9.87M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
94+ 11.28% |
$45.6K - $58.8K
|
927
$489K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.76K- 18.69% |
$855K - $1.1M
|
7.67K
$4.04M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-199- 16.86% |
$96.6K - $124K
|
981
$517K
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
1.07K+ 64.32% |
$518K - $667K
|
2.73K
$1.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
29+ 0.63% |
$14.1K - $18.1K
|
4.66K
$2.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
145K+ 9.13% |
$70.2M - $90.4M
|
1.73M
$912M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
1.3K+ 2.4% |
$631K - $813K
|
55.4K
$29.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
671+ 19.83% |
$326K - $420K
|
4.05K
$2.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
204+ 2.03% |
$99K - $128K
|
10.2K
$5.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
475New |
$231K - $297K
|
475
$251K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.66K- 31.22% |
$1.29M - $1.66M
|
5.86K
$3.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
16+ 0.59% |
$7.77K - $10K
|
2.73K
$1.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-1- 0.16% |
$486 - $625
|
622
$328K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
7.89K+ 527.42% |
$3.83M - $4.93M
|
9.38K
$4.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.27K+ 1.11% |
$1.1M - $1.42M
|
206K
$109M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-102- 17.5% |
$49.5K - $63.8K
|
481
$254K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
147New |
$71.4K - $91.9K
|
147
$77.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-326- 24.15% |
$158K - $204K
|
1.02K
$540K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
569+ 9.44% |
$276K - $356K
|
6.6K
$3.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.05KNew |
$510K - $657K
|
1.05K
$554K
|
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
1.34K+ 13.2% |
$653K - $840K
|
11.5K
$6.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.09KNew |
$527K - $679K
|
1.09K
$573K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
680+ 3.12% |
$330K - $425K
|
22.5K
$11.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2- 0.21% |
$971 - $1.25K
|
929
$490K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1+ 0.15% |
$486 - $625
|
677
$357K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
142+ 1.98% |
$68.9K - $88.8K
|
7.32K
$3.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-12- 1.11% |
$5.83K - $7.5K
|
1.07K
$565K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
21+ 0.84% |
$10.2K - $13.1K
|
2.53K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
27+ 2.69% |
$13.1K - $16.9K
|
1.03K
$543K
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
994New |
$483K - $621K
|
994
$524K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
BUY
|
- |
355+ 4.6% |
$172K - $222K
|
8.07K
$4.25M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
BUY
|
- |
21+ 1.63% |
$10.2K - $13.1K
|
1.31K
$690K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-8.51K- 3.5% |
$4.13M - $5.32M
|
235K
$124M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
194+ 3.0% |
$94.2K - $121K
|
6.65K
$3.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-86- 4.92% |
$41.8K - $53.8K
|
1.66K
$877K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-481- 3.19% |
$234K - $301K
|
14.6K
$7.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-542- 23.44% |
$263K - $339K
|
1.77K
$933K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
4+ 0.54% |
$1.94K - $2.5K
|
742
$391K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
5+ 0.32% |
$2.43K - $3.13K
|
1.59K
$838K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-296- 1.97% |
$144K - $185K
|
14.7K
$7.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-32- 0.85% |
$15.5K - $20K
|
3.72K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
SELL
|
- |
-8.92K- 3.31% |
$4.33M - $5.57M
|
260K
$137M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.82% |
$971 - $1.25K
|
247
$130K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
65+ 0.83% |
$31.6K - $40.6K
|
7.93K
$4.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
34+ 3.47% |
$16.5K - $21.3K
|
1.02K
$535K
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-383- 0.76% |
$186K - $239K
|
49.9K
$26.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-903- 25.55% |
$438K - $565K
|
2.63K
$1.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
3.09KNew |
$1.5M - $1.93M
|
3.09K
$1.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
27+ 3.65% |
$13.1K - $16.9K
|
766
$404K
|