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 07, 2021
Q1 2021
|
Iron Financial, LLC
|
SELL
|
- |
-948Closed |
$307K - $359K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Alleghany Corp
|
BUY
|
- |
2.66K+ 1.02% |
$863K - $1.01M
|
264K
$80.5M
|
|
May 07, 2021
Q1 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-960Closed |
$311K - $364K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Csu Producer Resources, Inc.
|
SELL
|
- |
-3.1K- 48.44% |
$1.01M - $1.18M
|
3.3K
$1.01M
|
|
May 06, 2021
Q1 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
PUT |
-800- 61.54% |
$259K - $303K
|
500
$153K
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
BUY
|
- |
2.66K+ 398.95% |
$863K - $1.01M
|
3.33K
$1.02M
|
|
May 05, 2021
Q1 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-10- 1.05% |
$3.24K - $3.79K
|
945
$289K
|
|
May 04, 2021
Q1 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-19Closed |
$6.16K - $7.2K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-264Closed |
$85.6K - $100K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-150Closed |
$48.7K - $56.9K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1.67KClosed |
$541K - $632K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Svenska Handelsbanken Ab (Publ)
|
SELL
|
- |
-10.9KClosed |
$3.54M - $4.13M
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
PUT |
7.3K+ 429.41% |
$2.37M - $2.77M
|
9K
$2.75M
|
|
Apr 26, 2021
Q1 2021
|
Wela Strategies, Inc.
|
SELL
|
- |
-905Closed |
$294K - $343K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-1.42KClosed |
$461K - $539K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-8Closed |
$2.59K - $3.03K
|
0
$0
|
|
Q4 2020 | |||||||
May 19, 2025
Q4 2020
|
Aaf Wealth Management, LLC
|
BUY
|
- |
7.51KNew |
$2.28M - $2.68M
|
7.51K
$2.3M
|
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
46+ 2.18% |
$14K - $16.4K
|
2.16K
$660K
|
|
Nov 09, 2023
Q4 2020
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-22Closed |
$6.68K - $7.85K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-234Closed |
$71.1K - $83.5K
|
0
$0
|
|
Feb 25, 2021
Q4 2020
|
Clear Street Markets LLC
|
BUY
|
PUT |
10New |
$3.04K - $3.57K
|
10
$3.06K
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
660New |
$200K - $236K
|
660
$202K
|
|
Feb 16, 2021
Q4 2020
|
Anson Funds Management LP
Dallas, TX |
SELL
|
- |
-3KClosed |
$911K - $1.07M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
SELL
|
CALL |
-45.2KClosed |
$13.7M - $16.1M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Truvvo Partners LLC
New York, NY |
SELL
|
- |
-1.06KClosed |
$322K - $378K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
4KNew |
$1.21M - $1.43M
|
4K
$1.22M
|
|
Feb 11, 2021
Q4 2020
|
Estate Counselors, LLC
|
SELL
|
- |
-1.52K- 90.35% |
$461K - $541K
|
162
$49.5K
|
|
Feb 11, 2021
Q4 2020
|
Napier Park Global Capital (Us) LP
New York, NY |
SELL
|
PUT |
-200KClosed |
$60.7M - $71.4M
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-90Closed |
$27.3K - $32.1K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Sovarnum Capital L.P.
New York, NY |
SELL
|
- |
-4.2KClosed |
$1.28M - $1.5M
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-224Closed |
$68K - $79.9K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-858Closed |
$261K - $306K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-917Closed |
$278K - $327K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-3.03KClosed |
$920K - $1.08M
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-30Closed |
$9.11K - $10.7K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Tria Gen Wealth Management LLC
|
BUY
|
CALL |
1KNew |
$304K - $357K
|
1K
$306K
|
|
Jan 29, 2021
Q4 2020
|
Hms Capital Management, LLC
|
SELL
|
PUT |
-900- 81.82% |
$273K - $321K
|
200
$61.1K
|
|
Jan 28, 2021
Q4 2020
|
Scott Investment Partners LLP
|
BUY
|
- |
3.5KNew |
$1.06M - $1.25M
|
3.5K
$1.07M
|
|
Jan 19, 2021
Q4 2020
|
Ritholtz Wealth Management
|
SELL
|
CALL |
-100- 33.33% |
$30.4K - $35.7K
|
200
$61.1K
|
|
Jan 19, 2021
Q4 2020
|
Peregrine Capital Management LLC
|
SELL
|
- |
-3.41KClosed |
$1.04M - $1.22M
|
0
$0
|
|
Jan 13, 2021
Q4 2020
|
Norway Savings Bank
|
BUY
|
- |
7+ 3.26% |
$2.13K - $2.5K
|
222
$67.8K
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-8Closed |
$2.43K - $2.85K
|
0
$0
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
SELL
|
PUT |
-1.45K- 6.4% |
$440K - $517K
|
21.2K
$6.48M
|
|
Q3 2020 | |||||||
Oct 02, 2024
Q3 2020
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-55.7KClosed |
$16.2M - $18M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
55KNew |
$16M - $17.8M
|
55K
$16.8M
|
|
Nov 16, 2020
Q3 2020
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-1.9KClosed |
$553K - $615K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Bridger Management, LLC
New York, NY |
SELL
|
- |
-146KClosed |
$42.4M - $47.1M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Advent Capital Management
New York, NY |
SELL
|
- |
-1.3KClosed |
$379K - $421K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Stanley Capital Management, LLC
Houston, TX |
SELL
|
- |
-12.2KClosed |
$3.55M - $3.94M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Avalon Global Asset Management LLC
San Francisco, CA |
SELL
|
CALL |
-10KClosed |
$2.91M - $3.24M
|
0
$0
|