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 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-892- 26.71% |
$412K - $489K
|
2.45K
$705K
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.79% |
$6K - $7.13K
|
1.66K
$479K
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
790+ 17.28% |
$365K - $433K
|
5.36K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-119- 0.38% |
$54.9K - $65.2K
|
31.2K
$8.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-291K- 14.47% |
$134M - $159M
|
1.72M
$495M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
191+ 21.44% |
$88.2K - $105K
|
1.08K
$312K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-105- 5.12% |
$48.5K - $57.6K
|
1.94K
$560K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
64+ 13.5% |
$29.5K - $35.1K
|
538
$155K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-273- 2.2% |
$126K - $150K
|
12.2K
$3.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
258+ 29.76% |
$119K - $141K
|
1.13K
$324K
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
74+ 16.78% |
$34.2K - $40.6K
|
515
$148K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
50+ 1.07% |
$23.1K - $27.4K
|
4.73K
$1.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
28+ 6.07% |
$12.9K - $15.3K
|
489
$141K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-65- 6.83% |
$30K - $35.6K
|
886
$255K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-21- 7.95% |
$9.69K - $11.5K
|
243
$70K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
200+ 1.31% |
$92.3K - $110K
|
15.5K
$4.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
23.1K+ 79.36% |
$10.7M - $12.7M
|
52.3K
$15.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
326+ 0.53% |
$150K - $179K
|
62.3K
$17.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
109+ 1.29% |
$50.3K - $59.8K
|
8.56K
$2.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-13- 0.55% |
$6K - $7.13K
|
2.36K
$680K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-159- 7.71% |
$73.4K - $87.2K
|
1.9K
$548K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-75- 11.76% |
$34.6K - $41.1K
|
563
$162K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.41K- 4.94% |
$650K - $772K
|
27.1K
$7.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
14+ 1.15% |
$6.46K - $7.67K
|
1.23K
$354K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
105+ 4.0% |
$48.5K - $57.6K
|
2.73K
$786K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
372+ 10.72% |
$172K - $204K
|
3.84K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
304+ 6.76% |
$140K - $167K
|
4.8K
$1.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-50- 0.77% |
$23.1K - $27.4K
|
6.42K
$1.85M
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-21- 1.15% |
$9.69K - $11.5K
|
1.8K
$519K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
531+ 12.42% |
$245K - $291K
|
4.81K
$1.38M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
15+ 4.59% |
$6.92K - $8.22K
|
342
$98.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-55- 1.62% |
$25.4K - $30.1K
|
3.33K
$960K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-21- 1.64% |
$9.69K - $11.5K
|
1.26K
$362K
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-28- 4.96% |
$12.9K - $15.3K
|
537
$155K
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
2.24KNew |
$1.03M - $1.23M
|
2.24K
$644K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-20- 0.25% |
$9.23K - $11K
|
8.09K
$2.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
SELL
|
- |
-41- 4.65% |
$18.9K - $22.5K
|
841
$242K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
77+ 0.21% |
$35.5K - $42.2K
|
36.9K
$10.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
SELL
|
- |
-14.2K- 31.4% |
$6.56M - $7.79M
|
31.1K
$8.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-7.26K- 41.13% |
$3.35M - $3.98M
|
10.4K
$2.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
39+ 0.89% |
$18K - $21.4K
|
4.41K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
2.11KNew |
$975K - $1.16M
|
2.11K
$608K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
119+ 6.13% |
$54.9K - $65.2K
|
2.06K
$594K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-15- 2.01% |
$6.92K - $8.22K
|
731
$211K
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.5K+ 8.6% |
$690K - $820K
|
18.9K
$5.44M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.25K- 60.58% |
$579K - $687K
|
816
$235K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
507+ 2.8% |
$234K - $278K
|
18.6K
$5.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
132+ 3.08% |
$60.9K - $72.4K
|
4.42K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-16- 2.63% |
$7.38K - $8.77K
|
593
$171K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
37+ 4.65% |
$17.1K - $20.3K
|
833
$240K
|