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 12, 2025
Q4 2024
|
Accent Capital Management, LLC
Dayton, OH |
SELL
|
- |
-1.12K- 16.12% |
$545K - $702K
|
5.84K
$2.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
565+ 0.95% |
$274K - $353K
|
60K
$30.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-57- 3.3% |
$27.7K - $35.6K
|
1.67K
$837K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
326+ 15.66% |
$158K - $204K
|
2.41K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-56.5K- 2.74% |
$27.4M - $35.3M
|
2M
$1B
|
|
|
Feb 12, 2025
Q4 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
21.4K+ 3.08% |
$10.4M - $13.4M
|
717K
$359M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-13- 0.2% |
$6.31K - $8.13K
|
6.41K
$3.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-400K- 25.65% |
$194M - $250M
|
1.16M
$581M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
18+ 2.27% |
$8.74K - $11.3K
|
810
$406K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-584- 5.99% |
$284K - $365K
|
9.17K
$4.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
11.9K+ 1.03% |
$5.76M - $7.42M
|
1.16M
$582M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
PUT |
33.5K+ 12.04% |
$16.3M - $20.9M
|
312K
$156M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.53K- 21.46% |
$3.17M - $4.09M
|
23.9K
$12M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-50- 2.91% |
$24.3K - $31.3K
|
1.67K
$836K
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
10+ 0.68% |
$4.86K - $6.25K
|
1.48K
$741K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3+ 4.55% |
$1.46K - $1.88K
|
69
$34.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
50.8KNew |
$24.7M - $31.8M
|
50.8K
$25.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-7- 1.03% |
$3.4K - $4.38K
|
672
$336K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-44K- 2.97% |
$21.4M - $27.5M
|
1.44M
$720M
|
|
|
Feb 12, 2025
Q4 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-49.5K- 2.27% |
$24M - $30.9M
|
2.13M
$1.07B
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
862K+ 10.69% |
$418M - $539M
|
8.92M
$4.47B
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
121+ 1.55% |
$58.7K - $75.7K
|
7.95K
$3.98M
|
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-68.2K- 2.58% |
$33.1M - $42.6M
|
2.58M
$1.29B
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
998+ 15.57% |
$485K - $624K
|
7.41K
$3.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
196KNew |
$95.1M - $122M
|
196K
$98M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-5.57K- 17.68% |
$2.7M - $3.48M
|
25.9K
$13M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
50+ 2.81% |
$24.3K - $31.3K
|
1.83K
$916K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-3- 0.43% |
$1.46K - $1.88K
|
692
$347K
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
4.11K+ 20.66% |
$1.99M - $2.57M
|
24K
$12M
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-367K- 7.8% |
$178M - $229M
|
4.33M
$2.17B
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.81K+ 6.05% |
$3.31M - $4.26M
|
119K
$59.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-1.5M- 6.05% |
$730M - $940M
|
23.4M
$11.7B
|
|
|
Feb 12, 2025
Q4 2024
|
Inkwell Capital LLC
Miami, FL |
BUY
|
- |
4.27KNew |
$2.07M - $2.67M
|
4.27K
$2.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
421New |
$204K - $263K
|
421
$211K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.24K- 5.02% |
$602K - $775K
|
23.4K
$11.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
20.5KNew |
$9.96M - $12.8M
|
20.5K
$10.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
668+ 4.07% |
$324K - $418K
|
17.1K
$8.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-6.88K- 4.85% |
$3.34M - $4.3M
|
135K
$67.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-25- 0.67% |
$12.1K - $15.6K
|
3.72K
$1.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-573- 3.52% |
$278K - $358K
|
15.7K
$7.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
519+ 6.71% |
$252K - $325K
|
8.25K
$4.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-578- 71.01% |
$281K - $361K
|
236
$118K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.53K- 22.53% |
$1.23M - $1.58M
|
8.69K
$4.35M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-8- 33.33% |
$3.88K - $5K
|
16
$8.01K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-20.2K- 28.03% |
$9.8M - $12.6M
|
51.8K
$25.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.2K+ 5.1% |
$583K - $751K
|
24.7K
$12.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-393K- 4.96% |
$191M - $245M
|
7.52M
$3.77B
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-294- 15.66% |
$143K - $184K
|
1.58K
$793K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-356K- 34.04% |
$173M - $223M
|
690K
$346M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-36- 1.53% |
$17.5K - $22.5K
|
2.31K
$1.16M
|