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 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-10- 1.25% |
$4.62K - $5.48K
|
789
$241K
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-160- 6.15% |
$73.8K - $87.7K
|
2.44K
$746K
|
|
|
May 15, 2025
Q1 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
SELL
|
- |
-42- 1.59% |
$19.4K - $23K
|
2.59K
$792K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
798K+ 10.26% |
$368M - $437M
|
8.57M
$2.62B
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-38.7K- 29.3% |
$17.9M - $21.2M
|
93.4K
$28.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.5K- 0.15% |
$14.5M - $17.3M
|
21.4M
$6.53B
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-6.83K- 70.37% |
$3.15M - $3.74M
|
2.87K
$878K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-218- 2.09% |
$101K - $120K
|
10.2K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
787+ 10.39% |
$363K - $431K
|
8.36K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
349K+ 8.93% |
$161M - $191M
|
4.26M
$1.3B
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
CALL |
-2.2K- 30.56% |
$1.02M - $1.21M
|
5K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
15.5K+ 9.08% |
$7.17M - $8.52M
|
187K
$57.1M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
85+ 0.96% |
$39.2K - $46.6K
|
8.95K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-225- 2.83% |
$104K - $123K
|
7.74K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-137- 2.61% |
$63.2K - $75.1K
|
5.11K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
301+ 1.35% |
$139K - $165K
|
22.5K
$6.89M
|
|
|
May 15, 2025
Q1 2025
|
Symmetry Investments LP
|
SELL
|
- |
-2.29K- 26.64% |
$1.06M - $1.26M
|
6.32K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
90+ 14.11% |
$41.5K - $49.3K
|
728
$222K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
443New |
$204K - $243K
|
443
$135K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-31- 5.46% |
$14.3K - $17K
|
537
$164K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.2K+ 4.19% |
$1.01M - $1.21M
|
54.7K
$16.7M
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-100- 8.16% |
$46.2K - $54.8K
|
1.13K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Diamant Asset Management, Inc.
|
BUY
|
- |
250+ 13.74% |
$115K - $137K
|
2.07K
$633K
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
858New |
$396K - $470K
|
858
$262K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
189+ 4.57% |
$87.2K - $104K
|
4.32K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
30+ 1.1% |
$13.8K - $16.4K
|
2.76K
$843K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.8K+ 5.24% |
$10.1M - $12M
|
438K
$134M
|
|
|
May 15, 2025
Q1 2025
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-1.2K- 37.07% |
$552K - $656K
|
2.03K
$621K
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
4.45KNew |
$2.05M - $2.44M
|
4.45K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
70+ 6.9% |
$32.3K - $38.4K
|
1.08K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
2.36K+ 60.07% |
$1.09M - $1.29M
|
6.29K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
4.33KNew |
$2M - $2.37M
|
4.33K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
183+ 6.38% |
$84.5K - $100K
|
3.05K
$932K
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-5- 0.24% |
$2.31K - $2.74K
|
2.12K
$647K
|
|
|
May 15, 2025
Q1 2025
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
99.9KNew |
$46.1M - $54.7M
|
99.9K
$30.5M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-459- 11.17% |
$212K - $252K
|
3.65K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
10KNew |
$4.62M - $5.48M
|
10K
$3.06M
|
|
|
May 15, 2025
Q1 2025
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
82.4K+ 298.37% |
$38M - $45.2M
|
110K
$33.6M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-10- 2.53% |
$4.62K - $5.48K
|
385
$118K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.73K+ 15.73% |
$2.64M - $3.14M
|
42.1K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20.8K+ 14.07% |
$9.6M - $11.4M
|
169K
$51.5M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
PUT |
-6.8K- 52.71% |
$3.14M - $3.73M
|
6.1K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-10.9K- 0.76% |
$5.05M - $6M
|
1.43M
$436M
|
|
|
May 15, 2025
Q1 2025
|
Bamco Inc
New York, NY |
BUY
|
- |
2.5K+ 4.6% |
$1.15M - $1.37M
|
56.9K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
498K+ 6.11% |
$230M - $273M
|
8.64M
$2.64B
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
CALL |
-36.3K- 99.18% |
$16.8M - $19.9M
|
300
$91.7K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-17K- 9.07% |
$7.83M - $9.3M
|
170K
$52M
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-33.5K- 14.52% |
$15.5M - $18.4M
|
197K
$60.3M
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
27.2K+ 23.41% |
$12.6M - $14.9M
|
143K
$43.8M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-412- 12.28% |
$190K - $226K
|
2.94K
$899K
|