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 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
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-90- 16.51% |
$41.5K - $49.3K
|
455
$119K
|
|
|
May 13, 2025
Q1 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
SELL
|
- |
-3.66K- 78.52% |
$1.69M - $2M
|
1K
$262K
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
CALL |
1.5K+ 500.0% |
$692K - $822K
|
1.8K
$471K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-13.1K- 0.5% |
$6.05M - $7.18M
|
2.6M
$679M
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-166- 22.96% |
$76.6K - $91K
|
557
$146K
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.98KNew |
$914K - $1.09M
|
1.98K
$518K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-41- 1.96% |
$18.9K - $22.5K
|
2.05K
$535K
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
3+ 0.09% |
$1.38K - $1.64K
|
3.45K
$903K
|
|
|
May 12, 2025
Q1 2025
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-37.5K- 49.05% |
$17.3M - $20.6M
|
39K
$10.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.86M+ 7.62% |
$859M - $1.02B
|
26.3M
$6.88B
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
256+ 9.67% |
$118K - $140K
|
2.9K
$760K
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-30- 3.89% |
$13.8K - $16.4K
|
741
$194K
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
18New |
$8.31K - $9.87K
|
18
$4.71K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-118- 11.23% |
$54.5K - $64.7K
|
933
$244K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.54KNew |
$710K - $844K
|
1.54K
$403K
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
93+ 16.12% |
$42.9K - $51K
|
670
$175K
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-2- 0.27% |
$923 - $1.1K
|
750
$196K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-13.5K- 15.52% |
$6.25M - $7.42M
|
73.7K
$19.3M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-3.18K- 4.07% |
$1.47M - $1.74M
|
75K
$19.6M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-161- 7.84% |
$74.3K - $88.3K
|
1.89K
$495K
|
|
|
May 12, 2025
Q1 2025
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
755+ 47.94% |
$348K - $414K
|
2.33K
$609K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
207+ 1.45% |
$95.5K - $113K
|
14.5K
$3.78M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-680- 5.15% |
$314K - $373K
|
12.5K
$3.27M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-1.16K- 11.86% |
$533K - $633K
|
8.59K
$2.25M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-109- 15.84% |
$50.3K - $59.8K
|
579
$151K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
55+ 0.52% |
$25.4K - $30.1K
|
10.6K
$2.77M
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
40+ 7.27% |
$18.5K - $21.9K
|
590
$154K
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
SELL
|
- |
-70- 3.85% |
$32.3K - $38.4K
|
1.75K
$457K
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
6.55K+ 350.27% |
$3.02M - $3.59M
|
8.42K
$2.2M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.17K- 68.28% |
$540K - $641K
|
543
$142K
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.59K+ 49.09% |
$734K - $872K
|
4.83K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
271+ 7.51% |
$125K - $149K
|
3.88K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
12.6KNew |
$5.82M - $6.92M
|
12.6K
$3.3M
|
|
|
May 12, 2025
Q1 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
300+ 44.05% |
$138K - $164K
|
981
$257K
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-500- 53.65% |
$231K - $274K
|
432
$113K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
797+ 61.5% |
$368K - $437K
|
2.09K
$547K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.4KNew |
$646K - $767K
|
1.4K
$366K
|
|
|
May 09, 2025
Q1 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
361+ 1.91% |
$167K - $198K
|
19.3K
$5.04M
|
|
|
May 09, 2025
Q1 2025
|
Lgt Capital Partners Ltd.
|
SELL
|
- |
-15.9K- 28.35% |
$7.33M - $8.71M
|
40.1K
$10.5M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
85+ 1.33% |
$39.2K - $46.6K
|
6.5K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.99K+ 182.26% |
$1.38M - $1.64M
|
4.63K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-92.9K- 28.23% |
$42.9M - $50.9M
|
236K
$61.8M
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-208- 3.04% |
$96K - $114K
|
6.63K
$1.73M
|
|
|
May 09, 2025
Q1 2025
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-113- 0.56% |
$52.2K - $61.9K
|
20.2K
$5.27M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.94K+ 260.75% |
$895K - $1.06M
|
2.68K
$702K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
40+ 6.85% |
$18.5K - $21.9K
|
624
$163K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-1.98K- 51.98% |
$914K - $1.09M
|
1.83K
$478K
|