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
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-751- 5.27% |
$366K - $454K
|
13.5K
$8.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
108+ 5.51% |
$52.7K - $65.3K
|
2.07K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-521- 0.79% |
$254K - $315K
|
65.3K
$39.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.4K+ 35.44% |
$6.08M - $7.52M
|
47.6K
$28.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
337+ 45.23% |
$164K - $204K
|
1.08K
$657K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-23K- 28.18% |
$11.2M - $13.9M
|
58.5K
$35.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
107K+ 3.47% |
$52.3M - $64.7M
|
3.2M
$1.94B
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
410+ 0.18% |
$200K - $248K
|
227K
$138M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Health Investments LP
Greenwich, CT |
SELL
|
- |
-36.2K- 41.66% |
$17.7M - $21.9M
|
50.7K
$30.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-1.28K- 22.39% |
$625K - $774K
|
4.44K
$2.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-637- 0.72% |
$311K - $385K
|
88.4K
$53.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-4.4K- 27.33% |
$2.15M - $2.66M
|
11.7K
$7.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.21K+ 107.95% |
$1.08M - $1.34M
|
4.26K
$2.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-51.7K- 3.11% |
$25.2M - $31.2M
|
1.61M
$978M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.09K- 11.1% |
$1.02M - $1.26M
|
16.8K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
BUY
|
- |
6+ 0.0% |
$2.93K - $3.63K
|
185K
$112M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-16.8K- 28.87% |
$8.22M - $10.2M
|
41.5K
$25.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
PUT |
-7K- 92.11% |
$3.42M - $4.23M
|
600
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.22KNew |
$1.08M - $1.34M
|
2.22K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
259+ 5.21% |
$126K - $156K
|
5.23K
$3.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-4- 0.39% |
$1.95K - $2.42K
|
1.02K
$621K
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
181+ 21.27% |
$88.3K - $109K
|
1.03K
$626K
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
163+ 1.63% |
$79.5K - $98.5K
|
10.2K
$6.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
117+ 15.16% |
$57.1K - $70.7K
|
889
$539K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-153- 10.8% |
$74.7K - $92.4K
|
1.26K
$767K
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
18.2K+ 51.68% |
$8.86M - $11M
|
53.3K
$32.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-132- 5.91% |
$64.4K - $79.8K
|
2.1K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
3.02KNew |
$1.47M - $1.82M
|
3.02K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
1+ 0.06% |
$488 - $604
|
1.81K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
81+ 1.85% |
$39.5K - $48.9K
|
4.45K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
81+ 2.76% |
$39.5K - $48.9K
|
3.01K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
516+ 27.32% |
$252K - $312K
|
2.41K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-107- 4.49% |
$52.2K - $64.6K
|
2.28K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-670- 4.83% |
$327K - $405K
|
13.2K
$8.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.83K+ 43.3% |
$1.87M - $2.32M
|
12.7K
$7.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-571- 2.12% |
$279K - $345K
|
26.4K
$16M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
1.14K+ 53.06% |
$558K - $691K
|
3.3K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 16.35% |
$682K - $845K
|
9.95K
$6.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
99+ 4.28% |
$48.3K - $59.8K
|
2.41K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-352K- 98.15% |
$172M - $213M
|
6.63K
$4.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
50+ 2.19% |
$24.4K - $30.2K
|
2.33K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-12- 0.81% |
$5.86K - $7.25K
|
1.47K
$891K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
76.9K+ 6.72% |
$37.5M - $46.5M
|
1.22M
$741M
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1- 0.03% |
$488 - $604
|
3.95K
$2.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
211+ 3.05% |
$103K - $127K
|
7.13K
$4.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-76- 11.53% |
$37.1K - $45.9K
|
583
$354K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-952- 15.01% |
$465K - $575K
|
5.39K
$3.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
6+ 0.94% |
$2.93K - $3.63K
|
644
$391K
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
120+ 0.33% |
$58.6K - $72.5K
|
36.7K
$22.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-114- 2.09% |
$55.6K - $68.9K
|
5.35K
$3.25M
|