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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
5.03KNew |
$1.38M - $3.01M
|
5.03K
$1.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
CALL |
67.3KNew |
$18.5M - $40.3M
|
67.3K
$21.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-292- 28.91% |
$80.1K - $175K
|
718
$230K
|
|
|
Aug 08, 2025
Q2 2025
|
Cherokee Insurance CO
Sterling Heights, MI |
BUY
|
- |
5.8KNew |
$1.59M - $3.48M
|
5.8K
$1.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
663New |
$182K - $397K
|
663
$213K
|
|
|
Aug 08, 2025
Q2 2025
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
318+ 37.02% |
$87.2K - $191K
|
1.18K
$377K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
3.9K+ 396.74% |
$1.07M - $2.34M
|
4.88K
$1.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-239- 13.92% |
$65.6K - $143K
|
1.48K
$474K
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-290- 16.33% |
$79.6K - $174K
|
1.49K
$476K
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-331- 33.27% |
$90.8K - $198K
|
664
$213K
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
3.4K+ 38.4% |
$932K - $2.04M
|
12.2K
$3.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
100New |
$27.4K - $59.9K
|
100
$32.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
37+ 5.77% |
$10.2K - $22.2K
|
678
$217K
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
5+ 0.67% |
$1.37K - $3K
|
748
$240K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
12+ 0.17% |
$3.29K - $7.19K
|
6.99K
$2.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.82K+ 11.25% |
$2.14M - $4.69M
|
77.3K
$24.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-280K- 99.72% |
$76.7M - $168M
|
778
$249K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
4.2KNew |
$1.15M - $2.52M
|
4.2K
$1.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-180- 27.82% |
$49.4K - $108K
|
467
$150K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
17+ 4.93% |
$4.66K - $10.2K
|
362
$116K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
484+ 2847.06% |
$133K - $290K
|
501
$161K
|
|
|
Aug 08, 2025
Q2 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
4.62KNew |
$1.27M - $2.77M
|
4.62K
$1.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Jackson Square Partners, LLC
San Francisco, CA |
BUY
|
- |
7.97KNew |
$2.19M - $4.78M
|
7.97K
$2.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Rose Asset Management, LP
New York, NY |
BUY
|
- |
83KNew |
$22.8M - $49.8M
|
83K
$26.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
1.75K+ 13.32% |
$479K - $1.05M
|
14.9K
$4.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
4.08K+ 370.45% |
$1.12M - $2.44M
|
5.18K
$1.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
SELL
|
- |
-115- 32.39% |
$31.6K - $68.9K
|
240
$76.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
BUY
|
- |
68.6KNew |
$18.8M - $41.1M
|
68.6K
$22M
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
4New |
$1.1K - $2.4K
|
4
$1.28K
|
|
|
Aug 07, 2025
Q2 2025
|
Allen Operations LLC
|
BUY
|
- |
13.6KNew |
$3.74M - $8.17M
|
13.6K
$4.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-146- 13.62% |
$40.1K - $87.5K
|
926
$297K
|
|
|
Aug 07, 2025
Q2 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
11.8K+ 51.89% |
$3.24M - $7.09M
|
34.6K
$11.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-29- 18.59% |
$7.96K - $17.4K
|
127
$40.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
49+ 288.24% |
$13.4K - $29.4K
|
66
$21.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-70- 62.5% |
$19.2K - $42K
|
42
$13.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-455- 12.59% |
$125K - $273K
|
3.16K
$1.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
SELL
|
- |
-52- 59.77% |
$14.3K - $31.2K
|
35
$11.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
17.8K+ 9.15% |
$4.88M - $10.7M
|
212K
$68.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
100+ 7.92% |
$27.4K - $59.9K
|
1.36K
$437K
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-134- 4.19% |
$36.8K - $80.3K
|
3.07K
$982K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
12.2K+ 427.97% |
$3.35M - $7.31M
|
15K
$4.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
237+ 46.93% |
$65K - $142K
|
742
$238K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
CALL |
100New |
$27.4K - $59.9K
|
100
$32.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-547- 42.94% |
$150K - $328K
|
727
$233K
|
|
|
Aug 06, 2025
Q2 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
767New |
$210K - $460K
|
767
$246K
|
|
|
Aug 06, 2025
Q2 2025
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
2.45K+ 10.05% |
$672K - $1.47M
|
26.8K
$8.59M
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
SELL
|
- |
-261- 0.97% |
$71.6K - $156K
|
26.7K
$8.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
SELL
|
- |
-93- 62.0% |
$25.5K - $55.8K
|
57
$18.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.13K- 99.21% |
$309K - $676K
|
9
$2.88K
|
|
|
Aug 06, 2025
Q2 2025
|
Warm Springs Advisors Inc.
Larkspur, CA |
SELL
|
- |
-481Closed |
$132K - $288K
|
0
$0
|
|