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 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
147+ 11.64% |
$67.8K - $80.6K
|
1.41K
$738K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-79- 4.39% |
$36.5K - $43.3K
|
1.72K
$900K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-10- 0.77% |
$4.62K - $5.48K
|
1.28K
$671K
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-639- 23.84% |
$295K - $350K
|
2.04K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
858+ 20.84% |
$396K - $470K
|
4.98K
$2.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.8K+ 5.61% |
$832K - $988K
|
33.9K
$17.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
131+ 1.34% |
$60.5K - $71.8K
|
9.93K
$5.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
13+ 1.56% |
$6K - $7.13K
|
848
$444K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
3.66K+ 257.78% |
$1.69M - $2.01M
|
5.08K
$2.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
14+ 1.35% |
$6.46K - $7.67K
|
1.05K
$550K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
21+ 5.13% |
$9.69K - $11.5K
|
430
$225K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-544- 19.58% |
$251K - $298K
|
2.23K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-148- 19.2% |
$68.3K - $81.1K
|
623
$326K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-122- 8.0% |
$56.3K - $66.9K
|
1.4K
$735K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-110- 0.98% |
$50.8K - $60.3K
|
11.2K
$5.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
123+ 9.04% |
$56.8K - $67.4K
|
1.48K
$777K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
734+ 1.93% |
$339K - $402K
|
38.7K
$20.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
440+ 17.96% |
$203K - $241K
|
2.89K
$1.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-99- 5.57% |
$45.7K - $54.3K
|
1.68K
$879K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-641- 41.09% |
$296K - $351K
|
919
$481K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-190- 13.43% |
$87.7K - $104K
|
1.23K
$642K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-11- 0.95% |
$5.08K - $6.03K
|
1.15K
$602K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.02K+ 9.2% |
$2.32M - $2.75M
|
59.6K
$31.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-245- 21.86% |
$113K - $134K
|
876
$459K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-337- 9.75% |
$156K - $185K
|
3.12K
$1.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
664+ 11.41% |
$306K - $364K
|
6.48K
$3.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
5.18K+ 73.49% |
$2.39M - $2.84M
|
12.2K
$6.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.29K+ 25.16% |
$1.06M - $1.26M
|
11.4K
$5.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-99- 3.07% |
$45.7K - $54.3K
|
3.13K
$1.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
166+ 9.8% |
$76.6K - $91K
|
1.86K
$974K
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
11.8K+ 5.93% |
$5.46M - $6.49M
|
211K
$111M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-5.19K- 17.9% |
$2.4M - $2.85M
|
23.8K
$12.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-179- 0.66% |
$82.6K - $98.1K
|
26.8K
$14M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
BUY
|
- |
1.25K+ 17.33% |
$576K - $684K
|
8.45K
$4.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
1.03K+ 1.21% |
$474K - $563K
|
85.7K
$44.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-267- 3.33% |
$123K - $146K
|
7.74K
$4.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-235- 26.92% |
$108K - $129K
|
638
$334K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
279+ 2.82% |
$129K - $153K
|
10.2K
$5.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
65+ 5.37% |
$30K - $35.6K
|
1.28K
$668K
|
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-3.98K- 46.63% |
$1.84M - $2.18M
|
4.56K
$2.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Qv Investors Inc.
|
SELL
|
- |
-2.86K- 8.59% |
$1.32M - $1.57M
|
30.4K
$15.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-5.69K- 38.91% |
$2.63M - $3.12M
|
8.93K
$4.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.82K+ 71127.27% |
$3.61M - $4.29M
|
7.84K
$4.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
526KNew |
$243M - $289M
|
526K
$276M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-522- 25.35% |
$241K - $286K
|
1.54K
$805K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
4+ 0.49% |
$1.85K - $2.19K
|
819
$429K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-132- 15.62% |
$60.9K - $72.4K
|
713
$373K
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
2.12K+ 11.14% |
$980K - $1.16M
|
21.2K
$11.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
48+ 2.87% |
$22.2K - $26.3K
|
1.72K
$901K
|
|
|
Apr 09, 2025
Q1 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
2.1K+ 10.4% |
$969K - $1.15M
|
22.3K
$11.7M
|