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 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-333- 23.84% |
$163K - $201K
|
1.06K
$649K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
810+ 11.34% |
$395K - $489K
|
7.96K
$4.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
169+ 24.07% |
$82.5K - $102K
|
871
$531K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-450- 1.6% |
$220K - $272K
|
27.7K
$16.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-7- 4.35% |
$3.42K - $4.23K
|
154
$94K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
21+ 1.16% |
$10.2K - $12.7K
|
1.84K
$1.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
60+ 4.64% |
$29.3K - $36.3K
|
1.35K
$826K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3+ 0.04% |
$1.46K - $1.81K
|
8.51K
$5.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-928- 2.14% |
$453K - $561K
|
42.4K
$25.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
4.53K+ 36.61% |
$2.21M - $2.74M
|
16.9K
$10.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.36K+ 9.19% |
$661K - $819K
|
16.1K
$9.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
33+ 3.5% |
$16.1K - $19.9K
|
976
$596K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
21.1K+ 7.98% |
$10.3M - $12.7M
|
285K
$174M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
662+ 121.47% |
$323K - $400K
|
1.21K
$737K
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.77K+ 59.82% |
$862K - $1.07M
|
4.72K
$2.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-24- 3.1% |
$11.7K - $14.5K
|
749
$457K
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-92- 8.57% |
$44.9K - $55.6K
|
982
$599K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-34- 1.91% |
$16.6K - $20.5K
|
1.74K
$1.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-359- 1.9% |
$175K - $217K
|
18.6K
$11.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-153- 18.66% |
$74.7K - $92.4K
|
667
$407K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-81- 2.32% |
$39.5K - $48.9K
|
3.42K
$2.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-233- 2.12% |
$114K - $141K
|
10.7K
$6.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
476+ 7.23% |
$232K - $288K
|
7.06K
$4.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
5+ 0.76% |
$2.44K - $3.02K
|
664
$405K
|
|
|
Oct 24, 2024
Q3 2024
|
Independent Investors Inc
|
SELL
|
- |
-200- 6.22% |
$97.6K - $121K
|
3.02K
$1.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
3.25K+ 770.14% |
$1.59M - $1.96M
|
3.67K
$2.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
880+ 4.08% |
$429K - $532K
|
22.4K
$13.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
243+ 4.65% |
$119K - $147K
|
5.47K
$3.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-294- 5.13% |
$143K - $178K
|
5.44K
$3.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-1.24K- 13.81% |
$605K - $749K
|
7.74K
$4.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Semanteon Capital Management, LP
Newton, MA |
SELL
|
- |
-1.99K- 80.83% |
$971K - $1.2M
|
472
$288K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
10+ 1.45% |
$4.88K - $6.04K
|
702
$428K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-697- 33.82% |
$340K - $421K
|
1.36K
$832K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
43+ 3.68% |
$21K - $26K
|
1.21K
$739K
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
497+ 11.25% |
$243K - $300K
|
4.91K
$3M
|
|
|
Oct 24, 2024
Q3 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
372KNew |
$181M - $224M
|
372K
$227M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
25+ 21.55% |
$12.2K - $15.1K
|
141
$86K
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-644- 1.53% |
$314K - $389K
|
41.4K
$25.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1+ 0.46% |
$488 - $604
|
218
$133K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-57- 0.15% |
$27.8K - $34.4K
|
38.1K
$23.2M
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
15+ 2.48% |
$7.32K - $9.06K
|
621
$379K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.56K+ 28.75% |
$1.25M - $1.54M
|
11.5K
$6.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
26+ 0.83% |
$12.7K - $15.7K
|
3.14K
$1.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
89+ 6.04% |
$43.4K - $53.8K
|
1.56K
$953K
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-36- 5.01% |
$17.6K - $21.8K
|
683
$417K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-440- 31.79% |
$215K - $266K
|
944
$576K
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
481+ 119.35% |
$235K - $291K
|
884
$539K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
76+ 12.67% |
$37.1K - $45.9K
|
676
$412K
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
14+ 0.27% |
$6.83K - $8.46K
|
5.28K
$3.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
7+ 0.29% |
$3.42K - $4.23K
|
2.39K
$1.46M
|