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
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
271K+ 902.52% |
$131M - $169M
|
301K
$151M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
66+ 3.31% |
$32K - $41.3K
|
2.06K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-1.77K- 1.84% |
$861K - $1.11M
|
94.7K
$47.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
8.5K+ 72.65% |
$4.13M - $5.31M
|
20.2K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-423- 3.71% |
$205K - $264K
|
11K
$5.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
48+ 8.04% |
$23.3K - $30K
|
645
$323K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.32K+ 1.1% |
$639K - $823K
|
120K
$60.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
447+ 39.7% |
$217K - $279K
|
1.57K
$788K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
447+ 0.61% |
$217K - $279K
|
73.7K
$36.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
116+ 5.79% |
$56.3K - $72.5K
|
2.12K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-9.84K- 0.23% |
$4.78M - $6.15M
|
4.32M
$2.16B
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
1.75KNew |
$849K - $1.09M
|
1.75K
$876K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
36K+ 9.44% |
$17.5M - $22.5M
|
418K
$209M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
47.2K+ 28.1% |
$22.9M - $29.5M
|
215K
$108M
|
|
|
Feb 13, 2025
Q4 2024
|
Longview Partners (Guernsey) LTD
St Peter Port, Y7 |
SELL
|
- |
-42.3K- 4.08% |
$20.6M - $26.5M
|
996K
$499M
|
|
|
Feb 13, 2025
Q4 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
27.2K+ 6755.33% |
$13.2M - $17M
|
27.6K
$13.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.55K+ 1.16% |
$750K - $966K
|
135K
$67.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.37K+ 6.54% |
$1.63M - $2.1M
|
54.8K
$27.5M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-14.3K- 4.28% |
$6.94M - $8.94M
|
320K
$160M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-32.7K- 13.28% |
$15.9M - $20.4M
|
213K
$107M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.59K+ 1.32% |
$3.2M - $4.12M
|
506K
$253M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-425- 2.35% |
$206K - $266K
|
17.6K
$8.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-67- 4.89% |
$32.5K - $41.9K
|
1.3K
$653K
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
16.7K+ 32.4% |
$8.1M - $10.4M
|
68.2K
$34.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-17.2K- 1.03% |
$8.35M - $10.8M
|
1.65M
$827M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-156- 0.69% |
$75.7K - $97.5K
|
22.4K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
112+ 31.46% |
$54.4K - $70K
|
468
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
174+ 36.1% |
$84.5K - $109K
|
656
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-69K- 8.83% |
$33.5M - $43.2M
|
713K
$357M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.61K- 2.64% |
$1.27M - $1.63M
|
96.4K
$48.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.65M+ 533.05% |
$799M - $1.03B
|
1.95M
$979M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
PUT |
-1.7K- 28.33% |
$825K - $1.06M
|
4.3K
$2.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Senator Investment Group LP
New York, NY |
BUY
|
- |
75KNew |
$36.4M - $46.9M
|
75K
$37.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
846+ 89.9% |
$411K - $529K
|
1.79K
$895K
|
|
|
Feb 13, 2025
Q4 2024
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
80+ 0.85% |
$38.8K - $50K
|
9.55K
$4.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-9.38K- 4.59% |
$4.56M - $5.87M
|
195K
$97.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.36K- 34.37% |
$1.63M - $2.1M
|
6.42K
$3.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-85- 7.48% |
$41.3K - $53.1K
|
1.05K
$527K
|
|
|
Feb 13, 2025
Q4 2024
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
1.44K+ 16.09% |
$698K - $899K
|
10.4K
$5.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.74K- 31.51% |
$846K - $1.09M
|
3.79K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
10New |
$4.86K - $6.25K
|
10
$5.01K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.45K+ 10.07% |
$704K - $907K
|
15.9K
$7.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
303+ 56.42% |
$147K - $189K
|
840
$421K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-338- 1.45% |
$164K - $211K
|
23K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-87- 3.57% |
$42.2K - $54.4K
|
2.35K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-395- 84.22% |
$192K - $247K
|
74
$37.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
4.75K+ 13.84% |
$2.3M - $2.97M
|
39K
$19.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-28- 3.15% |
$13.6K - $17.5K
|
861
$431K
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-480- 24.33% |
$233K - $300K
|
1.49K
$748K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
533New |
$259K - $333K
|
533
$267K
|