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 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-730- 3.15% |
$354K - $456K
|
22.5K
$11.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
121+ 9.46% |
$58.7K - $75.7K
|
1.4K
$733K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.65M+ 30.96% |
$801M - $1.03B
|
6.98M
$3.65B
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
PUT |
-6.2K- 7.36% |
$3.01M - $3.88M
|
78K
$40.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
450+ 13.91% |
$218K - $281K
|
3.69K
$1.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
20+ 0.38% |
$9.71K - $12.5K
|
5.25K
$2.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-700- 9.01% |
$340K - $438K
|
7.07K
$3.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-38- 3.15% |
$18.4K - $23.8K
|
1.17K
$611K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
115+ 0.88% |
$55.8K - $71.9K
|
13.2K
$6.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-938- 17.49% |
$455K - $586K
|
4.43K
$2.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-35- 2.07% |
$17K - $21.9K
|
1.66K
$869K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.71% |
$1.94K - $2.5K
|
557
$292K
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
5+ 0.01% |
$2.43K - $3.13K
|
49.8K
$26.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
111+ 28.03% |
$53.9K - $69.4K
|
507
$265K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-135- 11.7% |
$65.5K - $84.4K
|
1.02K
$533K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-47- 0.16% |
$22.8K - $29.4K
|
29.2K
$15.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.21K- 1.33% |
$1.56M - $2.01M
|
238K
$125M
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.43K+ 2.19% |
$695K - $895K
|
66.7K
$34.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
833+ 1.42% |
$404K - $521K
|
59.4K
$31.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.79K- 13.36% |
$1.36M - $1.75M
|
18.1K
$9.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-3.95K- 63.43% |
$1.92M - $2.47M
|
2.28K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
89.8K+ 10.02% |
$43.6M - $56.1M
|
986K
$516M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
CALL |
2KNew |
$971K - $1.25M
|
2K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-30.2K- 58.31% |
$14.6M - $18.9M
|
21.6K
$11.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2+ 0.32% |
$971 - $1.25K
|
626
$328K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
193K+ 0.23% |
$93.5M - $120M
|
85.1M
$44.6B
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.4K- 45.05% |
$681K - $877K
|
1.71K
$895K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
6+ 0.69% |
$2.91K - $3.75K
|
875
$458K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
3.51K+ 5.13% |
$1.71M - $2.2M
|
71.9K
$37.7M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-322- 2.03% |
$156K - $201K
|
15.6K
$8.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
844New |
$410K - $528K
|
844
$442K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
89+ 16.48% |
$43.2K - $55.6K
|
629
$329K
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
25+ 1.97% |
$12.1K - $15.6K
|
1.29K
$677K
|
|
|
Feb 11, 2025
Q4 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
27.1K+ 205.5% |
$13.2M - $17M
|
40.3K
$21.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
PUT |
26.8K+ 203.03% |
$13M - $16.8M
|
40K
$20.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-20- 3.4% |
$9.71K - $12.5K
|
568
$297K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
134KNew |
$65M - $83.7M
|
134K
$70.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
5New |
$2.43K - $3.13K
|
5
$2.62K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
10New |
$4.86K - $6.25K
|
10
$5.24K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-505- 21.0% |
$245K - $316K
|
1.9K
$995K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-230- 4.87% |
$112K - $144K
|
4.49K
$2.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.5K+ 16.06% |
$1.22M - $1.57M
|
18.1K
$9.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-98- 0.19% |
$47.6K - $61.3K
|
51.6K
$27M
|
|
|
Feb 11, 2025
Q4 2024
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
2.63K+ 17.15% |
$1.28M - $1.65M
|
18K
$9.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
206+ 31.12% |
$100K - $129K
|
868
$454K
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
455+ 18.86% |
$221K - $284K
|
2.87K
$1.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.28K- 0.3% |
$621K - $800K
|
426K
$223M
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.96K+ 2.24% |
$950K - $1.22M
|
89.2K
$46.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-83.3K- 9.36% |
$40.5M - $52.1M
|
807K
$422M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
169+ 18.25% |
$82.1K - $106K
|
1.1K
$573K
|