Advisors Asset Management, Inc. Unitedhealth Group Inc Transaction History

Advisors Asset Management, Inc.

$5.28 Billion
Q3 2024

A detailed history of Advisors Asset Management, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Advisors Asset Management, Inc. holds 41,094 shares of UNH stock, worth $20.8 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

41,094

Previous 41,899 1.92%

Holding current value

$20.8 Million

Previous $21.3 Million 12.6%

% of portfolio

0.46%

Previous 0.43%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$488.01 - $604.18 $392,848 - $486,364	-805 Reduced 1.92%	41,094 $24 Million
Q2 2024 Aug 14, 2024	BUY	$439.2 - $524.63 $67,197 - $80,268	153 Added 0.37%	41,899 $21.3 Million
Q1 2024 May 14, 2024	BUY	$472.6 - $545.42 $2.14 Million - $2.48 Million	4,538 Added 12.2%	41,746 $20.7 Million
Q4 2023 Feb 14, 2024	SELL	$509.47 - $552.97 $1.31 Million - $1.42 Million	-2,562 Reduced 6.44%	37,208 $19.6 Million
Q2 2023 Aug 14, 2023	BUY	$458.49 - $526.23 $80,235 - $92,090	175 Added 0.44%	39,770 $19.1 Million
Q1 2023 May 12, 2023	SELL	$460.33 - $518.33 $618,683 - $696,635	-1,344 Reduced 3.28%	39,595 $18.7 Million
Q4 2022 Feb 13, 2023	SELL	$498.86 - $555.15 $475,912 - $529,613	-954 Reduced 2.28%	40,939 $21.7 Million
Q3 2022 Nov 08, 2022	BUY	$501.24 - $549.95 $475,676 - $521,902	949 Added 2.32%	41,893 $21.2 Million
Q2 2022 Aug 08, 2022	SELL	$452.06 - $546.01 $110,754 - $133,772	-245 Reduced 0.59%	40,944 $21 Million
Q1 2022 May 17, 2022	BUY	$455.89 - $520.82 $291,769 - $333,324	640 Added 1.58%	41,189 $21 Million
Q4 2021 Feb 15, 2022	BUY	$387.01 - $505.58 $1.06 Million - $1.38 Million	2,736 Added 7.24%	40,549 $20.4 Million
Q3 2021 Nov 12, 2021	SELL	$390.74 - $429.71 $4.87 Million - $5.36 Million	-12,468 Reduced 24.8%	37,813 $14.8 Million
Q2 2021 Jul 30, 2021	SELL	$364.37 - $420.89 $1.13 Million - $1.3 Million	-3,095 Reduced 5.8%	50,281 $20.1 Million
Q1 2021 May 07, 2021	SELL	$324.34 - $379.06 $860,798 - $1.01 Million	-2,654 Reduced 4.74%	53,376 $19.9 Million
Q4 2020 Feb 12, 2021	SELL	$303.68 - $356.82 $1.43 Million - $1.68 Million	-4,702 Reduced 7.74%	56,030 $19.6 Million
Q3 2020 Nov 16, 2020	BUY	$291.16 - $323.7 $76,866 - $85,456	264 Added 0.44%	60,732 $18.9 Million
Q2 2020 Aug 12, 2020	BUY	$229.49 - $311.85 $209,983 - $285,342	915 Added 1.54%	60,468 $17.8 Million
Q1 2020 May 15, 2020	SELL	$194.86 - $305.31 $209,474 - $328,208	-1,075 Reduced 1.77%	59,553 $14.9 Million
Q4 2019 Feb 14, 2020	SELL	$215.36 - $295.97 $1.29 Million - $1.77 Million	-5,991 Reduced 8.99%	60,628 $18.3 Million
Q3 2019 Nov 14, 2019	SELL	$215.26 - $266.65 $1.71 Million - $2.12 Million	-7,947 Reduced 10.66%	66,619 $14.5 Million
Q2 2019 Aug 14, 2019	SELL	$216.84 - $252.28 $1.44 Million - $1.68 Million	-6,649 Reduced 8.19%	74,566 $18.2 Million
Q1 2019 May 15, 2019	SELL	$236.02 - $271.13 $531,753 - $610,855	-2,253 Reduced 2.7%	81,215 $20.1 Million
Q4 2018 Jan 31, 2019	SELL	$232.94 - $286.33 $852,793 - $1.05 Million	-3,661 Reduced 4.2%	83,468 $20.8 Million
Q3 2018 Nov 15, 2018	BUY	$246.98 - $269.65 $648,075 - $707,561	2,624 Added 3.11%	87,129 $23.2 Million
Q2 2018 Aug 22, 2018	BUY	$217.2 - $255.98 $15.1 Million - $17.7 Million	69,334 Added 457.02%	84,505 $20.7 Million
Q2 2018 Aug 15, 2018	SELL	$217.2 - $255.98 $15.7 Million - $18.5 Million	-72,272 Reduced 82.65%	15,171 $20.7 Million
Q1 2018 May 15, 2018	SELL	$212.55 - $248.47 $1.86 Million - $2.17 Million	-8,741 Reduced 9.09%	87,443 $19.7 Million
Q4 2017 Feb 13, 2018	SELL	$192.52 - $228.17 $629,925 - $746,572	-3,272 Reduced 3.29%	96,184 $21.2 Million
Q3 2017 Nov 07, 2017	BUY	$190.82 - $199.75 $19 Million - $19.9 Million	99,456	99,456 $19.5 Million

Others Institutions Holding UNH

# of Institutions

3,838

Shares Held

775M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $474B
Description
UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized empl...

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Advisors Asset Management, Inc. Unitedhealth Group Inc Transaction History