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 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-210- 17.84% |
$96.9K - $115K
|
967
$296K
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3+ 0.07% |
$1.38K - $1.64K
|
4.62K
$1.41M
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
100KNew |
$46.1M - $54.8M
|
100K
$30.6M
|
|
May 14, 2025
Q1 2025
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-17.5K- 18.52% |
$8.1M - $9.62M
|
77.2K
$23.6M
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
1+ 0.13% |
$462 - $548
|
764
$233K
|
|
May 14, 2025
Q1 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-313K- 7.25% |
$145M - $172M
|
4.01M
$1.23B
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
1.12K+ 1.57% |
$516K - $613K
|
72.6K
$22.2M
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.31K+ 4.74% |
$1.53M - $1.81M
|
73.1K
$22.4M
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
61+ 2.82% |
$28.2K - $33.4K
|
2.22K
$679K
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
120+ 4.83% |
$55.4K - $65.8K
|
2.6K
$796K
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-267- 3.46% |
$123K - $146K
|
7.46K
$2.28M
|
|
May 14, 2025
Q1 2025
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-753- 2.98% |
$348K - $413K
|
24.5K
$7.48M
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.69K- 59.1% |
$779K - $925K
|
1.17K
$357K
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-14- 2.52% |
$6.46K - $7.67K
|
541
$165K
|
|
May 14, 2025
Q1 2025
|
140 Summer Partners LP
New York, NY |
BUY
|
- |
152KNew |
$70.1M - $83.3M
|
152K
$46.4M
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-833- 39.4% |
$384K - $457K
|
1.28K
$391K
|
|
May 14, 2025
Q1 2025
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
SELL
|
- |
-15.8K- 1.89% |
$7.3M - $8.68M
|
822K
$251M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16.9K- 10.29% |
$7.81M - $9.27M
|
147K
$45.1M
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-74- 18.5% |
$34.2K - $40.6K
|
326
$99.6K
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
12+ 0.19% |
$5.54K - $6.58K
|
6.43K
$1.97M
|
|
May 14, 2025
Q1 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-200- 2.95% |
$92.3K - $110K
|
6.58K
$2.01M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-158- 3.83% |
$72.9K - $86.6K
|
3.97K
$1.21M
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-35.9K- 34.94% |
$16.6M - $19.7M
|
66.9K
$20.4M
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2+ 0.37% |
$923 - $1.1K
|
549
$168K
|
|
May 14, 2025
Q1 2025
|
Surgo Cap Partners LP
New York, NY |
BUY
|
- |
272KNew |
$125M - $149M
|
272K
$83M
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-98- 7.53% |
$45.2K - $53.7K
|
1.2K
$368K
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
6.4K+ 24.11% |
$2.95M - $3.51M
|
32.9K
$10.1M
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
3.93K+ 2235.23% |
$1.82M - $2.16M
|
4.11K
$1.26M
|
|
May 14, 2025
Q1 2025
|
Nearwater Capital Markets, LTD
New York, NY |
BUY
|
- |
55KNew |
$25.4M - $30.1M
|
55K
$16.8M
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-75- 75.0% |
$34.6K - $41.1K
|
25
$7.64K
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
103+ 3.9% |
$47.5K - $56.5K
|
2.75K
$840K
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
860New |
$397K - $471K
|
860
$263K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-21.5K- 1.73% |
$9.91M - $11.8M
|
1.22M
$373M
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
50+ 416.67% |
$23.1K - $27.4K
|
62
$18.9K
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4.35K- 6.51% |
$2.01M - $2.39M
|
62.6K
$19.1M
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-17.3K- 7.27% |
$7.97M - $9.46M
|
220K
$67.3M
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
20.2K+ 7.12% |
$9.34M - $11.1M
|
304K
$93M
|
|
May 13, 2025
Q1 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
4.84K+ 13.31% |
$2.23M - $2.65M
|
41.2K
$12.6M
|
|
May 13, 2025
Q1 2025
|
Lgt Group Foundation
|
BUY
|
- |
18.5K+ 62.71% |
$8.53M - $10.1M
|
48K
$14.7M
|
|
May 13, 2025
Q1 2025
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-2.37K- 1.03% |
$1.1M - $1.3M
|
227K
$69.5M
|
|
May 13, 2025
Q1 2025
|
Persistent Asset Partners LTD
Hong Kong, K3 |
SELL
|
- |
-2.47K- 20.92% |
$1.14M - $1.36M
|
9.35K
$2.86M
|
|
May 13, 2025
Q1 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-19.2K- 26.62% |
$8.85M - $10.5M
|
52.8K
$16.1M
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.21K+ 3.07% |
$1.48M - $1.76M
|
108K
$32.9M
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-52- 4.15% |
$24K - $28.5K
|
1.2K
$367K
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
2New |
$923 - $1.1K
|
2
$611
|
|
May 13, 2025
Q1 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
SELL
|
- |
-6.18K- 13.51% |
$2.85M - $3.39M
|
39.5K
$12.1M
|
|
May 13, 2025
Q1 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
BUY
|
- |
7.5KNew |
$3.46M - $4.11M
|
7.5K
$2.29M
|
|
May 13, 2025
Q1 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
23.8K+ 11.4% |
$11M - $13M
|
233K
$71.1M
|
|
May 13, 2025
Q1 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-1.3K- 86.67% |
$600K - $713K
|
200
$61.1K
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-512- 19.28% |
$236K - $281K
|
2.14K
$655K
|