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 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-56- 1.9% |
$27.3K - $33.8K
|
2.9K
$1.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
93.5K+ 140.42% |
$45.6M - $56.5M
|
160K
$94.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-525- 11.05% |
$256K - $317K
|
4.23K
$2.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
515+ 0.58% |
$251K - $311K
|
90K
$53.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
141+ 0.32% |
$68.8K - $85.2K
|
44.4K
$26.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
616+ 15.22% |
$301K - $372K
|
4.66K
$2.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.29K+ 6.34% |
$631K - $781K
|
21.7K
$12.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
190+ 10.22% |
$92.7K - $115K
|
2.05K
$1.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-349- 10.0% |
$170K - $211K
|
3.14K
$1.86M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.01K+ 13.68% |
$1.47M - $1.82M
|
25K
$14.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
350New |
$171K - $211K
|
350
$207K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
383New |
$187K - $231K
|
383
$226K
|
|
|
Oct 21, 2024
Q3 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
16+ 3.35% |
$7.81K - $9.67K
|
494
$292K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
49+ 0.72% |
$23.9K - $29.6K
|
6.87K
$4.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-88- 5.67% |
$42.9K - $53.2K
|
1.46K
$865K
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-4.18K- 61.07% |
$2.04M - $2.52M
|
2.66K
$1.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.52K- 75.9% |
$742K - $919K
|
483
$285K
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-170- 2.91% |
$83K - $103K
|
5.67K
$3.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-275- 2.08% |
$134K - $166K
|
13K
$7.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
BUY
|
- |
372New |
$182K - $225K
|
372
$220K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7+ 0.7% |
$3.42K - $4.23K
|
1.01K
$594K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-176K- 98.51% |
$85.7M - $106M
|
2.65K
$1.57M
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
412+ 4.79% |
$201K - $249K
|
9.02K
$5.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
472+ 11.84% |
$230K - $285K
|
4.46K
$2.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-88- 1.45% |
$42.9K - $53.2K
|
5.99K
$3.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.84K+ 2.84% |
$897K - $1.11M
|
66.7K
$39.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.6K+ 10.52% |
$2.24M - $2.78M
|
48.3K
$28.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
30+ 0.42% |
$14.6K - $18.1K
|
7.19K
$4.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-450- 42.45% |
$220K - $272K
|
610
$360K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
3+ 0.22% |
$1.46K - $1.81K
|
1.37K
$811K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
771+ 65.95% |
$376K - $466K
|
1.94K
$1.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
41+ 7.74% |
$20K - $24.8K
|
571
$337K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
65+ 0.65% |
$31.7K - $39.3K
|
10K
$5.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-789- 4.22% |
$385K - $477K
|
17.9K
$10.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
436+ 3.67% |
$213K - $263K
|
12.3K
$7.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
15+ 3.77% |
$7.32K - $9.06K
|
413
$244K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-84- 2.39% |
$41K - $50.8K
|
3.43K
$2.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-164- 0.97% |
$80K - $99.1K
|
16.7K
$9.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-75- 15.63% |
$36.6K - $45.3K
|
405
$239K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-73- 0.51% |
$35.6K - $44.1K
|
14.2K
$8.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
14+ 2.3% |
$6.83K - $8.46K
|
624
$369K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
118+ 33.62% |
$57.6K - $71.3K
|
469
$277K
|
|
|
Oct 21, 2024
Q3 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
10+ 0.33% |
$4.88K - $6.04K
|
3.07K
$1.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
400+ 6.32% |
$195K - $242K
|
6.73K
$3.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
309+ 5.2% |
$151K - $187K
|
6.25K
$3.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.2K- 5.99% |
$9.39M - $11.6M
|
302K
$178M
|
|
|
Oct 18, 2024
Q3 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-100- 3.85% |
$48.8K - $60.4K
|
2.5K
$1.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-130- 3.94% |
$63.4K - $78.5K
|
3.17K
$1.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
26+ 4.48% |
$12.7K - $15.7K
|
607
$359K
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
381New |
$186K - $230K
|
381
$225K
|