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 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-16- 1.84% |
$7.38K - $8.77K
|
855
$246K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2New |
$923 - $1.1K
|
2
$576
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
323New |
$149K - $177K
|
323
$93K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.5K+ 49.07% |
$692K - $822K
|
4.56K
$1.31M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
84+ 12.37% |
$38.8K - $46K
|
763
$220K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-13- 0.28% |
$6K - $7.13K
|
4.62K
$1.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-970- 26.86% |
$448K - $532K
|
2.64K
$761K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-28- 6.26% |
$12.9K - $15.3K
|
419
$121K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-48- 8.36% |
$22.2K - $26.3K
|
526
$152K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
20+ 3.8% |
$9.23K - $11K
|
546
$157K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
153+ 9.66% |
$70.6K - $83.9K
|
1.74K
$500K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-10.9K- 10.16% |
$5.04M - $5.99M
|
96.6K
$27.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
SELL
|
- |
-44- 5.74% |
$20.3K - $24.1K
|
722
$208K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
380+ 7.58% |
$175K - $208K
|
5.39K
$1.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
360+ 8.74% |
$166K - $197K
|
4.48K
$1.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-12- 1.1% |
$5.54K - $6.58K
|
1.08K
$310K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-19.3K- 55.88% |
$8.91M - $10.6M
|
15.2K
$4.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-975- 20.02% |
$450K - $534K
|
3.9K
$1.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
390New |
$180K - $214K
|
390
$112K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-370- 13.35% |
$171K - $203K
|
2.4K
$692K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-43- 4.71% |
$19.8K - $23.6K
|
870
$251K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
177+ 2.01% |
$81.7K - $97K
|
8.96K
$2.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
428New |
$198K - $235K
|
428
$123K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-76- 11.59% |
$35.1K - $41.7K
|
580
$167K
|
|
|
Apr 24, 2025
Q1 2025
|
Elite Life Management LLC
Erie, PA |
SELL
|
- |
-12- 2.12% |
$5.54K - $6.58K
|
555
$160K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-16- 4.83% |
$7.38K - $8.77K
|
315
$90.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
BUY
|
- |
41.4K+ 9.44% |
$19.1M - $22.7M
|
480K
$138M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.4K+ 36.84% |
$646K - $767K
|
5.2K
$1.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-483- 14.23% |
$223K - $265K
|
2.91K
$839K
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
18.7K+ 24.69% |
$8.65M - $10.3M
|
94.6K
$27.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
16+ 1.0% |
$7.38K - $8.77K
|
1.62K
$467K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.99K- 34.0% |
$919K - $1.09M
|
3.87K
$1.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
936+ 1.64% |
$432K - $513K
|
58.1K
$16.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
381+ 3.12% |
$176K - $209K
|
12.6K
$3.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
SELL
|
- |
-451- 2.1% |
$208K - $247K
|
21K
$6.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-255- 20.88% |
$118K - $140K
|
966
$278K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
19.2K+ 16.76% |
$8.86M - $10.5M
|
134K
$38.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
88+ 13.86% |
$40.6K - $48.2K
|
723
$208K
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-750- 2.03% |
$346K - $411K
|
36.1K
$10.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
10+ 125.0% |
$4.62K - $5.48K
|
18
$5.19K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.04KNew |
$943K - $1.12M
|
2.04K
$589K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.42K- 76.42% |
$657K - $780K
|
439
$126K
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
14+ 1.36% |
$6.46K - $7.67K
|
1.05K
$301K
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
564New |
$260K - $309K
|
564
$162K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-19- 2.04% |
$8.77K - $10.4K
|
911
$262K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
35+ 3.04% |
$16.2K - $19.2K
|
1.19K
$342K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
131+ 33.68% |
$60.5K - $71.8K
|
520
$150K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
30+ 2.4% |
$13.8K - $16.4K
|
1.28K
$369K
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-11- 1.81% |
$5.08K - $6.03K
|
597
$172K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-311- 13.79% |
$144K - $170K
|
1.94K
$560K
|