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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
139+ 31.24% |
$64.2K - $76.2K
|
584
$165K
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$923 - $1.1K
|
1.12K
$315K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
31+ 2.81% |
$14.3K - $17K
|
1.14K
$320K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-5- 0.32% |
$2.31K - $2.74K
|
1.56K
$441K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-594- 38.4% |
$274K - $326K
|
953
$269K
|
|
|
May 07, 2025
Q1 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-558- 7.39% |
$258K - $306K
|
6.99K
$1.97M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
63.9K+ 6.49% |
$29.5M - $35.1M
|
1.05M
$296M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
CALL |
-1K- 50.0% |
$462K - $548K
|
1K
$282K
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
4+ 0.2% |
$1.85K - $2.19K
|
2.04K
$576K
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-123- 6.83% |
$56.8K - $67.4K
|
1.68K
$473K
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
10+ 1.58% |
$4.62K - $5.48K
|
641
$181K
|
|
|
May 07, 2025
Q1 2025
|
Agp Franklin, LLC
Franklin, TN |
SELL
|
- |
-2.22K- 36.48% |
$1.02M - $1.21M
|
3.86K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
377+ 17.62% |
$174K - $207K
|
2.52K
$710K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-29- 1.74% |
$13.4K - $15.9K
|
1.64K
$463K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
53+ 2.19% |
$24.5K - $29.1K
|
2.48K
$699K
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-695- 22.36% |
$321K - $381K
|
2.41K
$681K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
5+ 0.06% |
$2.31K - $2.74K
|
8.48K
$2.39M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
415+ 35.56% |
$192K - $227K
|
1.58K
$446K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-710- 5.66% |
$328K - $389K
|
11.8K
$3.34M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-133- 0.82% |
$61.4K - $72.9K
|
16K
$4.52M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-27- 6.16% |
$12.5K - $14.8K
|
411
$116K
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
BUY
|
- |
22+ 0.27% |
$10.2K - $12.1K
|
8.09K
$2.28M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
16.7K+ 6.43% |
$7.72M - $9.17M
|
277K
$78.2M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-267K- 99.81% |
$123M - $146M
|
510
$144K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
5.54K+ 10.4% |
$2.55M - $3.03M
|
58.7K
$16.6M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
16+ 2.32% |
$7.38K - $8.77K
|
707
$199K
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-122- 2.75% |
$56.3K - $66.9K
|
4.32K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
268+ 1.71% |
$124K - $147K
|
16K
$4.5M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.94K- 3.23% |
$896K - $1.06M
|
58.2K
$16.4M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
751New |
$347K - $412K
|
751
$212K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
757+ 757.0% |
$349K - $415K
|
857
$242K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-40- 31.01% |
$18.5K - $21.9K
|
89
$25.1K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-20- 1.03% |
$9.23K - $11K
|
1.92K
$541K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-82- 14.83% |
$37.8K - $45K
|
471
$133K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
34+ 1.75% |
$15.7K - $18.6K
|
1.98K
$558K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-117- 4.32% |
$54K - $64.1K
|
2.59K
$730K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-67.2K- 9.65% |
$31M - $36.8M
|
629K
$177M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-29- 1.74% |
$13.4K - $15.9K
|
1.64K
$463K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-11- 1.07% |
$5.08K - $6.03K
|
1.02K
$288K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-251- 11.65% |
$116K - $138K
|
1.9K
$537K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-1.09K- 28.22% |
$501K - $595K
|
2.76K
$779K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
112+ 24.94% |
$51.7K - $61.4K
|
561
$158K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-320- 0.86% |
$148K - $175K
|
36.9K
$10.4M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-279K- 17.31% |
$129M - $153M
|
1.33M
$376M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
66+ 2.55% |
$30.5K - $36.2K
|
2.65K
$748K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
SELL
|
- |
-11- 1.56% |
$5.08K - $6.03K
|
692
$195K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
373+ 4.45% |
$172K - $204K
|
8.75K
$2.47M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
731+ 1.81% |
$337K - $401K
|
41K
$11.6M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-3.41K- 36.59% |
$1.57M - $1.87M
|
5.91K
$1.67M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-44- 6.5% |
$20.3K - $24.1K
|
633
$179K
|