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 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-11K- 75.8% |
$5.09M - $6.04M
|
3.52K
$921K
|
|
|
May 27, 2025
Q1 2025
|
Carderock Capital Management Inc
|
SELL
|
- |
-677- 6.13% |
$312K - $371K
|
10.4K
$2.71M
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-50- 5.78% |
$23.1K - $27.4K
|
815
$213K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
14+ 2.46% |
$6.46K - $7.67K
|
582
$152K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
230+ 59.13% |
$106K - $126K
|
619
$162K
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
116+ 2.5% |
$53.5K - $63.6K
|
4.76K
$1.25M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-1.64K- 12.31% |
$756K - $897K
|
11.7K
$3.05M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-73- 6.52% |
$33.7K - $40K
|
1.05K
$274K
|
|
|
May 15, 2025
Q1 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
200KNew |
$92.5M - $110M
|
200K
$52.4M
|
|
|
May 15, 2025
Q1 2025
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
11.5K+ 11.12% |
$5.33M - $6.33M
|
115K
$30.2M
|
|
|
May 15, 2025
Q1 2025
|
Srs Investment Management, LLC
New York, NY |
BUY
|
- |
295K+ 100.95% |
$136M - $162M
|
587K
$153M
|
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-15.7K- 34.07% |
$7.27M - $8.63M
|
30.5K
$7.97M
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-62- 11.44% |
$28.6K - $34K
|
480
$126K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5+ 2.29% |
$2.31K - $2.74K
|
223
$58.3K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
1+ 0.18% |
$462 - $548
|
545
$143K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
63+ 10.62% |
$29.1K - $34.5K
|
656
$172K
|
|
|
May 15, 2025
Q1 2025
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-100- 6.25% |
$46.2K - $54.8K
|
1.5K
$392K
|
|
|
May 15, 2025
Q1 2025
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
PUT |
20KNew |
$9.23M - $11M
|
20K
$5.23M
|
|
|
May 15, 2025
Q1 2025
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
1.59K+ 17.8% |
$733K - $871K
|
10.5K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
6New |
$2.77K - $3.29K
|
6
$1.57K
|
|
|
May 15, 2025
Q1 2025
|
Parsifal Capital Management, LP
Greenwich, CT |
BUY
|
PUT |
102KNew |
$46.8M - $55.6M
|
102K
$26.5M
|
|
|
May 15, 2025
Q1 2025
|
Shay Capital LLC
New York, NY |
BUY
|
CALL |
500New |
$231K - $274K
|
500
$131K
|
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-35- 5.14% |
$16.2K - $19.2K
|
646
$169K
|
|
|
May 15, 2025
Q1 2025
|
Delta Global Management LP
New York, NY |
BUY
|
- |
5.14KNew |
$2.37M - $2.82M
|
5.14K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.17K+ 1.34% |
$539K - $640K
|
88.1K
$23M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-99- 18.97% |
$45.7K - $54.3K
|
423
$111K
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
3+ 0.68% |
$1.38K - $1.64K
|
447
$117K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
66+ 4.32% |
$30.5K - $36.2K
|
1.59K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
800+ 5.77% |
$369K - $439K
|
14.7K
$3.84M
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
679+ 0.57% |
$313K - $372K
|
119K
$31.2M
|
|
|
May 15, 2025
Q1 2025
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-85.3K- 14.9% |
$39.4M - $46.8M
|
487K
$127M
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-32- 6.97% |
$14.8K - $17.5K
|
427
$112K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
36+ 6.91% |
$16.6K - $19.7K
|
557
$146K
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-10- 1.25% |
$4.62K - $5.48K
|
789
$206K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
787+ 10.39% |
$363K - $431K
|
8.36K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
15.5K+ 9.08% |
$7.17M - $8.52M
|
187K
$48.8M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
301+ 1.35% |
$139K - $165K
|
22.5K
$5.9M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-31- 5.46% |
$14.3K - $17K
|
537
$140K
|
|
|
May 15, 2025
Q1 2025
|
Diamant Asset Management, Inc.
|
BUY
|
- |
250+ 13.74% |
$115K - $137K
|
2.07K
$541K
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
858New |
$396K - $470K
|
858
$224K
|
|
|
May 15, 2025
Q1 2025
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-1.2K- 37.07% |
$552K - $656K
|
2.03K
$532K
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
4.45KNew |
$2.05M - $2.44M
|
4.45K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
2.36K+ 60.07% |
$1.09M - $1.29M
|
6.29K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
4.33KNew |
$2M - $2.37M
|
4.33K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Bamco Inc
New York, NY |
BUY
|
- |
2.5K+ 4.6% |
$1.15M - $1.37M
|
56.9K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-17K- 9.07% |
$7.83M - $9.3M
|
170K
$44.5M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-412- 12.28% |
$190K - $226K
|
2.94K
$770K
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-32K- 42.42% |
$14.8M - $17.6M
|
43.5K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Moore Capital Management, LP
New York, NY |
SELL
|
CALL |
-33.5K- 67.0% |
$15.5M - $18.4M
|
16.5K
$4.32M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1K+ 82.51% |
$462K - $548K
|
2.21K
$579K
|