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 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-190- 0.47% |
$87.7K - $104K
|
40K
$11.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-185- 4.6% |
$85.4K - $101K
|
3.83K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-347- 5.33% |
$160K - $190K
|
6.16K
$1.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
211+ 6.0% |
$97.4K - $116K
|
3.73K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-3.46K- 6.36% |
$1.6M - $1.9M
|
51K
$14.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
828+ 2.58% |
$382K - $454K
|
32.9K
$9.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-1.79K- 78.82% |
$824K - $979K
|
480
$138K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
24+ 2.13% |
$11.1K - $13.2K
|
1.15K
$332K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-2- 0.07% |
$923 - $1.1K
|
2.89K
$832K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
167+ 4.41% |
$77.1K - $91.5K
|
3.95K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-15- 3.36% |
$6.92K - $8.22K
|
432
$124K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-10- 18.18% |
$4.62K - $5.48K
|
45
$13K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-3- 4.41% |
$1.38K - $1.64K
|
65
$18.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-116- 4.74% |
$53.5K - $63.6K
|
2.33K
$672K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1+ 0.68% |
$462 - $548
|
148
$42.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-78- 9.41% |
$36K - $42.8K
|
751
$216K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.92K+ 4.99% |
$888K - $1.05M
|
40.4K
$11.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-182- 41.18% |
$84K - $99.8K
|
260
$74.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-40- 2.42% |
$18.5K - $21.9K
|
1.61K
$465K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
17.5KNew |
$8.06M - $9.57M
|
17.5K
$5.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
127+ 3.03% |
$58.6K - $69.6K
|
4.32K
$1.24M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
209+ 418.0% |
$96.5K - $115K
|
259
$74.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
71+ 12.61% |
$32.8K - $38.9K
|
634
$183K
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-13- 2.7% |
$6K - $7.13K
|
469
$135K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-509- 7.77% |
$235K - $279K
|
6.04K
$1.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.43KNew |
$1.12M - $1.33M
|
2.43K
$700K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
78+ 41.71% |
$36K - $42.8K
|
265
$76.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
100+ 1.85% |
$46.2K - $54.8K
|
5.52K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-1.2K- 7.89% |
$554K - $658K
|
14K
$4.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
4+ 0.76% |
$1.85K - $2.19K
|
533
$154K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.59K- 2.48% |
$1.19M - $1.42M
|
102K
$29.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-435- 17.3% |
$201K - $238K
|
2.08K
$599K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-140- 19.0% |
$64.6K - $76.7K
|
597
$172K
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-721- 53.29% |
$333K - $395K
|
632
$182K
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
383New |
$177K - $210K
|
383
$110K
|
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
192+ 1.71% |
$88.6K - $105K
|
11.4K
$3.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.66K+ 252.12% |
$2.61M - $3.1M
|
7.9K
$2.28M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-100- 6.15% |
$46.2K - $54.8K
|
1.53K
$439K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-167- 10.8% |
$77.1K - $91.5K
|
1.38K
$397K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
27+ 5.29% |
$12.5K - $14.8K
|
537
$155K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-8- 1.28% |
$3.69K - $4.39K
|
619
$178K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
82+ 1.6% |
$37.8K - $45K
|
5.22K
$1.5M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
12+ 0.77% |
$5.54K - $6.58K
|
1.58K
$454K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
757+ 16.96% |
$349K - $415K
|
5.22K
$1.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
320New |
$148K - $175K
|
320
$92.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-42- 2.84% |
$19.4K - $23K
|
1.44K
$414K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-185- 16.07% |
$85.4K - $101K
|
966
$278K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-1.35K- 69.84% |
$623K - $740K
|
583
$168K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
401New |
$185K - $220K
|
401
$116K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-254- 26.71% |
$117K - $139K
|
697
$201K
|