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 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
706+ 6.93% |
$345K - $427K
|
10.9K
$6.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.38K+ 15.46% |
$672K - $831K
|
10.3K
$6.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-811- 3.52% |
$396K - $490K
|
22.2K
$13.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-31.2K- 1.73% |
$15.2M - $18.8M
|
1.77M
$1.08B
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
37+ 0.56% |
$18.1K - $22.4K
|
6.69K
$4.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-125- 9.92% |
$61K - $75.5K
|
1.14K
$689K
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
845+ 24.61% |
$412K - $511K
|
4.28K
$2.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-44- 66.67% |
$21.5K - $26.6K
|
22
$13.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
629+ 1.33% |
$307K - $380K
|
48.1K
$29.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
408New |
$199K - $247K
|
408
$248K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-13- 1.16% |
$6.34K - $7.85K
|
1.11K
$671K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
116+ 4.94% |
$56.6K - $70.1K
|
2.47K
$1.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-29- 0.97% |
$14.2K - $17.5K
|
2.95K
$1.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
77+ 7.39% |
$37.6K - $46.5K
|
1.12K
$679K
|
|
|
Nov 01, 2024
Q3 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-100- 12.8% |
$48.8K - $60.4K
|
681
$413K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-60- 9.17% |
$29.3K - $36.3K
|
594
$360K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-695- 7.61% |
$339K - $420K
|
8.44K
$5.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
42+ 7.14% |
$20.5K - $25.4K
|
630
$382K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
31+ 5.35% |
$15.1K - $18.7K
|
610
$370K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
94+ 14.42% |
$45.9K - $56.8K
|
746
$453K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-210- 20.43% |
$102K - $127K
|
818
$496K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
67+ 6.56% |
$32.7K - $40.5K
|
1.09K
$660K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
3+ 0.48% |
$1.46K - $1.81K
|
623
$378K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-215- 2.23% |
$105K - $130K
|
9.43K
$5.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
771+ 181.84% |
$376K - $466K
|
1.2K
$725K
|
|
|
Nov 01, 2024
Q3 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
351New |
$171K - $212K
|
351
$213K
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-9- 0.09% |
$4.39K - $5.44K
|
9.96K
$6.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-7K- 10.29% |
$3.41M - $4.23M
|
61K
$37M
|
|
|
Nov 01, 2024
Q3 2024
|
Provident Trust CO
|
BUY
|
- |
2.94K+ 0.47% |
$1.43M - $1.77M
|
633K
$384M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
452+ 9.15% |
$221K - $273K
|
5.39K
$3.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-252- 2.04% |
$123K - $152K
|
12.1K
$7.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-8- 0.31% |
$3.9K - $4.83K
|
2.58K
$1.56M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
10+ 1.89% |
$4.88K - $6.04K
|
540
$328K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.77K+ 2.08% |
$861K - $1.07M
|
86.7K
$52.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-855- 25.83% |
$417K - $517K
|
2.46K
$1.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-81- 9.12% |
$39.5K - $48.9K
|
807
$490K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
449+ 92.39% |
$219K - $271K
|
935
$567K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
49+ 2.92% |
$23.9K - $29.6K
|
1.73K
$1.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
163+ 38.44% |
$79.5K - $98.5K
|
587
$356K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-13- 0.29% |
$6.34K - $7.85K
|
4.51K
$2.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-39- 0.47% |
$19K - $23.6K
|
8.29K
$5.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
690+ 5.55% |
$337K - $417K
|
13.1K
$7.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
18+ 0.09% |
$8.78K - $10.9K
|
20.3K
$12.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.32K- 0.43% |
$644K - $797K
|
306K
$186M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
1.38K+ 148.49% |
$671K - $831K
|
2.3K
$1.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
8.31K+ 8.38% |
$4.06M - $5.02M
|
108K
$65.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
3.25K+ 15.61% |
$1.59M - $1.96M
|
24.1K
$14.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
239+ 1.43% |
$117K - $144K
|
17K
$10.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-142- 1.84% |
$69.3K - $85.8K
|
7.6K
$4.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-48- 2.81% |
$23.4K - $29K
|
1.66K
$1.01M
|