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 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-362- 5.75% |
$167K - $198K
|
5.93K
$1.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.28K- 11.64% |
$1.05M - $1.25M
|
17.3K
$4.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-377- 4.76% |
$174K - $207K
|
7.55K
$2.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-504- 7.85% |
$233K - $276K
|
5.91K
$1.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
372+ 2.29% |
$172K - $204K
|
16.6K
$4.78M
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
2+ 0.47% |
$923 - $1.1K
|
430
$124K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
165+ 18.99% |
$76.2K - $90.4K
|
1.03K
$298K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
508New |
$234K - $278K
|
508
$146K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
501+ 33.92% |
$231K - $275K
|
1.98K
$570K
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-303- 4.42% |
$140K - $166K
|
6.55K
$1.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-12- 1.44% |
$5.54K - $6.58K
|
820
$236K
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-245- 3.38% |
$113K - $134K
|
7.01K
$2.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
BUY
|
- |
358+ 15.32% |
$165K - $196K
|
2.7K
$776K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
157+ 7.65% |
$72.5K - $86.1K
|
2.21K
$636K
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
89+ 0.16% |
$41.1K - $48.8K
|
54.6K
$15.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-30- 1.62% |
$13.8K - $16.4K
|
1.83K
$526K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-325- 30.32% |
$150K - $178K
|
747
$215K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
40+ 1.65% |
$18.5K - $21.9K
|
2.46K
$709K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
243+ 5.66% |
$112K - $133K
|
4.54K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-85- 0.34% |
$39.2K - $46.6K
|
25.1K
$7.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
41+ 9.76% |
$18.9K - $22.5K
|
461
$133K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-36- 4.95% |
$16.6K - $19.7K
|
692
$199K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-120- 8.99% |
$55.4K - $65.8K
|
1.22K
$350K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-55- 4.98% |
$25.4K - $30.1K
|
1.05K
$302K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-376- 8.19% |
$174K - $206K
|
4.22K
$1.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-361- 1.61% |
$167K - $198K
|
22.1K
$6.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-992- 8.43% |
$458K - $544K
|
10.8K
$3.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
22+ 0.32% |
$10.2K - $12.1K
|
6.95K
$2M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-25- 1.42% |
$11.5K - $13.7K
|
1.74K
$500K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
2+ 40.0% |
$923 - $1.1K
|
7
$2.02K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
382New |
$176K - $209K
|
382
$110K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
973+ 4.67% |
$449K - $533K
|
21.8K
$6.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-49- 2.76% |
$22.6K - $26.9K
|
1.73K
$498K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
2.97K+ 211.22% |
$1.37M - $1.63M
|
4.38K
$1.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
221+ 10.43% |
$102K - $121K
|
2.34K
$674K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.43K+ 1.88% |
$658K - $781K
|
77K
$22.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
10+ 1.01% |
$4.62K - $5.48K
|
1K
$289K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.45K+ 9.31% |
$667K - $792K
|
17K
$4.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
5+ 2.44% |
$2.31K - $2.74K
|
210
$60.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-685- 71.43% |
$316K - $376K
|
274
$78.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-3- 0.25% |
$1.38K - $1.64K
|
1.18K
$338K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
80New |
$36.9K - $43.9K
|
80
$23K
|
|
|
Apr 16, 2025
Q1 2025
|
Vista Finance, LLC
|
SELL
|
- |
-53- 1.35% |
$24.5K - $29.1K
|
3.87K
$1.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3+ 0.68% |
$1.38K - $1.64K
|
443
$128K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
23+ 5.79% |
$10.6K - $12.6K
|
420
$121K
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
SELL
|
- |
-1.04K- 3.18% |
$479K - $568K
|
31.6K
$9.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
85+ 17.35% |
$39.2K - $46.6K
|
575
$166K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.77K+ 10.65% |
$818K - $971K
|
18.4K
$5.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
66+ 1.52% |
$30.5K - $36.2K
|
4.41K
$1.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-19- 0.75% |
$8.77K - $10.4K
|
2.51K
$722K
|