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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-85- 4.92% |
$23.3K - $51K
|
1.64K
$527K
|
|
|
Aug 12, 2025
Q2 2025
|
Belmont Capital, LLC
|
SELL
|
- |
-2.19K- 27.64% |
$600K - $1.31M
|
5.73K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-24- 3.39% |
$6.58K - $14.4K
|
685
$220K
|
|
|
Aug 12, 2025
Q2 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-37.6K- 92.99% |
$10.3M - $22.5M
|
2.83K
$907K
|
|
|
Aug 12, 2025
Q2 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-877- 53.06% |
$241K - $526K
|
776
$249K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
166+ 8.79% |
$45.5K - $99.5K
|
2.06K
$659K
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
SELL
|
- |
-1.81K- 34.39% |
$496K - $1.08M
|
3.45K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
214+ 50.0% |
$58.7K - $128K
|
642
$206K
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-148- 13.36% |
$40.6K - $88.7K
|
960
$308K
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
926New |
$254K - $555K
|
926
$297K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.51K- 40.08% |
$414K - $905K
|
2.26K
$723K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
109K+ 25471.43% |
$29.8M - $65.2M
|
109K
$35M
|
|
|
Aug 12, 2025
Q2 2025
|
Comprehensive Financial Management LLC
Los Gatos, CA |
BUY
|
- |
3.07KNew |
$843K - $1.84M
|
3.07K
$985K
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.93KNew |
$528K - $1.15M
|
1.93K
$617K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-429- 16.45% |
$118K - $257K
|
2.18K
$698K
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
367+ 16.61% |
$101K - $220K
|
2.58K
$826K
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.59K+ 285.54% |
$710K - $1.55M
|
3.49K
$1.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-5.37K- 84.24% |
$1.47M - $3.22M
|
1.01K
$322K
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-9- 0.09% |
$2.47K - $5.4K
|
10K
$3.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
CALL |
100New |
$27.4K - $59.9K
|
100
$32.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
114+ 95.0% |
$31.3K - $68.3K
|
234
$75K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
2.34KNew |
$642K - $1.4M
|
2.34K
$750K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-6.09K- 84.84% |
$1.67M - $3.65M
|
1.09K
$349K
|
|
|
Aug 12, 2025
Q2 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
50+ 26.18% |
$13.7K - $30K
|
241
$77.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-3.84K- 77.16% |
$1.05M - $2.3M
|
1.14K
$364K
|
|
|
Aug 11, 2025
Q2 2025
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
587+ 29.06% |
$161K - $352K
|
2.61K
$836K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
100New |
$27.4K - $59.9K
|
100
$32.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-12- 1.59% |
$3.29K - $7.19K
|
744
$238K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
57+ 64.04% |
$15.6K - $34.2K
|
146
$46.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
239+ 40.65% |
$65.6K - $143K
|
827
$265K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-7- 0.52% |
$1.92K - $4.2K
|
1.34K
$429K
|
|
|
Aug 11, 2025
Q2 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
1.04K+ 25.3% |
$285K - $623K
|
5.15K
$1.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
718New |
$197K - $430K
|
718
$230K
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.02KNew |
$280K - $611K
|
1.02K
$327K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-1.48K- 36.84% |
$407K - $889K
|
2.54K
$815K
|
|
|
Aug 11, 2025
Q2 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
5K+ 599.88% |
$1.37M - $3M
|
5.84K
$1.87M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
38+ 2.55% |
$10.4K - $22.8K
|
1.53K
$490K
|
|
|
Aug 11, 2025
Q2 2025
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
4.7KNew |
$1.29M - $2.82M
|
4.7K
$1.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
SELL
|
- |
-410- 12.12% |
$112K - $246K
|
2.97K
$953K
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-6.36K- 43.8% |
$1.74M - $3.81M
|
8.15K
$2.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-99- 7.73% |
$27.2K - $59.3K
|
1.18K
$379K
|
|
|
Aug 11, 2025
Q2 2025
|
English Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
7.84KNew |
$2.15M - $4.7M
|
7.84K
$2.51M
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-28- 2.52% |
$7.68K - $16.8K
|
1.08K
$346K
|
|
|
Aug 11, 2025
Q2 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-136- 5.39% |
$37.3K - $81.5K
|
2.39K
$765K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
228New |
$62.6K - $137K
|
228
$73.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
32+ 9.12% |
$8.78K - $19.2K
|
383
$123K
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-5.8K- 54.17% |
$1.59M - $3.48M
|
4.91K
$1.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Jupiter Asset Management LTD
|
SELL
|
- |
-131K- 99.35% |
$35.8M - $78.3M
|
860
$276K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-154K- 19.12% |
$42.3M - $92.4M
|
652K
$209M
|
|