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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.39K+ 46.79% |
$382K - $835K
|
4.37K
$1.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-333- 5.87% |
$91.4K - $200K
|
5.34K
$1.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
829+ 16.94% |
$227K - $497K
|
5.72K
$1.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
3.92K+ 115.38% |
$1.07M - $2.35M
|
7.31K
$2.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-5- 8.33% |
$1.37K - $3K
|
55
$16.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
17.6KNew |
$4.82M - $10.5M
|
17.6K
$5.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
24+ 1.03% |
$6.58K - $14.4K
|
2.36K
$709K
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
BUY
|
- |
937+ 7.0% |
$257K - $562K
|
14.3K
$4.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-151K- 26.79% |
$41.4M - $90.4M
|
412K
$124M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
486+ 4.14% |
$133K - $291K
|
12.2K
$3.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
4.64K+ 2.64% |
$1.27M - $2.78M
|
180K
$54.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-2.78K- 44.67% |
$761K - $1.66M
|
3.44K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-171- 10.69% |
$46.9K - $103K
|
1.43K
$429K
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
10.4K+ 4.9% |
$2.84M - $6.21M
|
222K
$66.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
19+ 1.78% |
$5.21K - $11.4K
|
1.09K
$326K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
55+ 2.12% |
$15.1K - $33K
|
2.65K
$795K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-67- 2.43% |
$18.4K - $40.2K
|
2.69K
$808K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-8- 0.46% |
$2.19K - $4.8K
|
1.75K
$525K
|
|
|
Jul 09, 2025
Q2 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
420+ 80.77% |
$115K - $252K
|
940
$283K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
418+ 65.41% |
$115K - $251K
|
1.06K
$318K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-706- 95.15% |
$194K - $423K
|
36
$10.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
SELL
|
- |
-450- 7.16% |
$123K - $270K
|
5.84K
$1.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
567+ 12.42% |
$156K - $340K
|
5.13K
$1.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
80+ 11.38% |
$21.9K - $48K
|
783
$235K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-694- 5.03% |
$190K - $416K
|
13.1K
$3.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-10- 37.04% |
$2.74K - $5.99K
|
17
$5.11K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
4.25KNew |
$1.16M - $2.54M
|
4.25K
$1.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-6- 0.18% |
$1.65K - $3.6K
|
3.42K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
BUY
|
- |
1.55K+ 77.5% |
$425K - $929K
|
3.55K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-9.72K- 97.1% |
$2.67M - $5.83M
|
290
$87.2K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-106- 7.27% |
$29.1K - $63.5K
|
1.35K
$407K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-646- 7.23% |
$177K - $387K
|
8.29K
$2.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.02K+ 39.52% |
$1.1M - $2.41M
|
14.2K
$4.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-1.21K- 40.3% |
$333K - $727K
|
1.8K
$540K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
6New |
$1.65K - $3.6K
|
6
$1.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
651New |
$179K - $390K
|
651
$196K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
257+ 41.99% |
$70.5K - $154K
|
869
$261K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-1.59K- 0.78% |
$436K - $953K
|
202K
$60.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
50.7K+ 9.14% |
$13.9M - $30.4M
|
605K
$182M
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
8.12KNew |
$2.23M - $4.87M
|
8.12K
$2.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
8.1K+ 50.56% |
$2.22M - $4.85M
|
24.1K
$7.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-473- 31.83% |
$130K - $284K
|
1.01K
$304K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
327+ 19.02% |
$89.7K - $196K
|
2.05K
$615K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
247+ 51.03% |
$67.8K - $148K
|
731
$220K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.66K- 34.79% |
$456K - $996K
|
3.11K
$936K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.2K- 33.67% |
$1.97M - $4.31M
|
14.2K
$4.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
572+ 92.71% |
$157K - $343K
|
1.19K
$357K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-537- 18.58% |
$147K - $322K
|
2.35K
$707K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
690+ 85.08% |
$189K - $414K
|
1.5K
$451K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
88+ 15.47% |
$24.1K - $52.8K
|
657
$197K
|