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
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-220- 0.87% |
$102K - $121K
|
25K
$7.65M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.18KNew |
$1.01M - $1.19M
|
2.18K
$666K
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-29- 0.66% |
$13.4K - $15.9K
|
4.4K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
BUY
|
- |
1.4KNew |
$647K - $769K
|
1.4K
$428K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.77K+ 8.73% |
$3.12M - $3.71M
|
84.2K
$25.7M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-14- 3.27% |
$6.46K - $7.67K
|
414
$127K
|
|
|
May 13, 2025
Q1 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
633+ 135.55% |
$292K - $347K
|
1.1K
$336K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
358K+ 6.98% |
$165M - $196M
|
5.49M
$1.68B
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
PUT |
-175K- 30.14% |
$80.8M - $95.9M
|
406K
$124M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-11.4K- 32.45% |
$5.26M - $6.24M
|
23.7K
$7.25M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.31K+ 967.41% |
$603K - $716K
|
1.44K
$440K
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-816- 11.51% |
$377K - $447K
|
6.27K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
- |
30.3K+ 14.41% |
$14M - $16.6M
|
240K
$73.5M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-119- 8.72% |
$54.9K - $65.2K
|
1.25K
$381K
|
|
|
May 13, 2025
Q1 2025
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
14.3K+ 47.42% |
$6.59M - $7.82M
|
44.4K
$13.6M
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-107- 0.77% |
$49.4K - $58.7K
|
13.9K
$4.24M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
192+ 1.16% |
$88.6K - $105K
|
16.8K
$5.13M
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.42K- 13.17% |
$657K - $780K
|
9.38K
$2.87M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-171K- 1.8% |
$79M - $93.8M
|
9.33M
$2.85B
|
|
|
May 13, 2025
Q1 2025
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-50- 4.39% |
$23.1K - $27.4K
|
1.09K
$333K
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-352- 11.09% |
$162K - $193K
|
2.82K
$863K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-324- 11.92% |
$150K - $178K
|
2.39K
$731K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-108- 3.64% |
$49.8K - $59.2K
|
2.86K
$875K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
110+ 6.95% |
$50.8K - $60.3K
|
1.69K
$517K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
183+ 16.35% |
$84.5K - $100K
|
1.3K
$398K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
906+ 15.43% |
$418K - $497K
|
6.78K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-56- 5.91% |
$25.8K - $30.7K
|
892
$273K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
73+ 8.19% |
$33.7K - $40K
|
964
$295K
|
|
|
May 13, 2025
Q1 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-2.34K- 4.01% |
$1.08M - $1.28M
|
56K
$17.1M
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
2.61K+ 2.18% |
$1.21M - $1.43M
|
123K
$37.5M
|
|
|
May 13, 2025
Q1 2025
|
Bretton Capital Management, LLC
San Francisco, CA |
BUY
|
- |
400+ 4.08% |
$185K - $219K
|
10.2K
$3.12M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-25- 2.99% |
$11.5K - $13.7K
|
811
$248K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
1KNew |
$462K - $548K
|
1K
$306K
|
|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
645New |
$298K - $354K
|
645
$197K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
17+ 0.75% |
$7.85K - $9.32K
|
2.29K
$700K
|
|
|
May 13, 2025
Q1 2025
|
Carroll Investors, Inc
|
SELL
|
- |
-830- 65.2% |
$383K - $455K
|
443
$135K
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
89.9K+ 25.1% |
$41.5M - $49.3M
|
448K
$137M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
34+ 4.64% |
$15.7K - $18.6K
|
766
$234K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-64- 3.85% |
$29.5K - $35.1K
|
1.6K
$489K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
720+ 4.4% |
$332K - $395K
|
17.1K
$5.23M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
243+ 0.25% |
$112K - $133K
|
98.9K
$30.2M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-315- 0.79% |
$145K - $173K
|
39.8K
$12.2M
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-74- 2.29% |
$34.2K - $40.6K
|
3.15K
$963K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
174+ 5.12% |
$80.3K - $95.4K
|
3.58K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-43.8K- 2.65% |
$20.2M - $24M
|
1.61M
$491M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
75+ 0.46% |
$34.6K - $41.1K
|
16.4K
$5.01M
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-90- 16.51% |
$41.5K - $49.3K
|
455
$139K
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.48K+ 14.39% |
$2.53M - $3M
|
43.6K
$13.3M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3+ 0.37% |
$1.38K - $1.64K
|
804
$246K
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
9+ 0.36% |
$4.15K - $4.93K
|
2.49K
$762K
|