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 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
2.58K+ 535.06% |
$1.22M - $1.41M
|
3.06K
$1.52M
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
19+ 3.62% |
$8.98K - $10.4K
|
544
$269K
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
549New |
$259K - $299K
|
549
$272K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.71K+ 4.39% |
$1.75M - $2.02M
|
88.2K
$43.7M
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2+ 0.2% |
$945 - $1.09K
|
1.02K
$507K
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
6.49KNew |
$3.07M - $3.54M
|
6.49K
$3.21M
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-24.9K- 8.81% |
$11.8M - $13.6M
|
258K
$128M
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1+ 0.19% |
$473 - $545
|
529
$262K
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
17+ 1.37% |
$8.03K - $9.27K
|
1.26K
$623K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
201K+ 527.04% |
$95.2M - $110M
|
240K
$119M
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-166- 26.86% |
$78.5K - $90.5K
|
452
$224K
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
BUY
|
- |
735+ 1.25% |
$347K - $401K
|
59.5K
$29.5M
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-24- 1.99% |
$11.3K - $13.1K
|
1.18K
$585K
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-11- 0.99% |
$5.2K - $6K
|
1.1K
$545K
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-1.04K- 11.46% |
$492K - $567K
|
8.03K
$3.98M
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
100New |
$47.3K - $54.5K
|
100
$49.5K
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
373+ 9.27% |
$176K - $203K
|
4.4K
$2.18M
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-458- 0.99% |
$216K - $250K
|
45.7K
$22.7M
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.34K+ 1.98% |
$634K - $732K
|
69.1K
$34.2M
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.08K- 38.56% |
$510K - $589K
|
1.72K
$852K
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-938- 10.27% |
$443K - $512K
|
8.2K
$4.06M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3K- 3.58% |
$1.42M - $1.64M
|
81K
$40.1M
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.41K+ 45.08% |
$665K - $768K
|
4.53K
$2.24M
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
984+ 14.14% |
$465K - $537K
|
7.94K
$3.93M
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
BUY
|
- |
6.85K+ 20.98% |
$3.24M - $3.74M
|
39.5K
$19.6M
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-75- 8.66% |
$35.4K - $40.9K
|
791
$392K
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
408New |
$193K - $223K
|
408
$202K
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1+ 0.13% |
$473 - $545
|
780
$386K
|
|
May 17, 2024
Q1 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-1.07K- 3.38% |
$507K - $585K
|
30.7K
$15.2M
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
118+ 40.27% |
$55.8K - $64.4K
|
411
$204K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10+ 0.39% |
$4.73K - $5.45K
|
2.55K
$1.26M
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
423New |
$200K - $231K
|
423
$210K
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-21- 0.59% |
$9.92K - $11.5K
|
3.53K
$1.75M
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
497+ 1.56% |
$235K - $271K
|
32.3K
$16M
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-22.9K- 54.65% |
$10.8M - $12.5M
|
19K
$9.41M
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-188- 49.21% |
$88.8K - $103K
|
194
$96.1K
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.69K+ 72.62% |
$797K - $920K
|
4.01K
$1.99M
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
65+ 30.95% |
$30.7K - $35.5K
|
275
$136K
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
11+ 0.42% |
$5.2K - $6K
|
2.62K
$1.3M
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-53- 3.84% |
$25K - $28.9K
|
1.33K
$658K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.07K+ 10.52% |
$505K - $583K
|
11.2K
$5.56M
|
|
May 16, 2024
Q1 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-14.6K- 22.52% |
$6.91M - $7.98M
|
50.3K
$24.9M
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-6.42K- 74.74% |
$3.03M - $3.5M
|
2.17K
$1.07M
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-500- 12.47% |
$236K - $273K
|
3.51K
$1.74M
|
|
May 16, 2024
Q1 2024
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
BUY
|
- |
11K+ 22.28% |
$5.18M - $5.98M
|
60.2K
$29.8M
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
2K+ 13.48% |
$944K - $1.09M
|
16.8K
$8.33M
|
|
May 16, 2024
Q1 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-94- 1.34% |
$44.4K - $51.3K
|
6.9K
$3.42M
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.14KNew |
$540K - $623K
|
1.14K
$566K
|
|
May 16, 2024
Q1 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
3.19KNew |
$1.51M - $1.74M
|
3.19K
$1.58M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.2K+ 14.84% |
$3.4M - $3.93M
|
55.7K
$27.6M
|