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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
62K+ 1.19% |
$30.1M - $38.8M
|
5.26M
$2.69B
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.56K- 1.64% |
$758K - $977K
|
93.6K
$47.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-338- 1.92% |
$164K - $211K
|
17.3K
$8.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.35K+ 11.3% |
$653K - $841K
|
13.2K
$6.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-844- 6.83% |
$410K - $528K
|
11.5K
$5.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
2.36KNew |
$1.15M - $1.48M
|
2.36K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
224+ 4.7% |
$109K - $140K
|
4.99K
$2.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
65.6K+ 19.81% |
$31.9M - $41M
|
397K
$203M
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.46K+ 17.2% |
$709K - $913K
|
9.95K
$5.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-37- 8.01% |
$18K - $23.1K
|
425
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.26K- 3.91% |
$613K - $789K
|
31K
$15.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.03K+ 45.71% |
$1.47M - $1.89M
|
9.66K
$4.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
19.7KNew |
$9.57M - $12.3M
|
19.7K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1.96K- 0.75% |
$950K - $1.22M
|
261K
$133M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
31.4K+ 16.89% |
$15.2M - $19.6M
|
217K
$111M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
906K+ 6.16% |
$440M - $567M
|
15.6M
$7.98B
|
|
|
Feb 13, 2025
Q4 2024
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-4.73M- 18.01% |
$2.29B - $2.95B
|
21.5M
$11B
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-1.05K- 3.46% |
$507K - $653K
|
29.1K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-15.8K- 0.09% |
$7.67M - $9.88M
|
18M
$9.18B
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
300+ 15.58% |
$146K - $188K
|
2.23K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-231- 24.29% |
$112K - $144K
|
720
$368K
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
132K+ 101.16% |
$64.1M - $82.5M
|
263K
$134M
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-34- 1.26% |
$16.5K - $21.3K
|
2.67K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.24K+ 13.45% |
$604K - $777K
|
10.5K
$5.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-45- 10.37% |
$21.8K - $28.1K
|
389
$199K
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
53+ 7.17% |
$25.7K - $33.1K
|
792
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
548+ 32.99% |
$266K - $343K
|
2.21K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.04K+ 31.4% |
$505K - $650K
|
4.35K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-279- 13.11% |
$135K - $174K
|
1.85K
$945K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
609+ 19.88% |
$296K - $381K
|
3.67K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-47.4K- 13.04% |
$23M - $29.6M
|
316K
$162M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.95KNew |
$944K - $1.22M
|
1.95K
$994K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
17.5KNew |
$8.5M - $11M
|
17.5K
$8.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
8.09KNew |
$3.93M - $5.06M
|
8.09K
$4.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-63- 4.78% |
$30.6K - $39.4K
|
1.25K
$641K
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
437New |
$212K - $273K
|
437
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
1.08KNew |
$522K - $673K
|
1.08K
$550K
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-291- 9.04% |
$141K - $182K
|
2.93K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
6+ 0.44% |
$2.91K - $3.75K
|
1.36K
$697K
|
|
|
Feb 13, 2025
Q4 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-7.43K- 63.18% |
$3.61M - $4.65M
|
4.33K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
331+ 1.9% |
$161K - $207K
|
17.7K
$9.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-692- 5.9% |
$336K - $433K
|
11K
$5.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Carroll Investors, Inc
|
BUY
|
- |
809+ 174.35% |
$393K - $506K
|
1.27K
$651K
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-65- 9.29% |
$31.6K - $40.6K
|
635
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-507- 23.53% |
$246K - $317K
|
1.65K
$842K
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
949New |
$461K - $593K
|
949
$485K
|
|
|
Feb 13, 2025
Q4 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-31K- 33.58% |
$15M - $19.4M
|
61.3K
$31.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.43K+ 1.41% |
$1.67M - $2.15M
|
246K
$126M
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
40+ 1.53% |
$19.4K - $25K
|
2.65K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-17.9K- 1.63% |
$8.67M - $11.2M
|
1.08M
$552M
|