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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
BUY
|
- |
363+ 11.15% |
$181K - $202K
|
3.62K
$1.11M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
84New |
$41.9K - $46.6K
|
84
$25.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
85New |
$42.4K - $47.2K
|
85
$26K
|
|
| Q3 2022 | |||||||
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-334- 22.83% |
$167K - $184K
|
1.13K
$345K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
59.4K+ 235.11% |
$29.8M - $32.7M
|
84.7K
$25.9M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
4K+ 15.09% |
$2M - $2.2M
|
30.5K
$9.32M
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
11.1KNew |
$5.55M - $6.09M
|
11.1K
$3.39M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-675- 0.88% |
$338K - $371K
|
75.8K
$23.2M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
960New |
$481K - $528K
|
960
$293K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.82K+ 18.93% |
$910K - $998K
|
11.4K
$3.49M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
139+ 1.98% |
$69.7K - $76.4K
|
7.14K
$2.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-392- 10.52% |
$196K - $216K
|
3.34K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-75- 1.63% |
$37.6K - $41.2K
|
4.52K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-2- 20.0% |
$1K - $1.1K
|
8
$2.44K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
383+ 79.3% |
$192K - $211K
|
866
$265K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-50- 26.18% |
$25.1K - $27.5K
|
141
$43.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-99- 33.0% |
$49.6K - $54.4K
|
201
$61.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.57K- 27.3% |
$789K - $866K
|
4.19K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Integral Health Asset Management, LLC
|
BUY
|
- |
15KNew |
$7.52M - $8.25M
|
15K
$4.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-12.7KClosed |
$6.35M - $6.97M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-5.8K- 5.28% |
$2.91M - $3.19M
|
104K
$31.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Applied Research Investments, LLC
|
SELL
|
- |
-1.2K- 68.43% |
$602K - $660K
|
554
$169K
|
|
|
Nov 14, 2022
Q3 2022
|
Q3 Asset Management
|
BUY
|
- |
3.65KNew |
$1.83M - $2.01M
|
3.65K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-14- 1.54% |
$7.02K - $7.7K
|
897
$274K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
42+ 2.65% |
$21.1K - $23.1K
|
1.63K
$498K
|
|
|
Nov 14, 2022
Q3 2022
|
Health Cor Management, L.P.
New York, NY |
SELL
|
- |
-5.25K- 7.69% |
$2.63M - $2.89M
|
63K
$19.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
3KNew |
$1.5M - $1.65M
|
3K
$917K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-2.25K- 3.56% |
$1.13M - $1.24M
|
60.9K
$18.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Jeereddi Investments, LP
Los Angeles, CA |
SELL
|
- |
-96- 8.17% |
$48.1K - $52.8K
|
1.08K
$330K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
12.1K+ 224.96% |
$6.06M - $6.65M
|
17.5K
$5.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
3.57KNew |
$1.79M - $1.96M
|
3.57K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
262New |
$131K - $144K
|
262
$80.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-12.4K- 0.61% |
$6.19M - $6.79M
|
2M
$611M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-4- 0.75% |
$2K - $2.2K
|
526
$161K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-15- 37.5% |
$7.52K - $8.25K
|
25
$7.64K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-328KClosed |
$164M - $180M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
4.69K+ 480.92% |
$2.35M - $2.58M
|
5.66K
$1.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
109New |
$54.6K - $59.9K
|
109
$33.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
2.7KNew |
$1.35M - $1.48M
|
2.7K
$825K
|
|
|
Nov 14, 2022
Q3 2022
|
Stamina Capital Management LP
New York, NY |
BUY
|
- |
13KNew |
$6.52M - $7.15M
|
13K
$3.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-522- 29.54% |
$262K - $287K
|
1.25K
$380K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
17+ 1.75% |
$8.52K - $9.35K
|
987
$302K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-1.97K- 1.95% |
$985K - $1.08M
|
98.6K
$30.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-478- 0.73% |
$240K - $263K
|
64.9K
$19.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
66+ 0.59% |
$33.1K - $36.3K
|
11.3K
$3.45M
|
|
|
Nov 10, 2022
Q3 2022
|
Beecher Investors Inc
|
SELL
|
- |
-3.65K- 24.97% |
$1.83M - $2.01M
|
11K
$3.35M
|
|
|
Nov 10, 2022
Q3 2022
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
7.5KNew |
$3.76M - $4.12M
|
7.5K
$2.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Hc Advisors, LLC
|
BUY
|
- |
147+ 32.74% |
$73.7K - $80.8K
|
596
$182K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-79.1K- 12.22% |
$39.7M - $43.5M
|
568K
$174M
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
8+ 0.46% |
$4.01K - $4.4K
|
1.75K
$534K
|
|