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 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-193- 3.81% |
$93.7K - $121K
|
4.87K
$2.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-112- 1.11% |
$54.4K - $70K
|
9.94K
$5.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-54- 1.14% |
$26.2K - $33.8K
|
4.69K
$2.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-41- 2.23% |
$19.9K - $25.6K
|
1.8K
$946K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
168+ 1.63% |
$81.6K - $105K
|
10.5K
$5.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-198- 1.75% |
$96.1K - $124K
|
11.1K
$5.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
BUY
|
- |
908+ 1.62% |
$441K - $568K
|
56.8K
$29.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-79- 2.09% |
$38.4K - $49.4K
|
3.7K
$1.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Veritas Asset Management LLP
|
SELL
|
- |
-212K- 12.04% |
$103M - $132M
|
1.55M
$815M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-308K- 94.76% |
$150M - $193M
|
17K
$8.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
451New |
$219K - $282K
|
451
$238K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-110- 0.08% |
$53.4K - $68.8K
|
139K
$73.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.73K- 1.45% |
$1.33M - $1.71M
|
185K
$97.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
843New |
$409K - $527K
|
843
$444K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-159- 0.88% |
$77.2K - $99.4K
|
18K
$9.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-26- 3.37% |
$12.6K - $16.3K
|
746
$393K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.16K+ 191.87% |
$562K - $723K
|
1.76K
$928K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
168+ 13.04% |
$81.6K - $105K
|
1.46K
$767K
|
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
1.19K+ 4.97% |
$578K - $745K
|
25.2K
$13.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-25- 0.35% |
$12.1K - $15.6K
|
7.11K
$3.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-16- 0.72% |
$7.77K - $10K
|
2.22K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-111- 6.34% |
$53.9K - $69.4K
|
1.64K
$864K
|
|
|
Feb 04, 2025
Q4 2024
|
Exor Capital LLP
London, X0 |
BUY
|
- |
7.11KNew |
$3.45M - $4.45M
|
7.11K
$3.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-7- 4.96% |
$3.4K - $4.38K
|
134
$70.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-174- 1.4% |
$84.5K - $109K
|
12.2K
$6.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
443+ 0.72% |
$215K - $277K
|
61.9K
$32.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
57+ 2.46% |
$27.7K - $35.6K
|
2.38K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-330- 4.13% |
$160K - $206K
|
7.65K
$4.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-153- 0.19% |
$74.3K - $95.7K
|
78.9K
$41.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.98K- 26.1% |
$962K - $1.24M
|
5.61K
$2.96M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
25+ 1.37% |
$12.1K - $15.6K
|
1.86K
$978K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-364- 3.79% |
$177K - $228K
|
9.23K
$4.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-4.24K- 83.96% |
$2.06M - $2.65M
|
809
$426K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-612- 4.35% |
$297K - $383K
|
13.5K
$7.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-180- 1.68% |
$87.4K - $113K
|
10.5K
$5.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
1.26K+ 1.88% |
$613K - $789K
|
68.3K
$36M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-275- 7.8% |
$134K - $172K
|
3.25K
$1.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
11+ 0.7% |
$5.34K - $6.88K
|
1.57K
$829K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.58K+ 53.49% |
$1.74M - $2.24M
|
10.3K
$5.42M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-651- 1.38% |
$316K - $407K
|
46.5K
$24.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
759New |
$369K - $475K
|
759
$400K
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-400- 19.51% |
$194K - $250K
|
1.65K
$870K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
830+ 1.42% |
$403K - $519K
|
59.3K
$31.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-13.2K- 15.04% |
$6.42M - $8.26M
|
74.6K
$39.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
188+ 4.48% |
$91.3K - $118K
|
4.39K
$2.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-576- 21.44% |
$280K - $360K
|
2.11K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.27K+ 32.5% |
$2.08M - $2.67M
|
17.4K
$9.18M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-14K- 10.2% |
$6.81M - $8.77M
|
124K
$65.1M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
27.4K+ 1.61% |
$13.3M - $17.1M
|
1.73M
$913M
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-90- 0.69% |
$43.7K - $56.3K
|
12.9K
$6.82M
|