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 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-3- 0.69% |
$1.38K - $1.64K
|
429
$124K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
70+ 8.16% |
$32.3K - $38.4K
|
928
$267K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
190+ 2.17% |
$87.7K - $104K
|
8.93K
$2.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
301+ 13.29% |
$139K - $165K
|
2.57K
$739K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-133- 12.1% |
$61.4K - $72.9K
|
966
$278K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
54+ 0.3% |
$24.9K - $29.6K
|
17.9K
$5.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-132- 3.03% |
$60.9K - $72.4K
|
4.22K
$1.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-59- 5.39% |
$27.2K - $32.3K
|
1.04K
$298K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
2+ 0.2% |
$923 - $1.1K
|
989
$285K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
9+ 0.41% |
$4.15K - $4.93K
|
2.19K
$629K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
14+ 19.18% |
$6.46K - $7.67K
|
87
$25.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-64- 11.96% |
$29.5K - $35.1K
|
471
$136K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
120+ 0.89% |
$55.4K - $65.8K
|
13.6K
$3.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
97+ 4.66% |
$44.8K - $53.2K
|
2.18K
$628K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
473+ 7.19% |
$218K - $259K
|
7.05K
$2.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
260+ 5.99% |
$120K - $143K
|
4.6K
$1.33M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-119- 7.42% |
$54.9K - $65.2K
|
1.48K
$427K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-40- 2.55% |
$18.5K - $21.9K
|
1.53K
$440K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.56K- 5.94% |
$720K - $856K
|
24.7K
$7.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-232- 36.65% |
$107K - $127K
|
401
$116K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 17.98% |
$920K - $1.09M
|
13.1K
$3.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
10+ 0.92% |
$4.62K - $5.48K
|
1.1K
$315K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-23.1K- 98.97% |
$10.7M - $12.7M
|
241
$69.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-15- 3.54% |
$6.92K - $8.22K
|
409
$118K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
19+ 76.0% |
$8.77K - $10.4K
|
44
$12.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8+ 34.78% |
$3.69K - $4.39K
|
31
$8.93K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-143- 19.27% |
$66K - $78.4K
|
599
$173K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-161- 57.3% |
$74.3K - $88.3K
|
120
$34.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-62- 1.48% |
$28.6K - $34K
|
4.12K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
250+ 11.47% |
$115K - $137K
|
2.43K
$700K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
281+ 2.2% |
$130K - $154K
|
13.1K
$3.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
124+ 4.43% |
$57.2K - $68K
|
2.92K
$841K
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-69.2K- 55.64% |
$31.9M - $37.9M
|
55.2K
$15.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-18- 1.65% |
$8.31K - $9.87K
|
1.08K
$310K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
16+ 3.36% |
$7.38K - $8.77K
|
492
$142K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-472- 42.6% |
$218K - $259K
|
636
$183K
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
703+ 6.88% |
$324K - $385K
|
10.9K
$3.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
30+ 2.37% |
$13.8K - $16.4K
|
1.3K
$373K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
535+ 75.35% |
$247K - $293K
|
1.25K
$359K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
136+ 34.0% |
$62.8K - $74.6K
|
536
$154K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
663+ 23.04% |
$306K - $363K
|
3.54K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-12- 2.55% |
$5.54K - $6.58K
|
459
$132K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
413New |
$191K - $226K
|
413
$119K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-9- 1.78% |
$4.15K - $4.93K
|
497
$143K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-229- 27.56% |
$106K - $126K
|
602
$173K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
399New |
$184K - $219K
|
399
$115K
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
392New |
$181K - $215K
|
392
$113K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
565+ 71.97% |
$261K - $310K
|
1.35K
$389K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-177- 26.18% |
$81.7K - $97K
|
499
$144K
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-639- 23.84% |
$295K - $350K
|
2.04K
$588K
|