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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
114+ 7.97% |
$55.6K - $68.9K
|
1.54K
$942K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-40- 0.22% |
$19.5K - $24.2K
|
17.8K
$10.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
37+ 0.93% |
$18.1K - $22.4K
|
4.03K
$2.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
300+ 13.97% |
$146K - $181K
|
2.45K
$1.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
24+ 3.36% |
$11.7K - $14.5K
|
739
$451K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
203+ 4.13% |
$99.1K - $123K
|
5.12K
$3.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
115+ 3.63% |
$56.1K - $69.5K
|
3.29K
$2M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.24K- 41.54% |
$607K - $752K
|
1.75K
$1.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
2+ 0.14% |
$976 - $1.21K
|
1.47K
$897K
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
151K+ 28.78% |
$73.6M - $91.1M
|
674K
$412M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
708+ 3.15% |
$346K - $428K
|
23.2K
$14.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.63K+ 5.04% |
$795K - $984K
|
34K
$20.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-17- 0.25% |
$8.3K - $10.3K
|
6.77K
$4.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
34+ 0.26% |
$16.6K - $20.5K
|
13K
$7.95M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-23- 14.94% |
$11.2K - $13.9K
|
131
$79.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Veritas Asset Management LLP
|
SELL
|
- |
-31.3K- 1.75% |
$15.3M - $18.9M
|
1.76M
$1.07B
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-6- 0.19% |
$2.93K - $3.63K
|
3.12K
$1.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-14- 1.28% |
$6.83K - $8.46K
|
1.08K
$661K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-25- 0.33% |
$12.2K - $15.1K
|
7.62K
$4.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-5- 1.48% |
$2.44K - $3.02K
|
332
$203K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
105+ 4.03% |
$51.2K - $63.4K
|
2.71K
$1.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-28- 0.68% |
$13.7K - $16.9K
|
4.07K
$2.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
418+ 20.5% |
$204K - $253K
|
2.46K
$1.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
14.9K+ 9.33% |
$7.28M - $9.01M
|
175K
$107M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
362+ 6.71% |
$177K - $219K
|
5.75K
$3.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-17.5K- 37.78% |
$8.52M - $10.6M
|
28.8K
$17.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
341+ 8.39% |
$166K - $206K
|
4.4K
$2.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.77K- 0.56% |
$862K - $1.07M
|
315K
$192M
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1+ 0.15% |
$488 - $604
|
676
$412K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-897- 20.07% |
$438K - $542K
|
3.57K
$2.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
20New |
$9.76K - $12.1K
|
20
$12.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-77- 8.76% |
$37.6K - $46.5K
|
802
$489K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
214+ 0.83% |
$104K - $129K
|
26K
$15.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
30+ 28.3% |
$14.6K - $18.1K
|
136
$83K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
158+ 15.48% |
$77.1K - $95.5K
|
1.18K
$719K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
7.52K+ 4.89% |
$3.67M - $4.54M
|
161K
$98.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-400- 37.11% |
$195K - $242K
|
678
$414K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
137+ 8.89% |
$66.9K - $82.8K
|
1.68K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-253- 1.71% |
$123K - $153K
|
14.5K
$8.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.13K+ 22.78% |
$550K - $682K
|
6.08K
$3.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
66+ 1.92% |
$32.2K - $39.9K
|
3.5K
$2.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
8.03KNew |
$3.92M - $4.85M
|
8.03K
$4.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-3.94K- 24.03% |
$1.92M - $2.38M
|
12.5K
$7.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-388- 8.04% |
$189K - $234K
|
4.44K
$2.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
59+ 2.43% |
$28.8K - $35.6K
|
2.49K
$1.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
160+ 0.32% |
$78.1K - $96.7K
|
50.3K
$30.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.54% |
$488 - $604
|
187
$114K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.92K+ 2.74% |
$2.4M - $2.97M
|
184K
$112M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
89+ 9.85% |
$43.4K - $53.8K
|
993
$606K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-74.1K- 5.34% |
$36.2M - $44.8M
|
1.31M
$801M
|