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 |
|---|---|---|---|---|---|---|---|
|
Dec 15, 2025
Q2 2025
|
Saranac Partners LTD
London, |
SELL
|
- |
-1.62K- 11.17% |
$444K - $969K
|
12.9K
$4.12M
|
|
|
Dec 01, 2025
Q2 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
SELL
|
- |
-267- 14.1% |
$73.3K - $160K
|
1.63K
$521K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-714K- 8.27% |
$196M - $428M
|
7.93M
$2.54B
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
300New |
$82.3K - $180K
|
300
$96.2K
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
95+ 1.75% |
$26.1K - $56.9K
|
5.52K
$1.77M
|
|
|
Nov 17, 2025
Q2 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
57+ 98.28% |
$15.6K - $34.2K
|
115
$36.9K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-6.03K- 34.09% |
$1.66M - $3.62M
|
11.7K
$3.74M
|
|
|
Nov 12, 2025
Q2 2025
|
Alpha Zero LLC
Boca Raton, FL |
SELL
|
- |
-454Closed |
$125K - $272K
|
0
$0
|
|
|
Nov 10, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-480- 26.12% |
$132K - $288K
|
1.36K
$435K
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
SELL
|
- |
-151- 10.07% |
$41.4K - $90.5K
|
1.35K
$432K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8+ 0.27% |
$2.19K - $4.8K
|
2.95K
$945K
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
491+ 33.27% |
$135K - $294K
|
1.97K
$630K
|
|
|
Oct 23, 2025
Q2 2025
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-1.59K- 57.67% |
$437K - $956K
|
1.17K
$375K
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-102- 8.74% |
$28K - $61.1K
|
1.07K
$341K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.65K+ 45.34% |
$728K - $1.59M
|
8.5K
$2.73M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.18K+ 76.2% |
$1.15M - $2.51M
|
9.68K
$3.1M
|
|
|
Oct 16, 2025
Q2 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
SELL
|
- |
-416Closed |
$114K - $249K
|
0
$0
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-1K- 90.28% |
$275K - $601K
|
108
$34.6K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-36.4K- 36.37% |
$9.98M - $21.8M
|
63.6K
$20.4M
|
|
|
Sep 22, 2025
Q2 2025
|
Gate Pass Capital, LLC
Independence, OH |
SELL
|
- |
-422Closed |
$116K - $253K
|
0
$0
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1+ 0.1% |
$274 - $599
|
965
$309K
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
4.04KNew |
$1.11M - $2.42M
|
4.04K
$1.29M
|
|
|
Sep 02, 2025
Q2 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
1.03KNew |
$283K - $617K
|
1.03K
$330K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
160New |
$43.9K - $95.9K
|
160
$51.3K
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-999- 23.34% |
$274K - $599K
|
3.28K
$1.05M
|
|
|
Aug 22, 2025
Q2 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
4.16KNew |
$1.14M - $2.49M
|
4.16K
$1.33M
|
|
|
Aug 20, 2025
Q2 2025
|
North Dallas Bank & Trust CO
Dallas, TX |
BUY
|
- |
4.26KNew |
$1.17M - $2.55M
|
4.26K
$1.37M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
110New |
$30.2K - $65.9K
|
110
$35.3K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
920+ 66.96% |
$252K - $552K
|
2.29K
$735K
|
|
|
Aug 18, 2025
Q2 2025
|
Kp Management LLC
Edina, MN |
BUY
|
- |
4.2K+ 84.0% |
$1.15M - $2.52M
|
9.2K
$2.95M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
CALL |
100New |
$27.4K - $59.9K
|
100
$32.1K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-236- 18.94% |
$64.7K - $141K
|
1.01K
$324K
|
|
|
Aug 18, 2025
Q2 2025
|
Campbell Capital Management Inc
|
BUY
|
- |
9.3KNew |
$2.55M - $5.58M
|
9.3K
$2.98M
|
|
|
Aug 15, 2025
Q2 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
5.3KNew |
$1.45M - $3.18M
|
5.3K
$1.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
384+ 13.68% |
$105K - $230K
|
3.19K
$1.02M
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-360- 19.12% |
$98.8K - $216K
|
1.52K
$488K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.49K- 24.47% |
$408K - $891K
|
4.59K
$1.47M
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-26- 0.7% |
$7.13K - $15.6K
|
3.7K
$1.18M
|
|
|
Aug 15, 2025
Q2 2025
|
Exome Asset Management LLC
New York, NY |
BUY
|
CALL |
1.4KNew |
$384K - $839K
|
1.4K
$449K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-41- 10.65% |
$11.2K - $24.6K
|
344
$110K
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
1.1KNew |
$301K - $658K
|
1.1K
$352K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
54New |
$14.8K - $32.4K
|
54
$17.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
876+ 12.3% |
$240K - $525K
|
8K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-576- 26.72% |
$158K - $345K
|
1.58K
$506K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
130+ 14.94% |
$35.7K - $77.9K
|
1K
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
17K+ 10.39% |
$4.66M - $10.2M
|
181K
$57.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
94New |
$25.8K - $56.4K
|
94
$30.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-12.3K- 13.46% |
$3.38M - $7.38M
|
79.1K
$25.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
CALL |
50KNew |
$13.7M - $30M
|
50K
$16M
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
800+ 36.36% |
$219K - $480K
|
3K
$962K
|
|