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 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
CALL |
1.1KNew |
$302K - $659K
|
1.1K
$353K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.3K- 56.54% |
$5.02M - $11M
|
14.1K
$4.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-468- 11.87% |
$128K - $281K
|
3.48K
$1.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-33- 45.83% |
$9.05K - $19.8K
|
39
$12.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
39New |
$10.7K - $23.4K
|
39
$12.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
843New |
$231K - $505K
|
843
$270K
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-70- 8.79% |
$19.2K - $42K
|
726
$233K
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-505- 36.62% |
$139K - $303K
|
874
$280K
|
|
|
Jul 24, 2025
Q2 2025
|
Davis Rea Ltd.
|
SELL
|
- |
-3.36K- 14.27% |
$922K - $2.01M
|
20.2K
$6.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-4.61K- 83.17% |
$1.26M - $2.76M
|
932
$299K
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-35- 4.83% |
$9.6K - $21K
|
690
$221K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-350- 6.06% |
$96K - $210K
|
5.43K
$1.74M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
139+ 10.17% |
$38.1K - $83.3K
|
1.51K
$483K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
300+ 410.96% |
$82.3K - $180K
|
373
$120K
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-964- 19.42% |
$264K - $578K
|
4K
$1.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Spear Holdings Rsc LTD
Abu Dhabi, C0 |
BUY
|
- |
201KNew |
$55.1M - $120M
|
201K
$64.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
38New |
$10.4K - $22.8K
|
38
$12.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-1.13K- 61.69% |
$309K - $676K
|
700
$224K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-403- 23.43% |
$111K - $242K
|
1.32K
$422K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-19- 43.18% |
$5.21K - $11.4K
|
25
$8.01K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-100- 81.97% |
$27.4K - $59.9K
|
22
$7.05K
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
475+ 0.95% |
$130K - $285K
|
50.4K
$16.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-427- 5.98% |
$117K - $256K
|
6.71K
$2.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-90- 21.33% |
$24.7K - $54K
|
332
$106K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
415+ 63.17% |
$114K - $249K
|
1.07K
$344K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
74+ 10.57% |
$20.3K - $44.4K
|
774
$248K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-58- 1.15% |
$15.9K - $34.8K
|
4.98K
$1.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
410+ 18.06% |
$112K - $246K
|
2.68K
$859K
|
|
|
Jul 22, 2025
Q2 2025
|
Amf Tjanstepension Ab
|
BUY
|
- |
71.6K+ 30.08% |
$19.6M - $42.9M
|
310K
$99.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
6+ 0.57% |
$1.65K - $3.6K
|
1.06K
$338K
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
688New |
$189K - $412K
|
688
$221K
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
250+ 21.8% |
$68.6K - $150K
|
1.4K
$448K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-92- 14.4% |
$25.2K - $55.2K
|
547
$175K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
42+ 2.04% |
$11.5K - $25.2K
|
2.1K
$674K
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
CALL |
100New |
$27.4K - $59.9K
|
100
$32.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-83- 7.34% |
$22.8K - $49.8K
|
1.05K
$336K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
532+ 19.3% |
$146K - $319K
|
3.29K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
310+ 27.93% |
$85K - $186K
|
1.42K
$455K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-277- 3.58% |
$76K - $166K
|
7.46K
$2.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-14- 7.22% |
$3.84K - $8.39K
|
180
$57.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-484- 93.26% |
$133K - $290K
|
35
$11.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
15+ 1.82% |
$4.12K - $8.99K
|
838
$269K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
2+ 3.85% |
$549 - $1.2K
|
54
$17.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
BUY
|
- |
167+ 12.37% |
$45.8K - $100K
|
1.52K
$486K
|
|
|
Jul 21, 2025
Q2 2025
|
Consolidated Investment Group LLC
|
BUY
|
- |
3.5K+ 26.42% |
$960K - $2.1M
|
16.8K
$5.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
74+ 12.23% |
$20.3K - $44.4K
|
679
$218K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-2.33K- 67.13% |
$638K - $1.39M
|
1.14K
$365K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.2K+ 262.96% |
$877K - $1.92M
|
4.41K
$1.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-521- 9.77% |
$143K - $312K
|
4.81K
$1.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-52.3K- 99.77% |
$14.4M - $31.4M
|
123
$39.4K
|
|