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 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-55- 7.22% |
$25.4K - $30.1K
|
707
$204K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-56- 7.85% |
$25.8K - $30.7K
|
657
$189K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
122+ 30.27% |
$56.3K - $66.9K
|
525
$151K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
109+ 11.96% |
$50.3K - $59.8K
|
1.02K
$294K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-507- 18.38% |
$234K - $278K
|
2.25K
$649K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
52+ 7.33% |
$24K - $28.5K
|
761
$219K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
90+ 22.06% |
$41.5K - $49.3K
|
498
$143K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
30+ 0.93% |
$13.8K - $16.4K
|
3.27K
$941K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.51K+ 63.16% |
$1.16M - $1.37M
|
6.47K
$1.86M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.65K- 68.65% |
$762K - $905K
|
754
$217K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
61+ 3.74% |
$28.2K - $33.4K
|
1.69K
$487K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-169- 3.98% |
$78K - $92.6K
|
4.08K
$1.18M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
49+ 8.97% |
$22.6K - $26.9K
|
595
$171K
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-13- 2.62% |
$6K - $7.13K
|
483
$139K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-550- 58.26% |
$254K - $301K
|
394
$113K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
141+ 2.28% |
$65.1K - $77.3K
|
6.34K
$1.83M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-207- 4.54% |
$95.5K - $113K
|
4.35K
$1.25M
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
8+ 0.43% |
$3.69K - $4.39K
|
1.86K
$535K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
7.33KNew |
$3.38M - $4.02M
|
7.33K
$2.11M
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
17New |
$8.25K - $10.6K
|
17
$4.9K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-103K- 1.92% |
$50.1M - $64.5M
|
5.28M
$1.52B
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
183+ 7.44% |
$88.9K - $114K
|
2.64K
$762K
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
798New |
$387K - $499K
|
798
$230K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.7K+ 25.99% |
$26.1M - $33.6M
|
260K
$75M
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.33KNew |
$1.13M - $1.46M
|
2.33K
$672K
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3.44KNew |
$1.67M - $2.15M
|
3.44K
$991K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
10.7K+ 0.67% |
$5.19M - $6.68M
|
1.6M
$461M
|
|
|
May 28, 2025
Q4 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-1- 0.13% |
$486 - $625
|
740
$213K
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-33.5K- 7.02% |
$16.3M - $21M
|
444K
$128M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-24- 0.89% |
$11.7K - $15K
|
2.68K
$773K
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
1+ 0.1% |
$486 - $625
|
1.01K
$290K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
704New |
$342K - $440K
|
704
$203K
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
25.4KNew |
$12.3M - $15.9M
|
25.4K
$7.31M
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
191New |
$92.7K - $119K
|
191
$55K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
5+ 0.38% |
$2.43K - $3.13K
|
1.31K
$379K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
6New |
$2.91K - $3.75K
|
6
$1.73K
|
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
520New |
$252K - $325K
|
520
$150K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
4.09KNew |
$1.99M - $2.56M
|
4.09K
$1.18M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
131New |
$63.6K - $81.9K
|
131
$37.7K
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
4.29KNew |
$2.08M - $2.68M
|
4.29K
$1.24M
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
6.2KNew |
$3.01M - $3.87M
|
6.2K
$1.78M
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
40+ 8.83% |
$19.4K - $25K
|
493
$142K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-148- 18.34% |
$71.9K - $92.5K
|
659
$190K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
440New |
$214K - $275K
|
440
$127K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
83New |
$40.3K - $51.9K
|
83
$23.9K
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-44- 9.98% |
$21.4K - $27.5K
|
397
$114K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.54KNew |
$746K - $960K
|
1.54K
$442K
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-379- 15.56% |
$184K - $237K
|
2.06K
$592K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-68- 3.17% |
$33K - $42.5K
|
2.08K
$598K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.82K- 17.84% |
$3.31M - $4.26M
|
31.4K
$9.05M
|
|