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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-7- 1.76% |
$3.23K - $3.84K
|
390
$125K
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-54- 11.25% |
$24.9K - $29.6K
|
426
$137K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-116- 20.68% |
$53.5K - $63.6K
|
445
$143K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
109+ 18.44% |
$50.3K - $59.8K
|
700
$224K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
1+ 0.2% |
$462 - $548
|
513
$164K
|
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-393- 2.27% |
$181K - $215K
|
16.9K
$5.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2New |
$923 - $1.1K
|
2
$641
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
20K+ 6600.99% |
$9.23M - $11M
|
20.3K
$6.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
877New |
$405K - $481K
|
877
$281K
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-237- 1.08% |
$109K - $130K
|
21.8K
$6.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-16- 1.84% |
$7.38K - $8.77K
|
855
$274K
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
84+ 12.37% |
$38.8K - $46K
|
763
$245K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-28- 6.26% |
$12.9K - $15.3K
|
419
$134K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-48- 8.36% |
$22.2K - $26.3K
|
526
$169K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
360+ 8.74% |
$166K - $197K
|
4.48K
$1.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
390New |
$180K - $214K
|
390
$125K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-370- 13.35% |
$171K - $203K
|
2.4K
$770K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
428New |
$198K - $235K
|
428
$137K
|
|
|
Apr 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
SELL
|
- |
-451- 2.1% |
$208K - $247K
|
21K
$6.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
10+ 125.0% |
$4.62K - $5.48K
|
18
$5.77K
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
564New |
$260K - $309K
|
564
$181K
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-11- 1.81% |
$5.08K - $6.03K
|
597
$191K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-11- 2.17% |
$5.08K - $6.03K
|
497
$159K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
60+ 5.91% |
$27.7K - $32.9K
|
1.08K
$345K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
17.4KNew |
$8.03M - $9.53M
|
17.4K
$5.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.92K- 6.94% |
$884K - $1.05M
|
25.7K
$8.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-653- 13.99% |
$301K - $358K
|
4.01K
$1.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
590New |
$272K - $323K
|
590
$189K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
18New |
$8.31K - $9.87K
|
18
$5.77K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-6.86K- 54.29% |
$3.16M - $3.76M
|
5.77K
$1.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
384New |
$177K - $211K
|
384
$123K
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-30- 5.48% |
$13.8K - $16.4K
|
517
$166K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-240- 1.89% |
$111K - $132K
|
12.4K
$3.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
18.4K+ 56.79% |
$8.49M - $10.1M
|
50.8K
$16.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-19- 4.27% |
$8.77K - $10.4K
|
426
$137K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-22- 0.98% |
$10.2K - $12.1K
|
2.21K
$709K
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
3.13KNew |
$1.44M - $1.72M
|
3.13K
$1M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-20- 3.41% |
$9.23K - $11K
|
566
$181K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-218- 1.87% |
$101K - $120K
|
11.4K
$3.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
10+ 1.88% |
$4.62K - $5.48K
|
542
$174K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-1.99K- 98.66% |
$919K - $1.09M
|
27
$8.65K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
64+ 13.5% |
$29.5K - $35.1K
|
538
$172K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
326+ 0.53% |
$150K - $179K
|
62.3K
$20M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-75- 11.76% |
$34.6K - $41.1K
|
563
$180K
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-28- 4.96% |
$12.9K - $15.3K
|
537
$172K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-5- 23.81% |
$2.31K - $2.74K
|
16
$5.13K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-19- 1.74% |
$8.77K - $10.4K
|
1.07K
$344K
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
2+ 0.33% |
$923 - $1.1K
|
603
$193K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-184- 22.44% |
$84.9K - $101K
|
636
$204K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-5.26K- 85.57% |
$2.43M - $2.88M
|
886
$284K
|
|