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 08, 2025
Q2 2025
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
731K+ 14.02% |
$201M - $438M
|
5.95M
$1.56B
|
|
|
Aug 08, 2025
Q2 2025
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-597K- 98.29% |
$164M - $358M
|
10.4K
$2.72M
|
|
|
Aug 08, 2025
Q2 2025
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-1.54K- 1.03% |
$421K - $921K
|
148K
$38.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
484+ 2847.06% |
$133K - $290K
|
501
$131K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
299+ 3.49% |
$82K - $179K
|
8.86K
$2.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-34- 7.2% |
$9.33K - $20.4K
|
438
$115K
|
|
|
Aug 08, 2025
Q2 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
4.62KNew |
$1.27M - $2.77M
|
4.62K
$1.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-903- 19.74% |
$248K - $541K
|
3.67K
$960K
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-1.02M- 33.43% |
$281M - $613M
|
2.04M
$533M
|
|
|
Aug 07, 2025
Q2 2025
|
Jackson Square Partners, LLC
San Francisco, CA |
BUY
|
- |
7.97KNew |
$2.19M - $4.78M
|
7.97K
$2.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
SELL
|
- |
-294K- 30.03% |
$80.6M - $176M
|
685K
$179M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.56KNew |
$702K - $1.53M
|
2.56K
$669K
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
577+ 15.43% |
$158K - $346K
|
4.32K
$1.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-34.3K- 34.66% |
$9.42M - $20.6M
|
64.7K
$16.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
6.22KNew |
$1.71M - $3.73M
|
6.22K
$1.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Rose Asset Management, LP
New York, NY |
BUY
|
- |
83KNew |
$22.8M - $49.8M
|
83K
$21.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
150+ 30.36% |
$41.2K - $89.9K
|
644
$168K
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
173K+ 116.24% |
$47.5M - $104M
|
322K
$84.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
1.75K+ 13.32% |
$479K - $1.05M
|
14.9K
$3.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
80New |
$21.9K - $48K
|
80
$20.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.15K- 24.46% |
$316K - $690K
|
3.56K
$930K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-171K- 77.5% |
$46.8M - $102M
|
49.5K
$13M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
67.1KNew |
$18.4M - $40.2M
|
67.1K
$17.6M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-44- 5.01% |
$12.1K - $26.4K
|
835
$218K
|
|
|
Aug 07, 2025
Q2 2025
|
Gs Investments, Inc.
|
BUY
|
- |
786+ 7.6% |
$216K - $471K
|
11.1K
$2.91M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
260+ 15.9% |
$71.3K - $156K
|
1.9K
$496K
|
|
|
Aug 07, 2025
Q2 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
4.08K+ 370.45% |
$1.12M - $2.44M
|
5.18K
$1.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.04K- 3.21% |
$284K - $620K
|
31.2K
$8.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Ns Partners LTD
|
BUY
|
- |
45.6K+ 56.99% |
$12.5M - $27.3M
|
125K
$32.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
6.39K+ 9.32% |
$1.75M - $3.83M
|
74.9K
$19.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-29.7K- 23.91% |
$8.16M - $17.8M
|
94.6K
$24.7M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-2.9K- 11.36% |
$795K - $1.74M
|
22.6K
$5.91M
|
|
|
Aug 07, 2025
Q2 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-48.9K- 66.34% |
$13.4M - $29.3M
|
24.8K
$6.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-2.16K- 11.2% |
$591K - $1.29M
|
17.1K
$4.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2.32K- 51.07% |
$635K - $1.39M
|
2.22K
$580K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-167- 5.65% |
$45.8K - $100K
|
2.79K
$730K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
158+ 0.87% |
$43.3K - $94.7K
|
18.3K
$4.79M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.4K- 42.34% |
$659K - $1.44M
|
3.27K
$856K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-712- 12.25% |
$195K - $427K
|
5.1K
$1.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
758+ 8.9% |
$208K - $454K
|
9.28K
$2.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-165- 13.17% |
$45.3K - $98.9K
|
1.09K
$285K
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
SELL
|
- |
-115- 32.39% |
$31.6K - $68.9K
|
240
$62.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-21.8K- 94.17% |
$5.99M - $13.1M
|
1.35K
$353K
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.16KNew |
$319K - $698K
|
1.16K
$304K
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
67+ 2.32% |
$18.4K - $40.2K
|
2.96K
$773K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
16.7K+ 2.68% |
$4.59M - $10M
|
641K
$168M
|
|
|
Aug 07, 2025
Q2 2025
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
BUY
|
- |
68.6KNew |
$18.8M - $41.1M
|
68.6K
$18M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
41.9KNew |
$11.5M - $25.1M
|
41.9K
$11M
|
|
|
Aug 07, 2025
Q2 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
9+ 0.56% |
$2.47K - $5.4K
|
1.6K
$419K
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
4New |
$1.1K - $2.4K
|
4
$1.05K
|