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 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
4.8K+ 414.43% |
$2.34M - $2.9M
|
5.95K
$3.62M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
203+ 0.66% |
$99.1K - $123K
|
30.8K
$18.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
255+ 7.38% |
$124K - $154K
|
3.71K
$2.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
20+ 0.13% |
$9.76K - $12.1K
|
15.3K
$9.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
349New |
$170K - $211K
|
349
$212K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
28+ 1.7% |
$13.7K - $16.9K
|
1.67K
$1.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
417New |
$204K - $252K
|
417
$254K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-10.3K- 39.1% |
$5.02M - $6.21M
|
16K
$9.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-20- 13.79% |
$9.76K - $12.1K
|
125
$76K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-43- 3.68% |
$21K - $26K
|
1.12K
$684K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.29M+ 78814.44% |
$2.58B - $3.2B
|
5.3M
$3.22B
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
503+ 4.0% |
$245K - $304K
|
13.1K
$7.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
5.55KNew |
$2.71M - $3.36M
|
5.55K
$3.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.58K+ 4.6% |
$773K - $956K
|
36K
$21.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
154+ 25.45% |
$75.2K - $93K
|
759
$462K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
2.91K+ 233.15% |
$1.42M - $1.76M
|
4.16K
$2.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-483- 9.92% |
$236K - $292K
|
4.39K
$2.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
63+ 0.33% |
$30.7K - $38.1K
|
19.4K
$11.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-96- 30.77% |
$46.8K - $58K
|
216
$131K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-11- 1.0% |
$5.37K - $6.65K
|
1.09K
$665K
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
24+ 5.63% |
$11.7K - $14.5K
|
450
$274K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-436- 0.23% |
$213K - $263K
|
190K
$116M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-49- 0.42% |
$23.9K - $29.6K
|
11.7K
$7.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
2+ 0.25% |
$976 - $1.21K
|
818
$498K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-22- 0.54% |
$10.7K - $13.3K
|
4.08K
$2.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-3.82K- 1.84% |
$1.87M - $2.31M
|
203K
$124M
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
55+ 0.78% |
$26.8K - $33.2K
|
7.13K
$4.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-107- 4.58% |
$52.2K - $64.6K
|
2.23K
$1.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.74K- 3.9% |
$849K - $1.05M
|
42.8K
$26.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
6+ 0.38% |
$2.93K - $3.63K
|
1.57K
$956K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-42- 1.03% |
$20.5K - $25.4K
|
4.06K
$2.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
18+ 1.85% |
$8.78K - $10.9K
|
990
$602K
|
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-96- 6.78% |
$46.8K - $58K
|
1.32K
$803K
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-20- 0.86% |
$9.76K - $12.1K
|
2.3K
$1.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1K+ 8.1% |
$489K - $605K
|
13.4K
$8.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
4.07K+ 314.61% |
$1.99M - $2.46M
|
5.37K
$3.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
8+ 1.11% |
$3.9K - $4.83K
|
726
$442K
|
|
|
Oct 21, 2024
Q3 2024
|
James Hambro & Partners
|
BUY
|
- |
8.57K+ 3.92% |
$4.18M - $5.18M
|
227K
$138M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-9- 0.04% |
$4.39K - $5.44K
|
20K
$12.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-79- 3.23% |
$38.6K - $47.7K
|
2.37K
$1.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
247+ 41.37% |
$121K - $149K
|
844
$513K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1- 0.02% |
$488 - $604
|
4.43K
$2.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3- 0.26% |
$1.46K - $1.81K
|
1.17K
$709K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
357New |
$174K - $216K
|
357
$217K
|
|
|
Oct 21, 2024
Q3 2024
|
Suncoast Equity Management
|
SELL
|
- |
-6.71K- 10.23% |
$3.28M - $4.06M
|
58.9K
$35.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-294- 1.97% |
$143K - $178K
|
14.6K
$8.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-3.81K- 17.57% |
$1.86M - $2.3M
|
17.9K
$10.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
426New |
$208K - $257K
|
426
$259K
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
14.3K+ 4.54% |
$6.96M - $8.62M
|
328K
$200M
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
1+ 0.15% |
$488 - $604
|
655
$398K
|