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 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-284- 18.6% |
$131K - $156K
|
1.24K
$358K
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-99- 17.43% |
$45.7K - $54.3K
|
469
$135K
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-59- 5.11% |
$27.2K - $32.3K
|
1.1K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
66New |
$30.5K - $36.2K
|
66
$19K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
20New |
$9.23K - $11K
|
20
$5.76K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-15- 3.43% |
$6.92K - $8.22K
|
422
$122K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
113+ 217.31% |
$52.2K - $61.9K
|
165
$47.5K
|
|
|
May 15, 2025
Q1 2025
|
Panoramic Capital, LLC
Larkspur, CA |
BUY
|
- |
8KNew |
$3.69M - $4.39M
|
8K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
2.75K+ 172.33% |
$1.27M - $1.51M
|
4.34K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Freestone Grove Partners LP
San Francisco, CA |
SELL
|
- |
-30.3K- 31.38% |
$14M - $16.6M
|
66.3K
$19.1M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.09K+ 143.86% |
$503K - $597K
|
1.85K
$532K
|
|
|
May 15, 2025
Q1 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
420New |
$194K - $230K
|
420
$121K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-25- 0.68% |
$11.5K - $13.7K
|
3.66K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
1.69K+ 10.34% |
$780K - $926K
|
18K
$5.19M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.73K+ 21.69% |
$2.18M - $2.59M
|
26.5K
$7.64M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
42+ 0.01% |
$19.4K - $23K
|
353K
$102M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
117+ 18.99% |
$54K - $64.1K
|
733
$211K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-26- 5.22% |
$12K - $14.3K
|
472
$136K
|
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
SELL
|
- |
-8.3K- 64.06% |
$3.83M - $4.55M
|
4.66K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
115+ 1.72% |
$53.1K - $63K
|
6.8K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-1.67K- 4.75% |
$772K - $917K
|
33.6K
$9.67M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-5.52K- 15.28% |
$2.55M - $3.02M
|
30.6K
$8.81M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-1.8K- 4.09% |
$830K - $986K
|
42.2K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-708- 51.27% |
$327K - $388K
|
673
$194K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.08K+ 166.36% |
$1.42M - $1.69M
|
4.93K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.87K- 8.47% |
$1.32M - $1.57M
|
31K
$8.93M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.29K+ 45.37% |
$1.98M - $2.35M
|
13.8K
$3.96M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-4.09K- 21.55% |
$1.89M - $2.24M
|
14.9K
$4.29M
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-197- 11.28% |
$90.9K - $108K
|
1.55K
$446K
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
3.42KNew |
$1.58M - $1.88M
|
3.42K
$986K
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
8.32K+ 18.83% |
$3.84M - $4.56M
|
52.5K
$15.1M
|
|
|
May 14, 2025
Q1 2025
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
12.5K+ 1.82% |
$5.77M - $6.85M
|
700K
$202M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
9.77K+ 18.16% |
$4.51M - $5.36M
|
63.6K
$18.3M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
16.9K+ 3.88% |
$7.78M - $9.24M
|
451K
$130M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
PUT |
2.5K+ 11.11% |
$1.15M - $1.37M
|
25K
$7.2M
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-19.6K- 11.32% |
$9.06M - $10.8M
|
154K
$44.3M
|
|
|
May 14, 2025
Q1 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
153K+ 7.41% |
$70.8M - $84.1M
|
2.22M
$641M
|
|
|
May 14, 2025
Q1 2025
|
Greenwoods Asset Management Hong Kong Ltd.
Hong Kong, K3 |
SELL
|
- |
-9.83K- 69.38% |
$4.54M - $5.39M
|
4.34K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Rhenman & Partners Asset Management Ab
Stockholm, V7 |
BUY
|
- |
16.9K+ 27.92% |
$7.8M - $9.26M
|
77.4K
$22.3M
|
|
|
May 14, 2025
Q1 2025
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-5.3K- 3.93% |
$2.45M - $2.91M
|
130K
$37.4M
|
|
|
May 14, 2025
Q1 2025
|
Mirabaud Asset Management LTD
London, X0 |
SELL
|
- |
-96- 0.73% |
$44.3K - $52.6K
|
13.1K
$3.78M
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-16K- 5.95% |
$7.36M - $8.75M
|
252K
$72.7M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
79+ 1.41% |
$36.5K - $43.3K
|
5.68K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
50.2K+ 2.04% |
$23.2M - $27.5M
|
2.51M
$724M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
47.5K+ 1900.0% |
$21.9M - $26M
|
50K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
BUY
|
- |
8.83K+ 55.04% |
$4.07M - $4.84M
|
24.9K
$7.16M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-431- 4.62% |
$199K - $236K
|
8.89K
$2.56M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.15K+ 47.88% |
$533K - $633K
|
3.56K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
26.1K+ 54.75% |
$12M - $14.3M
|
73.7K
$21.2M
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-24- 0.66% |
$11.1K - $13.2K
|
3.61K
$1.04M
|