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
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
29+ 1.22% |
$13.4K - $15.9K
|
2.41K
$695K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
757+ 10.45% |
$349K - $415K
|
8K
$2.3M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
10+ 0.14% |
$4.62K - $5.48K
|
7.12K
$2.05M
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
211+ 4.57% |
$97.4K - $116K
|
4.82K
$1.39M
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-10- 0.15% |
$4.62K - $5.48K
|
6.83K
$1.97M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
616+ 159.59% |
$284K - $338K
|
1K
$289K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-80- 6.39% |
$36.9K - $43.9K
|
1.17K
$338K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
51+ 2.68% |
$23.5K - $28K
|
1.95K
$562K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-125- 57.6% |
$57.7K - $68.5K
|
92
$26.5K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
250New |
$115K - $137K
|
250
$72K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
3.81K+ 1613.14% |
$1.76M - $2.09M
|
4.04K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-32- 0.16% |
$14.8K - $17.5K
|
20K
$5.75M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
148+ 0.87% |
$68.3K - $81.1K
|
17.2K
$4.97M
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
91+ 2.75% |
$42K - $49.9K
|
3.4K
$980K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.21% |
$462 - $548
|
468
$135K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
46+ 9.7% |
$21.2K - $25.2K
|
520
$150K
|
|
|
May 07, 2025
Q1 2025
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-56.4K- 2.65% |
$26M - $30.9M
|
2.07M
$597M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-208- 3.97% |
$96K - $114K
|
5.04K
$1.45M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.05K+ 4.61% |
$483K - $573K
|
23.8K
$6.84M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
206+ 686.67% |
$95.1K - $113K
|
236
$68K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.45K- 8.31% |
$1.13M - $1.34M
|
27K
$7.79M
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
493New |
$228K - $270K
|
493
$142K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-21- 41.18% |
$9.69K - $11.5K
|
30
$8.64K
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
224+ 24.7% |
$103K - $123K
|
1.13K
$326K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.83K- 12.31% |
$2.23M - $2.65M
|
34.4K
$9.9M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
13.3K+ 1.84% |
$6.16M - $7.32M
|
740K
$213M
|
|
|
May 06, 2025
Q1 2025
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
10.2K+ 19.82% |
$4.7M - $5.58M
|
61.6K
$17.7M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-687K- 45.36% |
$317M - $377M
|
828K
$238M
|
|
|
May 06, 2025
Q1 2025
|
Homestead Advisers Corp
|
BUY
|
- |
52.6K+ 93.59% |
$24.3M - $28.8M
|
109K
$31.3M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4- 0.35% |
$1.85K - $2.19K
|
1.15K
$332K
|
|
|
May 06, 2025
Q1 2025
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-20.6K- 1.24% |
$9.5M - $11.3M
|
1.64M
$472M
|
|
|
May 06, 2025
Q1 2025
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
7.79KNew |
$3.6M - $4.27M
|
7.79K
$2.24M
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-121- 1.35% |
$55.8K - $66.3K
|
8.87K
$2.56M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-119- 3.19% |
$54.9K - $65.2K
|
3.62K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-510- 33.62% |
$235K - $280K
|
1.01K
$290K
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-204- 10.61% |
$94.2K - $112K
|
1.72K
$495K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
4.8K+ 1.54% |
$2.22M - $2.63M
|
316K
$91.1M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
PUT |
-8.2K- 52.23% |
$3.78M - $4.5M
|
7.5K
$2.16M
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
SELL
|
- |
-600- 2.37% |
$277K - $329K
|
24.8K
$7.13M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
1.53K+ 20.31% |
$706K - $839K
|
9.07K
$2.61M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-92- 7.47% |
$42.5K - $50.4K
|
1.14K
$328K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
514New |
$237K - $282K
|
514
$148K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-261- 0.69% |
$120K - $143K
|
37.4K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.2KNew |
$1.48M - $1.75M
|
3.2K
$922K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4.11K- 17.51% |
$1.89M - $2.25M
|
19.3K
$5.57M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-9- 0.37% |
$4.15K - $4.93K
|
2.4K
$690K
|
|
|
May 06, 2025
Q1 2025
|
Kidder Stephen W
|
BUY
|
- |
27+ 0.18% |
$12.5K - $14.8K
|
14.7K
$4.25M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
309+ 10.85% |
$143K - $169K
|
3.16K
$910K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
502+ 2.7% |
$232K - $275K
|
19.1K
$5.5M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-14- 0.09% |
$6.46K - $7.67K
|
16.1K
$4.63M
|