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
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$488 - $604
|
1.09K
$643K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-43- 3.88% |
$21K - $26K
|
1.07K
$629K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
367+ 2.08% |
$179K - $222K
|
18K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
65.7K+ 3.41% |
$32.1M - $39.7M
|
1.99M
$1.18B
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
87+ 0.69% |
$42.5K - $52.6K
|
12.7K
$7.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-13- 1.39% |
$6.34K - $7.85K
|
925
$547K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
494+ 1.22% |
$241K - $298K
|
41K
$24.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-10- 2.12% |
$4.88K - $6.04K
|
462
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-7.28K- 25.39% |
$3.55M - $4.4M
|
21.4K
$12.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-22- 4.47% |
$10.7K - $13.3K
|
470
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
4.27K+ 6.96% |
$2.08M - $2.58M
|
65.6K
$38.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-39- 0.55% |
$19K - $23.6K
|
7.07K
$4.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
1.74KNew |
$848K - $1.05M
|
1.74K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-1.27K- 52.49% |
$618K - $765K
|
1.15K
$677K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.39K+ 11.73% |
$3.6M - $4.46M
|
70.3K
$41.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-244- 7.43% |
$119K - $147K
|
3.04K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-3.4K- 1.27% |
$1.66M - $2.05M
|
264K
$156M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-48- 2.25% |
$23.4K - $29K
|
2.08K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-68- 1.62% |
$33.2K - $41.1K
|
4.12K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-50- 0.64% |
$24.4K - $30.2K
|
7.73K
$4.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
3.39K+ 1.46% |
$1.66M - $2.05M
|
235K
$139M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-559- 18.18% |
$273K - $338K
|
2.52K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-591- 1.53% |
$288K - $357K
|
38K
$22.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-532- 17.88% |
$260K - $321K
|
2.44K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
64+ 6.46% |
$31.2K - $38.7K
|
1.06K
$623K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-82- 0.85% |
$40K - $49.5K
|
9.52K
$5.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
717+ 0.37% |
$350K - $433K
|
195K
$115M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
53+ 4.73% |
$25.9K - $32K
|
1.17K
$694K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-89- 6.04% |
$43.4K - $53.8K
|
1.39K
$818K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-217K- 94.44% |
$106M - $131M
|
12.8K
$7.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-11.6K- 30.02% |
$5.68M - $7.04M
|
27.2K
$16M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
4+ 0.42% |
$1.95K - $2.42K
|
954
$564K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.05K- 4.35% |
$514K - $637K
|
23.2K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.78K- 2.11% |
$871K - $1.08M
|
82.7K
$48.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
834+ 5.42% |
$407K - $504K
|
16.2K
$9.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-81.4K- 45.85% |
$39.7M - $49.2M
|
96.1K
$56.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
47+ 3.71% |
$22.9K - $28.4K
|
1.32K
$777K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.77K+ 4.71% |
$3.79M - $4.69M
|
173K
$102M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
3.15KNew |
$1.54M - $1.9M
|
3.15K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-392- 2.04% |
$191K - $237K
|
18.8K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-751- 5.27% |
$366K - $454K
|
13.5K
$7.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
108+ 5.51% |
$52.7K - $65.3K
|
2.07K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-521- 0.79% |
$254K - $315K
|
65.3K
$38.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.4K+ 35.44% |
$6.08M - $7.52M
|
47.6K
$28.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
337+ 45.23% |
$164K - $204K
|
1.08K
$639K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-23K- 28.18% |
$11.2M - $13.9M
|
58.5K
$34.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
107K+ 3.47% |
$52.3M - $64.7M
|
3.2M
$1.89B
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
410+ 0.18% |
$200K - $248K
|
227K
$134M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Health Investments LP
Greenwich, CT |
SELL
|
- |
-36.2K- 41.66% |
$17.7M - $21.9M
|
50.7K
$30M
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-1.28K- 22.39% |
$625K - $774K
|
4.44K
$2.62M
|