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 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-435- 32.03% |
$201K - $238K
|
923
$266K
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
29+ 3.99% |
$13.4K - $15.9K
|
756
$218K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
9.4K+ 2136.36% |
$4.34M - $5.15M
|
9.84K
$2.83M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-181- 6.43% |
$83.5K - $99.2K
|
2.63K
$758K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.6K- 30.8% |
$738K - $877K
|
3.59K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
235+ 22.38% |
$108K - $129K
|
1.29K
$370K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
28+ 1.89% |
$12.9K - $15.3K
|
1.51K
$436K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
823+ 9.81% |
$380K - $451K
|
9.21K
$2.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
71+ 15.85% |
$32.8K - $38.9K
|
519
$150K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
21+ 2.41% |
$9.69K - $11.5K
|
892
$257K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
155+ 4.33% |
$71.5K - $85K
|
3.73K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1.45K+ 29.91% |
$671K - $797K
|
6.32K
$1.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-2.73K- 0.88% |
$1.26M - $1.5M
|
307K
$88.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-61- 0.61% |
$28.2K - $33.4K
|
9.88K
$2.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-15- 1.92% |
$6.92K - $8.22K
|
766
$221K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-400- 20.51% |
$185K - $219K
|
1.55K
$447K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
26+ 2.5% |
$12K - $14.3K
|
1.07K
$307K
|
|
|
Apr 21, 2025
Q1 2025
|
Alta Capital Management LLC
|
BUY
|
- |
235+ 0.21% |
$108K - $129K
|
115K
$33M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
330+ 15.64% |
$152K - $181K
|
2.44K
$703K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-28- 0.66% |
$12.9K - $15.3K
|
4.23K
$1.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
1.14KNew |
$527K - $625K
|
1.14K
$329K
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-90- 17.41% |
$41.5K - $49.3K
|
427
$123K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-707- 15.87% |
$326K - $388K
|
3.75K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
225+ 8.89% |
$104K - $123K
|
2.76K
$794K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-32- 6.13% |
$14.8K - $17.5K
|
490
$141K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.06K+ 3.45% |
$490K - $582K
|
31.8K
$9.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-404- 9.15% |
$186K - $221K
|
4.01K
$1.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-1.58K- 19.62% |
$730K - $867K
|
6.48K
$1.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
2.33KNew |
$1.07M - $1.28M
|
2.33K
$670K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-572- 35.53% |
$264K - $314K
|
1.04K
$299K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-23- 1.68% |
$10.6K - $12.6K
|
1.35K
$388K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-14- 0.82% |
$6.46K - $7.67K
|
1.7K
$490K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
91+ 16.79% |
$42K - $49.9K
|
633
$182K
|
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
1.8K+ 14.89% |
$831K - $987K
|
13.9K
$4M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.23% |
$462 - $548
|
436
$126K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-603- 1.3% |
$278K - $331K
|
45.9K
$13.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
405+ 8.57% |
$187K - $222K
|
5.13K
$1.48M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-221- 19.04% |
$102K - $121K
|
940
$271K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
18+ 14.4% |
$8.31K - $9.87K
|
143
$41.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
69+ 8.01% |
$31.8K - $37.8K
|
930
$268K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.04% |
$923 - $1.1K
|
4.46K
$1.29M
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
756+ 1.42% |
$349K - $414K
|
53.9K
$15.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.21K- 17.13% |
$558K - $662K
|
5.85K
$1.68M
|
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
SELL
|
- |
-14- 0.06% |
$6.46K - $7.67K
|
22.7K
$6.55M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-15- 2.08% |
$6.92K - $8.22K
|
707
$204K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.07K- 73.08% |
$956K - $1.14M
|
763
$220K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
55+ 3.0% |
$25.4K - $30.1K
|
1.89K
$544K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
35+ 0.61% |
$16.2K - $19.2K
|
5.81K
$1.67M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
408New |
$188K - $224K
|
408
$118K
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
BUY
|
- |
150+ 0.95% |
$69.2K - $82.2K
|
16K
$4.6M
|