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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
42New |
$11.5K - $25.2K
|
42
$13.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-91- 9.68% |
$25K - $54.6K
|
849
$272K
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
195+ 26.97% |
$53.5K - $117K
|
918
$294K
|
|
|
Jul 30, 2025
Q2 2025
|
Alapocas Investment Partners, Inc.
Beverly, MA |
SELL
|
- |
-830- 5.33% |
$228K - $498K
|
14.7K
$4.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
9.86KNew |
$2.7M - $5.91M
|
9.86K
$3.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
84+ 24.07% |
$23K - $50.4K
|
433
$139K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
80New |
$21.9K - $48K
|
80
$25.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
81+ 10.0% |
$22.2K - $48.6K
|
891
$286K
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-364- 5.98% |
$99.9K - $218K
|
5.73K
$1.84M
|
|
|
Jul 30, 2025
Q2 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-15.8K- 94.27% |
$4.34M - $9.48M
|
960
$308K
|
|
|
Jul 30, 2025
Q2 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
17.8K+ 227.29% |
$4.89M - $10.7M
|
25.7K
$8.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
882New |
$242K - $529K
|
882
$283K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.87K- 43.53% |
$514K - $1.12M
|
2.43K
$779K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.51% |
$6.86K - $15K
|
4.92K
$1.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
207+ 22.8% |
$56.8K - $124K
|
1.12K
$357K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.97KNew |
$1.09M - $2.38M
|
3.97K
$1.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
CALL |
100New |
$27.4K - $59.9K
|
100
$32.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-25- 0.88% |
$6.86K - $15K
|
2.83K
$907K
|
|
|
Jul 29, 2025
Q2 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-450- 73.53% |
$123K - $270K
|
162
$51.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-36- 2.87% |
$9.88K - $21.6K
|
1.22K
$391K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-812- 31.56% |
$223K - $487K
|
1.76K
$564K
|
|
|
Jul 29, 2025
Q2 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
4New |
$1.1K - $2.4K
|
4
$1.28K
|
|
|
Jul 29, 2025
Q2 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1+ 0.05% |
$274 - $599
|
2.06K
$659K
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-360- 34.82% |
$98.8K - $216K
|
674
$216K
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
75+ 0.9% |
$20.6K - $45K
|
8.37K
$2.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
114+ 13.59% |
$31.3K - $68.3K
|
953
$305K
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
113+ 6.83% |
$31K - $67.7K
|
1.77K
$567K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-490- 39.87% |
$134K - $294K
|
739
$237K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.3K+ 29.26% |
$356K - $777K
|
5.73K
$1.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
579+ 101.94% |
$159K - $347K
|
1.15K
$368K
|
|
|
Jul 29, 2025
Q2 2025
|
Eos Management, L.P.
|
BUY
|
- |
4.84KNew |
$1.33M - $2.9M
|
4.84K
$1.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.02K- 8.45% |
$281K - $614K
|
11.1K
$3.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-29- 72.5% |
$7.96K - $17.4K
|
11
$3.53K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
PUT |
2.2KNew |
$604K - $1.32M
|
2.2K
$705K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-23- 34.85% |
$6.31K - $13.8K
|
43
$13.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
67+ 4.18% |
$18.4K - $40.2K
|
1.67K
$536K
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-4- 8.89% |
$1.1K - $2.4K
|
41
$13.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-304- 29.8% |
$83.4K - $182K
|
716
$229K
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-48- 4.36% |
$13.2K - $28.8K
|
1.05K
$337K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
153KNew |
$42M - $91.8M
|
153K
$49.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
SELL
|
- |
-184- 0.27% |
$50.5K - $110K
|
69K
$22.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
7.53KNew |
$2.07M - $4.51M
|
7.53K
$2.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-235- 15.82% |
$64.5K - $141K
|
1.25K
$401K
|
|
|
Jul 25, 2025
Q2 2025
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
375+ 4.81% |
$103K - $225K
|
8.17K
$2.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Alta Advisers LTD
|
BUY
|
- |
80+ 1.76% |
$21.9K - $48K
|
4.64K
$1.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.25KNew |
$1.44M - $3.15M
|
5.25K
$1.68M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-108- 6.82% |
$29.6K - $64.7K
|
1.48K
$473K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
CALL |
1.4KNew |
$384K - $839K
|
1.4K
$449K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-5- 8.06% |
$1.37K - $3K
|
57
$18.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-611- 23.14% |
$168K - $366K
|
2.03K
$651K
|
|