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 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
4.93K+ 25.63% |
$2.4M - $2.98M
|
24.1K
$14.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-27- 1.9% |
$13.2K - $16.3K
|
1.39K
$848K
|
|
|
Oct 25, 2024
Q3 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-36- 5.83% |
$17.6K - $21.8K
|
581
$353K
|
|
|
Oct 25, 2024
Q3 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
75+ 7.72% |
$36.6K - $45.3K
|
1.05K
$637K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-36- 1.41% |
$17.6K - $21.8K
|
2.51K
$1.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
36+ 1.01% |
$17.6K - $21.8K
|
3.58K
$2.18M
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-23- 0.03% |
$11.2K - $13.9K
|
79.5K
$48.4M
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-31.5K- 3.57% |
$15.4M - $19M
|
850K
$517M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
114+ 23.31% |
$55.6K - $68.9K
|
603
$367K
|
|
|
Oct 25, 2024
Q3 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
130+ 26.92% |
$63.4K - $78.5K
|
613
$373K
|
|
|
Oct 25, 2024
Q3 2024
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-2.5K- 7.16% |
$1.22M - $1.51M
|
32.4K
$19.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
45+ 6.4% |
$22K - $27.2K
|
748
$455K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-19.2K- 35.94% |
$9.39M - $11.6M
|
34.3K
$20.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
3.2K+ 18.61% |
$1.56M - $1.93M
|
20.4K
$12.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-1.62K- 61.76% |
$788K - $976K
|
1K
$608K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
37+ 1.9% |
$18.1K - $22.4K
|
1.98K
$1.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.83K+ 424.59% |
$1.38M - $1.71M
|
3.5K
$2.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.38K+ 9.09% |
$1.65M - $2.04M
|
40.6K
$24.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.36K- 56.13% |
$1.64M - $2.03M
|
2.62K
$1.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.9K- 21.66% |
$1.42M - $1.75M
|
10.5K
$6.38M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-313- 12.49% |
$153K - $189K
|
2.19K
$1.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
139+ 3.21% |
$67.8K - $84K
|
4.46K
$2.72M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-28- 1.43% |
$13.7K - $16.9K
|
1.93K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-8.72K- 93.12% |
$4.25M - $5.27M
|
644
$392K
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
19.4K+ 8.26% |
$9.47M - $11.7M
|
254K
$155M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.14K+ 23.35% |
$1.05M - $1.29M
|
11.3K
$6.89M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
325+ 0.95% |
$159K - $196K
|
34.5K
$21M
|
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-245- 0.95% |
$120K - $148K
|
25.6K
$15.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
38+ 2.65% |
$18.5K - $23K
|
1.47K
$897K
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.06% |
$3.9K - $4.83K
|
13.1K
$7.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
401New |
$196K - $242K
|
401
$244K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
7.49K+ 2.27% |
$3.66M - $4.53M
|
338K
$206M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
87+ 10.79% |
$42.5K - $52.6K
|
893
$543K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-44- 0.31% |
$21.5K - $26.6K
|
14K
$8.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-376- 3.38% |
$183K - $227K
|
10.7K
$6.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
257+ 0.71% |
$125K - $155K
|
36.5K
$22.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
892+ 32.42% |
$435K - $539K
|
3.64K
$2.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
5.23K+ 0.56% |
$2.55M - $3.16M
|
936K
$570M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-65- 0.34% |
$31.7K - $39.3K
|
18.9K
$11.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
114+ 0.67% |
$55.6K - $68.9K
|
17K
$10.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-2.55K- 0.86% |
$1.24M - $1.54M
|
294K
$179M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
106+ 9.16% |
$51.7K - $64K
|
1.26K
$768K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
27+ 1.24% |
$13.2K - $16.3K
|
2.21K
$1.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
3+ 0.28% |
$1.46K - $1.81K
|
1.06K
$642K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-23- 0.89% |
$11.2K - $13.9K
|
2.56K
$1.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-585- 4.24% |
$285K - $353K
|
13.2K
$8.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-35- 4.76% |
$17.1K - $21.1K
|
700
$426K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
7.14K+ 6.44% |
$3.48M - $4.31M
|
118K
$71.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
780+ 58.38% |
$381K - $471K
|
2.12K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-333- 23.84% |
$163K - $201K
|
1.06K
$647K
|