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 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-512- 19.28% |
$236K - $281K
|
2.14K
$655K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-19- 0.79% |
$8.77K - $10.4K
|
2.39K
$730K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-44.7K- 21.7% |
$20.6M - $24.5M
|
161K
$49.3M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-23.7K- 52.21% |
$10.9M - $13M
|
21.7K
$6.62M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
411+ 0.65% |
$190K - $225K
|
63.3K
$19.3M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
118+ 1.17% |
$54.5K - $64.7K
|
10.2K
$3.12M
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
14.8K+ 7.55% |
$6.82M - $8.1M
|
210K
$64.3M
|
|
|
May 13, 2025
Q1 2025
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
3.8K+ 9.18% |
$1.75M - $2.08M
|
45.2K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-388K- 30.87% |
$179M - $213M
|
869K
$266M
|
|
|
May 13, 2025
Q1 2025
|
Semanteon Capital Management, LP
Newton, MA |
SELL
|
- |
-432- 17.62% |
$199K - $237K
|
2.02K
$617K
|
|
|
May 13, 2025
Q1 2025
|
Sienna Gestion
Paris, I0 |
SELL
|
- |
-2.57K- 9.54% |
$1.19M - $1.41M
|
24.4K
$7.45M
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
229+ 4.04% |
$106K - $126K
|
5.9K
$1.8M
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
35+ 0.94% |
$16.2K - $19.2K
|
3.74K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
24.4K+ 1.87% |
$11.3M - $13.4M
|
1.33M
$406M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
39.8K+ 11.94% |
$18.3M - $21.8M
|
373K
$114M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-759- 33.32% |
$350K - $416K
|
1.52K
$464K
|
|
|
May 13, 2025
Q1 2025
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
9.21K+ 6.58% |
$4.25M - $5.05M
|
149K
$45.6M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
655+ 27.58% |
$302K - $359K
|
3.03K
$926K
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-108- 13.35% |
$49.8K - $59.2K
|
701
$214K
|
|
|
May 13, 2025
Q1 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
2.13K+ 5.07% |
$981K - $1.16M
|
44.1K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
43.9K+ 13.05% |
$20.3M - $24.1M
|
380K
$116M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.88K+ 66.95% |
$2.25M - $2.67M
|
12.2K
$3.72M
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-69- 11.24% |
$31.8K - $37.8K
|
545
$167K
|
|
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-3.87K- 0.7% |
$1.78M - $2.12M
|
552K
$169M
|
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
300+ 2.68% |
$138K - $164K
|
11.5K
$3.51M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-354- 1.53% |
$163K - $194K
|
22.8K
$6.98M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-140- 4.96% |
$64.6K - $76.7K
|
2.69K
$821K
|
|
|
May 13, 2025
Q1 2025
|
Miramar Capital, LLC
|
SELL
|
- |
-510- 2.18% |
$235K - $280K
|
22.9K
$7M
|
|
|
May 13, 2025
Q1 2025
|
Employees Retirement System Of Texas
|
SELL
|
- |
-16.7K- 7.01% |
$7.71M - $9.16M
|
222K
$67.8M
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
568New |
$262K - $311K
|
568
$174K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
18+ 2.07% |
$8.31K - $9.87K
|
886
$271K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-73.1K- 3.31% |
$33.7M - $40M
|
2.13M
$652M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
247+ 28.69% |
$114K - $135K
|
1.11K
$339K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
87+ 0.06% |
$40.2K - $47.7K
|
139K
$42.6M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
839K+ 19.25% |
$387M - $460M
|
5.2M
$1.59B
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
28.7K+ 43.23% |
$13.3M - $15.7M
|
95.1K
$29.1M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-284- 1.88% |
$131K - $156K
|
14.8K
$4.53M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
45+ 31.69% |
$20.8K - $24.7K
|
187
$57.2K
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
37.4K+ 560.81% |
$17.2M - $20.5M
|
44K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-20- 3.91% |
$9.23K - $11K
|
492
$150K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1.94K- 39.09% |
$894K - $1.06M
|
3.02K
$922K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
2.71K+ 19.91% |
$1.25M - $1.48M
|
16.3K
$4.98M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-74.5K- 0.84% |
$34.4M - $40.9M
|
8.85M
$2.7B
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
79+ 2.37% |
$36.5K - $43.3K
|
3.41K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
2.4K+ 8.63% |
$1.11M - $1.31M
|
30.2K
$9.22M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-142- 16.59% |
$65.5K - $77.8K
|
714
$218K
|
|
|
May 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-6- 0.36% |
$2.77K - $3.29K
|
1.65K
$505K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-840- 5.28% |
$388K - $460K
|
15.1K
$4.6M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
283+ 7.85% |
$131K - $155K
|
3.89K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
SELL
|
- |
-65- 9.92% |
$30K - $35.6K
|
590
$180K
|