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 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
321+ 5.79% |
$157K - $194K
|
5.86K
$3.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
175+ 63.18% |
$85.4K - $106K
|
452
$267K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
57New |
$27.8K - $34.4K
|
57
$33.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
146+ 4.23% |
$71.2K - $88.2K
|
3.6K
$2.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-5.17K- 2.96% |
$2.52M - $3.12M
|
169K
$100M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
10+ 2.1% |
$4.88K - $6.04K
|
486
$287K
|
|
|
Nov 07, 2024
Q3 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
2.02K+ 14.18% |
$984K - $1.22M
|
16.2K
$9.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
- |
5.38K+ 1.77% |
$2.63M - $3.25M
|
309K
$183M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
778+ 4.6% |
$380K - $470K
|
17.7K
$10.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-58- 0.4% |
$28.3K - $35K
|
14.4K
$8.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
658+ 28.55% |
$321K - $398K
|
2.96K
$1.75M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
470New |
$229K - $284K
|
470
$278K
|
|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
345+ 0.86% |
$168K - $208K
|
40.6K
$24M
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
316+ 44.26% |
$154K - $191K
|
1.03K
$609K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-113- 3.54% |
$55.1K - $68.3K
|
3.08K
$1.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
96+ 8.78% |
$46.8K - $58K
|
1.19K
$703K
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.1K+ 238.04% |
$534K - $662K
|
1.56K
$919K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-70- 1.44% |
$34.2K - $42.3K
|
4.78K
$2.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
348New |
$170K - $210K
|
348
$206K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.78K- 2.68% |
$1.85M - $2.29M
|
138K
$81.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-46- 1.29% |
$22.4K - $27.8K
|
3.52K
$2.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
20+ 5.01% |
$9.76K - $12.1K
|
419
$248K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
30+ 2.72% |
$14.6K - $18.1K
|
1.13K
$668K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
198K+ 5.19% |
$96.7M - $120M
|
4.01M
$2.37B
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-35- 3.0% |
$17.1K - $21.1K
|
1.13K
$668K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
6+ 0.2% |
$2.93K - $3.63K
|
2.97K
$1.75M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-499- 8.97% |
$244K - $301K
|
5.07K
$2.99M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
399+ 2.15% |
$195K - $241K
|
18.9K
$11.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.59K+ 15.29% |
$778K - $963K
|
12K
$7.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
206+ 50.99% |
$101K - $124K
|
610
$360K
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
534+ 7.44% |
$261K - $323K
|
7.71K
$4.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.15K- 28.24% |
$563K - $697K
|
2.93K
$1.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-67- 1.1% |
$32.7K - $40.5K
|
6.03K
$3.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.12% |
$488 - $604
|
869
$513K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-287- 24.4% |
$140K - $173K
|
889
$525K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-47- 3.54% |
$22.9K - $28.4K
|
1.28K
$757K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-255- 5.22% |
$124K - $154K
|
4.63K
$2.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
33+ 2.96% |
$16.1K - $19.9K
|
1.15K
$679K
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
SELL
|
- |
-138- 13.48% |
$67.3K - $83.4K
|
886
$524K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-65- 0.6% |
$31.7K - $39.3K
|
10.7K
$6.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
6.09KNew |
$2.97M - $3.68M
|
6.09K
$3.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
4.7K+ 81.03% |
$2.29M - $2.84M
|
10.5K
$6.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
51+ 6.51% |
$24.9K - $30.8K
|
834
$493K
|
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
2.6K+ 6.0% |
$1.27M - $1.57M
|
45.9K
$27.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.57K- 87.01% |
$768K - $951K
|
235
$139K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
6.82K+ 112.08% |
$3.33M - $4.12M
|
12.9K
$7.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-881- 10.01% |
$430K - $532K
|
7.92K
$4.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-138- 2.88% |
$67.3K - $83.4K
|
4.65K
$2.75M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-41- 0.44% |
$20K - $24.8K
|
9.28K
$5.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-3.88K- 82.65% |
$1.89M - $2.34M
|
814
$481K
|