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 19, 2022
Q1 2022
|
California First Leasing Corp
Newport Beach, CA |
SELL
|
- |
-500- 16.73% |
$228K - $260K
|
2.49K
$761K
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-100Closed |
$45.6K - $52.1K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-108Closed |
$49.2K - $56.2K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-576Closed |
$263K - $300K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-101Closed |
$46K - $52.6K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-550Closed |
$251K - $286K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
75+ 1.23% |
$34.2K - $39.1K
|
6.2K
$1.89M
|
|
May 16, 2022
Q1 2022
|
Codex Capital, L.L.C.
New York, NY |
BUY
|
- |
1K+ 58.82% |
$456K - $521K
|
2.7K
$825K
|
|
May 16, 2022
Q1 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-53.5KClosed |
$24.4M - $27.8M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-3.44KClosed |
$1.57M - $1.79M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-656Closed |
$299K - $342K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
PUT |
-88- 88.0% |
$40.1K - $45.8K
|
12
$3.67K
|
|
May 12, 2022
Q1 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
840New |
$383K - $437K
|
840
$257K
|
|
May 12, 2022
Q1 2022
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-7.8KClosed |
$3.56M - $4.06M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
701New |
$320K - $365K
|
701
$214K
|
|
May 10, 2022
Q1 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-5.55KClosed |
$2.53M - $2.89M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-108Closed |
$49.2K - $56.2K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-50Closed |
$22.8K - $26K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
100New |
$45.6K - $52.1K
|
100
$30.6K
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-553Closed |
$252K - $288K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-46Closed |
$21K - $24K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-50Closed |
$22.8K - $26K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Manteio Capital LLC
|
SELL
|
- |
-594Closed |
$271K - $309K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-7Closed |
$3.19K - $3.65K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-30Closed |
$13.7K - $15.6K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
SELL
|
- |
-13Closed |
$5.93K - $6.77K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-68Closed |
$31K - $35.4K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
241+ 96.4% |
$110K - $126K
|
491
$150K
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-390Closed |
$178K - $203K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
400New |
$182K - $208K
|
400
$122K
|
|
Apr 18, 2022
Q1 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-1.85KClosed |
$845K - $966K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-780Closed |
$356K - $406K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-475Closed |
$217K - $247K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-13.2KClosed |
$6.02M - $6.87M
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
693New |
$316K - $361K
|
693
$212K
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
25+ 75.76% |
$11.4K - $13K
|
58
$17.7K
|
|
Q4 2021 | |||||||
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
25+ 4.76% |
$9.68K - $12.6K
|
550
$168K
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
429New |
$166K - $217K
|
429
$131K
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
33New |
$12.8K - $16.7K
|
33
$10.1K
|
|
Feb 15, 2022
Q4 2021
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
435New |
$168K - $220K
|
435
$133K
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-177Closed |
$68.5K - $89.5K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Skye Global Management LP
West Palm Beach, FL |
SELL
|
- |
-45.8KClosed |
$17.7M - $23.2M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ikarian Capital, LLC
Dallas, TX |
SELL
|
CALL |
-100KClosed |
$38.7M - $50.6M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Blue Pool Management Ltd.
Causeway Bay, K3 |
SELL
|
- |
-81.1KClosed |
$31.4M - $41M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
CALL |
-367- 91.75% |
$142K - $186K
|
33
$10.1K
|
|
Feb 14, 2022
Q4 2021
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-1.6KClosed |
$618K - $807K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
PUT |
-200Closed |
$77.4K - $101K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
11.9K+ 2.69% |
$4.61M - $6.02M
|
454K
$139M
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-227Closed |
$87.9K - $115K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
687New |
$266K - $347K
|
687
$210K
|