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 13, 2025
Q2 2025
|
Advent Capital Management
New York, NY |
BUY
|
CALL |
2.5KNew |
$686K - $1.5M
|
2.5K
$654K
|
|
|
Aug 13, 2025
Q2 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
15.1K+ 22.72% |
$4.15M - $9.07M
|
81.8K
$21.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-470- 8.36% |
$129K - $282K
|
5.16K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-736- 17.42% |
$202K - $441K
|
3.49K
$912K
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
5+ 0.36% |
$1.37K - $3K
|
1.39K
$364K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
1.28KNew |
$351K - $767K
|
1.28K
$335K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-58- 6.96% |
$15.9K - $34.8K
|
775
$203K
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
401+ 2.46% |
$110K - $240K
|
16.7K
$4.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
60+ 8.47% |
$16.5K - $36K
|
768
$201K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.53K+ 2.09% |
$969K - $2.12M
|
172K
$45M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
17.5K+ 286.89% |
$4.8M - $10.5M
|
23.6K
$6.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Vulcan Value Partners, LLC
Birmingham, AL |
BUY
|
- |
1.07M+ 696.18% |
$293M - $641M
|
1.22M
$320M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
518+ 14.41% |
$142K - $311K
|
4.11K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-34.7K- 18.92% |
$9.52M - $20.8M
|
149K
$38.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Siren, L.L.C.
New York, NY |
BUY
|
- |
5.08KNew |
$1.39M - $3.04M
|
5.08K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
BUY
|
- |
1.02K+ 0.96% |
$280K - $611K
|
108K
$28.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.13KNew |
$310K - $677K
|
1.13K
$296K
|
|
|
Aug 13, 2025
Q2 2025
|
Todd Asset Management LLC
|
SELL
|
- |
-44K- 94.33% |
$12.1M - $26.4M
|
2.64K
$691K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
451K+ 64.01% |
$124M - $270M
|
1.15M
$302M
|
|
|
Aug 13, 2025
Q2 2025
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
39.7K+ 40.87% |
$10.9M - $23.8M
|
137K
$35.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-194- 0.97% |
$53.2K - $116K
|
19.8K
$5.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-8.63K- 34.19% |
$2.37M - $5.18M
|
16.6K
$4.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-25.9K- 10.22% |
$7.11M - $15.5M
|
228K
$59.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
43.7K+ 19.55% |
$12M - $26.2M
|
267K
$69.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-897K- 5.39% |
$246M - $538M
|
15.8M
$4.12B
|
|
|
Aug 13, 2025
Q2 2025
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-4.45M- 19.54% |
$1.22B - $2.67B
|
18.3M
$4.79B
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-2.67K- 7.16% |
$732K - $1.6M
|
34.6K
$9.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-15.1M- 72.4% |
$4.14B - $9.04B
|
5.75M
$1.5B
|
|
|
Aug 13, 2025
Q2 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-5.35K- 36.09% |
$1.47M - $3.21M
|
9.48K
$2.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.46% |
$549 - $1.2K
|
438
$115K
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
252K+ 19.74% |
$69.3M - $151M
|
1.53M
$401M
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
1.45K+ 24.64% |
$399K - $872K
|
7.35K
$1.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-7.16K- 45.46% |
$1.96M - $4.29M
|
8.59K
$2.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Distillate Capital Partners LLC
|
BUY
|
- |
12K+ 9.14% |
$3.3M - $7.22M
|
144K
$37.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-179- 3.11% |
$49.1K - $107K
|
5.57K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.5K+ 13.09% |
$3.16M - $6.9M
|
99.5K
$26M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-84- 13.21% |
$23K - $50.4K
|
552
$144K
|
|
|
Aug 13, 2025
Q2 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-2.71K- 38.8% |
$744K - $1.63M
|
4.28K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
363+ 6.25% |
$99.6K - $218K
|
6.17K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Carmignac Gestion
Paris, I0 |
BUY
|
CALL |
2.2KNew |
$604K - $1.32M
|
2.2K
$575K
|
|
|
Aug 13, 2025
Q2 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
146K+ 54.3% |
$40.1M - $87.6M
|
415K
$109M
|
|
|
Aug 13, 2025
Q2 2025
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
1.5KNew |
$412K - $899K
|
1.5K
$392K
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
123+ 4.2% |
$33.7K - $73.7K
|
3.05K
$798K
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
BUY
|
- |
46+ 0.81% |
$12.6K - $27.6K
|
5.73K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-37.1K- 0.71% |
$10.2M - $22.2M
|
5.21M
$1.36B
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
21+ 0.47% |
$5.76K - $12.6K
|
4.53K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-53- 0.15% |
$14.5K - $31.8K
|
34.2K
$8.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
18.6K+ 383.9% |
$5.11M - $11.2M
|
23.5K
$6.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
146+ 6.57% |
$40.1K - $87.5K
|
2.37K
$619K
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-5.09K- 1.0% |
$1.4M - $3.05M
|
504K
$132M
|