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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
23+ 0.16% |
$11.2K - $14.4K
|
14.2K
$7.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
51+ 3.2% |
$24.8K - $31.9K
|
1.65K
$893K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-204- 1.64% |
$99K - $128K
|
12.2K
$6.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
309+ 32.84% |
$150K - $193K
|
1.25K
$678K
|
|
|
Jan 30, 2025
Q4 2024
|
Stone Pine Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-13.3K- 1.51% |
$6.45M - $8.31M
|
866K
$470M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-131- 9.4% |
$63.6K - $81.9K
|
1.26K
$685K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-12.4K- 0.77% |
$6.03M - $7.76M
|
1.6M
$868M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
18+ 1.62% |
$8.74K - $11.3K
|
1.13K
$614K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
997New |
$484K - $623K
|
997
$541K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-86- 7.01% |
$41.8K - $53.8K
|
1.14K
$618K
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-276- 3.45% |
$134K - $173K
|
7.73K
$4.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-2.43K- 16.73% |
$1.18M - $1.52M
|
12.1K
$6.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-356- 17.21% |
$173K - $223K
|
1.71K
$929K
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
70+ 9.17% |
$34K - $43.8K
|
833
$452K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-104- 17.48% |
$50.5K - $65K
|
491
$266K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-40- 0.75% |
$19.4K - $25K
|
5.32K
$2.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-15- 0.35% |
$7.28K - $9.38K
|
4.29K
$2.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
1.11KNew |
$536K - $691K
|
1.11K
$599K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-48- 10.62% |
$23.3K - $30K
|
404
$219K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-73.7K- 92.31% |
$35.8M - $46.1M
|
6.14K
$3.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-7- 0.22% |
$3.4K - $4.38K
|
3.13K
$1.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Vista Finance, LLC
|
SELL
|
- |
-92- 2.29% |
$44.7K - $57.5K
|
3.93K
$2.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3- 0.03% |
$1.46K - $1.88K
|
11.4K
$6.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-336- 7.26% |
$163K - $210K
|
4.29K
$2.33M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-10- 1.39% |
$4.86K - $6.25K
|
707
$384K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
SELL
|
- |
-28.9K- 74.0% |
$14M - $18.1M
|
10.2K
$5.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-750- 5.61% |
$364K - $469K
|
12.6K
$6.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.72K- 50.13% |
$1.81M - $2.33M
|
3.7K
$2.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
628+ 12.88% |
$305K - $393K
|
5.51K
$2.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1+ 0.25% |
$486 - $625
|
397
$215K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
4.67KNew |
$2.27M - $2.92M
|
4.67K
$2.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
905New |
$439K - $566K
|
905
$491K
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
667New |
$324K - $417K
|
667
$362K
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
540New |
$262K - $338K
|
540
$293K
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.02KNew |
$494K - $637K
|
1.02K
$552K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-54- 1.15% |
$26.2K - $33.8K
|
4.63K
$2.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-8- 0.62% |
$3.88K - $5K
|
1.29K
$700K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
287+ 1.81% |
$139K - $179K
|
16.1K
$8.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
266+ 2.96% |
$129K - $166K
|
9.26K
$5.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-67- 12.48% |
$32.5K - $41.9K
|
470
$255K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-3.27K- 77.31% |
$1.59M - $2.04M
|
959
$520K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-561- 2.96% |
$272K - $351K
|
18.4K
$9.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-81- 2.56% |
$39.3K - $50.6K
|
3.08K
$1.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
652+ 44.6% |
$317K - $408K
|
2.11K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.56K+ 3.64% |
$1.24M - $1.6M
|
73K
$39.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-202K- 99.71% |
$97.9M - $126M
|
594
$322K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.63K+ 11.08% |
$1.28M - $1.64M
|
26.4K
$14.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
291+ 2.7% |
$141K - $182K
|
11.1K
$6.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.41K- 12.52% |
$684K - $881K
|
9.85K
$5.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
491+ 7.08% |
$238K - $307K
|
7.43K
$4.03M
|