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 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.83K- 12.31% |
$2.23M - $2.65M
|
34.4K
$10.4M
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
13.3K+ 1.84% |
$6.16M - $7.32M
|
740K
$224M
|
|
May 06, 2025
Q1 2025
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
10.2K+ 19.82% |
$4.7M - $5.58M
|
61.6K
$18.6M
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-687K- 45.36% |
$317M - $377M
|
828K
$250M
|
|
May 06, 2025
Q1 2025
|
Alecta Tjanstepension Omsesidigt
|
BUY
|
- |
218KNew |
$100M - $119M
|
218K
$65.8M
|
|
May 06, 2025
Q1 2025
|
Homestead Advisers Corp
|
BUY
|
- |
52.6K+ 93.59% |
$24.3M - $28.8M
|
109K
$32.9M
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.28% |
$1.85K - $2.19K
|
1.45K
$440K
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4- 0.35% |
$1.85K - $2.19K
|
1.15K
$349K
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-175- 6.79% |
$80.8K - $95.9K
|
2.4K
$727K
|
|
May 06, 2025
Q1 2025
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-20.6K- 1.24% |
$9.5M - $11.3M
|
1.64M
$496M
|
|
May 06, 2025
Q1 2025
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
7.79KNew |
$3.6M - $4.27M
|
7.79K
$2.36M
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-121- 1.35% |
$55.8K - $66.3K
|
8.87K
$2.69M
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-119- 3.19% |
$54.9K - $65.2K
|
3.62K
$1.09M
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-510- 33.62% |
$235K - $280K
|
1.01K
$305K
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-204- 10.61% |
$94.2K - $112K
|
1.72K
$520K
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
4.8K+ 1.54% |
$2.22M - $2.63M
|
316K
$95.7M
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-496- 2.27% |
$229K - $272K
|
21.3K
$6.46M
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
PUT |
-8.2K- 52.23% |
$3.78M - $4.5M
|
7.5K
$2.27M
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
SELL
|
- |
-600- 2.37% |
$277K - $329K
|
24.8K
$7.5M
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
1.53K+ 20.31% |
$706K - $839K
|
9.07K
$2.74M
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-92- 7.47% |
$42.5K - $50.4K
|
1.14K
$345K
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
514New |
$237K - $282K
|
514
$156K
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-261- 0.69% |
$120K - $143K
|
37.4K
$11.3M
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.2KNew |
$1.48M - $1.75M
|
3.2K
$968K
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4.11K- 17.51% |
$1.89M - $2.25M
|
19.3K
$5.85M
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-9- 0.37% |
$4.15K - $4.93K
|
2.4K
$725K
|
|
May 06, 2025
Q1 2025
|
Kidder Stephen W
|
BUY
|
- |
27+ 0.18% |
$12.5K - $14.8K
|
14.7K
$4.46M
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
309+ 10.85% |
$143K - $169K
|
3.16K
$956K
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
502+ 2.7% |
$232K - $275K
|
19.1K
$5.78M
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-14- 0.09% |
$6.46K - $7.67K
|
16.1K
$4.87M
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.39K+ 16.98% |
$2.49M - $2.96M
|
37.1K
$11.2M
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3+ 2.65% |
$1.38K - $1.64K
|
116
$35.1K
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
BUY
|
- |
763+ 9.94% |
$352K - $418K
|
8.44K
$2.55M
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
73+ 0.93% |
$33.7K - $40K
|
7.9K
$2.39M
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
2.21K+ 5.18% |
$1.02M - $1.21M
|
44.8K
$13.6M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
13.6K+ 9.03% |
$6.25M - $7.43M
|
164K
$49.5M
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-320- 14.88% |
$148K - $175K
|
1.83K
$554K
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
16+ 5.82% |
$7.38K - $8.77K
|
291
$88.1K
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-525- 1.55% |
$242K - $288K
|
33.3K
$10.1M
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-178- 20.92% |
$82.2K - $97.6K
|
673
$204K
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-116- 14.55% |
$53.5K - $63.6K
|
681
$206K
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
266+ 56.72% |
$123K - $146K
|
735
$222K
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-4.46K- 10.61% |
$2.06M - $2.45M
|
37.6K
$11.4M
|
|
May 06, 2025
Q1 2025
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-350- 3.67% |
$162K - $192K
|
9.2K
$2.78M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-7.08K- 27.9% |
$3.27M - $3.88M
|
18.3K
$5.54M
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-51- 16.04% |
$23.5K - $28K
|
267
$80.8K
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-22- 0.21% |
$10.2K - $12.1K
|
10.7K
$3.24M
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-174- 4.41% |
$80.3K - $95.4K
|
3.77K
$1.14M
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-194- 11.52% |
$89.5K - $106K
|
1.49K
$451K
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
68.2K+ 256.35% |
$31.5M - $37.4M
|
94.8K
$28.7M
|