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 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
538+ 109.8% |
$148K - $323K
|
1.03K
$329K
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-400- 15.36% |
$110K - $240K
|
2.2K
$706K
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
514+ 3.79% |
$141K - $308K
|
14.1K
$4.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-490Closed |
$134K - $294K
|
0
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
305+ 2.19% |
$83.7K - $183K
|
14.2K
$4.56M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
733New |
$201K - $439K
|
733
$235K
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-1.16K- 59.97% |
$318K - $694K
|
773
$248K
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-751- 85.73% |
$206K - $450K
|
125
$40.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
821+ 3.41% |
$225K - $492K
|
24.9K
$7.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-33- 7.57% |
$9.05K - $19.8K
|
403
$129K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-73- 1.33% |
$20K - $43.8K
|
5.4K
$1.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-274- 79.42% |
$75.2K - $164K
|
71
$22.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
988New |
$271K - $592K
|
988
$317K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-11- 1.1% |
$3.02K - $6.59K
|
992
$318K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-180- 16.33% |
$49.4K - $108K
|
922
$296K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
31.7K+ 23.85% |
$8.7M - $19M
|
165K
$52.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
767New |
$210K - $460K
|
767
$246K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
31+ 4.64% |
$8.5K - $18.6K
|
699
$224K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
51New |
$14K - $30.6K
|
51
$16.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-11- 1.2% |
$3.02K - $6.59K
|
905
$290K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
654New |
$179K - $392K
|
654
$210K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-375- 39.77% |
$103K - $225K
|
568
$182K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
CALL |
100New |
$27.4K - $59.9K
|
100
$32.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-735- 42.07% |
$202K - $441K
|
1.01K
$324K
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-330- 23.01% |
$90.5K - $198K
|
1.1K
$354K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
1.02KNew |
$279K - $610K
|
1.02K
$326K
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-168- 20.27% |
$46.1K - $101K
|
661
$212K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
23.2K+ 297.81% |
$6.37M - $13.9M
|
31K
$9.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
5+ 0.67% |
$1.37K - $3K
|
754
$242K
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-28.8K- 85.2% |
$7.9M - $17.3M
|
5K
$1.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
41+ 1.28% |
$11.2K - $24.6K
|
3.24K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
65New |
$17.8K - $39K
|
65
$20.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-274- 27.93% |
$75.2K - $164K
|
707
$227K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-2.59K- 33.61% |
$711K - $1.55M
|
5.12K
$1.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-11- 1.0% |
$3.02K - $6.59K
|
1.08K
$347K
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-3.44K- 83.16% |
$945K - $2.06M
|
697
$223K
|
|
|
Jul 14, 2025
Q2 2025
|
Health Invest Partners Ab
|
SELL
|
- |
-12.1K- 46.76% |
$3.31M - $7.23M
|
13.7K
$4.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
23+ 1.43% |
$6.31K - $13.8K
|
1.64K
$525K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
CALL |
200New |
$54.9K - $120K
|
200
$64.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Arlington Partners LLC
|
BUY
|
- |
7.14KNew |
$1.96M - $4.28M
|
7.14K
$2.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-882- 48.07% |
$242K - $529K
|
953
$305K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
3New |
$823 - $1.8K
|
3
$962
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-13.2K- 77.57% |
$3.61M - $7.89M
|
3.8K
$1.22M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-51- 7.31% |
$14K - $30.6K
|
647
$207K
|
|
|
Jul 11, 2025
Q2 2025
|
Viking Fund Management LLC
|
BUY
|
- |
2K+ 50.0% |
$549K - $1.2M
|
6K
$1.92M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.23K- 26.18% |
$338K - $739K
|
3.47K
$1.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
12K+ 86.54% |
$3.29M - $7.19M
|
25.8K
$8.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-11- 1.62% |
$3.02K - $6.59K
|
669
$214K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-25- 2.99% |
$6.86K - $15K
|
811
$260K
|
|
|
Jul 10, 2025
Q2 2025
|
Alecta Tjanstepension Omsesidigt
|
BUY
|
- |
183K+ 84.14% |
$50.2M - $110M
|
401K
$128M
|
|