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 13, 2025
Q4 2024
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
440New |
$214K - $275K
|
440
$141K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.33K+ 213.97% |
$1.13M - $1.46M
|
3.42K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
178+ 25.07% |
$86.4K - $111K
|
888
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-29.3K- 45.33% |
$14.2M - $18.3M
|
35.4K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
85+ 2.2% |
$41.3K - $53.1K
|
3.96K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
30+ 4.86% |
$14.6K - $18.8K
|
647
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-4.92K- 60.55% |
$2.39M - $3.07M
|
3.2K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-590- 1.94% |
$286K - $369K
|
29.8K
$9.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
CALL |
2.7KNew |
$1.31M - $1.69M
|
2.7K
$865K
|
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-37- 8.01% |
$18K - $23.1K
|
425
$136K
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-231- 24.29% |
$112K - $144K
|
720
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
111+ 3.36% |
$53.9K - $69.4K
|
3.41K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
271K+ 902.52% |
$131M - $169M
|
301K
$96.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
1.75KNew |
$849K - $1.09M
|
1.75K
$561K
|
|
|
Feb 13, 2025
Q4 2024
|
Senator Investment Group LP
New York, NY |
BUY
|
- |
75KNew |
$36.4M - $46.9M
|
75K
$24M
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-27- 1.22% |
$13.1K - $16.9K
|
2.18K
$698K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-58- 12.34% |
$28.2K - $36.3K
|
412
$132K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-902- 61.87% |
$438K - $564K
|
556
$178K
|
|
|
Feb 13, 2025
Q4 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
425New |
$206K - $266K
|
425
$136K
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-912- 54.29% |
$443K - $570K
|
768
$246K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3+ 4.55% |
$1.46K - $1.88K
|
69
$22.1K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-8- 33.33% |
$3.88K - $5K
|
16
$5.13K
|
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
939New |
$456K - $587K
|
939
$301K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
28New |
$13.6K - $17.5K
|
28
$8.97K
|
|
|
Feb 12, 2025
Q4 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
940+ 2.26% |
$456K - $588K
|
42.5K
$13.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
44+ 8.33% |
$21.4K - $27.5K
|
572
$183K
|
|
|
Feb 11, 2025
Q4 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
SELL
|
- |
-1.7K- 62.96% |
$825K - $1.06M
|
1K
$321K
|
|
|
Feb 11, 2025
Q4 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
40K+ 124.04% |
$19.4M - $25M
|
72.2K
$23.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.7K- 59.25% |
$826K - $1.06M
|
1.17K
$375K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
30+ 5.16% |
$14.6K - $18.8K
|
611
$196K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
21+ 4.55% |
$10.2K - $13.1K
|
483
$155K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
712New |
$346K - $445K
|
712
$228K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.76K- 57.42% |
$853K - $1.1M
|
1.3K
$417K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
121+ 9.46% |
$58.7K - $75.7K
|
1.4K
$449K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-135- 11.7% |
$65.5K - $84.4K
|
1.02K
$327K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
3.51K+ 5.13% |
$1.71M - $2.2M
|
71.9K
$23.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
10New |
$4.86K - $6.25K
|
10
$3.21K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.5K+ 16.06% |
$1.22M - $1.57M
|
18.1K
$5.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Parametrica Management LTD
|
BUY
|
- |
777New |
$377K - $486K
|
777
$249K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-3- 0.41% |
$1.46K - $1.88K
|
725
$232K
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
490New |
$238K - $306K
|
490
$157K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-44- 7.64% |
$21.4K - $27.5K
|
532
$171K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
37.6KNew |
$18.3M - $23.5M
|
37.6K
$12.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-1.77K- 11.08% |
$861K - $1.11M
|
14.2K
$4.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.1KNew |
$534K - $688K
|
1.1K
$353K
|
|
|
Feb 10, 2025
Q4 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-3.35K- 57.77% |
$1.63M - $2.09M
|
2.45K
$784K
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
173+ 0.52% |
$84K - $108K
|
33.5K
$10.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
695New |
$337K - $435K
|
695
$223K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-1.42K- 5.06% |
$687K - $885K
|
26.5K
$8.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-11- 2.03% |
$5.34K - $6.88K
|
530
$170K
|
|