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 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
966New |
$471K - $584K
|
966
$588K
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-8.31K- 17.54% |
$4.06M - $5.02M
|
39.1K
$23.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
107+ 2.24% |
$52.2K - $64.6K
|
4.88K
$2.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
386New |
$188K - $233K
|
386
$235K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
29+ 0.25% |
$14.2K - $17.5K
|
11.4K
$6.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-10.2K- 16.04% |
$4.96M - $6.14M
|
53.2K
$32.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-800- 20.95% |
$390K - $483K
|
3.02K
$1.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
15+ 2.45% |
$7.32K - $9.06K
|
627
$381K
|
|
|
Oct 28, 2024
Q3 2024
|
Davis Rea Ltd.
|
BUY
|
- |
21+ 0.12% |
$10.2K - $12.7K
|
17.9K
$10.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.59K+ 3.93% |
$2.24M - $2.77M
|
122K
$73.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
145+ 26.61% |
$70.8K - $87.6K
|
690
$420K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.1K+ 8.11% |
$538K - $666K
|
14.7K
$8.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-89- 4.8% |
$43.4K - $53.8K
|
1.77K
$1.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-20.8K- 23.74% |
$10.1M - $12.6M
|
66.8K
$40.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
393New |
$192K - $237K
|
393
$239K
|
|
|
Oct 28, 2024
Q3 2024
|
Australian Super Pty LTD
|
BUY
|
- |
124K+ 28.66% |
$60.5M - $75M
|
557K
$339M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
31+ 3.66% |
$15.1K - $18.7K
|
878
$534K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.17K- 0.46% |
$2.52M - $3.12M
|
1.12M
$681M
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
46+ 0.46% |
$22.4K - $27.8K
|
10K
$6.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
357+ 5.02% |
$174K - $216K
|
7.46K
$4.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-321- 6.15% |
$157K - $194K
|
4.9K
$2.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
236+ 4.6% |
$115K - $143K
|
5.36K
$3.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.51K- 13.25% |
$1.71M - $2.12M
|
23K
$14M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
393New |
$192K - $237K
|
393
$239K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-45- 0.94% |
$22K - $27.2K
|
4.72K
$2.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-9- 2.04% |
$4.39K - $5.44K
|
433
$263K
|
|
|
Oct 28, 2024
Q3 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-2.83K- 11.07% |
$1.38M - $1.71M
|
22.7K
$13.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-820- 5.65% |
$400K - $495K
|
13.7K
$8.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
99+ 1.71% |
$48.3K - $59.8K
|
5.88K
$3.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.98K+ 10.79% |
$968K - $1.2M
|
20.4K
$12.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
35+ 3.65% |
$17.1K - $21.1K
|
995
$605K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
15+ 1.61% |
$7.32K - $9.06K
|
944
$574K
|
|
|
Oct 28, 2024
Q3 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-2.1K- 34.36% |
$1.02M - $1.27M
|
4.01K
$2.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
525+ 1.25% |
$256K - $317K
|
42.4K
$25.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
11+ 0.9% |
$5.37K - $6.65K
|
1.23K
$751K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
29+ 16.38% |
$14.2K - $17.5K
|
206
$125K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.93K+ 8.87% |
$943K - $1.17M
|
23.7K
$14.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
106+ 1.25% |
$51.7K - $64K
|
8.58K
$5.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-104- 1.08% |
$50.8K - $62.8K
|
9.5K
$5.78M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
50+ 7.3% |
$24.4K - $30.2K
|
735
$447K
|
|
|
Oct 28, 2024
Q3 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
2.67K+ 7.2% |
$1.3M - $1.61M
|
39.7K
$24.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
203New |
$99.1K - $123K
|
203
$124K
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-126- 6.72% |
$61.5K - $76.1K
|
1.75K
$1.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-645- 12.45% |
$315K - $390K
|
4.54K
$2.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
12+ 4.86% |
$5.86K - $7.25K
|
259
$158K
|
|
|
Oct 28, 2024
Q3 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-1K- 13.37% |
$488K - $604K
|
6.48K
$3.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-231- 36.78% |
$113K - $140K
|
397
$242K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.42K- 2.97% |
$693K - $858K
|
46.4K
$28.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-530- 4.23% |
$259K - $320K
|
12K
$7.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-11- 0.01% |
$5.37K - $6.65K
|
79.1K
$48.1M
|