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 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
19New |
$9.22K - $11.9K
|
19
$10.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
140+ 3.41% |
$68K - $87.5K
|
4.25K
$2.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
1.56K+ 21.12% |
$756K - $974K
|
8.93K
$4.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.5K- 4.81% |
$1.21M - $1.56M
|
49.5K
$26.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-171- 0.4% |
$83K - $107K
|
42.2K
$22.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
281+ 59.91% |
$136K - $176K
|
750
$407K
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
136+ 2.1% |
$66K - $85K
|
6.62K
$3.59M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
428New |
$208K - $268K
|
428
$232K
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-149- 9.46% |
$72.3K - $93.2K
|
1.43K
$774K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.23K- 2.11% |
$595K - $767K
|
56.9K
$30.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
51+ 6.2% |
$24.8K - $31.9K
|
874
$474K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.37K- 19.66% |
$2.12M - $2.73M
|
17.8K
$9.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-712- 22.81% |
$346K - $445K
|
2.41K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-61- 0.85% |
$29.6K - $38.1K
|
7.09K
$3.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
175+ 1.28% |
$85K - $109K
|
13.9K
$7.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
117+ 2.39% |
$56.8K - $73.2K
|
5.01K
$2.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-43- 0.33% |
$20.9K - $26.9K
|
13K
$7.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
39New |
$18.9K - $24.4K
|
39
$21.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
18+ 2.26% |
$8.74K - $11.3K
|
814
$442K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
9.2K+ 13.77% |
$4.47M - $5.75M
|
76K
$41.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-158- 5.24% |
$76.7K - $98.8K
|
2.86K
$1.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-59- 32.07% |
$28.6K - $36.9K
|
125
$67.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
548+ 24.07% |
$266K - $343K
|
2.83K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
18+ 1.47% |
$8.74K - $11.3K
|
1.24K
$672K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
634+ 5.15% |
$308K - $396K
|
12.9K
$7.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-89- 2.0% |
$43.2K - $55.6K
|
4.35K
$2.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
512New |
$249K - $320K
|
512
$278K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
41+ 1.01% |
$19.9K - $25.6K
|
4.1K
$2.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-136- 0.89% |
$66K - $85K
|
15.2K
$8.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-31.4K- 8.05% |
$15.3M - $19.6M
|
359K
$195M
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-2.27K- 52.92% |
$1.1M - $1.42M
|
2.02K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
720+ 2.36% |
$350K - $450K
|
31.2K
$16.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3- 1.2% |
$1.46K - $1.88K
|
246
$133K
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
289+ 5.17% |
$140K - $181K
|
5.88K
$3.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
22.1K+ 12.62% |
$10.7M - $13.8M
|
197K
$107M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-161K- 9.09% |
$78.3M - $101M
|
1.61M
$875M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
428+ 3.05% |
$208K - $268K
|
14.5K
$7.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
423New |
$205K - $264K
|
423
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-167- 16.73% |
$81.1K - $104K
|
831
$451K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
63+ 5.93% |
$30.6K - $39.4K
|
1.13K
$611K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-38- 2.7% |
$18.4K - $23.8K
|
1.37K
$742K
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-62- 1.68% |
$30.1K - $38.8K
|
3.63K
$1.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-13- 0.62% |
$6.31K - $8.13K
|
2.09K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-488- 5.26% |
$237K - $305K
|
8.79K
$4.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-23- 3.39% |
$11.2K - $14.4K
|
656
$356K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-9.79K- 30.59% |
$4.75M - $6.12M
|
22.2K
$12.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
591+ 62.74% |
$287K - $370K
|
1.53K
$832K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
143+ 1.68% |
$69.4K - $89.4K
|
8.67K
$4.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-113- 11.2% |
$54.9K - $70.7K
|
896
$486K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-29- 1.46% |
$14.1K - $18.1K
|
1.96K
$1.06M
|