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 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
24+ 0.15% |
$11.1K - $13.2K
|
16.2K
$4.68M
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
736+ 29.1% |
$340K - $403K
|
3.27K
$941K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-109- 0.32% |
$50.3K - $59.8K
|
33.7K
$9.69M
|
|
|
May 14, 2025
Q1 2025
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-2.54K- 8.93% |
$1.17M - $1.39M
|
26K
$7.48M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
447New |
$206K - $245K
|
447
$129K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
6+ 6.74% |
$2.77K - $3.29K
|
95
$27.4K
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-10.6K- 4.14% |
$4.91M - $5.84M
|
246K
$70.9M
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-1.4K- 52.98% |
$648K - $770K
|
1.25K
$359K
|
|
|
May 14, 2025
Q1 2025
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-54- 0.62% |
$24.9K - $29.6K
|
8.64K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9+ 0.09% |
$4.15K - $4.93K
|
10.1K
$2.9M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
49+ 0.17% |
$22.6K - $26.9K
|
29.3K
$8.43M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-832- 10.09% |
$384K - $456K
|
7.42K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
31+ 7.79% |
$14.3K - $17K
|
429
$124K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
9.33K+ 3.14% |
$4.3M - $5.11M
|
307K
$88.3M
|
|
|
May 14, 2025
Q1 2025
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-120- 1.84% |
$55.4K - $65.8K
|
6.41K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Sands Capital Management, LLC
Arlington, VA |
SELL
|
- |
-927- 0.53% |
$428K - $508K
|
175K
$50.4M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-66- 5.92% |
$30.5K - $36.2K
|
1.05K
$302K
|
|
|
May 14, 2025
Q1 2025
|
Candriam S.C.A.
|
SELL
|
- |
-87.4K- 23.06% |
$40.3M - $47.9M
|
292K
$84M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
2.18K+ 9.42% |
$1.01M - $1.2M
|
25.3K
$7.3M
|
|
|
May 14, 2025
Q1 2025
|
Fosun International LTD
|
BUY
|
- |
289+ 5.94% |
$133K - $158K
|
5.16K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-8.23K- 10.21% |
$3.8M - $4.51M
|
72.4K
$20.8M
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-3- 0.03% |
$1.38K - $1.64K
|
11K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
358+ 67.8% |
$165K - $196K
|
886
$255K
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-19.8K- 11.81% |
$9.15M - $10.9M
|
148K
$42.7M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
103K+ 827.42% |
$47.4M - $56.2M
|
115K
$33.1M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
381+ 3.45% |
$176K - $209K
|
11.4K
$3.29M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
506+ 1.12% |
$234K - $277K
|
45.6K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-8.59K- 0.04% |
$3.97M - $4.71M
|
21.4M
$6.16B
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.31K- 16.41% |
$605K - $719K
|
6.68K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
6+ 0.34% |
$2.77K - $3.29K
|
1.77K
$511K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
15+ 0.36% |
$6.92K - $8.22K
|
4.13K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
41+ 0.5% |
$18.9K - $22.5K
|
8.29K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-1.91M- 39.9% |
$881M - $1.05B
|
2.88M
$829M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.81K+ 47.84% |
$836K - $993K
|
5.6K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
33+ 2.66% |
$15.2K - $18.1K
|
1.27K
$366K
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
31+ 3.17% |
$14.3K - $17K
|
1.01K
$291K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
341+ 32.6% |
$157K - $187K
|
1.39K
$400K
|
|
|
May 14, 2025
Q1 2025
|
Bristol John W & CO Inc
|
BUY
|
- |
102K+ 46.07% |
$47M - $55.9M
|
323K
$93.1M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
52.9K+ 119.34% |
$24.4M - $29M
|
97.2K
$28M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-18K- 14.37% |
$8.31M - $9.87M
|
107K
$30.9M
|
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-920- 1.42% |
$425K - $504K
|
63.9K
$18.4M
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1+ 0.15% |
$462 - $548
|
663
$191K
|
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-1- 0.17% |
$462 - $548
|
574
$165K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-46- 0.37% |
$21.2K - $25.2K
|
12.5K
$3.61M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-190- 6.65% |
$87.7K - $104K
|
2.67K
$769K
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-2.06K- 62.17% |
$951K - $1.13M
|
1.25K
$361K
|
|
|
May 14, 2025
Q1 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-396- 2.6% |
$183K - $217K
|
14.8K
$4.27M
|
|
|
May 14, 2025
Q1 2025
|
Wormser Freres Gestion
Paris, I0 |
SELL
|
- |
-181- 58.58% |
$83.5K - $99.2K
|
128
$36.9K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-5- 2.04% |
$2.31K - $2.74K
|
240
$69.1K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.82M+ 52.88% |
$838M - $996M
|
5.25M
$1.51B
|