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 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4+ 0.74% |
$1.85K - $2.19K
|
541
$156K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
470+ 7.69% |
$217K - $258K
|
6.58K
$1.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
55+ 5.93% |
$25.4K - $30.1K
|
983
$283K
|
|
|
Apr 17, 2025
Q1 2025
|
James Hambro & Partners
|
BUY
|
- |
14.8K+ 6.4% |
$6.82M - $8.1M
|
246K
$70.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
10K+ 5.42% |
$4.62M - $5.48M
|
195K
$56.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-4- 0.12% |
$1.85K - $2.19K
|
3.36K
$968K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
111+ 6.61% |
$51.2K - $60.8K
|
1.79K
$516K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-48- 0.82% |
$22.2K - $26.3K
|
5.78K
$1.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-9- 36.0% |
$4.15K - $4.93K
|
16
$4.61K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-128- 9.27% |
$59.1K - $70.2K
|
1.25K
$361K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
2+ 0.05% |
$923 - $1.1K
|
3.83K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
431+ 68.52% |
$199K - $236K
|
1.06K
$305K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-15K- 33.8% |
$6.9M - $8.2M
|
29.3K
$8.44M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-844- 1.71% |
$390K - $463K
|
48.6K
$14M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
390New |
$180K - $214K
|
390
$112K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-120- 3.45% |
$55.4K - $65.8K
|
3.36K
$968K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-27- 3.25% |
$12.5K - $14.8K
|
804
$232K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
26+ 4.08% |
$12K - $14.3K
|
663
$191K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-98- 10.99% |
$45.2K - $53.7K
|
794
$229K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.79K- 9.26% |
$1.29M - $1.53M
|
27.3K
$7.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-4- 0.34% |
$1.85K - $2.19K
|
1.17K
$336K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-34.3K- 97.24% |
$15.8M - $18.8M
|
975
$281K
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-2- 0.35% |
$923 - $1.1K
|
575
$166K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-1.04K- 12.67% |
$478K - $568K
|
7.14K
$2.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
243+ 1.14% |
$112K - $133K
|
21.6K
$6.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
PUT |
200New |
$92.3K - $110K
|
200
$57.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
32+ 5.37% |
$14.8K - $17.5K
|
628
$181K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
388New |
$179K - $213K
|
388
$112K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
10.7K+ 81.7% |
$4.92M - $5.84M
|
23.7K
$6.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
572+ 31.81% |
$264K - $314K
|
2.37K
$683K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.38K- 7.89% |
$637K - $757K
|
16.1K
$4.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
SELL
|
- |
-1.25K- 27.01% |
$578K - $686K
|
3.38K
$975K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
258+ 21.29% |
$119K - $141K
|
1.47K
$423K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
238+ 7.49% |
$110K - $130K
|
3.41K
$983K
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-284- 7.25% |
$131K - $156K
|
3.63K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-953- 23.24% |
$440K - $522K
|
3.15K
$907K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-449- 0.32% |
$207K - $246K
|
140K
$40.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-50- 9.52% |
$23.1K - $27.4K
|
475
$137K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
200+ 5.37% |
$92.3K - $110K
|
3.92K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.26KNew |
$582K - $692K
|
1.26K
$364K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-463- 30.58% |
$214K - $254K
|
1.05K
$303K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
646+ 11.87% |
$298K - $354K
|
6.09K
$1.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
182+ 0.8% |
$84K - $99.8K
|
23K
$6.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-4- 20.0% |
$1.85K - $2.19K
|
16
$4.61K
|
|
|
Apr 17, 2025
Q1 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
8+ 0.79% |
$3.69K - $4.39K
|
1.02K
$293K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
282+ 5.76% |
$130K - $155K
|
5.18K
$1.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
34+ 3.42% |
$15.7K - $18.6K
|
1.03K
$296K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
7+ 1.46% |
$3.23K - $3.84K
|
487
$140K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-62- 11.46% |
$28.6K - $34K
|
479
$138K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-723- 10.78% |
$334K - $396K
|
5.98K
$1.72M
|