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
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.34KNew |
$617K - $732K
|
1.34K
$349K
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
100KNew |
$46.1M - $54.8M
|
100K
$26.1M
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.69K- 59.1% |
$779K - $925K
|
1.17K
$306K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-14- 2.52% |
$6.46K - $7.67K
|
541
$142K
|
|
|
May 14, 2025
Q1 2025
|
140 Summer Partners LP
New York, NY |
BUY
|
- |
152KNew |
$70.1M - $83.3M
|
152K
$39.7M
|
|
|
May 14, 2025
Q1 2025
|
Surgo Cap Partners LP
New York, NY |
BUY
|
- |
272KNew |
$125M - $149M
|
272K
$71.1M
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-75- 75.0% |
$34.6K - $41.1K
|
25
$6.54K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
50+ 416.67% |
$23.1K - $27.4K
|
62
$16.2K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4.35K- 6.51% |
$2.01M - $2.39M
|
62.6K
$16.4M
|
|
|
May 13, 2025
Q1 2025
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-2.37K- 1.03% |
$1.1M - $1.3M
|
227K
$59.5M
|
|
|
May 13, 2025
Q1 2025
|
Persistent Asset Partners LTD
Hong Kong, K3 |
SELL
|
- |
-2.47K- 20.92% |
$1.14M - $1.36M
|
9.35K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-52- 4.15% |
$24K - $28.5K
|
1.2K
$314K
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-512- 19.28% |
$236K - $281K
|
2.14K
$561K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
655+ 27.58% |
$302K - $359K
|
3.03K
$793K
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-108- 13.35% |
$49.8K - $59.2K
|
701
$183K
|
|
|
May 13, 2025
Q1 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
2.13K+ 5.07% |
$981K - $1.16M
|
44.1K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-69- 11.24% |
$31.8K - $37.8K
|
545
$143K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-20- 3.91% |
$9.23K - $11K
|
492
$129K
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
SELL
|
- |
-66- 2.04% |
$30.5K - $36.2K
|
3.18K
$831K
|
|
|
May 13, 2025
Q1 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
357K+ 182.55% |
$165M - $196M
|
553K
$145M
|
|
|
May 13, 2025
Q1 2025
|
Altra Vue Capital, LLC
Bellevue, WA |
BUY
|
- |
13.9K+ 21.61% |
$6.4M - $7.6M
|
78K
$20.4M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-86- 9.83% |
$39.7K - $47.1K
|
789
$206K
|
|
|
May 13, 2025
Q1 2025
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-936- 88.89% |
$432K - $513K
|
117
$30.6K
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-33- 1.63% |
$15.2K - $18.1K
|
1.99K
$521K
|
|
|
May 13, 2025
Q1 2025
|
River Road Asset Management, LLC
|
SELL
|
- |
-3.45K- 5.55% |
$1.59M - $1.89M
|
58.8K
$15.4M
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-538- 4.08% |
$248K - $295K
|
12.7K
$3.31M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-8.31K- 90.98% |
$3.84M - $4.56M
|
824
$216K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
390New |
$180K - $214K
|
390
$102K
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-2.04K- 36.29% |
$943K - $1.12M
|
3.59K
$939K
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
988New |
$456K - $542K
|
988
$258K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-260- 22.2% |
$120K - $143K
|
911
$238K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
1.11KNew |
$512K - $608K
|
1.11K
$290K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
37+ 0.45% |
$17.1K - $20.3K
|
8.26K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
SELL
|
- |
-37- 3.83% |
$17.1K - $20.3K
|
929
$243K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
18+ 200.0% |
$8.31K - $9.87K
|
27
$7.06K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
10+ 1.6% |
$4.62K - $5.48K
|
636
$166K
|
|
|
May 13, 2025
Q1 2025
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-243- 42.86% |
$112K - $133K
|
324
$84.7K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-19- 1.91% |
$8.77K - $10.4K
|
974
$255K
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-100- 11.9% |
$46.2K - $54.8K
|
740
$194K
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
427New |
$197K - $234K
|
427
$112K
|
|
|
May 13, 2025
Q1 2025
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-220- 0.87% |
$102K - $121K
|
25K
$6.55M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-14- 3.27% |
$6.46K - $7.67K
|
414
$108K
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.31K+ 967.41% |
$603K - $716K
|
1.44K
$377K
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-816- 11.51% |
$377K - $447K
|
6.27K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.42K- 13.17% |
$657K - $780K
|
9.38K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-50- 4.39% |
$23.1K - $27.4K
|
1.09K
$285K
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-352- 11.09% |
$162K - $193K
|
2.82K
$738K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
73+ 8.19% |
$33.7K - $40K
|
964
$252K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
1KNew |
$462K - $548K
|
1K
$262K
|
|
|
May 13, 2025
Q1 2025
|
Carroll Investors, Inc
|
SELL
|
- |
-830- 65.2% |
$383K - $455K
|
443
$116K
|