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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
80New |
$38.8K - $50K
|
80
$23K
|
|
|
Feb 07, 2025
Q4 2024
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
417New |
$202K - $261K
|
417
$120K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
42+ 8.35% |
$20.4K - $26.3K
|
545
$157K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
45+ 2.73% |
$21.8K - $28.1K
|
1.69K
$488K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-488- 1.7% |
$237K - $305K
|
28.2K
$8.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
170+ 10.59% |
$82.5K - $106K
|
1.78K
$512K
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-20- 1.07% |
$9.71K - $12.5K
|
1.86K
$535K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
11New |
$5.34K - $6.88K
|
11
$3.17K
|
|
|
Feb 06, 2025
Q4 2024
|
Dje Kapital Ag
82049 Pullach, 2M |
BUY
|
- |
66.7KNew |
$32.4M - $41.7M
|
66.7K
$19.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
70+ 166.67% |
$34K - $43.8K
|
112
$32.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.77KNew |
$860K - $1.11M
|
1.77K
$510K
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-202- 28.57% |
$98.1K - $126K
|
505
$145K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-2.81K- 99.33% |
$1.37M - $1.76M
|
19
$5.47K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
63New |
$30.6K - $39.4K
|
63
$18.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
2.67KNew |
$1.3M - $1.67M
|
2.67K
$770K
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-3.96K- 90.01% |
$1.92M - $2.48M
|
440
$127K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-15- 37.5% |
$7.28K - $9.38K
|
25
$7.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-317- 12.04% |
$154K - $198K
|
2.32K
$667K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
47New |
$22.8K - $29.4K
|
47
$13.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
232+ 4.4% |
$113K - $145K
|
5.51K
$1.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
1.38KNew |
$671K - $865K
|
1.38K
$398K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-25- 5.21% |
$12.1K - $15.6K
|
455
$131K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
185+ 7.36% |
$89.8K - $116K
|
2.7K
$778K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.95K+ 20.82% |
$1.92M - $2.47M
|
22.9K
$6.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
72+ 0.72% |
$35K - $45K
|
10.1K
$2.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
168+ 13.04% |
$81.6K - $105K
|
1.46K
$419K
|
|
|
Feb 04, 2025
Q4 2024
|
Exor Capital LLP
London, X0 |
BUY
|
- |
7.11KNew |
$3.45M - $4.45M
|
7.11K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-174- 1.4% |
$84.5K - $109K
|
12.2K
$3.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
759New |
$369K - $475K
|
759
$219K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1+ 0.1% |
$486 - $625
|
1.04K
$299K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
324+ 3.89% |
$157K - $203K
|
8.66K
$2.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-38- 7.38% |
$18.4K - $23.8K
|
477
$137K
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
165+ 1.64% |
$80.1K - $103K
|
10.2K
$2.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.76K- 18.69% |
$855K - $1.1M
|
7.67K
$2.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
475New |
$231K - $297K
|
475
$137K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
7.89K+ 527.42% |
$3.83M - $4.93M
|
9.38K
$2.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
1.34K+ 13.2% |
$653K - $840K
|
11.5K
$3.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2- 0.21% |
$971 - $1.25K
|
929
$268K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
4+ 0.54% |
$1.94K - $2.5K
|
742
$214K
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-32- 0.85% |
$15.5K - $20K
|
3.72K
$1.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-383- 0.76% |
$186K - $239K
|
49.9K
$14.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-903- 25.55% |
$438K - $565K
|
2.63K
$758K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-148- 49.66% |
$71.9K - $92.5K
|
150
$43.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
95+ 863.64% |
$46.1K - $59.4K
|
106
$30.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.74KNew |
$847K - $1.09M
|
1.74K
$502K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
7.12KNew |
$3.46M - $4.45M
|
7.12K
$2.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-8.29K- 5.71% |
$4.03M - $5.18M
|
137K
$39.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
273New |
$133K - $171K
|
273
$78.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-82- 4.75% |
$39.8K - $51.3K
|
1.65K
$474K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
CALL |
100+ 14.29% |
$48.6K - $62.5K
|
800
$230K
|