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 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-598- 9.27% |
$292K - $361K
|
5.85K
$3.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
8+ 1.92% |
$3.9K - $4.83K
|
424
$251K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
680+ 4.21% |
$332K - $411K
|
16.8K
$9.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
136+ 5.56% |
$66.4K - $82.2K
|
2.58K
$1.53M
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-8- 0.94% |
$3.9K - $4.83K
|
840
$496K
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
316+ 3.29% |
$154K - $191K
|
9.91K
$5.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
14.3K+ 265.36% |
$6.99M - $8.65M
|
19.7K
$11.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-31- 11.23% |
$15.1K - $18.7K
|
245
$145K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
412New |
$201K - $249K
|
412
$243K
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-2- 4.76% |
$976 - $1.21K
|
40
$23.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.8K- 13.18% |
$879K - $1.09M
|
11.9K
$7.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
204+ 2.59% |
$99.6K - $123K
|
8.07K
$4.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-113- 0.77% |
$55.1K - $68.3K
|
14.7K
$8.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
8+ 6.67% |
$3.9K - $4.83K
|
128
$75.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.05K+ 233.63% |
$512K - $634K
|
1.5K
$885K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-192- 2.56% |
$93.7K - $116K
|
7.32K
$4.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-248- 1.94% |
$121K - $150K
|
12.5K
$7.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
156+ 14.29% |
$76.1K - $94.3K
|
1.25K
$737K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
55+ 9.52% |
$26.8K - $33.2K
|
633
$374K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
7+ 1.21% |
$3.42K - $4.23K
|
584
$345K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-31- 4.01% |
$15.1K - $18.7K
|
743
$439K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.6K+ 15.03% |
$779K - $965K
|
12.2K
$7.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-216- 2.8% |
$105K - $131K
|
7.49K
$4.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.78K+ 5.24% |
$868K - $1.07M
|
35.7K
$21.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-51- 8.29% |
$24.9K - $30.8K
|
564
$333K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
139+ 11.32% |
$67.8K - $84K
|
1.37K
$808K
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
233+ 34.62% |
$114K - $141K
|
906
$535K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-30- 3.14% |
$14.6K - $18.1K
|
924
$546K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-335- 3.97% |
$163K - $202K
|
8.11K
$4.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-13- 0.72% |
$6.34K - $7.85K
|
1.78K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
124+ 3.04% |
$60.5K - $74.9K
|
4.2K
$2.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-44- 6.85% |
$21.5K - $26.6K
|
598
$353K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
4+ 0.04% |
$1.95K - $2.42K
|
10.1K
$5.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-12.6K- 32.9% |
$6.14M - $7.6M
|
25.7K
$15.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
387New |
$189K - $234K
|
387
$229K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-69- 31.51% |
$33.7K - $41.7K
|
150
$88.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
519+ 50.58% |
$253K - $314K
|
1.55K
$913K
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
564+ 6.86% |
$275K - $341K
|
8.79K
$5.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-38- 2.71% |
$18.5K - $23K
|
1.37K
$807K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-59- 7.71% |
$28.8K - $35.6K
|
706
$417K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
234+ 1.24% |
$114K - $141K
|
19.1K
$11.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
SELL
|
- |
-25- 2.75% |
$12.2K - $15.1K
|
884
$522K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-702- 9.52% |
$343K - $424K
|
6.67K
$3.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
253+ 25.45% |
$123K - $153K
|
1.25K
$737K
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$488 - $604
|
857
$506K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1+ 0.03% |
$488 - $604
|
3.7K
$2.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-58- 8.98% |
$28.3K - $35K
|
588
$347K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-20- 5.09% |
$9.76K - $12.1K
|
373
$220K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
88+ 0.65% |
$42.9K - $53.2K
|
13.6K
$8.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-8- 1.35% |
$3.9K - $4.83K
|
584
$345K
|