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 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
209+ 4.35% |
$101K - $131K
|
5.01K
$2.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-118- 4.93% |
$57.3K - $73.8K
|
2.28K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2.86K- 5.47% |
$1.39M - $1.79M
|
49.5K
$26.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-100- 1.7% |
$48.6K - $62.5K
|
5.78K
$3.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-521- 4.98% |
$253K - $326K
|
9.94K
$5.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-230- 5.05% |
$112K - $144K
|
4.32K
$2.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-33- 3.9% |
$16K - $20.6K
|
814
$442K
|
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
28+ 0.16% |
$13.6K - $17.5K
|
17.5K
$9.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-28- 0.35% |
$13.6K - $17.5K
|
7.96K
$4.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Unison Asset Management LLC
|
BUY
|
- |
1.41K+ 8.32% |
$682K - $878K
|
18.3K
$9.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.16% |
$2.43K - $3.13K
|
3.13K
$1.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.82K+ 6.14% |
$886K - $1.14M
|
31.5K
$17.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.2K+ 20.62% |
$585K - $753K
|
7.04K
$3.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
93+ 2.5% |
$45.2K - $58.1K
|
3.81K
$2.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-37- 1.72% |
$18K - $23.1K
|
2.12K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-165- 1.49% |
$80.1K - $103K
|
10.9K
$5.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
44+ 0.24% |
$21.4K - $27.5K
|
18.6K
$10.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
1.06K+ 2.54% |
$512K - $660K
|
42.6K
$23.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-42- 0.07% |
$20.4K - $26.3K
|
62K
$33.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.28K+ 7.9% |
$1.11M - $1.43M
|
31.2K
$16.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
89+ 1.65% |
$43.2K - $55.6K
|
5.48K
$2.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
17+ 4.02% |
$8.25K - $10.6K
|
440
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-405- 1.26% |
$197K - $253K
|
31.8K
$17.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
8.3K+ 25.87% |
$4.03M - $5.19M
|
40.4K
$21.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-103- 0.64% |
$50K - $64.4K
|
16.1K
$8.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
6.64K+ 0.55% |
$3.22M - $4.15M
|
1.21M
$657M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
292+ 33.6% |
$142K - $183K
|
1.16K
$630K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
172+ 24.64% |
$83.5K - $108K
|
870
$472K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
9+ 0.85% |
$4.37K - $5.63K
|
1.07K
$578K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
SELL
|
- |
-7.29K- 9.17% |
$3.54M - $4.56M
|
72.2K
$39.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
8+ 0.24% |
$3.88K - $5K
|
3.39K
$1.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-25- 1.59% |
$12.1K - $15.6K
|
1.55K
$839K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.81% |
$19.4K - $25K
|
4.9K
$2.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-8.6K- 20.26% |
$4.18M - $5.38M
|
33.8K
$18.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-253- 6.99% |
$123K - $158K
|
3.37K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
123+ 12.05% |
$59.7K - $76.9K
|
1.14K
$621K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-234- 6.14% |
$114K - $146K
|
3.57K
$1.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-2- 0.2% |
$971 - $1.25K
|
980
$532K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.11K- 6.1% |
$1.02M - $1.32M
|
32.4K
$17.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-189- 5.27% |
$91.8K - $118K
|
3.39K
$1.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-8.33K- 70.98% |
$4.04M - $5.21M
|
3.41K
$1.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-37- 6.41% |
$18K - $23.1K
|
540
$293K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-20- 3.29% |
$9.71K - $12.5K
|
587
$318K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
458New |
$222K - $286K
|
458
$248K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-830- 36.84% |
$403K - $519K
|
1.42K
$772K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
31New |
$15.1K - $19.4K
|
31
$16.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
5+ 2.75% |
$2.43K - $3.13K
|
187
$101K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-40- 3.17% |
$19.4K - $25K
|
1.22K
$662K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.25% |
$1.46K - $1.88K
|
1.22K
$662K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
48+ 0.34% |
$23.3K - $30K
|
14.1K
$7.62M
|