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
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-2K- 57.42% |
$548K - $1.2M
|
1.48K
$387K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
9New |
$2.47K - $5.4K
|
9
$2.35K
|
|
|
Aug 13, 2025
Q2 2025
|
Brentview Investment Management LLC
Northfield, IL |
SELL
|
- |
-217- 1.89% |
$59.5K - $130K
|
11.3K
$2.94M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
1.62M+ 98.53% |
$444M - $969M
|
3.26M
$852M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-1.09K- 39.68% |
$299K - $653K
|
1.66K
$433K
|
|
|
Aug 13, 2025
Q2 2025
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
SELL
|
- |
-1.34K- 7.25% |
$368K - $804K
|
17.2K
$4.49M
|
|
|
Aug 13, 2025
Q2 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-373K- 14.72% |
$102M - $224M
|
2.16M
$566M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-136K- 30.61% |
$37.2M - $81.3M
|
307K
$80.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-1.03M- 99.4% |
$283M - $618M
|
6.17K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-128- 10.13% |
$35.1K - $76.7K
|
1.14K
$297K
|
|
|
Aug 13, 2025
Q2 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
1.4K+ 12.43% |
$385K - $841K
|
12.7K
$3.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
5.44KNew |
$1.49M - $3.26M
|
5.44K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
5.19KNew |
$1.42M - $3.11M
|
5.19K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
CALL |
100KNew |
$27.4M - $59.9M
|
100K
$26.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Brooklands Fund Management LTD
London, X0 |
BUY
|
CALL |
3.15K+ 37.02% |
$864K - $1.89M
|
11.7K
$3.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-420- 83.17% |
$115K - $252K
|
85
$22.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
918New |
$252K - $550K
|
918
$240K
|
|
|
Aug 13, 2025
Q2 2025
|
Arjuna Capital
|
SELL
|
- |
-372- 4.49% |
$102K - $223K
|
7.9K
$2.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
SELL
|
- |
-37- 0.54% |
$10.2K - $22.2K
|
6.76K
$1.77M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
69.4K+ 32.44% |
$19M - $41.6M
|
283K
$74.1M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
CALL |
12New |
$3.29K - $7.19K
|
12
$3.14K
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-285- 24.3% |
$78.2K - $171K
|
888
$232K
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
11.8K+ 261.12% |
$3.25M - $7.1M
|
16.4K
$4.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17K+ 8.24% |
$4.67M - $10.2M
|
224K
$58.5M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.31K- 10.41% |
$358K - $782K
|
11.2K
$2.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-42- 1.59% |
$11.5K - $25.2K
|
2.6K
$681K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-215- 0.35% |
$59K - $129K
|
60.4K
$15.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
39.5K+ 39.6% |
$10.8M - $23.7M
|
139K
$36.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-2.23K- 24.92% |
$610K - $1.33M
|
6.7K
$1.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-21.5K- 29.59% |
$5.89M - $12.9M
|
51.1K
$13.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
646K+ 28.69% |
$177M - $387M
|
2.9M
$758M
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-19- 0.42% |
$5.21K - $11.4K
|
4.52K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-5.48K- 60.74% |
$1.5M - $3.28M
|
3.54K
$926K
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
552K+ 833.44% |
$151M - $331M
|
618K
$162M
|
|
|
Aug 13, 2025
Q2 2025
|
Berbice Capital Management LLC
Melville, NY |
SELL
|
- |
-4K- 71.05% |
$1.1M - $2.4M
|
1.63K
$426K
|
|
|
Aug 13, 2025
Q2 2025
|
Nearwater Capital Markets, LTD
New York, NY |
BUY
|
- |
59K+ 107.27% |
$16.2M - $35.4M
|
114K
$29.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Groupe La Francaise
Paris, I0 |
SELL
|
- |
-27.6K- 97.89% |
$7.57M - $16.5M
|
596
$156K
|
|
|
Aug 13, 2025
Q2 2025
|
Westerkirk Capital Inc.
Victoria, |
BUY
|
- |
23.6KNew |
$6.47M - $14.1M
|
23.6K
$6.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
535+ 128.3% |
$147K - $321K
|
952
$249K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
200K+ 4.7% |
$54.8M - $120M
|
4.46M
$1.17B
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-19- 1.48% |
$5.21K - $11.4K
|
1.26K
$330K
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
15+ 2.1% |
$4.12K - $8.99K
|
729
$191K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
SELL
|
- |
-7.03K- 2.56% |
$1.93M - $4.21M
|
267K
$69.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-10- 0.9% |
$2.74K - $5.99K
|
1.1K
$287K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.9K+ 48.88% |
$522K - $1.14M
|
5.79K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
7+ 0.78% |
$1.92K - $4.2K
|
903
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Miramar Capital, LLC
|
SELL
|
- |
-8.15K- 35.55% |
$2.24M - $4.88M
|
14.8K
$3.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Harbor Advisors LLC
|
BUY
|
- |
1.1K+ 220.0% |
$302K - $659K
|
1.6K
$419K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.15K- 21.9% |
$314K - $687K
|
4.09K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
87.9K+ 225.13% |
$24.1M - $52.7M
|
127K
$33.2M
|