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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
502+ 2.7% |
$232K - $275K
|
19.1K
$6.12M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
266+ 56.72% |
$123K - $146K
|
735
$236K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
74+ 15.58% |
$34.2K - $40.6K
|
549
$176K
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.63K+ 376.29% |
$1.22M - $1.44M
|
3.33K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
11+ 0.08% |
$5.08K - $6.03K
|
13K
$4.15M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-9- 1.83% |
$4.15K - $4.93K
|
482
$154K
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-8- 0.89% |
$3.69K - $4.39K
|
892
$286K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
753New |
$348K - $413K
|
753
$241K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
427New |
$197K - $234K
|
427
$137K
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-150- 27.73% |
$69.2K - $82.2K
|
391
$125K
|
|
|
May 06, 2025
Q1 2025
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-4.45K- 17.68% |
$2.05M - $2.44M
|
20.7K
$6.64M
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
57+ 11.73% |
$26.3K - $31.2K
|
543
$174K
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-19- 3.02% |
$8.77K - $10.4K
|
611
$196K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-82- 3.81% |
$37.8K - $45K
|
2.07K
$664K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-5.95K- 60.36% |
$2.74M - $3.26M
|
3.9K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
27+ 3.41% |
$12.5K - $14.8K
|
819
$263K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-7.11K- 92.0% |
$3.28M - $3.9M
|
619
$198K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-863- 6.72% |
$398K - $473K
|
12K
$3.84M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-16- 3.5% |
$7.38K - $8.77K
|
441
$141K
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-111- 1.2% |
$51.2K - $60.8K
|
9.12K
$2.92M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
69+ 12.87% |
$31.8K - $37.8K
|
605
$194K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-74- 10.04% |
$34.2K - $40.6K
|
663
$213K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.75K+ 172.3% |
$810K - $962K
|
2.77K
$888K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
587New |
$271K - $322K
|
587
$188K
|
|
|
May 02, 2025
Q1 2025
|
Provident Trust CO
|
SELL
|
- |
-6.77K- 1.08% |
$3.12M - $3.71M
|
619K
$199M
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
29+ 0.37% |
$13.4K - $15.9K
|
7.77K
$2.49M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
6+ 0.37% |
$2.77K - $3.29K
|
1.65K
$527K
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-278- 0.54% |
$128K - $152K
|
50.9K
$16.3M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
388New |
$179K - $213K
|
388
$124K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3+ 0.41% |
$1.38K - $1.64K
|
735
$236K
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-5.61K- 6.29% |
$2.59M - $3.07M
|
83.6K
$26.8M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
389New |
$180K - $213K
|
389
$125K
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
129+ 4.16% |
$59.5K - $70.7K
|
3.23K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
625+ 29.61% |
$288K - $343K
|
2.74K
$877K
|
|
|
May 02, 2025
Q1 2025
|
Postrock Partners LLC
Overland Park, OR |
SELL
|
- |
-59- 2.89% |
$27.2K - $32.3K
|
1.99K
$636K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-51- 3.48% |
$23.5K - $28K
|
1.41K
$453K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
97+ 15.42% |
$44.8K - $53.2K
|
726
$233K
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-25- 1.34% |
$11.5K - $13.7K
|
1.84K
$589K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
79+ 3.83% |
$36.5K - $43.3K
|
2.14K
$686K
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-6.29K- 67.1% |
$2.9M - $3.45M
|
3.08K
$988K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
39+ 8.41% |
$18K - $21.4K
|
503
$161K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
3+ 0.38% |
$1.38K - $1.64K
|
798
$256K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-25- 3.54% |
$11.5K - $13.7K
|
682
$219K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
15+ 3.76% |
$6.92K - $8.22K
|
414
$133K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
109+ 18.47% |
$50.3K - $59.8K
|
699
$224K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
4New |
$1.85K - $2.19K
|
4
$1.28K
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
SELL
|
- |
-460- 10.82% |
$212K - $252K
|
3.79K
$1.22M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
316+ 2.67% |
$146K - $173K
|
12.1K
$3.89M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.53K- 10.75% |
$705K - $837K
|
12.7K
$4.06M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.36K- 3.19% |
$628K - $746K
|
41.3K
$13.2M
|
|