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 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
41+ 9.76% |
$18.9K - $22.5K
|
461
$148K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-36- 4.95% |
$16.6K - $19.7K
|
692
$222K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
2+ 40.0% |
$923 - $1.1K
|
7
$2.24K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
382New |
$176K - $209K
|
382
$122K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
2.97K+ 211.22% |
$1.37M - $1.63M
|
4.38K
$1.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
5+ 2.44% |
$2.31K - $2.74K
|
210
$67.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-3- 0.25% |
$1.38K - $1.64K
|
1.18K
$377K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
80New |
$36.9K - $43.9K
|
80
$25.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Vista Finance, LLC
|
SELL
|
- |
-53- 1.35% |
$24.5K - $29.1K
|
3.87K
$1.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
23+ 5.79% |
$10.6K - $12.6K
|
420
$135K
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
SELL
|
- |
-1.04K- 3.18% |
$479K - $568K
|
31.6K
$10.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-50- 10.94% |
$23.1K - $27.4K
|
407
$130K
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-5.46K- 64.85% |
$2.52M - $2.99M
|
2.96K
$948K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-6- 1.2% |
$2.77K - $3.29K
|
495
$159K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-8- 0.77% |
$3.69K - $4.39K
|
1.04K
$332K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.16KNew |
$537K - $638K
|
1.16K
$373K
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-765- 38.06% |
$353K - $419K
|
1.25K
$399K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-10- 2.02% |
$4.62K - $5.48K
|
486
$156K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-7.38K- 74.6% |
$3.41M - $4.04M
|
2.51K
$805K
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-1.15K- 62.43% |
$530K - $629K
|
691
$221K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-14- 2.24% |
$6.46K - $7.67K
|
611
$196K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-130- 21.0% |
$60K - $71.3K
|
489
$157K
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-58- 9.37% |
$26.8K - $31.8K
|
561
$180K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
767+ 12.17% |
$354K - $420K
|
7.07K
$2.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-552- 51.3% |
$255K - $303K
|
524
$168K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1K+ 3.63% |
$463K - $550K
|
28.7K
$9.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
24+ 2.13% |
$11.1K - $13.2K
|
1.15K
$369K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-15- 3.36% |
$6.92K - $8.22K
|
432
$138K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1+ 0.68% |
$462 - $548
|
148
$47.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-182- 41.18% |
$84K - $99.8K
|
260
$83.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
17.5KNew |
$8.06M - $9.57M
|
17.5K
$5.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
71+ 12.61% |
$32.8K - $38.9K
|
634
$203K
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.43KNew |
$1.12M - $1.33M
|
2.43K
$779K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
4+ 0.76% |
$1.85K - $2.19K
|
533
$171K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-140- 19.0% |
$64.6K - $76.7K
|
597
$191K
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-721- 53.29% |
$333K - $395K
|
632
$203K
|
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
192+ 1.71% |
$88.6K - $105K
|
11.4K
$3.66M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-100- 6.15% |
$46.2K - $54.8K
|
1.53K
$489K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
27+ 5.29% |
$12.5K - $14.8K
|
537
$172K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-8- 1.28% |
$3.69K - $4.39K
|
619
$198K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-1.35K- 69.84% |
$623K - $740K
|
583
$187K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
401New |
$185K - $220K
|
401
$129K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-133- 12.1% |
$61.4K - $72.9K
|
966
$310K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
14+ 19.18% |
$6.46K - $7.67K
|
87
$27.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-64- 11.96% |
$29.5K - $35.1K
|
471
$151K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
260+ 5.99% |
$120K - $143K
|
4.6K
$1.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-232- 36.65% |
$107K - $127K
|
401
$129K
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-15- 3.54% |
$6.92K - $8.22K
|
409
$131K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
250+ 11.47% |
$115K - $137K
|
2.43K
$779K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
124+ 4.43% |
$57.2K - $68K
|
2.92K
$936K
|
|