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 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-531- 19.27% |
$245K - $291K
|
2.22K
$680K
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-1- 0.09% |
$462 - $548
|
1.15K
$351K
|
|
|
May 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
227+ 1.88% |
$105K - $124K
|
12.3K
$3.77M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-230- 12.29% |
$106K - $126K
|
1.64K
$502K
|
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
BUY
|
- |
4.87K+ 4.15% |
$2.25M - $2.67M
|
122K
$37.3M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-201- 0.43% |
$92.8K - $110K
|
46.3K
$14.1M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-56- 0.48% |
$25.8K - $30.7K
|
11.6K
$3.54M
|
|
|
May 09, 2025
Q1 2025
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-92.9K- 28.23% |
$42.9M - $50.9M
|
236K
$72.2M
|
|
|
May 09, 2025
Q1 2025
|
Delta Accumulation, LLC
Sausalito, CA |
SELL
|
PUT |
-500- 23.81% |
$231K - $274K
|
1.6K
$489K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
86+ 71.07% |
$39.7K - $47.1K
|
207
$63.3K
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-846- 34.9% |
$390K - $464K
|
1.58K
$482K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.71K- 48.24% |
$791K - $940K
|
1.84K
$562K
|
|
|
May 09, 2025
Q1 2025
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-37.8K- 5.7% |
$17.4M - $20.7M
|
625K
$191M
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-208- 3.04% |
$96K - $114K
|
6.63K
$2.03M
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-60.6K- 47.1% |
$28M - $33.2M
|
68K
$20.8M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-13.4K- 8.11% |
$6.2M - $7.36M
|
152K
$46.5M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
93+ 0.07% |
$42.9K - $51K
|
134K
$40.9M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.12KNew |
$516K - $613K
|
1.12K
$342K
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-1.45K- 15.07% |
$668K - $793K
|
8.16K
$2.49M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7+ 1.15% |
$3.23K - $3.84K
|
617
$189K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
133+ 7.53% |
$61.4K - $72.9K
|
1.9K
$581K
|
|
|
May 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-194- 1.37% |
$89.5K - $106K
|
14K
$4.27M
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-19- 3.1% |
$8.77K - $10.4K
|
593
$181K
|
|
|
May 09, 2025
Q1 2025
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-113- 0.56% |
$52.2K - $61.9K
|
20.2K
$6.16M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.94K+ 260.75% |
$895K - $1.06M
|
2.68K
$820K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
40+ 6.85% |
$18.5K - $21.9K
|
624
$191K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
20+ 2.95% |
$9.23K - $11K
|
697
$213K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-1.98K- 51.98% |
$914K - $1.09M
|
1.83K
$559K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
622+ 10.65% |
$287K - $341K
|
6.47K
$1.98M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-34- 14.98% |
$15.7K - $18.6K
|
193
$59K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-583- 1.03% |
$269K - $320K
|
56.3K
$17.2M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.33K- 11.56% |
$614K - $729K
|
10.2K
$3.11M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-897- 5.63% |
$414K - $492K
|
15K
$4.6M
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
38.9K+ 20.83% |
$18M - $21.3M
|
226K
$69M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-579- 27.78% |
$267K - $317K
|
1.51K
$460K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-829- 2.98% |
$383K - $454K
|
27K
$8.25M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.97K- 16.17% |
$909K - $1.08M
|
10.2K
$3.12M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-8.54K- 90.12% |
$3.94M - $4.68M
|
937
$286K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-1.96K- 6.32% |
$906K - $1.08M
|
29.1K
$8.9M
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
41+ 1.79% |
$18.9K - $22.5K
|
2.33K
$713K
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-52- 6.34% |
$24K - $28.5K
|
768
$235K
|
|
|
May 09, 2025
Q1 2025
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-393- 28.48% |
$181K - $215K
|
987
$302K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-200- 16.74% |
$92.3K - $110K
|
995
$304K
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-1.18K- 23.47% |
$545K - $647K
|
3.85K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-3.71K- 56.68% |
$1.71M - $2.03M
|
2.84K
$866K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 0.26% |
$1.85K - $2.19K
|
1.54K
$470K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.62K- 7.48% |
$1.21M - $1.43M
|
32.4K
$9.89M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-96- 3.62% |
$44.3K - $52.6K
|
2.56K
$781K
|
|
|
May 09, 2025
Q1 2025
|
Parus Finance (Uk) LTD
London, X0 |
BUY
|
- |
678+ 97.0% |
$313K - $372K
|
1.38K
$421K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.15K- 42.04% |
$530K - $630K
|
1.58K
$484K
|