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 |
|---|---|---|---|---|---|---|---|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
35+ 5.94% |
$17.1K - $21.1K
|
624
$191K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
365New |
$178K - $221K
|
365
$112K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-7- 0.47% |
$3.42K - $4.23K
|
1.49K
$456K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-4- 0.06% |
$1.95K - $2.42K
|
6.36K
$1.94M
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
SELL
|
- |
-15- 3.87% |
$7.32K - $9.06K
|
373
$114K
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
429New |
$209K - $259K
|
429
$131K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
14+ 2.29% |
$6.83K - $8.46K
|
625
$191K
|
|
| Q2 2024 | |||||||
|
Jun 12, 2025
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.26M- 23.39% |
$553M - $661M
|
4.13M
$1.26B
|
|
|
Apr 02, 2025
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
580New |
$255K - $304K
|
580
$177K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
102+ 11.6% |
$44.8K - $53.5K
|
981
$300K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-410- 35.07% |
$180K - $215K
|
759
$232K
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-25.8K- 84.92% |
$11.3M - $13.5M
|
4.58K
$1.4M
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
140+ 16.71% |
$61.5K - $73.4K
|
978
$299K
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
5KNew |
$2.2M - $2.62M
|
5K
$1.53M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
BUY
|
- |
5KNew |
$2.2M - $2.62M
|
5K
$1.53M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
200New |
$87.8K - $105K
|
200
$61.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
100New |
$43.9K - $52.5K
|
100
$30.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
587New |
$258K - $308K
|
587
$179K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-29- 5.43% |
$12.7K - $15.2K
|
505
$154K
|
|
|
Aug 14, 2024
Q2 2024
|
Incline Global Management LLC
New York, NY |
SELL
|
- |
-10.3K- 34.34% |
$4.53M - $5.41M
|
19.7K
$6.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
PUT |
2KNew |
$878K - $1.05M
|
2K
$611K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-10- 0.23% |
$4.39K - $5.25K
|
4.38K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1- 1.23% |
$439 - $525
|
80
$24.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-116- 55.24% |
$50.9K - $60.9K
|
94
$28.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
CALL |
19K+ 55.07% |
$8.34M - $9.97M
|
53.5K
$16.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-860- 67.19% |
$378K - $451K
|
420
$128K
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
332+ 5.47% |
$146K - $174K
|
6.41K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
1KNew |
$439K - $525K
|
1K
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-26.4K- 38.86% |
$11.6M - $13.8M
|
41.5K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Route One Investment Company, L.P.
San Francisco, CA |
BUY
|
- |
52.4K+ 13.66% |
$23M - $27.5M
|
436K
$133M
|
|
|
Aug 14, 2024
Q2 2024
|
Eminence Capital, LP
New York, NY |
BUY
|
- |
52.3KNew |
$23M - $27.5M
|
52.3K
$16M
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
4.58K+ 543.35% |
$2.01M - $2.4M
|
5.42K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Savoie Capital LLC
Chicago, IL |
SELL
|
- |
-1.1K- 52.38% |
$483K - $577K
|
1K
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2.77KNew |
$1.21M - $1.45M
|
2.77K
$845K
|
|
|
Aug 14, 2024
Q2 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-8.55K- 80.1% |
$3.75M - $4.49M
|
2.12K
$649K
|
|
|
Aug 14, 2024
Q2 2024
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
1.1KNew |
$483K - $577K
|
1.1K
$336K
|
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
310New |
$136K - $163K
|
310
$94.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-55- 5.54% |
$24.2K - $28.9K
|
937
$286K
|
|
|
Aug 13, 2024
Q2 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
819New |
$360K - $430K
|
819
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-36.7K- 88.59% |
$16.1M - $19.3M
|
4.73K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
20+ 1.03% |
$8.78K - $10.5K
|
1.96K
$599K
|
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
10.8KNew |
$4.74M - $5.66M
|
10.8K
$3.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
43+ 9.13% |
$18.9K - $22.6K
|
514
$157K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
38New |
$16.7K - $19.9K
|
38
$11.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
- |
-22.2K- 63.48% |
$9.74M - $11.6M
|
12.8K
$3.9M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.81KNew |
$2.55M - $3.05M
|
5.81K
$1.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
CALL |
200New |
$87.8K - $105K
|
200
$61.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
PUT |
3.1KNew |
$1.36M - $1.63M
|
3.1K
$947K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
3New |
$1.32K - $1.57K
|
3
$917
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-60- 20.2% |
$26.4K - $31.5K
|
237
$72.4K
|
|