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 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-5- 23.81% |
$2.31K - $2.74K
|
16
$4.61K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-22- 1.42% |
$10.2K - $12.1K
|
1.53K
$439K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-689- 10.05% |
$318K - $378K
|
6.17K
$1.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-4.11K- 22.22% |
$1.9M - $2.25M
|
14.4K
$4.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1.2K+ 120.0% |
$554K - $658K
|
2.2K
$634K
|
|
|
Apr 22, 2025
Q1 2025
|
Sivik Global Healthcare LLC
Greenwich, CT |
SELL
|
- |
-7.5K- 60.0% |
$3.46M - $4.11M
|
5K
$1.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
558+ 17.39% |
$258K - $306K
|
3.77K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
710+ 18.88% |
$328K - $389K
|
4.47K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-27- 0.16% |
$12.5K - $14.8K
|
17.4K
$5.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
27+ 0.37% |
$12.5K - $14.8K
|
7.26K
$2.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-19- 1.74% |
$8.77K - $10.4K
|
1.07K
$309K
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
2+ 0.33% |
$923 - $1.1K
|
603
$174K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-184- 22.44% |
$84.9K - $101K
|
636
$183K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
178+ 5.68% |
$82.2K - $97.6K
|
3.31K
$954K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2+ 0.29% |
$923 - $1.1K
|
700
$202K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-7.89K- 49.05% |
$3.64M - $4.32M
|
8.19K
$2.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.84K+ 18.02% |
$1.31M - $1.56M
|
18.6K
$5.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
5+ 0.21% |
$2.31K - $2.74K
|
2.36K
$681K
|
|
|
Apr 22, 2025
Q1 2025
|
Harvey Investment CO LLC
|
BUY
|
- |
5+ 0.1% |
$2.31K - $2.74K
|
4.85K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-5.26K- 85.57% |
$2.43M - $2.88M
|
886
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
North Point Portfolio Managers Corp
|
BUY
|
- |
7+ 0.03% |
$3.23K - $3.84K
|
24.8K
$7.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-5.02K- 3.44% |
$2.31M - $2.75M
|
141K
$40.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
BUY
|
- |
115+ 0.88% |
$53.1K - $63K
|
13.3K
$3.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-642- 1.01% |
$296K - $352K
|
62.8K
$18.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-8.9K- 24.96% |
$4.11M - $4.88M
|
26.8K
$7.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
152+ 13.44% |
$70.2K - $83.3K
|
1.28K
$370K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-73.2K- 52.53% |
$33.8M - $40.1M
|
66.2K
$19.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
3+ 0.12% |
$1.38K - $1.64K
|
2.49K
$716K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.93K+ 2.53% |
$1.35M - $1.61M
|
119K
$34.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Coho Partners, Ltd.
|
SELL
|
- |
-66.5K- 29.62% |
$30.7M - $36.5M
|
158K
$45.5M
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
11+ 1.98% |
$5.08K - $6.03K
|
567
$163K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-13- 1.19% |
$6K - $7.13K
|
1.08K
$311K
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-17- 0.56% |
$7.85K - $9.32K
|
3.03K
$873K
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-117- 37.62% |
$54K - $64.1K
|
194
$55.9K
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-37- 6.06% |
$17.1K - $20.3K
|
574
$165K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
515+ 2.08% |
$238K - $282K
|
25.3K
$7.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-190- 1.46% |
$87.7K - $104K
|
12.8K
$3.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
48+ 0.67% |
$22.2K - $26.3K
|
7.19K
$2.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-38- 4.74% |
$17.5K - $20.8K
|
763
$220K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-100- 81.97% |
$46.2K - $54.8K
|
22
$6.34K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-583- 18.62% |
$269K - $320K
|
2.55K
$734K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-7- 5.07% |
$3.23K - $3.84K
|
131
$37.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-709- 20.82% |
$327K - $389K
|
2.7K
$777K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.2% |
$4.62K - $5.48K
|
4.89K
$1.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.1K- 4.95% |
$508K - $603K
|
21.1K
$6.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
515New |
$238K - $282K
|
515
$148K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.58K+ 28.77% |
$731K - $868K
|
7.09K
$2.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
448New |
$207K - $246K
|
448
$129K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
2.69K+ 26.2% |
$1.24M - $1.47M
|
12.9K
$3.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-156- 28.68% |
$72K - $85.5K
|
388
$112K
|