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 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
60+ 5.91% |
$27.7K - $32.9K
|
1.08K
$310K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
612+ 8.91% |
$282K - $335K
|
7.48K
$2.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
17.4KNew |
$8.03M - $9.53M
|
17.4K
$5.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.92K- 6.94% |
$884K - $1.05M
|
25.7K
$7.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.13K- 65.52% |
$1.44M - $1.72M
|
1.65K
$474K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-653- 13.99% |
$301K - $358K
|
4.01K
$1.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
73+ 1.13% |
$33.7K - $40K
|
6.54K
$1.88M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
8.02K+ 432.35% |
$3.7M - $4.4M
|
9.88K
$2.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-282- 1.55% |
$130K - $155K
|
17.9K
$5.14M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-2.77K- 3.84% |
$1.28M - $1.52M
|
69.5K
$20M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
590New |
$272K - $323K
|
590
$170K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
18New |
$8.31K - $9.87K
|
18
$5.19K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
64+ 10.77% |
$29.5K - $35.1K
|
658
$190K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
18+ 1.56% |
$8.31K - $9.87K
|
1.17K
$338K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-6.86K- 54.29% |
$3.16M - $3.76M
|
5.77K
$1.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-168- 8.55% |
$77.5K - $92.1K
|
1.8K
$518K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-210- 12.8% |
$96.9K - $115K
|
1.43K
$412K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
384New |
$177K - $211K
|
384
$111K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
14+ 2.84% |
$6.46K - $7.67K
|
507
$146K
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-30- 5.48% |
$13.8K - $16.4K
|
517
$149K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
32.6K+ 6.73% |
$15.1M - $17.9M
|
517K
$149M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-52- 0.3% |
$24K - $28.5K
|
17.4K
$5.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
172+ 2.13% |
$79.4K - $94.3K
|
8.26K
$2.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
32+ 0.4% |
$14.8K - $17.5K
|
7.98K
$2.3M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
60+ 2.36% |
$27.7K - $32.9K
|
2.6K
$749K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.42K- 0.49% |
$1.58M - $1.87M
|
694K
$200M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
5+ 0.9% |
$2.31K - $2.74K
|
562
$162K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1+ 0.11% |
$462 - $548
|
880
$254K
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-77- 1.35% |
$35.5K - $42.2K
|
5.63K
$1.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.31K+ 18.85% |
$1.06M - $1.26M
|
14.5K
$4.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-240- 1.89% |
$111K - $132K
|
12.4K
$3.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Unison Asset Management LLC
|
BUY
|
- |
256+ 1.4% |
$118K - $140K
|
18.5K
$5.34M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-562- 0.26% |
$259K - $308K
|
218K
$62.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
283+ 10.91% |
$131K - $155K
|
2.88K
$829K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-1.15K- 9.6% |
$532K - $632K
|
10.8K
$3.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-2.06K- 4.14% |
$952K - $1.13M
|
47.8K
$13.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.06K+ 180.61% |
$950K - $1.13M
|
3.2K
$922K
|
|
|
Apr 23, 2025
Q1 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
18.4K+ 56.79% |
$8.49M - $10.1M
|
50.8K
$14.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-110K- 95.13% |
$50.5M - $60M
|
5.6K
$1.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-19- 4.27% |
$8.77K - $10.4K
|
426
$123K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-22- 0.98% |
$10.2K - $12.1K
|
2.21K
$637K
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
3.13KNew |
$1.44M - $1.72M
|
3.13K
$902K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
818New |
$378K - $448K
|
818
$236K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-20- 3.41% |
$9.23K - $11K
|
566
$163K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
471+ 2.52% |
$217K - $258K
|
19.2K
$5.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-218- 1.87% |
$101K - $120K
|
11.4K
$3.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
10+ 1.88% |
$4.62K - $5.48K
|
542
$156K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
224+ 9.54% |
$103K - $123K
|
2.57K
$741K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-1.99K- 98.66% |
$919K - $1.09M
|
27
$7.78K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
16.8KNew |
$7.77M - $9.23M
|
16.8K
$4.85M
|