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 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.44K+ 9.74% |
$702K - $869K
|
16.2K
$9.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.78K- 4.5% |
$869K - $1.08M
|
37.8K
$22.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.39K+ 2.8% |
$677K - $838K
|
51K
$30.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
50+ 7.31% |
$24.4K - $30.2K
|
734
$434K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-16.6K- 68.05% |
$8.08M - $10M
|
7.77K
$4.59M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-323- 6.87% |
$158K - $195K
|
4.38K
$2.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
142+ 4.07% |
$69.3K - $85.8K
|
3.63K
$2.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
54+ 3.16% |
$26.4K - $32.6K
|
1.77K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.26K- 23.29% |
$1.1M - $1.37M
|
7.45K
$4.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-244- 2.75% |
$119K - $147K
|
8.62K
$5.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
259+ 22.58% |
$126K - $156K
|
1.41K
$831K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-6- 7.23% |
$2.93K - $3.63K
|
77
$45.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-333- 7.87% |
$163K - $201K
|
3.9K
$2.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
BUY
|
- |
6+ 0.49% |
$2.93K - $3.63K
|
1.23K
$724K
|
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-77.9K- 3.34% |
$38M - $47.1M
|
2.26M
$1.33B
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-4.65K- 4.63% |
$2.27M - $2.81M
|
95.7K
$56.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-2.36K- 1.53% |
$1.15M - $1.43M
|
152K
$90M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
102+ 18.05% |
$49.8K - $61.6K
|
667
$394K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
284+ 30.41% |
$139K - $172K
|
1.22K
$720K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
977+ 14.77% |
$477K - $590K
|
7.59K
$4.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
71+ 2.12% |
$34.6K - $42.9K
|
3.42K
$2.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
127+ 1.46% |
$62K - $76.7K
|
8.85K
$5.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
24+ 1.63% |
$11.7K - $14.5K
|
1.5K
$884K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
23+ 1.08% |
$11.2K - $13.9K
|
2.16K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
438+ 23.51% |
$214K - $265K
|
2.3K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
459New |
$224K - $277K
|
459
$271K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
230+ 26.78% |
$112K - $139K
|
1.09K
$643K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.42K+ 38.05% |
$691K - $855K
|
5.13K
$3.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
21+ 3.35% |
$10.2K - $12.7K
|
647
$382K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.06KNew |
$3.94M - $4.87M
|
8.06K
$4.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
659New |
$322K - $398K
|
659
$389K
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-105- 1.47% |
$51.2K - $63.4K
|
7.03K
$4.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-383- 1.08% |
$187K - $231K
|
34.9K
$20.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
63+ 16.32% |
$30.7K - $38.1K
|
449
$265K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-17- 3.63% |
$8.3K - $10.3K
|
451
$266K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
398New |
$194K - $240K
|
398
$235K
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-318- 7.66% |
$155K - $192K
|
3.83K
$2.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-2.05K- 28.42% |
$1M - $1.24M
|
5.17K
$3.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-84- 15.44% |
$41K - $50.8K
|
460
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
50+ 0.31% |
$24.4K - $30.2K
|
16K
$9.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
710+ 18.56% |
$346K - $429K
|
4.54K
$2.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
171+ 16.22% |
$83.4K - $103K
|
1.23K
$724K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-168- 8.0% |
$82K - $102K
|
1.93K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.49K- 9.78% |
$728K - $901K
|
13.8K
$8.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Qv Investors Inc.
|
SELL
|
- |
-5.06K- 7.61% |
$2.47M - $3.06M
|
61.4K
$36.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
50+ 5.16% |
$24.4K - $30.2K
|
1.02K
$602K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-62- 2.24% |
$30.3K - $37.5K
|
2.7K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
72+ 4.08% |
$35.1K - $43.5K
|
1.84K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
115+ 14.59% |
$56.1K - $69.5K
|
903
$534K
|
|
|
Oct 15, 2024
Q3 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-101- 2.19% |
$49.3K - $61K
|
4.51K
$2.67M
|