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 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-708- 51.27% |
$327K - $388K
|
673
$206K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.08K+ 166.36% |
$1.42M - $1.69M
|
4.93K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.87K- 8.47% |
$1.32M - $1.57M
|
31K
$9.47M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.29K+ 45.37% |
$1.98M - $2.35M
|
13.8K
$4.2M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-4.09K- 21.55% |
$1.89M - $2.24M
|
14.9K
$4.55M
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-197- 11.28% |
$90.9K - $108K
|
1.55K
$473K
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
3.42KNew |
$1.58M - $1.88M
|
3.42K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
8.32K+ 18.83% |
$3.84M - $4.56M
|
52.5K
$16M
|
|
|
May 14, 2025
Q1 2025
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
12.5K+ 1.82% |
$5.77M - $6.85M
|
700K
$214M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
9.77K+ 18.16% |
$4.51M - $5.36M
|
63.6K
$19.4M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
16.9K+ 3.88% |
$7.78M - $9.24M
|
451K
$138M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
PUT |
2.5K+ 11.11% |
$1.15M - $1.37M
|
25K
$7.64M
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-19.6K- 11.32% |
$9.06M - $10.8M
|
154K
$47M
|
|
|
May 14, 2025
Q1 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
153K+ 7.41% |
$70.8M - $84.1M
|
2.22M
$680M
|
|
|
May 14, 2025
Q1 2025
|
Greenwoods Asset Management Hong Kong Ltd.
Hong Kong, K3 |
SELL
|
- |
-9.83K- 69.38% |
$4.54M - $5.39M
|
4.34K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Rhenman & Partners Asset Management Ab
Stockholm, V7 |
BUY
|
- |
16.9K+ 27.92% |
$7.8M - $9.26M
|
77.4K
$23.7M
|
|
|
May 14, 2025
Q1 2025
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-5.3K- 3.93% |
$2.45M - $2.91M
|
130K
$39.6M
|
|
|
May 14, 2025
Q1 2025
|
Mirabaud Asset Management LTD
London, X0 |
SELL
|
- |
-96- 0.73% |
$44.3K - $52.6K
|
13.1K
$4.01M
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-16K- 5.95% |
$7.36M - $8.75M
|
252K
$77.1M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
79+ 1.41% |
$36.5K - $43.3K
|
5.68K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
50.2K+ 2.04% |
$23.2M - $27.5M
|
2.51M
$768M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
47.5K+ 1900.0% |
$21.9M - $26M
|
50K
$15.3M
|
|
|
May 14, 2025
Q1 2025
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
BUY
|
- |
8.83K+ 55.04% |
$4.07M - $4.84M
|
24.9K
$7.6M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-431- 4.62% |
$199K - $236K
|
8.89K
$2.72M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.15K+ 47.88% |
$533K - $633K
|
3.56K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
26.1K+ 54.75% |
$12M - $14.3M
|
73.7K
$22.5M
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-24- 0.66% |
$11.1K - $13.2K
|
3.61K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
24+ 0.15% |
$11.1K - $13.2K
|
16.2K
$4.96M
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
736+ 29.1% |
$340K - $403K
|
3.27K
$998K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-109- 0.32% |
$50.3K - $59.8K
|
33.7K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-2.54K- 8.93% |
$1.17M - $1.39M
|
26K
$7.93M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
447New |
$206K - $245K
|
447
$137K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
6+ 6.74% |
$2.77K - $3.29K
|
95
$29K
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-10.6K- 4.14% |
$4.91M - $5.84M
|
246K
$75.3M
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-1.4K- 52.98% |
$648K - $770K
|
1.25K
$381K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-137- 11.34% |
$63.2K - $75.1K
|
1.07K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.79K- 15.42% |
$1.29M - $1.53M
|
15.3K
$4.68M
|
|
|
May 14, 2025
Q1 2025
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-54- 0.62% |
$24.9K - $29.6K
|
8.64K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9+ 0.09% |
$4.15K - $4.93K
|
10.1K
$3.08M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
49+ 0.17% |
$22.6K - $26.9K
|
29.3K
$8.95M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-832- 10.09% |
$384K - $456K
|
7.42K
$2.27M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
31+ 7.79% |
$14.3K - $17K
|
429
$131K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
9.33K+ 3.14% |
$4.3M - $5.11M
|
307K
$93.7M
|
|
|
May 14, 2025
Q1 2025
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-120- 1.84% |
$55.4K - $65.8K
|
6.41K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Sands Capital Management, LLC
Arlington, VA |
SELL
|
- |
-927- 0.53% |
$428K - $508K
|
175K
$53.4M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-66- 5.92% |
$30.5K - $36.2K
|
1.05K
$320K
|
|
|
May 14, 2025
Q1 2025
|
Candriam S.C.A.
|
SELL
|
- |
-87.4K- 23.06% |
$40.3M - $47.9M
|
292K
$89.2M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
2.18K+ 9.42% |
$1.01M - $1.2M
|
25.3K
$7.74M
|
|
|
May 14, 2025
Q1 2025
|
Fosun International LTD
|
BUY
|
- |
289+ 5.94% |
$133K - $158K
|
5.16K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-8.23K- 10.21% |
$3.8M - $4.51M
|
72.4K
$22.1M
|