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 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-24- 0.66% |
$11.1K - $13.2K
|
3.61K
$943K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
447New |
$206K - $245K
|
447
$117K
|
|
|
May 14, 2025
Q1 2025
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-54- 0.62% |
$24.9K - $29.6K
|
8.64K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
31+ 7.79% |
$14.3K - $17K
|
429
$112K
|
|
|
May 14, 2025
Q1 2025
|
Sands Capital Management, LLC
Arlington, VA |
SELL
|
- |
-927- 0.53% |
$428K - $508K
|
175K
$45.7M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-66- 5.92% |
$30.5K - $36.2K
|
1.05K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
2.18K+ 9.42% |
$1.01M - $1.2M
|
25.3K
$6.62M
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-3- 0.03% |
$1.38K - $1.64K
|
11K
$2.87M
|
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
358+ 67.8% |
$165K - $196K
|
886
$232K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
6+ 0.34% |
$2.77K - $3.29K
|
1.77K
$464K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
33+ 2.66% |
$15.2K - $18.1K
|
1.27K
$333K
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1+ 0.15% |
$462 - $548
|
663
$173K
|
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-1- 0.17% |
$462 - $548
|
574
$150K
|
|
|
May 14, 2025
Q1 2025
|
Wormser Freres Gestion
Paris, I0 |
SELL
|
- |
-181- 58.58% |
$83.5K - $99.2K
|
128
$33.5K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-5- 2.04% |
$2.31K - $2.74K
|
240
$62.8K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-247- 13.36% |
$114K - $135K
|
1.6K
$419K
|
|
|
May 14, 2025
Q1 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-33- 0.57% |
$15.2K - $18.1K
|
5.75K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
393New |
$181K - $215K
|
393
$103K
|
|
|
May 14, 2025
Q1 2025
|
Birnam Oak Advisors, LP
New York, NY |
BUY
|
PUT |
20KNew |
$9.23M - $11M
|
20K
$5.23M
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
SELL
|
- |
-398- 95.22% |
$184K - $218K
|
20
$5.23K
|
|
|
May 14, 2025
Q1 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-3.5K- 53.85% |
$1.62M - $1.92M
|
3K
$785K
|
|
|
May 14, 2025
Q1 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
CALL |
2KNew |
$923K - $1.1M
|
2K
$523K
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-146- 20.45% |
$67.4K - $80K
|
568
$149K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.56% |
$462 - $548
|
181
$47.3K
|
|
|
May 14, 2025
Q1 2025
|
Black Barn Capital Partners LP
New York, NY |
BUY
|
- |
6K+ 10.0% |
$2.77M - $3.29M
|
66K
$17.3M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-96- 16.05% |
$44.3K - $52.6K
|
502
$131K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4+ 0.32% |
$1.85K - $2.19K
|
1.24K
$324K
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-44- 8.75% |
$20.3K - $24.1K
|
459
$120K
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-1.9K- 36.07% |
$879K - $1.04M
|
3.38K
$883K
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-424- 4.88% |
$196K - $232K
|
8.27K
$2.16M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-12- 2.15% |
$5.54K - $6.58K
|
545
$143K
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
49+ 2.97% |
$22.6K - $26.9K
|
1.7K
$445K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.3K- 0.23% |
$1.52M - $1.81M
|
1.44M
$375M
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-25- 3.28% |
$11.5K - $13.7K
|
737
$193K
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
7.77KNew |
$3.59M - $4.26M
|
7.77K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Findlay Park Partners LLP
London, X0 |
SELL
|
- |
-75.1K- 11.54% |
$34.7M - $41.2M
|
576K
$151M
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-5- 0.67% |
$2.31K - $2.74K
|
746
$195K
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
140K+ 10.26% |
$64.7M - $76.9M
|
1.51M
$394M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-13.7K- 62.27% |
$6.33M - $7.52M
|
8.31K
$2.17M
|
|
|
May 14, 2025
Q1 2025
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-341- 33.8% |
$157K - $187K
|
668
$175K
|
|
|
May 14, 2025
Q1 2025
|
Thunderbird Partners LLP
London, X0 |
BUY
|
- |
18.2K+ 26.79% |
$8.42M - $10M
|
86.4K
$22.6M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-971- 54.98% |
$448K - $532K
|
795
$208K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-977Closed |
$451K - $536K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-1.9K- 1.81% |
$878K - $1.04M
|
103K
$27M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-117- 17.41% |
$54K - $64.1K
|
555
$145K
|
|
|
May 14, 2025
Q1 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
485New |
$224K - $266K
|
485
$127K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
190New |
$87.7K - $104K
|
190
$49.7K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
449+ 3.15% |
$207K - $246K
|
14.7K
$3.85M
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-20- 4.59% |
$9.23K - $11K
|
416
$109K
|
|
|
May 14, 2025
Q1 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
2.85KNew |
$1.31M - $1.56M
|
2.85K
$745K
|