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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-3.27K- 77.31% |
$1.59M - $2.04M
|
959
$506K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-561- 2.96% |
$272K - $351K
|
18.4K
$9.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-81- 2.56% |
$39.3K - $50.6K
|
3.08K
$1.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
652+ 44.6% |
$317K - $408K
|
2.11K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.56K+ 3.64% |
$1.24M - $1.6M
|
73K
$38.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-202K- 99.71% |
$97.9M - $126M
|
594
$313K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.63K+ 11.08% |
$1.28M - $1.64M
|
26.4K
$13.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
291+ 2.7% |
$141K - $182K
|
11.1K
$5.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.41K- 12.52% |
$684K - $881K
|
9.85K
$5.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
491+ 7.08% |
$238K - $307K
|
7.43K
$3.92M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-582- 11.55% |
$283K - $364K
|
4.46K
$2.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
4.57KNew |
$2.22M - $2.86M
|
4.57K
$2.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
168+ 38.36% |
$81.6K - $105K
|
606
$320K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-513- 22.29% |
$249K - $321K
|
1.79K
$943K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-5- 0.46% |
$2.43K - $3.13K
|
1.09K
$573K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
551+ 4.81% |
$268K - $345K
|
12K
$6.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
306+ 3.79% |
$149K - $191K
|
8.38K
$4.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.7K- 77.11% |
$1.31M - $1.69M
|
801
$422K
|
|
|
Jan 30, 2025
Q4 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-155K- 21.78% |
$75.5M - $97.2M
|
559K
$295M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-2- 0.09% |
$971 - $1.25K
|
2.23K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
23+ 5.18% |
$11.2K - $14.4K
|
467
$246K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
289New |
$140K - $181K
|
289
$152K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-12- 3.9% |
$5.83K - $7.5K
|
296
$156K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.15K+ 17.21% |
$1.53M - $1.97M
|
21.4K
$11.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
9+ 0.25% |
$4.37K - $5.63K
|
3.58K
$1.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
699+ 6.42% |
$339K - $437K
|
11.6K
$6.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-43- 0.4% |
$20.9K - $26.9K
|
10.7K
$5.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.67K- 4.46% |
$811K - $1.04M
|
35.8K
$18.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.3K+ 77.37% |
$629K - $810K
|
2.97K
$1.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-655- 4.95% |
$318K - $410K
|
12.6K
$6.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-40- 0.53% |
$19.4K - $25K
|
7.52K
$3.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.37K+ 17.4% |
$1.15M - $1.48M
|
16K
$8.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
502+ 27.57% |
$244K - $314K
|
2.32K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.58K+ 1.49% |
$1.25M - $1.61M
|
176K
$92.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15+ 8.67% |
$7.28K - $9.38K
|
188
$99.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.73K- 3.71% |
$838K - $1.08M
|
44.7K
$23.6M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
88+ 13.88% |
$42.7K - $55K
|
722
$381K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
16+ 66.67% |
$7.77K - $10K
|
40
$21.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
136+ 5.76% |
$66K - $85K
|
2.5K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
1.35KNew |
$657K - $846K
|
1.35K
$714K
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
7.37K+ 74.05% |
$3.58M - $4.61M
|
17.3K
$9.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-303- 12.81% |
$147K - $189K
|
2.06K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-142- 8.46% |
$68.9K - $88.8K
|
1.54K
$810K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-1.96K- 8.16% |
$949K - $1.22M
|
22K
$11.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-720- 19.57% |
$350K - $450K
|
2.96K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-68- 0.72% |
$33K - $42.5K
|
9.43K
$4.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-84- 23.08% |
$40.8K - $52.5K
|
280
$148K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10.7KNew |
$5.21M - $6.71M
|
10.7K
$5.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
40.2KNew |
$19.5M - $25.2M
|
40.2K
$21.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
63+ 1.72% |
$30.6K - $39.4K
|
3.73K
$1.97M
|