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 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-110- 10.98% |
$48.3K - $57.7K
|
892
$257K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-1.01K- 12.39% |
$442K - $528K
|
7.12K
$2.05M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3+ 3.95% |
$1.32K - $1.57K
|
79
$22.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-50- 8.09% |
$22K - $26.2K
|
568
$164K
|
|
|
Jul 23, 2024
Q2 2024
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
5K+ 20.0% |
$2.2M - $2.62M
|
30K
$8.64M
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-13- 3.2% |
$5.71K - $6.82K
|
393
$113K
|
|
|
Jul 23, 2024
Q2 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-340- 30.38% |
$149K - $178K
|
779
$224K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
133+ 11.28% |
$58.4K - $69.8K
|
1.31K
$378K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-274- 2.86% |
$120K - $144K
|
9.31K
$2.68M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-73- 5.69% |
$32.1K - $38.3K
|
1.21K
$349K
|
|
|
Jul 19, 2024
Q2 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
10+ 2.23% |
$4.39K - $5.25K
|
459
$132K
|
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
SELL
|
- |
-316- 20.31% |
$139K - $166K
|
1.24K
$357K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.06KNew |
$466K - $556K
|
1.06K
$305K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
178+ 8.29% |
$78.2K - $93.4K
|
2.33K
$670K
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
30+ 6.51% |
$13.2K - $15.7K
|
491
$141K
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
728New |
$320K - $382K
|
728
$210K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-148- 7.63% |
$65K - $77.6K
|
1.79K
$516K
|
|
|
Jul 17, 2024
Q2 2024
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-550- 50.0% |
$242K - $289K
|
550
$158K
|
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
132+ 4.55% |
$58K - $69.3K
|
3.03K
$873K
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
3.53K+ 46.99% |
$1.55M - $1.85M
|
11K
$3.18M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-128- 18.71% |
$56.2K - $67.2K
|
556
$160K
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
2.21KNew |
$971K - $1.16M
|
2.21K
$637K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5+ 0.47% |
$2.2K - $2.62K
|
1.07K
$309K
|
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-4- 0.39% |
$1.76K - $2.1K
|
1.03K
$296K
|
|
|
Jul 15, 2024
Q2 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.77K- 86.64% |
$1.22M - $1.45M
|
427
$123K
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-6.73KClosed |
$2.96M - $3.53M
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
9.12KNew |
$4.01M - $4.78M
|
9.12K
$2.63M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
604New |
$265K - $317K
|
604
$174K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
3+ 0.18% |
$1.32K - $1.57K
|
1.63K
$471K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
60New |
$26.4K - $31.5K
|
60
$17.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
16+ 5.73% |
$7.03K - $8.39K
|
295
$85K
|
|
|
Jul 12, 2024
Q2 2024
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
2.32K+ 35.73% |
$1.02M - $1.22M
|
8.8K
$2.54M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.54K+ 233.92% |
$1.11M - $1.33M
|
3.62K
$1.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
60+ 30.93% |
$26.4K - $31.5K
|
254
$73.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-22- 3.17% |
$9.66K - $11.5K
|
672
$194K
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-31- 5.28% |
$13.6K - $16.3K
|
556
$160K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.58K- 26.54% |
$693K - $828K
|
4.37K
$1.26M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-427- 4.11% |
$188K - $224K
|
9.97K
$2.87M
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
4+ 1.4% |
$1.76K - $2.1K
|
290
$83.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-88- 58.67% |
$38.6K - $46.2K
|
62
$17.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-18.8K- 98.43% |
$8.24M - $9.84M
|
300
$86.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-29- 60.42% |
$12.7K - $15.2K
|
19
$5.47K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-52- 0.58% |
$22.8K - $27.3K
|
8.85K
$2.55M
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 0.35% |
$2.2K - $2.62K
|
1.45K
$417K
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
SELL
|
- |
-48- 24.24% |
$21.1K - $25.2K
|
150
$43.2K
|
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
22New |
$9.66K - $11.5K
|
22
$6.34K
|
|
|
Jul 03, 2024
Q2 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-27- 5.84% |
$11.9K - $14.2K
|
435
$125K
|
|
| Q1 2024 | |||||||
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
31.1K+ 55.52% |
$14.7M - $17M
|
87.1K
$25.1M
|
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-498- 3.2% |
$235K - $272K
|
15.1K
$4.34M
|
|
|
May 15, 2025
Q1 2024
|
Clear Street LLC
|
BUY
|
- |
170K+ 566.67% |
$80.3M - $92.7M
|
200K
$57.6M
|
|