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 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-5- 8.33% |
$1.37K - $3K
|
55
$17.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-706- 95.15% |
$194K - $423K
|
36
$11.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
SELL
|
- |
-450- 7.16% |
$123K - $270K
|
5.84K
$1.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-10- 37.04% |
$2.74K - $5.99K
|
17
$5.45K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
6New |
$1.65K - $3.6K
|
6
$1.92K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
762+ 36.95% |
$209K - $457K
|
2.82K
$905K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-75- 9.0% |
$20.6K - $45K
|
758
$243K
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
5.65K+ 201.21% |
$1.55M - $3.39M
|
8.46K
$2.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-60- 10.79% |
$16.5K - $36K
|
496
$159K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
145+ 3.94% |
$39.8K - $86.9K
|
3.82K
$1.23M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
912New |
$250K - $547K
|
912
$292K
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
7.37KNew |
$2.02M - $4.42M
|
7.37K
$2.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-80- 1.03% |
$21.9K - $48K
|
7.66K
$2.46M
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-558- 7.99% |
$153K - $335K
|
6.43K
$2.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2+ 2.04% |
$549 - $1.2K
|
100
$32.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-429Closed |
$118K - $257K
|
0
$0
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
44+ 9.98% |
$12.1K - $26.4K
|
485
$155K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
115+ 18.49% |
$31.6K - $68.9K
|
737
$236K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
275+ 16.68% |
$75.4K - $165K
|
1.92K
$617K
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
368+ 17.52% |
$170K - $202K
|
2.47K
$791K
|
|
|
Oct 27, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2+ 0.46% |
$923 - $1.1K
|
440
$141K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.05KNew |
$944K - $1.12M
|
2.05K
$656K
|
|
|
Aug 11, 2025
Q1 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
431New |
$199K - $236K
|
431
$138K
|
|
|
Jun 27, 2025
Q1 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
SELL
|
- |
-26- 4.59% |
$12K - $14.3K
|
540
$173K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
57New |
$26.3K - $31.2K
|
57
$18.3K
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
467+ 1.23% |
$216K - $256K
|
38.5K
$12.3M
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-12.7K- 96.57% |
$5.88M - $6.99M
|
453
$145K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
17.4K+ 25.51% |
$8.03M - $9.53M
|
85.6K
$27.4M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
229New |
$106K - $126K
|
229
$73.4K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
116New |
$53.5K - $63.6K
|
116
$37.2K
|
|
|
May 27, 2025
Q1 2025
|
Carderock Capital Management Inc
|
SELL
|
- |
-677- 6.13% |
$312K - $371K
|
10.4K
$3.32M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
14+ 2.46% |
$6.46K - $7.67K
|
582
$187K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
230+ 59.13% |
$106K - $126K
|
619
$198K
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
116+ 2.5% |
$53.5K - $63.6K
|
4.76K
$1.53M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-1.64K- 12.31% |
$756K - $897K
|
11.7K
$3.74M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-73- 6.52% |
$33.7K - $40K
|
1.05K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
200KNew |
$92.5M - $110M
|
200K
$64.3M
|
|
|
May 15, 2025
Q1 2025
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
11.5K+ 11.12% |
$5.33M - $6.33M
|
115K
$37M
|
|
|
May 15, 2025
Q1 2025
|
Srs Investment Management, LLC
New York, NY |
BUY
|
- |
295K+ 100.95% |
$136M - $162M
|
587K
$188M
|
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-15.7K- 34.07% |
$7.27M - $8.63M
|
30.5K
$9.76M
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-62- 11.44% |
$28.6K - $34K
|
480
$154K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5+ 2.29% |
$2.31K - $2.74K
|
223
$71.5K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
1+ 0.18% |
$462 - $548
|
545
$175K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
63+ 10.62% |
$29.1K - $34.5K
|
656
$210K
|
|
|
May 15, 2025
Q1 2025
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
PUT |
20KNew |
$9.23M - $11M
|
20K
$6.41M
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
6New |
$2.77K - $3.29K
|
6
$1.92K
|
|
|
May 15, 2025
Q1 2025
|
Parsifal Capital Management, LP
Greenwich, CT |
BUY
|
PUT |
102KNew |
$46.8M - $55.6M
|
102K
$32.5M
|
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-35- 5.14% |
$16.2K - $19.2K
|
646
$207K
|
|
|
May 15, 2025
Q1 2025
|
Delta Global Management LP
New York, NY |
BUY
|
- |
5.14KNew |
$2.37M - $2.82M
|
5.14K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.17K+ 1.34% |
$539K - $640K
|
88.1K
$28.2M
|
|