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 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-934- 52.95% |
$256K - $560K
|
830
$249K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-23- 1.54% |
$6.31K - $13.8K
|
1.47K
$442K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
115+ 18.49% |
$31.6K - $68.9K
|
737
$222K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
4.53KNew |
$1.24M - $2.72M
|
4.53K
$1.36M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.42K+ 39.25% |
$937K - $2.05M
|
12.1K
$3.64M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
275+ 16.68% |
$75.4K - $165K
|
1.92K
$578K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-81- 9.35% |
$22.2K - $48.6K
|
785
$236K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
4.81K+ 45.48% |
$1.32M - $2.88M
|
15.4K
$4.62M
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
2.12K+ 884.58% |
$582K - $1.27M
|
2.36K
$710K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
228+ 45.6% |
$62.6K - $137K
|
728
$219K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-279- 16.06% |
$76.5K - $167K
|
1.46K
$438K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5.1K- 15.73% |
$1.4M - $3.06M
|
27.3K
$8.22M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
6.52K+ 77.34% |
$1.79M - $3.91M
|
14.9K
$4.49M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-12.3K- 45.34% |
$3.37M - $7.36M
|
14.8K
$4.45M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
142+ 3.86% |
$39K - $85.1K
|
3.82K
$1.15M
|
|
| Q1 2025 | |||||||
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
9+ 0.67% |
$4.15K - $4.93K
|
1.36K
$408K
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-257- 34.22% |
$119K - $141K
|
494
$148K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
224K+ 35.21% |
$103M - $123M
|
859K
$258M
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-1.1K- 11.76% |
$508K - $603K
|
8.25K
$2.48M
|
|
|
Jun 27, 2025
Q1 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
SELL
|
- |
-26- 4.59% |
$12K - $14.3K
|
540
$162K
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
33.9KNew |
$15.7M - $18.6M
|
33.9K
$10.2M
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-75- 8.3% |
$34.6K - $41.1K
|
829
$249K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-369- 1.39% |
$170K - $202K
|
26.2K
$7.87M
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-7- 0.8% |
$3.23K - $3.84K
|
873
$262K
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.13K+ 1.67% |
$521K - $619K
|
68.9K
$20.7M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
18+ 13.24% |
$8.31K - $9.87K
|
154
$46.3K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
57New |
$26.3K - $31.2K
|
57
$17.1K
|
|
|
Jun 06, 2025
Q1 2025
|
First Long Island Investors, LLC
|
SELL
|
- |
-1.54K- 1.43% |
$709K - $842K
|
106K
$31.9M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
467+ 1.23% |
$216K - $256K
|
38.5K
$11.6M
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-12.7K- 96.57% |
$5.88M - $6.99M
|
453
$136K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
17.4K+ 25.51% |
$8.03M - $9.53M
|
85.6K
$25.7M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-117- 21.39% |
$54K - $64.1K
|
430
$129K
|
|
|
Jun 02, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-200- 33.33% |
$92.3K - $110K
|
400
$120K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-308- 11.54% |
$142K - $169K
|
2.36K
$710K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.1K+ 295.32% |
$1.89M - $2.25M
|
5.49K
$1.65M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
37+ 0.53% |
$17.1K - $20.3K
|
7K
$2.1M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-18- 0.61% |
$8.31K - $9.87K
|
2.96K
$889K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
229New |
$106K - $126K
|
229
$68.8K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-559- 21.7% |
$258K - $306K
|
2.02K
$606K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-93- 6.67% |
$42.9K - $51K
|
1.3K
$391K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
116New |
$53.5K - $63.6K
|
116
$34.9K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-11K- 75.8% |
$5.09M - $6.04M
|
3.52K
$1.06M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
60.7K+ 223.05% |
$28M - $33.3M
|
88K
$26.4M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-5- 0.13% |
$2.31K - $2.74K
|
3.86K
$1.16M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.49K+ 4.8% |
$2.07M - $2.46M
|
98.1K
$29.5M
|
|
|
May 27, 2025
Q1 2025
|
Carderock Capital Management Inc
|
SELL
|
- |
-677- 6.13% |
$312K - $371K
|
10.4K
$3.11M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
356+ 9.45% |
$164K - $195K
|
4.13K
$1.24M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-59- 1.07% |
$27.2K - $32.3K
|
5.46K
$1.64M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
604New |
$279K - $331K
|
604
$182K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.37K+ 15.18% |
$633K - $752K
|
10.4K
$3.13M
|
|