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 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
65+ 3.13% |
$31.6K - $40.6K
|
2.14K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
78+ 5.58% |
$37.9K - $48.8K
|
1.48K
$722K
|
|
|
Jan 22, 2025
Q4 2024
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-822- 3.21% |
$399K - $514K
|
24.8K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
143+ 24.49% |
$69.4K - $89.4K
|
727
$355K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-30- 0.64% |
$14.6K - $18.8K
|
4.66K
$2.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-18- 8.74% |
$8.74K - $11.3K
|
188
$91.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.96K+ 16.48% |
$3.87M - $4.98M
|
56.3K
$27.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-21- 0.31% |
$10.2K - $13.1K
|
6.71K
$3.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-288- 14.83% |
$140K - $180K
|
1.65K
$808K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
93+ 1.38% |
$45.2K - $58.1K
|
6.86K
$3.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-118- 25.16% |
$57.3K - $73.8K
|
351
$172K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-429- 16.1% |
$208K - $268K
|
2.24K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
32+ 4.87% |
$15.5K - $20K
|
689
$337K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
1.89K+ 39.95% |
$916K - $1.18M
|
6.61K
$3.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
18+ 3.64% |
$8.74K - $11.3K
|
512
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
397New |
$193K - $248K
|
397
$194K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
153+ 2.1% |
$74.3K - $95.7K
|
7.43K
$3.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
23+ 1.29% |
$11.2K - $14.4K
|
1.8K
$882K
|
|
|
Jan 22, 2025
Q4 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-30- 1.62% |
$14.6K - $18.8K
|
1.82K
$889K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-72- 11.69% |
$35K - $45K
|
544
$266K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-255- 20.13% |
$124K - $159K
|
1.01K
$495K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-7.11K- 29.0% |
$3.45M - $4.45M
|
17.4K
$8.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-176- 4.2% |
$85.5K - $110K
|
4.02K
$1.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
178+ 0.58% |
$86.4K - $111K
|
31K
$15.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
15+ 3.49% |
$7.28K - $9.38K
|
445
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.95K- 52.67% |
$948K - $1.22M
|
1.76K
$858K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-505- 3.15% |
$245K - $316K
|
15.5K
$7.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
6+ 0.43% |
$2.91K - $3.75K
|
1.4K
$685K
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-8.36K- 5.43% |
$4.06M - $5.23M
|
146K
$71.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-14- 11.97% |
$6.8K - $8.75K
|
103
$50.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-97- 6.02% |
$47.1K - $60.6K
|
1.51K
$740K
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4+ 0.24% |
$1.94K - $2.5K
|
1.66K
$812K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
161+ 3.77% |
$78.2K - $101K
|
4.43K
$2.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
101+ 10.2% |
$49K - $63.2K
|
1.09K
$533K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
102+ 2.99% |
$49.5K - $63.8K
|
3.52K
$1.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-20- 1.29% |
$9.71K - $12.5K
|
1.53K
$745K
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
20+ 3.6% |
$9.71K - $12.5K
|
575
$281K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
29+ 1.18% |
$14.1K - $18.1K
|
2.49K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-47- 8.39% |
$22.8K - $29.4K
|
513
$251K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-298- 21.19% |
$145K - $186K
|
1.11K
$541K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-155- 2.19% |
$75.3K - $96.9K
|
6.92K
$3.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
13+ 0.62% |
$6.31K - $8.13K
|
2.1K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-30- 0.68% |
$14.6K - $18.8K
|
4.4K
$2.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
663+ 3.9% |
$322K - $415K
|
17.7K
$8.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.97K+ 29.09% |
$1.93M - $2.48M
|
17.6K
$8.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
10+ 0.85% |
$4.86K - $6.25K
|
1.18K
$578K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-13- 1.14% |
$6.31K - $8.13K
|
1.13K
$553K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-205- 1.06% |
$99.5K - $128K
|
19.1K
$9.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
407+ 32.61% |
$198K - $254K
|
1.66K
$809K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.53K- 18.37% |
$1.23M - $1.58M
|
11.2K
$5.49M
|