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
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-18- 0.94% |
$8.78K - $10.9K
|
1.89K
$1.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
SELL
|
- |
-176- 19.09% |
$85.9K - $106K
|
746
$454K
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-1.18K- 6.75% |
$578K - $715K
|
16.4K
$9.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
607+ 79.24% |
$296K - $367K
|
1.37K
$835K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-8- 0.7% |
$3.9K - $4.83K
|
1.13K
$688K
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
700New |
$342K - $423K
|
700
$426K
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-272- 17.44% |
$133K - $164K
|
1.29K
$784K
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
550New |
$268K - $332K
|
550
$335K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
287+ 3.93% |
$140K - $173K
|
7.59K
$4.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
378New |
$184K - $228K
|
378
$230K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-135- 11.4% |
$65.9K - $81.6K
|
1.05K
$638K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-69- 2.29% |
$33.7K - $41.7K
|
2.94K
$1.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
51+ 8.12% |
$24.9K - $30.8K
|
679
$413K
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
SELL
|
- |
-135K- 10.7% |
$65.9M - $81.6M
|
1.13M
$686M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.55K- 3.88% |
$754K - $934K
|
38.3K
$23.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
40+ 0.48% |
$19.5K - $24.2K
|
8.38K
$5.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
87+ 1.05% |
$42.5K - $52.6K
|
8.34K
$5.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-7- 1.19% |
$3.42K - $4.23K
|
579
$352K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1+ 0.04% |
$488 - $604
|
2.39K
$1.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
336+ 2.91% |
$164K - $203K
|
11.9K
$7.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-8- 1.09% |
$3.9K - $4.83K
|
728
$443K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-65- 5.37% |
$31.7K - $39.3K
|
1.15K
$697K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
155+ 50.99% |
$75.6K - $93.6K
|
459
$279K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.38K- 22.01% |
$1.16M - $1.43M
|
8.42K
$5.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
50+ 5.62% |
$24.4K - $30.2K
|
939
$571K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.59K+ 56.44% |
$774K - $958K
|
4.4K
$2.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-387- 10.27% |
$189K - $234K
|
3.38K
$2.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
386New |
$188K - $233K
|
386
$235K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
833+ 3.03% |
$407K - $503K
|
28.3K
$17.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.14% |
$488 - $604
|
722
$439K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
11+ 1.49% |
$5.37K - $6.65K
|
751
$457K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-62- 2.22% |
$30.3K - $37.5K
|
2.73K
$1.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
108+ 1.74% |
$52.7K - $65.3K
|
6.32K
$3.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10- 0.61% |
$4.88K - $6.04K
|
1.62K
$984K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
143+ 3.79% |
$69.8K - $86.4K
|
3.92K
$2.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-389K- 51.19% |
$190M - $235M
|
371K
$226M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-5- 0.37% |
$2.44K - $3.02K
|
1.35K
$821K
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-89- 0.31% |
$43.4K - $53.8K
|
28.6K
$17.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
17.5K+ 20.25% |
$8.52M - $10.5M
|
104K
$63.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-700- 17.52% |
$342K - $423K
|
3.3K
$2.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-8- 0.72% |
$3.9K - $4.83K
|
1.1K
$670K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-413- 13.5% |
$202K - $250K
|
2.65K
$1.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-338- 22.53% |
$165K - $204K
|
1.16K
$707K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
512+ 10.32% |
$250K - $309K
|
5.47K
$3.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-1- 0.14% |
$488 - $604
|
738
$449K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-275- 3.21% |
$134K - $166K
|
8.28K
$5.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
358+ 4.48% |
$175K - $216K
|
8.35K
$5.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
449+ 23.99% |
$219K - $271K
|
2.32K
$1.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.19% |
$48.8K - $60.4K
|
52K
$31.6M
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.5K- 6.27% |
$1.22M - $1.51M
|
37.4K
$22.7M
|