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 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
BUY
|
- |
8+ 1.06% |
$3.69K - $4.39K
|
763
$220K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
247+ 5.16% |
$114K - $135K
|
5.04K
$1.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-50- 10.94% |
$23.1K - $27.4K
|
407
$117K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-3- 0.46% |
$1.38K - $1.64K
|
656
$189K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-80- 7.91% |
$36.9K - $43.9K
|
931
$268K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
69+ 4.23% |
$31.8K - $37.8K
|
1.7K
$490K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
45+ 0.91% |
$20.8K - $24.7K
|
4.96K
$1.43M
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-5.46K- 64.85% |
$2.52M - $2.99M
|
2.96K
$852K
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-169- 7.96% |
$78K - $92.6K
|
1.95K
$563K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.88K+ 8.35% |
$865K - $1.03M
|
24.3K
$7.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
272+ 4.68% |
$126K - $149K
|
6.09K
$1.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
272+ 52.92% |
$126K - $149K
|
786
$226K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
600K+ 96.05% |
$277M - $329M
|
1.22M
$353M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-146- 14.38% |
$67.4K - $80K
|
869
$250K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-15- 1.81% |
$6.92K - $8.22K
|
812
$234K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-580- 6.02% |
$268K - $318K
|
9.05K
$2.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
16+ 0.36% |
$7.38K - $8.77K
|
4.41K
$1.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
28+ 4.47% |
$12.9K - $15.3K
|
654
$188K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-6- 1.2% |
$2.77K - $3.29K
|
495
$143K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-9- 0.36% |
$4.15K - $4.93K
|
2.52K
$727K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-64.1K- 7.31% |
$29.6M - $35.1M
|
812K
$234M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.72K- 2.5% |
$796K - $945K
|
67.3K
$19.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
2.72K+ 103.9% |
$1.25M - $1.49M
|
5.33K
$1.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
45+ 2.69% |
$20.8K - $24.7K
|
1.72K
$495K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-8- 0.77% |
$3.69K - $4.39K
|
1.04K
$298K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.16KNew |
$537K - $638K
|
1.16K
$335K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
233+ 5.76% |
$108K - $128K
|
4.28K
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.14K+ 1.05% |
$526K - $624K
|
110K
$31.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-765- 38.06% |
$353K - $419K
|
1.25K
$359K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-10- 2.02% |
$4.62K - $5.48K
|
486
$140K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
495+ 2.59% |
$228K - $271K
|
19.6K
$5.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-7.38K- 74.6% |
$3.41M - $4.04M
|
2.51K
$724K
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-1.15K- 62.43% |
$530K - $629K
|
691
$199K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-14- 2.24% |
$6.46K - $7.67K
|
611
$176K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-130- 21.0% |
$60K - $71.3K
|
489
$141K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-3.13K- 25.06% |
$1.44M - $1.72M
|
9.36K
$2.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
446+ 2.77% |
$206K - $244K
|
16.6K
$4.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-73- 8.72% |
$33.7K - $40K
|
764
$220K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-4- 1.31% |
$1.85K - $2.19K
|
302
$87K
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-58- 9.37% |
$26.8K - $31.8K
|
561
$162K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-44- 2.41% |
$20.3K - $24.1K
|
1.78K
$512K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.28K+ 25.09% |
$591K - $702K
|
6.38K
$1.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-183- 9.5% |
$84.5K - $100K
|
1.74K
$502K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-116- 2.68% |
$53.5K - $63.6K
|
4.21K
$1.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
21+ 0.58% |
$9.69K - $11.5K
|
3.64K
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
767+ 12.17% |
$354K - $420K
|
7.07K
$2.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-552- 51.3% |
$255K - $303K
|
524
$151K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-240- 10.58% |
$111K - $132K
|
2.03K
$584K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-40- 6.02% |
$18.5K - $21.9K
|
625
$180K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1K+ 3.63% |
$463K - $550K
|
28.7K
$8.25M
|