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 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-48- 8.04% |
$23.3K - $30K
|
549
$158K
|
|
|
Feb 13, 2025
Q4 2024
|
Locust Wood Capital Advisers, LLC
|
SELL
|
- |
-51.8K- 24.69% |
$25.2M - $32.4M
|
158K
$45.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Locust Wood Capital Advisers, LLC
|
BUY
|
CALL |
12.3KNew |
$5.97M - $7.69M
|
12.3K
$3.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Paralel Advisors LLC
|
BUY
|
- |
464+ 10.05% |
$225K - $290K
|
5.08K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-66- 6.09% |
$32K - $41.3K
|
1.02K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Apg Asset Management Us Inc.
New York, NY |
SELL
|
- |
-6.83K- 26.35% |
$3.31M - $4.27M
|
19.1K
$5.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-51- 1.75% |
$24.8K - $31.9K
|
2.86K
$823K
|
|
|
Feb 13, 2025
Q4 2024
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
440New |
$214K - $275K
|
440
$127K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.33K+ 213.97% |
$1.13M - $1.46M
|
3.42K
$984K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-53- 2.11% |
$25.7K - $33.1K
|
2.46K
$709K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
178+ 25.07% |
$86.4K - $111K
|
888
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-29.3K- 45.33% |
$14.2M - $18.3M
|
35.4K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-26- 27.66% |
$12.6K - $16.3K
|
68
$19.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
85+ 2.2% |
$41.3K - $53.1K
|
3.96K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-10- 10.64% |
$4.86K - $6.25K
|
84
$24.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
59+ 5.27% |
$28.6K - $36.9K
|
1.18K
$339K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
30+ 4.86% |
$14.6K - $18.8K
|
647
$186K
|
|
|
Feb 13, 2025
Q4 2024
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-4.92K- 60.55% |
$2.39M - $3.07M
|
3.2K
$923K
|
|
|
Feb 13, 2025
Q4 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-590- 1.94% |
$286K - $369K
|
29.8K
$8.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
CALL |
2.7KNew |
$1.31M - $1.69M
|
2.7K
$778K
|
|
|
Feb 13, 2025
Q4 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
2.36KNew |
$1.15M - $1.48M
|
2.36K
$681K
|
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-37- 8.01% |
$18K - $23.1K
|
425
$122K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
19.7KNew |
$9.57M - $12.3M
|
19.7K
$5.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-231- 24.29% |
$112K - $144K
|
720
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.61KNew |
$1.27M - $1.63M
|
2.61K
$752K
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
111+ 3.36% |
$53.9K - $69.4K
|
3.41K
$983K
|
|
|
Feb 13, 2025
Q4 2024
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
271K+ 902.52% |
$131M - $169M
|
301K
$86.6M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
66+ 3.31% |
$32K - $41.3K
|
2.06K
$593K
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
1.75KNew |
$849K - $1.09M
|
1.75K
$504K
|
|
|
Feb 13, 2025
Q4 2024
|
Senator Investment Group LP
New York, NY |
BUY
|
- |
75KNew |
$36.4M - $46.9M
|
75K
$21.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-87- 3.57% |
$42.2K - $54.4K
|
2.35K
$678K
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
35.6KNew |
$17.3M - $22.3M
|
35.6K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
9.75KNew |
$4.73M - $6.1M
|
9.75K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-27- 1.22% |
$13.1K - $16.9K
|
2.18K
$627K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-58- 12.34% |
$28.2K - $36.3K
|
412
$119K
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
46+ 5.8% |
$22.3K - $28.8K
|
839
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-902- 61.87% |
$438K - $564K
|
556
$160K
|
|
|
Feb 13, 2025
Q4 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
425New |
$206K - $266K
|
425
$122K
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-912- 54.29% |
$443K - $570K
|
768
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-10- 10.64% |
$4.86K - $6.25K
|
84
$24.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
6.45KNew |
$3.13M - $4.03M
|
6.45K
$1.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
18+ 2.27% |
$8.74K - $11.3K
|
810
$233K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3+ 4.55% |
$1.46K - $1.88K
|
69
$19.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-25- 0.67% |
$12.1K - $15.6K
|
3.72K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-8- 33.33% |
$3.88K - $5K
|
16
$4.61K
|
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
939New |
$456K - $587K
|
939
$270K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.56K+ 295.36% |
$3.19M - $4.1M
|
8.79K
$2.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
28New |
$13.6K - $17.5K
|
28
$8.07K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
11+ 1.5% |
$5.34K - $6.88K
|
746
$215K
|
|
|
Feb 12, 2025
Q4 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
940+ 2.26% |
$456K - $588K
|
42.5K
$12.3M
|