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
|
Independent Advisor Alliance
|
SELL
|
- |
-1.07K- 2.72% |
$521K - $645K
|
38.2K
$22.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.42K- 1.53% |
$692K - $857K
|
91.5K
$54.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
121KNew |
$59M - $73M
|
121K
$71.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-142K- 8.21% |
$69.1M - $85.6M
|
1.58M
$936M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
17.6K+ 48.22% |
$8.59M - $10.6M
|
54.1K
$32M
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.33K- 47.39% |
$651K - $806K
|
1.48K
$875K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-70- 10.65% |
$34.2K - $42.3K
|
587
$347K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-17.9K- 20.26% |
$8.73M - $10.8M
|
70.4K
$41.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-366- 5.04% |
$179K - $221K
|
6.9K
$4.08M
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
410+ 6.43% |
$200K - $248K
|
6.79K
$4.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-646- 8.05% |
$315K - $390K
|
7.38K
$4.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
19+ 4.58% |
$9.27K - $11.5K
|
434
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-300- 14.76% |
$146K - $181K
|
1.73K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
2.32K+ 2.0% |
$1.13M - $1.4M
|
119K
$70.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.75K- 0.62% |
$855K - $1.06M
|
282K
$167M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.34K+ 3.32% |
$654K - $810K
|
41.7K
$24.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Parnassus Investments, LLC
|
BUY
|
- |
187K+ 8993.37% |
$91.4M - $113M
|
189K
$112M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.65K+ 0.3% |
$1.78M - $2.2M
|
1.23M
$727M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-7.52K- 16.98% |
$3.67M - $4.55M
|
36.8K
$21.7M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
400K+ 549.01% |
$195M - $242M
|
473K
$280M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
252+ 2.95% |
$123K - $152K
|
8.81K
$5.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Lgt Capital Partners Ltd.
|
SELL
|
- |
-61K- 43.24% |
$29.8M - $36.8M
|
80K
$47.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
381New |
$186K - $230K
|
381
$225K
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-30- 1.69% |
$14.6K - $18.1K
|
1.75K
$1.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-38- 2.56% |
$18.5K - $23K
|
1.45K
$855K
|
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
3.79K+ 777.46% |
$1.85M - $2.29M
|
4.28K
$2.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-131- 21.8% |
$63.9K - $79.1K
|
470
$278K
|
|
|
Nov 08, 2024
Q3 2024
|
Greenwoods Asset Management Hong Kong Ltd.
Hong Kong, K3 |
BUY
|
- |
4.01K+ 40.18% |
$1.96M - $2.42M
|
14K
$8.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
89+ 1.51% |
$43.4K - $53.8K
|
5.98K
$3.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2M+ 8.22% |
$977M - $1.21B
|
26.4M
$15.6B
|
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
3.4K+ 1.67% |
$1.66M - $2.05M
|
206K
$122M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-5- 0.83% |
$2.44K - $3.02K
|
595
$352K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
43+ 0.06% |
$21K - $26K
|
70.9K
$41.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
109+ 6.38% |
$53.2K - $65.9K
|
1.82K
$1.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-61.8K- 16.19% |
$30.2M - $37.4M
|
320K
$189M
|
|
|
Nov 08, 2024
Q3 2024
|
Tcw Group Inc
|
BUY
|
- |
8.99K+ 3.46% |
$4.39M - $5.43M
|
269K
$159M
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-16.8K- 1.86% |
$8.18M - $10.1M
|
886K
$524M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-90- 13.68% |
$43.9K - $54.4K
|
568
$336K
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
432New |
$211K - $261K
|
432
$255K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-760- 4.46% |
$371K - $459K
|
16.3K
$9.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Premier Fund Managers LTD
|
SELL
|
- |
-10K- 9.09% |
$4.88M - $6.04M
|
100K
$59.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-339- 15.92% |
$165K - $205K
|
1.79K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
3.45K+ 14.56% |
$1.68M - $2.08M
|
27.1K
$16M
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
30.3K+ 53.34% |
$14.8M - $18.3M
|
87.2K
$51.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
79+ 17.25% |
$38.6K - $47.7K
|
537
$317K
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-680- 59.91% |
$332K - $411K
|
455
$269K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
161+ 1.45% |
$78.6K - $97.3K
|
11.3K
$6.67M
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-8.6K- 67.5% |
$4.19M - $5.19M
|
4.14K
$2.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-4.26K- 36.01% |
$2.08M - $2.57M
|
7.57K
$4.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
578+ 12.02% |
$282K - $349K
|
5.39K
$3.18M
|