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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
390New |
$180K - $214K
|
390
$125K
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-2.04K- 36.29% |
$943K - $1.12M
|
3.59K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
988New |
$456K - $542K
|
988
$317K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
1.11KNew |
$512K - $608K
|
1.11K
$356K
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
SELL
|
- |
-37- 3.83% |
$17.1K - $20.3K
|
929
$298K
|
|
|
May 13, 2025
Q1 2025
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-243- 42.86% |
$112K - $133K
|
324
$104K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-19- 1.91% |
$8.77K - $10.4K
|
974
$312K
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-100- 11.9% |
$46.2K - $54.8K
|
740
$237K
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
427New |
$197K - $234K
|
427
$137K
|
|
|
May 13, 2025
Q1 2025
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-220- 0.87% |
$102K - $121K
|
25K
$8.03M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.31K+ 967.41% |
$603K - $716K
|
1.44K
$462K
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-816- 11.51% |
$377K - $447K
|
6.27K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-50- 4.39% |
$23.1K - $27.4K
|
1.09K
$349K
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-352- 11.09% |
$162K - $193K
|
2.82K
$905K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
1KNew |
$462K - $548K
|
1K
$321K
|
|
|
May 13, 2025
Q1 2025
|
Carroll Investors, Inc
|
SELL
|
- |
-830- 65.2% |
$383K - $455K
|
443
$142K
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-90- 16.51% |
$41.5K - $49.3K
|
455
$146K
|
|
|
May 13, 2025
Q1 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
SELL
|
- |
-3.66K- 78.52% |
$1.69M - $2M
|
1K
$321K
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-166- 22.96% |
$76.6K - $91K
|
557
$179K
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.98KNew |
$914K - $1.09M
|
1.98K
$635K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-41- 1.96% |
$18.9K - $22.5K
|
2.05K
$656K
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
3+ 0.09% |
$1.38K - $1.64K
|
3.45K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-37.5K- 49.05% |
$17.3M - $20.6M
|
39K
$12.5M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
256+ 9.67% |
$118K - $140K
|
2.9K
$931K
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-30- 3.89% |
$13.8K - $16.4K
|
741
$238K
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
18New |
$8.31K - $9.87K
|
18
$5.77K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-118- 11.23% |
$54.5K - $64.7K
|
933
$299K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.54KNew |
$710K - $844K
|
1.54K
$493K
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
93+ 16.12% |
$42.9K - $51K
|
670
$215K
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-2- 0.27% |
$923 - $1.1K
|
750
$240K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-13.5K- 15.52% |
$6.25M - $7.42M
|
73.7K
$23.6M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-3.18K- 4.07% |
$1.47M - $1.74M
|
75K
$24M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-161- 7.84% |
$74.3K - $88.3K
|
1.89K
$606K
|
|
|
May 12, 2025
Q1 2025
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
755+ 47.94% |
$348K - $414K
|
2.33K
$747K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-680- 5.15% |
$314K - $373K
|
12.5K
$4.01M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-1.16K- 11.86% |
$533K - $633K
|
8.59K
$2.75M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-109- 15.84% |
$50.3K - $59.8K
|
579
$186K
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
SELL
|
- |
-70- 3.85% |
$32.3K - $38.4K
|
1.75K
$560K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.17K- 68.28% |
$540K - $641K
|
543
$174K
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.59K+ 49.09% |
$734K - $872K
|
4.83K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
271+ 7.51% |
$125K - $149K
|
3.88K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
12.6KNew |
$5.82M - $6.92M
|
12.6K
$4.04M
|
|
|
May 12, 2025
Q1 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
300+ 44.05% |
$138K - $164K
|
981
$314K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
797+ 61.5% |
$368K - $437K
|
2.09K
$671K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.4KNew |
$646K - $767K
|
1.4K
$449K
|
|
|
May 09, 2025
Q1 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
361+ 1.91% |
$167K - $198K
|
19.3K
$6.18M
|
|
|
May 09, 2025
Q1 2025
|
Lgt Capital Partners Ltd.
|
SELL
|
- |
-15.9K- 28.35% |
$7.33M - $8.71M
|
40.1K
$12.9M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
85+ 1.33% |
$39.2K - $46.6K
|
6.5K
$2.08M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.99K+ 182.26% |
$1.38M - $1.64M
|
4.63K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-208- 3.04% |
$96K - $114K
|
6.63K
$2.13M
|
|