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
|
Tema Etfs LLC
New York, NY |
SELL
|
- |
-855- 12.24% |
$235K - $513K
|
6.13K
$1.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Vega Investment Solutions
Paris, I0 |
SELL
|
- |
-392- 74.81% |
$108K - $235K
|
132
$34.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-17.4K- 5.74% |
$4.78M - $10.4M
|
286K
$74.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
184+ 22.49% |
$50.5K - $110K
|
1K
$262K
|
|
|
Aug 13, 2025
Q2 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
SELL
|
- |
-8- 0.61% |
$2.19K - $4.8K
|
1.3K
$340K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
834+ 0.19% |
$229K - $500K
|
450K
$118M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-45.7K- 18.0% |
$12.5M - $27.4M
|
208K
$54.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
254+ 20.19% |
$69.7K - $152K
|
1.51K
$395K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
43+ 69.35% |
$11.8K - $25.8K
|
105
$27.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-593- 16.18% |
$163K - $355K
|
3.07K
$803K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.04K+ 659.36% |
$1.93M - $4.22M
|
8.11K
$2.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
694KNew |
$191M - $416M
|
694K
$182M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.14K+ 89.16% |
$587K - $1.28M
|
4.54K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-4.54K- 9.14% |
$1.24M - $2.72M
|
45.1K
$11.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6.53K- 8.93% |
$1.79M - $3.92M
|
66.6K
$17.4M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-15.5K- 57.33% |
$4.25M - $9.29M
|
11.5K
$3.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
12.3K+ 107.32% |
$3.37M - $7.37M
|
23.8K
$6.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Smead Capital Management, Inc.
Phoenix, AZ |
BUY
|
- |
252KNew |
$69.3M - $151M
|
252K
$66M
|
|
|
Aug 13, 2025
Q2 2025
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
885+ 3.62% |
$243K - $531K
|
25.4K
$6.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
SELL
|
- |
-58.7K- 7.14% |
$16.1M - $35.2M
|
763K
$200M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-74- 3.23% |
$20.3K - $44.4K
|
2.22K
$580K
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-95- 2.33% |
$26.1K - $56.9K
|
3.98K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.77K- 21.2% |
$1.31M - $2.86M
|
17.7K
$4.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-52- 6.17% |
$14.3K - $31.2K
|
791
$207K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-58- 56.86% |
$15.9K - $34.8K
|
44
$11.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3.5K+ 30.43% |
$960K - $2.1M
|
15K
$3.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-85- 4.92% |
$23.3K - $51K
|
1.64K
$430K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-6- 10.91% |
$1.65K - $3.6K
|
49
$12.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
18.8K+ 939100.0% |
$5.15M - $11.3M
|
18.8K
$4.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
84.3K+ 206.11% |
$23.1M - $50.5M
|
125K
$32.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-116K- 13.46% |
$31.7M - $69.4M
|
744K
$195M
|
|
|
Aug 12, 2025
Q2 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
118+ 1.15% |
$32.4K - $70.7K
|
10.4K
$2.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4.99K+ 33.0% |
$1.37M - $2.99M
|
20.1K
$5.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
49.4K+ 1344.36% |
$13.6M - $29.6M
|
53.1K
$13.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.97M- 44.88% |
$1.09B - $2.38B
|
4.88M
$1.28B
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-341- 11.86% |
$93.6K - $204K
|
2.53K
$663K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
461+ 0.41% |
$126K - $276K
|
113K
$29.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Belmont Capital, LLC
|
SELL
|
- |
-2.19K- 27.64% |
$600K - $1.31M
|
5.73K
$1.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-85.8K- 99.11% |
$23.5M - $51.4M
|
767
$201K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.94K- 30.58% |
$1.63M - $3.56M
|
13.5K
$3.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
140+ 18.23% |
$38.4K - $83.9K
|
908
$238K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-24- 3.39% |
$6.58K - $14.4K
|
685
$179K
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-50- 1.35% |
$13.7K - $30K
|
3.67K
$959K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
787+ 27.04% |
$216K - $472K
|
3.7K
$967K
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
433+ 3.35% |
$119K - $260K
|
13.4K
$3.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-37.6K- 92.99% |
$10.3M - $22.5M
|
2.83K
$740K
|
|
|
Aug 12, 2025
Q2 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-877- 53.06% |
$241K - $526K
|
776
$203K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.82K+ 42.13% |
$1.6M - $3.49M
|
19.6K
$5.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
664+ 65.94% |
$182K - $398K
|
1.67K
$437K
|
|
|
Aug 12, 2025
Q2 2025
|
First Long Island Investors, LLC
|
SELL
|
- |
-52.4K- 49.34% |
$14.4M - $31.4M
|
53.8K
$14.1M
|