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
|
Hemenway Trust CO LLC
|
BUY
|
- |
1.27K+ 2.45% |
$617K - $795K
|
53.2K
$27.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Kidder Stephen W
|
SELL
|
- |
-5- 0.03% |
$2.43K - $3.13K
|
14.7K
$7.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-342- 13.76% |
$166K - $214K
|
2.14K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-239- 2.96% |
$116K - $149K
|
7.82K
$4.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Puzo Michael J
|
SELL
|
- |
-804- 4.83% |
$390K - $503K
|
15.8K
$8.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Somerville Kurt F
|
BUY
|
- |
118+ 0.47% |
$57.3K - $73.8K
|
25.4K
$13.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.63K+ 28.49% |
$2.73M - $3.52M
|
25.4K
$13.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-51.2K- 2.33% |
$24.8M - $32M
|
2.14M
$1.12B
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
BUY
|
- |
151+ 6.34% |
$73.3K - $94.4K
|
2.53K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-137- 0.51% |
$66.5K - $85.7K
|
27K
$14.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-63- 2.26% |
$30.6K - $39.4K
|
2.73K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-225- 1.96% |
$109K - $141K
|
11.2K
$5.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
119+ 4.36% |
$57.8K - $74.4K
|
2.85K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
649+ 15.85% |
$315K - $406K
|
4.74K
$2.48M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
18+ 1.4% |
$8.74K - $11.3K
|
1.3K
$681K
|
|
|
Feb 12, 2025
Q4 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
23.8K+ 519.65% |
$11.6M - $14.9M
|
28.4K
$14.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.5K- 4.97% |
$1.7M - $2.19M
|
66.9K
$35M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
60+ 2.86% |
$29.1K - $37.5K
|
2.16K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-8.05K- 39.3% |
$3.91M - $5.03M
|
12.4K
$6.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-216- 4.12% |
$105K - $135K
|
5.03K
$2.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
1.39K+ 32.56% |
$676K - $871K
|
5.67K
$2.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
14+ 0.17% |
$6.8K - $8.75K
|
8.22K
$4.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
284KNew |
$138M - $178M
|
284K
$149M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
55New |
$26.7K - $34.4K
|
55
$28.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-2.43K- 10.7% |
$1.18M - $1.52M
|
20.3K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
112+ 0.29% |
$54.4K - $70K
|
38.2K
$20M
|
|
|
Feb 11, 2025
Q4 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
SELL
|
- |
-1.7K- 62.96% |
$825K - $1.06M
|
1K
$524K
|
|
|
Feb 11, 2025
Q4 2024
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
4.46KNew |
$2.17M - $2.79M
|
4.46K
$2.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-16.3K- 1.23% |
$7.9M - $10.2M
|
1.31M
$683M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-41- 0.31% |
$19.9K - $25.6K
|
13.2K
$6.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
40K+ 124.04% |
$19.4M - $25M
|
72.2K
$37.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
87.7K+ 28.83% |
$42.6M - $54.8M
|
392K
$205M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-64- 1.73% |
$31.1K - $40K
|
3.64K
$1.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-601- 5.44% |
$292K - $376K
|
10.4K
$5.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-14- 0.25% |
$6.8K - $8.75K
|
5.52K
$2.89M
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
16.4K+ 9.6% |
$7.95M - $10.2M
|
187K
$97.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-39.4K- 40.32% |
$19.1M - $24.6M
|
58.3K
$30.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-56- 2.56% |
$27.2K - $35K
|
2.13K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-33- 0.46% |
$16K - $20.6K
|
7.09K
$3.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-5.34K- 2.66% |
$2.59M - $3.34M
|
196K
$102M
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
15+ 1.0% |
$7.28K - $9.38K
|
1.52K
$794K
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-136- 1.84% |
$66K - $85K
|
7.24K
$3.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-147- 11.75% |
$71.4K - $91.9K
|
1.1K
$578K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
195+ 0.85% |
$94.7K - $122K
|
23.2K
$12.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
1.23K+ 1.36% |
$595K - $767K
|
91.2K
$47.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
729+ 1.64% |
$354K - $456K
|
45.1K
$23.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.7K- 59.25% |
$826K - $1.06M
|
1.17K
$613K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
6+ 7.89% |
$2.91K - $3.75K
|
82
$42.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-132K- 57.99% |
$64M - $82.4M
|
95.4K
$50M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-974- 2.61% |
$473K - $609K
|
36.4K
$19.1M
|