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
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-48- 2.81% |
$23.4K - $29K
|
1.66K
$1.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
144+ 0.96% |
$70.3K - $87K
|
15.1K
$9.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-4.1K- 82.86% |
$2M - $2.48M
|
849
$518K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-518- 3.53% |
$253K - $313K
|
14.1K
$8.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
229+ 42.88% |
$112K - $138K
|
763
$466K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
235+ 6.69% |
$115K - $142K
|
3.75K
$2.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
778New |
$380K - $470K
|
778
$475K
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-10- 1.5% |
$4.88K - $6.04K
|
655
$400K
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-30- 5.08% |
$14.6K - $18.1K
|
561
$342K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
327+ 4.44% |
$160K - $198K
|
7.7K
$4.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-7- 0.71% |
$3.42K - $4.23K
|
984
$600K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
48+ 8.22% |
$23.4K - $29K
|
632
$386K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
527New |
$257K - $318K
|
527
$322K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
451+ 11.42% |
$220K - $272K
|
4.4K
$2.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-745- 3.4% |
$364K - $450K
|
21.1K
$12.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
PUT |
100+ 20.0% |
$48.8K - $60.4K
|
600
$366K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
6+ 0.11% |
$2.93K - $3.63K
|
5.69K
$3.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-1- 0.13% |
$488 - $604
|
742
$453K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
749+ 9.08% |
$366K - $453K
|
9K
$5.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-70- 2.64% |
$34.2K - $42.3K
|
2.59K
$1.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-2.82K- 1.41% |
$1.37M - $1.7M
|
196K
$120M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.68K- 2.16% |
$821K - $1.02M
|
76.3K
$46.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
387New |
$189K - $234K
|
387
$236K
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
37+ 6.21% |
$18.1K - $22.4K
|
633
$386K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
686+ 47.57% |
$335K - $414K
|
2.13K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2KNew |
$977K - $1.21M
|
2K
$1.22M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-17- 1.77% |
$8.3K - $10.3K
|
943
$575K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-316- 13.08% |
$154K - $191K
|
2.1K
$1.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-17- 4.03% |
$8.3K - $10.3K
|
405
$247K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
73+ 3.57% |
$35.6K - $44.1K
|
2.12K
$1.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-2.22K- 17.92% |
$1.08M - $1.34M
|
10.2K
$6.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
15.2K+ 57.81% |
$7.41M - $9.17M
|
41.4K
$25.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.28K- 3.84% |
$2.09M - $2.59M
|
107K
$65.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-240- 2.0% |
$117K - $145K
|
11.7K
$7.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-52- 1.3% |
$25.4K - $31.4K
|
3.94K
$2.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
3.48K+ 21.19% |
$1.7M - $2.1M
|
19.9K
$12.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
38+ 6.11% |
$18.5K - $23K
|
660
$403K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-54- 4.08% |
$26.4K - $32.6K
|
1.27K
$775K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
62+ 3.65% |
$30.3K - $37.5K
|
1.76K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-11.9K- 69.77% |
$5.83M - $7.22M
|
5.18K
$3.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-67- 0.94% |
$32.7K - $40.5K
|
7.08K
$4.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
68+ 8.8% |
$33.2K - $41.1K
|
841
$513K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
400New |
$195K - $242K
|
400
$244K
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-825- 33.2% |
$403K - $498K
|
1.66K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
82+ 8.31% |
$40K - $49.5K
|
1.07K
$652K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-21- 3.29% |
$10.2K - $12.7K
|
618
$377K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
99+ 8.82% |
$48.3K - $59.8K
|
1.22K
$745K
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
362New |
$177K - $219K
|
362
$221K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
64+ 5.76% |
$31.2K - $38.7K
|
1.18K
$718K
|
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
5+ 0.41% |
$2.44K - $3.02K
|
1.22K
$741K
|