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 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-382- 14.65% |
$105K - $229K
|
2.23K
$669K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
37+ 0.62% |
$10.2K - $22.2K
|
6K
$1.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
265+ 29.38% |
$72.7K - $159K
|
1.17K
$351K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2- 0.24% |
$549 - $1.2K
|
848
$255K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-534- 8.74% |
$147K - $320K
|
5.58K
$1.68M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
634+ 163.82% |
$174K - $380K
|
1.02K
$307K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-17.7K- 55.97% |
$4.84M - $10.6M
|
13.9K
$4.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
912New |
$250K - $547K
|
912
$274K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-199- 19.92% |
$54.6K - $119K
|
800
$240K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-8.46K- 9.87% |
$2.32M - $5.07M
|
77.3K
$23.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-390- 56.2% |
$107K - $234K
|
304
$91.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-20K- 55.15% |
$5.48M - $12M
|
16.2K
$4.88M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.16K- 38.25% |
$317K - $694K
|
1.87K
$561K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4+ 0.46% |
$1.1K - $2.4K
|
868
$261K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
24+ 2.2% |
$6.58K - $14.4K
|
1.12K
$335K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
713+ 14.33% |
$196K - $427K
|
5.69K
$1.71M
|
|
|
Jul 07, 2025
Q2 2025
|
Seilern Investment Management LTD
London, X0 |
BUY
|
- |
130K+ 49.25% |
$35.6M - $77.7M
|
393K
$118M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
322+ 5.41% |
$88.3K - $193K
|
6.27K
$1.89M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
18+ 17.82% |
$4.94K - $10.8K
|
119
$35.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-47- 52.22% |
$12.9K - $28.2K
|
43
$12.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
2.46K+ 63.85% |
$674K - $1.47M
|
6.31K
$1.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
572+ 21.27% |
$157K - $343K
|
3.26K
$980K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
13+ 6.99% |
$3.57K - $7.79K
|
199
$59.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1.35K- 96.22% |
$370K - $809K
|
53
$15.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Osprey Private Wealth LLC
New York, NY |
SELL
|
- |
-1.21K- 17.5% |
$332K - $725K
|
5.71K
$1.71M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
7.37KNew |
$2.02M - $4.42M
|
7.37K
$2.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.03K- 50.46% |
$284K - $620K
|
1.02K
$305K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-80- 1.03% |
$21.9K - $48K
|
7.66K
$2.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-558- 7.99% |
$153K - $335K
|
6.43K
$1.93M
|
|
|
Jul 07, 2025
Q2 2025
|
Pacific Capital Partners LTD
London, |
SELL
|
- |
-9K- 65.45% |
$2.47M - $5.4M
|
4.75K
$1.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
239+ 5.05% |
$65.6K - $143K
|
4.97K
$1.49M
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
4.09K+ 36.78% |
$1.12M - $2.45M
|
15.2K
$4.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
1.15K+ 2555.56% |
$316K - $689K
|
1.2K
$359K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.94K+ 689.67% |
$1.08M - $2.36M
|
4.51K
$1.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
131+ 12.89% |
$35.9K - $78.5K
|
1.15K
$345K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-181- 20.29% |
$49.7K - $109K
|
711
$214K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
12.4K+ 23.74% |
$3.4M - $7.43M
|
64.6K
$19.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-207- 2.96% |
$56.8K - $124K
|
6.78K
$2.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
3K+ 130.43% |
$823K - $1.8M
|
5.3K
$1.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2+ 2.04% |
$549 - $1.2K
|
100
$30.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.7K- 8.63% |
$741K - $1.62M
|
28.6K
$8.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-429Closed |
$118K - $257K
|
0
$0
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
76+ 3.15% |
$20.9K - $45.6K
|
2.49K
$748K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-113- 5.49% |
$31K - $67.7K
|
1.95K
$585K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.36KNew |
$374K - $818K
|
1.36K
$410K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
44+ 9.98% |
$12.1K - $26.4K
|
485
$146K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
826+ 8.9% |
$227K - $495K
|
10.1K
$3.04M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-798- 14.83% |
$219K - $478K
|
4.58K
$1.38M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
186+ 7.37% |
$51K - $112K
|
2.71K
$815K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-11- 0.4% |
$3.02K - $6.59K
|
2.75K
$826K
|