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 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.39K+ 16.98% |
$2.49M - $2.96M
|
37.1K
$10.7M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3+ 2.65% |
$1.38K - $1.64K
|
116
$33.4K
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
BUY
|
- |
763+ 9.94% |
$352K - $418K
|
8.44K
$2.43M
|
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
73+ 0.93% |
$33.7K - $40K
|
7.9K
$2.27M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
2.21K+ 5.18% |
$1.02M - $1.21M
|
44.8K
$12.9M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
13.6K+ 9.03% |
$6.25M - $7.43M
|
164K
$47.1M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-320- 14.88% |
$148K - $175K
|
1.83K
$527K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
16+ 5.82% |
$7.38K - $8.77K
|
291
$83.8K
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-525- 1.55% |
$242K - $288K
|
33.3K
$9.58M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-178- 20.92% |
$82.2K - $97.6K
|
673
$194K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-116- 14.55% |
$53.5K - $63.6K
|
681
$196K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
266+ 56.72% |
$123K - $146K
|
735
$212K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-4.46K- 10.61% |
$2.06M - $2.45M
|
37.6K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-350- 3.67% |
$162K - $192K
|
9.2K
$2.65M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-7.08K- 27.9% |
$3.27M - $3.88M
|
18.3K
$5.27M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-51- 16.04% |
$23.5K - $28K
|
267
$76.9K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-22- 0.21% |
$10.2K - $12.1K
|
10.7K
$3.08M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-174- 4.41% |
$80.3K - $95.4K
|
3.77K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-194- 11.52% |
$89.5K - $106K
|
1.49K
$429K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
68.2K+ 256.35% |
$31.5M - $37.4M
|
94.8K
$27.3M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-54- 3.4% |
$24.9K - $29.6K
|
1.53K
$442K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.11K+ 34.01% |
$510K - $606K
|
4.35K
$1.25M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
33+ 3.19% |
$15.2K - $18.1K
|
1.07K
$308K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
691+ 1.88% |
$319K - $379K
|
37.4K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
542+ 5.27% |
$250K - $297K
|
10.8K
$3.12M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
74+ 15.58% |
$34.2K - $40.6K
|
549
$158K
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.63K+ 376.29% |
$1.22M - $1.44M
|
3.33K
$960K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
13+ 0.4% |
$6K - $7.13K
|
3.22K
$929K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-174- 5.6% |
$80.3K - $95.4K
|
2.93K
$844K
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
48+ 7.27% |
$22.2K - $26.3K
|
708
$204K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
11+ 0.08% |
$5.08K - $6.03K
|
13K
$3.73M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-9- 1.83% |
$4.15K - $4.93K
|
482
$139K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-2- 0.23% |
$923 - $1.1K
|
869
$250K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.57K+ 2.31% |
$725K - $861K
|
69.5K
$20M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
41+ 2.62% |
$18.9K - $22.5K
|
1.61K
$462K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.8K+ 9.18% |
$9.6M - $11.4M
|
247K
$71.3M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-26.2K- 35.76% |
$12.1M - $14.4M
|
47.1K
$13.6M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-13- 0.2% |
$6K - $7.13K
|
6.4K
$1.84M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
867+ 16.81% |
$400K - $475K
|
6.03K
$1.74M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-8- 0.89% |
$3.69K - $4.39K
|
892
$257K
|
|
|
May 06, 2025
Q1 2025
|
Davis Rea Ltd.
|
BUY
|
- |
110+ 0.47% |
$50.8K - $60.3K
|
23.5K
$6.78M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
92+ 1.22% |
$42.5K - $50.4K
|
7.61K
$2.19M
|
|
|
May 06, 2025
Q1 2025
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-215- 2.52% |
$99.2K - $118K
|
8.32K
$2.4M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1+ 0.15% |
$462 - $548
|
688
$198K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-9- 0.61% |
$4.15K - $4.93K
|
1.48K
$425K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-143- 8.19% |
$66K - $78.4K
|
1.6K
$462K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
226+ 2.71% |
$104K - $124K
|
8.57K
$2.47M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
753New |
$348K - $413K
|
753
$217K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-36- 1.93% |
$16.6K - $19.7K
|
1.83K
$527K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-144- 0.19% |
$66.5K - $78.9K
|
74.4K
$21.4M
|