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 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
98.9K+ 16191.82% |
$27.1M - $59.3M
|
99.5K
$26M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-11- 0.86% |
$3.02K - $6.59K
|
1.27K
$332K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-230- 6.74% |
$63.1K - $138K
|
3.18K
$832K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-127- 14.68% |
$34.8K - $76.1K
|
738
$193K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
931+ 20.44% |
$255K - $558K
|
5.49K
$1.43M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
157+ 4.97% |
$43.1K - $94.1K
|
3.32K
$867K
|
|
|
Aug 01, 2025
Q2 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
40.5K+ 17.41% |
$11.1M - $24.3M
|
273K
$71.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1+ 0.16% |
$274 - $599
|
609
$159K
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-9- 1.33% |
$2.47K - $5.4K
|
669
$175K
|
|
|
Aug 01, 2025
Q2 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
5.75K+ 41.1% |
$1.58M - $3.45M
|
19.7K
$5.16M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
170+ 17.84% |
$46.6K - $102K
|
1.12K
$294K
|
|
|
Aug 01, 2025
Q2 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-836- 35.24% |
$229K - $501K
|
1.54K
$402K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-53- 19.85% |
$14.5K - $31.8K
|
214
$56K
|
|
|
Aug 01, 2025
Q2 2025
|
Trust Investment Advisors
|
SELL
|
- |
-221- 6.42% |
$60.6K - $132K
|
3.22K
$842K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
418+ 6.09% |
$115K - $251K
|
7.28K
$1.91M
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
185+ 21.29% |
$50.8K - $111K
|
1.05K
$276K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-3.65K- 18.82% |
$1M - $2.19M
|
15.7K
$4.12M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
762+ 0.61% |
$209K - $457K
|
125K
$32.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-9.53K- 42.02% |
$2.62M - $5.71M
|
13.2K
$3.44M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-364- 0.94% |
$99.9K - $218K
|
38.3K
$10M
|
|
|
Aug 01, 2025
Q2 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
165+ 2.27% |
$45.3K - $98.9K
|
7.45K
$1.95M
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
5.7KNew |
$1.56M - $3.42M
|
5.7K
$1.49M
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-16- 13.79% |
$4.39K - $9.59K
|
100
$26.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
8+ 0.68% |
$2.19K - $4.8K
|
1.19K
$312K
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-74- 9.56% |
$20.3K - $44.4K
|
700
$183K
|
|
|
Aug 01, 2025
Q2 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-3- 0.09% |
$823 - $1.8K
|
3.19K
$835K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-254- 9.22% |
$69.7K - $152K
|
2.5K
$654K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
100New |
$27.4K - $59.9K
|
100
$26.2K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-16.5K- 91.04% |
$4.53M - $9.91M
|
1.63K
$426K
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
120+ 2.2% |
$32.9K - $71.9K
|
5.58K
$1.46M
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
4+ 0.36% |
$1.1K - $2.4K
|
1.12K
$293K
|
|
|
Aug 01, 2025
Q2 2025
|
Mizuho Markets Cayman LP
|
BUY
|
- |
3.8KNew |
$1.04M - $2.28M
|
3.8K
$994K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-19.1K- 99.12% |
$5.25M - $11.5M
|
169
$44.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
137+ 4.92% |
$37.6K - $82.1K
|
2.92K
$764K
|
|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
SELL
|
- |
-110K- 22.01% |
$30.3M - $66.2M
|
392K
$102M
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-92- 12.33% |
$25.2K - $55.2K
|
654
$171K
|
|
|
Aug 01, 2025
Q2 2025
|
Tom Gayner
Markel Corp
|
SELL
|
- |
-1.51K- 5.4% |
$415K - $908K
|
26.5K
$6.93M
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.88K+ 58.34% |
$516K - $1.13M
|
5.11K
$1.34M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-163- 3.28% |
$44.7K - $97.7K
|
4.8K
$1.26M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-4- 0.11% |
$1.1K - $2.4K
|
3.74K
$979K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
760New |
$209K - $456K
|
760
$199K
|
|
|
Jul 31, 2025
Q2 2025
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-4- 0.03% |
$1.1K - $2.4K
|
14.7K
$3.85M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-20.4K- 3.94% |
$5.59M - $12.2M
|
497K
$130M
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
4.56K+ 227750.0% |
$1.25M - $2.73M
|
4.56K
$1.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13K+ 11.0% |
$3.58M - $7.82M
|
132K
$34.4M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-192- 8.88% |
$52.7K - $115K
|
1.97K
$516K
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
904New |
$248K - $542K
|
904
$236K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.34K+ 182.31% |
$368K - $803K
|
2.08K
$543K
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-13.5K- 72.12% |
$3.69M - $8.07M
|
5.2K
$1.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
324New |
$88.9K - $194K
|
324
$84.7K
|