Gladstone Institutional Advisory LLC Unitedhealth Group Inc Transaction History

Gladstone Institutional Advisory LLC

  • $2 Billion
  • Q3 2024

A detailed history of Gladstone Institutional Advisory LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 13,688 shares of UNH stock, worth $7.63 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
13,688
Previous 14,508 5.65%
Holding current value
$7.63 Million
Previous $7.39 Million 8.32%
% of portfolio
0.4%
Previous 0.39%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$488.01 - $604.18 $400,168 - $495,427
-820 Reduced 5.65%
13,688 $8 Million
Q2 2024

Aug 02, 2024
SELL
$439.2 - $524.63 $52,704 - $62,955
-120 Reduced 0.82%
14,508 $7.39 Million
Q1 2024

May 14, 2024
BUY
$472.6 - $545.42 $866,748 - $1 Million
1,834 Added 14.33%
14,628 $7.24 Million
Q4 2023

Feb 09, 2024
BUY
$509.47 - $552.97 $641,422 - $696,189
1,259 Added 10.91%
12,794 $6.74 Million
Q3 2023

Nov 13, 2023
BUY
$447.75 - $510.93 $6,716 - $7,663
15 Added 0.13%
11,535 $5.82 Million
Q2 2023

Aug 10, 2023
SELL
$458.49 - $526.23 $784,476 - $900,379
-1,711 Reduced 12.93%
11,520 $5.54 Million
Q1 2023

May 12, 2023
SELL
$460.33 - $518.33 $1.25 Million - $1.41 Million
-2,712 Reduced 17.01%
13,231 $6.25 Million
Q4 2022

Feb 01, 2023
SELL
$498.86 - $555.15 $510,333 - $567,918
-1,023 Reduced 6.03%
15,943 $8.45 Million
Q3 2022

Jan 27, 2023
SELL
$501.24 - $549.95 $539,835 - $592,296
-1,077 Reduced 5.97%
16,966 $8.57 Million
Q3 2022

Oct 20, 2022
SELL
$501.24 - $549.95 $539,835 - $592,296
-1,077 Reduced 5.97%
16,966 $8.57 Million
Q2 2022

Jan 27, 2023
SELL
$452.06 - $546.01 $1.24 Million - $1.5 Million
-2,742 Reduced 13.19%
18,043 $9.27 Million
Q2 2022

Aug 15, 2022
SELL
$452.06 - $546.01 $1.24 Million - $1.5 Million
-2,742 Reduced 13.19%
18,043 $9.27 Million
Q1 2022

Jan 27, 2023
BUY
$455.89 - $520.82 $1.84 Million - $2.1 Million
4,033 Added 24.07%
20,785 $10.6 Million
Q1 2022

May 04, 2022
BUY
$455.89 - $520.82 $1.84 Million - $2.1 Million
4,033 Added 24.07%
20,785 $10.6 Million
Q4 2021

Jan 27, 2023
BUY
$387.01 - $505.58 $2.57 Million - $3.36 Million
6,641 Added 65.68%
16,752 $8.41 Million
Q4 2021

Feb 11, 2022
BUY
$387.01 - $505.58 $2.57 Million - $3.36 Million
6,641 Added 65.68%
16,752 $8.41 Million
Q3 2021

Jan 27, 2023
BUY
$390.74 - $429.71 $1.37 Million - $1.51 Million
3,505 Added 53.06%
10,111 $3.95 Million
Q3 2021

Nov 15, 2021
BUY
$390.74 - $429.71 $1.37 Million - $1.51 Million
3,505 Added 53.06%
10,111 $3.95 Million
Q2 2021

Jan 27, 2023
BUY
$364.37 - $420.89 $1.31 Million - $1.51 Million
3,587 Added 118.81%
6,606 $2.65 Million
Q2 2021

Aug 13, 2021
BUY
$364.37 - $420.89 $1.31 Million - $1.51 Million
3,587 Added 118.81%
6,606 $2.65 Million
Q1 2021

Jan 27, 2023
BUY
$324.34 - $379.06 $540,999 - $632,272
1,668 Added 123.46%
3,019 $1.12 Million
Q1 2021

May 17, 2021
BUY
$324.34 - $379.06 $540,999 - $632,272
1,668 Added 123.46%
3,019 $1.12 Million
Q4 2020

Jan 27, 2023
SELL
$303.68 - $356.82 $200,732 - $235,858
-661 Reduced 32.85%
1,351 $474,000
Q4 2020

Feb 16, 2021
SELL
$303.68 - $356.82 $200,732 - $235,858
-661 Reduced 32.85%
1,351 $474,000
Q3 2020

Jan 27, 2023
SELL
$291.16 - $323.7 $4.35 Million - $4.84 Million
-14,954 Reduced 88.14%
2,012 $627,000
Q3 2020

Nov 16, 2020
BUY
$291.16 - $323.7 $10,772 - $11,976
37 Added 1.87%
2,012 $627,000
Q2 2020

Aug 17, 2020
SELL
$229.49 - $311.85 $10,786 - $14,656
-47 Reduced 2.32%
1,975 $582,000
Q1 2020

May 14, 2020
BUY
$194.86 - $305.31 $77,359 - $121,208
397 Added 24.43%
2,022 $504,000
Q4 2019

Feb 12, 2020
BUY
$215.36 - $295.97 $9,906 - $13,614
46 Added 2.91%
1,625 $478,000
Q3 2019

Nov 13, 2019
BUY
$215.26 - $266.65 $6,027 - $7,466
28 Added 1.81%
1,579 $343,000
Q2 2019

Aug 14, 2019
BUY
$216.84 - $252.28 $336,318 - $391,286
1,551 New
1,551 $379,000

Others Institutions Holding UNH

# of Institutions
3,806
Shares Held
788M
Call Options Held
5.85M
Put Options Held
5.63M
View Full List

About UNITEDHEALTH GROUP INC

UNH Quotes by TradingView
  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $522B
  • 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...
More about UNH
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