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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Arlington Partners LLC
|
BUY
|
- |
7.14KNew |
$1.96M - $4.28M
|
7.14K
$2.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-882- 48.07% |
$242K - $529K
|
953
$275K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-20- 0.69% |
$5.49K - $12K
|
2.86K
$825K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-3.36K- 67.72% |
$921K - $2.01M
|
1.6K
$461K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.22K- 36.92% |
$333K - $728K
|
2.08K
$598K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-390- 21.76% |
$107K - $234K
|
1.4K
$404K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.19% |
$1.92K - $4.2K
|
3.63K
$1.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-145- 11.31% |
$39.8K - $86.9K
|
1.14K
$328K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
BUY
|
- |
634+ 42.41% |
$174K - $380K
|
2.13K
$613K
|
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
SELL
|
- |
-206K- 99.62% |
$56.4M - $123M
|
792
$228K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
5+ 0.17% |
$1.37K - $3K
|
2.93K
$845K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
30+ 0.28% |
$8.23K - $18K
|
10.7K
$3.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.34K+ 53.81% |
$641K - $1.4M
|
6.68K
$1.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
3New |
$823 - $1.8K
|
3
$864
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-374- 14.0% |
$103K - $224K
|
2.3K
$662K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
47+ 2.37% |
$12.9K - $28.2K
|
2.03K
$585K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
126+ 11.08% |
$34.6K - $75.5K
|
1.26K
$364K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
21+ 5.21% |
$5.76K - $12.6K
|
424
$122K
|
|
|
Jul 11, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-66.9K- 81.08% |
$18.4M - $40.1M
|
15.6K
$4.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-298K- 96.22% |
$81.8M - $179M
|
11.7K
$3.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-13.2K- 77.57% |
$3.61M - $7.89M
|
3.8K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-135- 0.33% |
$37K - $80.9K
|
41.3K
$11.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-96- 11.39% |
$26.3K - $57.5K
|
747
$215K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-51- 7.31% |
$14K - $30.6K
|
647
$186K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-366- 14.99% |
$100K - $219K
|
2.08K
$598K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-104- 4.21% |
$28.5K - $62.3K
|
2.37K
$682K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1.09K- 38.19% |
$298K - $651K
|
1.76K
$506K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.63K- 3.41% |
$448K - $979K
|
46.3K
$13.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
641+ 20.59% |
$176K - $384K
|
3.75K
$1.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-880K- 81.61% |
$241M - $528M
|
198K
$57.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-380- 26.59% |
$104K - $228K
|
1.05K
$302K
|
|
|
Jul 11, 2025
Q2 2025
|
Viking Fund Management LLC
|
BUY
|
- |
2K+ 50.0% |
$549K - $1.2M
|
6K
$1.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-152- 12.87% |
$41.7K - $91.1K
|
1.03K
$296K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
367+ 19.97% |
$101K - $220K
|
2.21K
$635K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.23K- 26.18% |
$338K - $739K
|
3.47K
$1M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-43- 4.55% |
$11.8K - $25.8K
|
902
$260K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
44+ 5.05% |
$12.1K - $26.4K
|
915
$264K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
16+ 0.13% |
$4.39K - $9.59K
|
11.9K
$3.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
102+ 4.55% |
$28K - $61.1K
|
2.34K
$675K
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
12K+ 86.54% |
$3.29M - $7.19M
|
25.8K
$7.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
4.27K+ 50.55% |
$1.17M - $2.56M
|
12.7K
$3.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-150- 16.89% |
$41.2K - $89.9K
|
738
$213K
|
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-13.3K- 39.06% |
$3.64M - $7.95M
|
20.7K
$5.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-374- 14.96% |
$103K - $224K
|
2.13K
$612K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-51- 0.43% |
$14K - $30.6K
|
11.8K
$3.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-42.9K- 49.28% |
$11.8M - $25.7M
|
44.2K
$12.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
3.84K+ 23.18% |
$1.05M - $2.3M
|
20.4K
$5.88M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-11- 1.62% |
$3.02K - $6.59K
|
669
$193K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-363- 2.32% |
$99.6K - $218K
|
15.3K
$4.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.09K- 38.78% |
$299K - $653K
|
1.72K
$495K
|