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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.39K+ 10.12% |
$2.14M - $2.65M
|
47.8K
$29M
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
78+ 6.91% |
$38.1K - $47.1K
|
1.21K
$732K
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-219K- 9.83% |
$107M - $132M
|
2.01M
$1.22B
|
|
|
Nov 12, 2024
Q3 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
90New |
$43.9K - $54.4K
|
90
$54.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-351- 1.04% |
$171K - $212K
|
33.3K
$20.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.02K- 4.14% |
$496K - $614K
|
23.5K
$14.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
71+ 0.73% |
$34.6K - $42.9K
|
9.75K
$5.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
309+ 12.82% |
$151K - $187K
|
2.72K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
106+ 1.32% |
$51.7K - $64K
|
8.15K
$4.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-21- 1.98% |
$10.2K - $12.7K
|
1.04K
$629K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
123+ 10.84% |
$60K - $74.3K
|
1.26K
$763K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-390- 2.99% |
$190K - $236K
|
12.6K
$7.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-569- 29.5% |
$278K - $344K
|
1.36K
$825K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-101- 1.86% |
$49.3K - $61K
|
5.32K
$3.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
370+ 4.07% |
$181K - $224K
|
9.47K
$5.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
571New |
$279K - $345K
|
571
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-17- 0.55% |
$8.3K - $10.3K
|
3.07K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
35+ 7.53% |
$17.1K - $21.1K
|
500
$303K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
6+ 0.32% |
$2.93K - $3.63K
|
1.85K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
13+ 2.36% |
$6.34K - $7.85K
|
564
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.88K+ 111.85% |
$1.4M - $1.74M
|
5.45K
$3.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
428New |
$209K - $259K
|
428
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
18+ 0.39% |
$8.78K - $10.9K
|
4.62K
$2.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Ov Management LLC
Minneapolis, MN |
SELL
|
- |
-7- 0.25% |
$3.42K - $4.23K
|
2.84K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
953+ 209.45% |
$465K - $576K
|
1.41K
$854K
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
4.02KNew |
$1.96M - $2.43M
|
4.02K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.84K- 34.95% |
$896K - $1.11M
|
3.42K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
754New |
$368K - $456K
|
754
$458K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
854New |
$417K - $516K
|
854
$518K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-81- 3.13% |
$39.5K - $48.9K
|
2.5K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-353- 2.6% |
$172K - $213K
|
13.2K
$8.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-4.07K- 19.01% |
$1.99M - $2.46M
|
17.3K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
1.75KNew |
$853K - $1.06M
|
1.75K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-65- 1.69% |
$31.7K - $39.3K
|
3.77K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-632- 47.09% |
$308K - $382K
|
710
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-18- 2.68% |
$8.78K - $10.9K
|
653
$396K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-37- 0.32% |
$18.1K - $22.4K
|
11.5K
$6.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
555New |
$271K - $335K
|
555
$337K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.35K+ 19.23% |
$4.07M - $5.04M
|
51.7K
$31.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
11.7K+ 7.69% |
$5.71M - $7.07M
|
164K
$99.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
802K+ 15.07% |
$391M - $484M
|
6.12M
$3.71B
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
86+ 1.87% |
$42K - $52K
|
4.7K
$2.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.14K+ 27.95% |
$557K - $690K
|
5.23K
$3.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
120+ 3.63% |
$58.6K - $72.5K
|
3.43K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
117+ 27.66% |
$57.1K - $70.7K
|
540
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
463New |
$226K - $280K
|
463
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-699- 23.21% |
$341K - $422K
|
2.31K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-4.96K- 89.6% |
$2.42M - $3M
|
576
$350K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-232K- 99.81% |
$113M - $140M
|
437
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-7- 0.03% |
$3.42K - $4.23K
|
25.2K
$15.3M
|