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 06, 2025
Q2 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-179- 0.73% |
$49.1K - $107K
|
24.5K
$7.84M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-300- 3.2% |
$82.3K - $180K
|
9.08K
$2.91M
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.34KNew |
$367K - $803K
|
1.34K
$429K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
424+ 504.76% |
$116K - $254K
|
508
$163K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
937New |
$257K - $562K
|
937
$300K
|
|
|
Aug 06, 2025
Q2 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
11+ 110.0% |
$3.02K - $6.59K
|
21
$6.73K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
PUT |
1.8K+ 900.0% |
$494K - $1.08M
|
2K
$641K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
154New |
$42.2K - $92.3K
|
154
$49.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-101- 11.32% |
$27.7K - $60.5K
|
791
$254K
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
110+ 11.74% |
$30.2K - $65.9K
|
1.05K
$336K
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-29- 0.41% |
$7.96K - $17.4K
|
7.02K
$2.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Supplemental Annuity Collective Trust Of Nj
|
BUY
|
- |
1.3K+ 43.33% |
$357K - $779K
|
4.3K
$1.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
9K+ 1800.0% |
$2.47M - $5.4M
|
9.5K
$3.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Kdt Advisors, LLC
New York, NY |
SELL
|
- |
-2- 0.29% |
$549 - $1.2K
|
685
$220K
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
732+ 142.41% |
$201K - $439K
|
1.25K
$399K
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.94K+ 89.58% |
$1.08M - $2.36M
|
8.35K
$2.68M
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
200+ 12.5% |
$54.9K - $120K
|
1.8K
$577K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
104+ 0.97% |
$28.5K - $62.3K
|
10.8K
$3.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-955Closed |
$262K - $572K
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-224- 23.12% |
$61.5K - $134K
|
745
$239K
|
|
|
Aug 05, 2025
Q2 2025
|
Timelo Investment Management Inc.
|
BUY
|
- |
3KNew |
$823K - $1.8M
|
3K
$962K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.12K- 17.21% |
$306K - $670K
|
5.37K
$1.72M
|
|
|
Aug 05, 2025
Q2 2025
|
Unicom Systems, Inc.
Las Vegas, NV |
BUY
|
- |
41.4KNew |
$11.4M - $24.8M
|
41.4K
$13.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-68- 2.53% |
$18.7K - $40.8K
|
2.62K
$840K
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-55- 3.08% |
$15.1K - $33K
|
1.73K
$555K
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
36+ 4.47% |
$9.88K - $21.6K
|
841
$270K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
24.1KNew |
$6.61M - $14.4M
|
24.1K
$7.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-294- 19.44% |
$80.7K - $176K
|
1.22K
$390K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-845- 49.91% |
$232K - $507K
|
848
$272K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-72- 4.02% |
$19.8K - $43.2K
|
1.72K
$551K
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
150+ 16.34% |
$41.2K - $89.9K
|
1.07K
$342K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-15- 1.51% |
$4.12K - $8.99K
|
980
$314K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
98.9K+ 16191.82% |
$27.1M - $59.3M
|
99.5K
$31.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-11- 0.86% |
$3.02K - $6.59K
|
1.27K
$407K
|
|
|
Aug 01, 2025
Q2 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-836- 35.24% |
$229K - $501K
|
1.54K
$492K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-16- 13.79% |
$4.39K - $9.59K
|
100
$32.1K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-16.5K- 91.04% |
$4.53M - $9.91M
|
1.63K
$521K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-19.1K- 99.12% |
$5.25M - $11.5M
|
169
$54.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-92- 12.33% |
$25.2K - $55.2K
|
654
$210K
|
|
|
Aug 01, 2025
Q2 2025
|
Tom Gayner
Markel Corp
|
SELL
|
- |
-1.51K- 5.4% |
$415K - $908K
|
26.5K
$8.49M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-4- 0.11% |
$1.1K - $2.4K
|
3.74K
$1.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2- 0.22% |
$549 - $1.2K
|
927
$297K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
211+ 0.62% |
$57.9K - $126K
|
34.1K
$10.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
29+ 2900.0% |
$7.96K - $17.4K
|
30
$9.62K
|
|
|
Jul 31, 2025
Q2 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-500- 12.5% |
$137K - $300K
|
3.5K
$1.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-135- 97.12% |
$37K - $80.9K
|
4
$1.28K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-210- 19.63% |
$57.6K - $126K
|
860
$276K
|
|
|
Jul 31, 2025
Q2 2025
|
University Of Texas
|
BUY
|
- |
6.17K+ 719.72% |
$1.69M - $3.7M
|
7.03K
$2.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
10.6K+ 1.15% |
$2.92M - $6.37M
|
936K
$300M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
23New |
$6.31K - $13.8K
|
23
$7.37K
|
|