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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-135- 11.7% |
$65.5K - $84.4K
|
1.02K
$311K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
3.51K+ 5.13% |
$1.71M - $2.2M
|
71.9K
$22M
|
|
|
Feb 11, 2025
Q4 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
PUT |
26.8K+ 203.03% |
$13M - $16.8M
|
40K
$12.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
10New |
$4.86K - $6.25K
|
10
$3.06K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.5K+ 16.06% |
$1.22M - $1.57M
|
18.1K
$5.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-291K- 7.82% |
$141M - $182M
|
3.43M
$1.05B
|
|
|
Feb 11, 2025
Q4 2024
|
Parametrica Management LTD
|
BUY
|
- |
777New |
$377K - $486K
|
777
$237K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-20- 0.95% |
$9.71K - $12.5K
|
2.09K
$639K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-3- 0.41% |
$1.46K - $1.88K
|
725
$222K
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
490New |
$238K - $306K
|
490
$150K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.27KNew |
$619K - $797K
|
1.27K
$389K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-15- 2.29% |
$7.28K - $9.38K
|
639
$195K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-44- 7.64% |
$21.4K - $27.5K
|
532
$163K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
37.6KNew |
$18.3M - $23.5M
|
37.6K
$11.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-1.77K- 11.08% |
$861K - $1.11M
|
14.2K
$4.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
1.07KNew |
$520K - $670K
|
1.07K
$328K
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.1KNew |
$534K - $688K
|
1.1K
$336K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-112- 39.02% |
$54.4K - $70K
|
175
$53.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-3.35K- 57.77% |
$1.63M - $2.09M
|
2.45K
$748K
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2.58KNew |
$1.25M - $1.62M
|
2.58K
$789K
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
173+ 0.52% |
$84K - $108K
|
33.5K
$10.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
695New |
$337K - $435K
|
695
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
86+ 2.93% |
$41.8K - $53.8K
|
3.03K
$925K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
349New |
$169K - $218K
|
349
$107K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-1.42K- 5.06% |
$687K - $885K
|
26.5K
$8.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-50.5K- 41.77% |
$24.5M - $31.6M
|
70.4K
$21.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-11- 2.03% |
$5.34K - $6.88K
|
530
$162K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
23+ 11.0% |
$11.2K - $14.4K
|
232
$70.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
17New |
$8.25K - $10.6K
|
17
$5.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-94- 3.41% |
$45.6K - $58.8K
|
2.66K
$813K
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
SELL
|
- |
-50- 2.44% |
$24.3K - $31.3K
|
2K
$611K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.75KNew |
$1.34M - $1.72M
|
2.75K
$841K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
236+ 28.33% |
$115K - $148K
|
1.07K
$327K
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-349Closed |
$169K - $218K
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
111New |
$53.9K - $69.4K
|
111
$33.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
1.44KNew |
$700K - $902K
|
1.44K
$441K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
80New |
$38.8K - $50K
|
80
$24.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
417New |
$202K - $261K
|
417
$127K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
42+ 8.35% |
$20.4K - $26.3K
|
545
$167K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
45+ 2.73% |
$21.8K - $28.1K
|
1.69K
$517K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-488- 1.7% |
$237K - $305K
|
28.2K
$8.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
170+ 10.59% |
$82.5K - $106K
|
1.78K
$543K
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-20- 1.07% |
$9.71K - $12.5K
|
1.86K
$568K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
11New |
$5.34K - $6.88K
|
11
$3.36K
|
|
|
Feb 06, 2025
Q4 2024
|
Dje Kapital Ag
82049 Pullach, 2M |
BUY
|
- |
66.7KNew |
$32.4M - $41.7M
|
66.7K
$20.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
70+ 166.67% |
$34K - $43.8K
|
112
$34.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.77KNew |
$860K - $1.11M
|
1.77K
$541K
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-202- 28.57% |
$98.1K - $126K
|
505
$154K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-2.81K- 99.33% |
$1.37M - $1.76M
|
19
$5.81K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
63New |
$30.6K - $39.4K
|
63
$19.3K
|