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 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
231+ 2.71% |
$113K - $140K
|
8.77K
$5.33M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.7K+ 34.22% |
$1.32M - $1.63M
|
10.6K
$6.45M
|
|
|
Oct 09, 2024
Q3 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-218- 1.79% |
$106K - $132K
|
12K
$7.29M
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-137- 6.84% |
$66.9K - $82.8K
|
1.87K
$1.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-138- 2.04% |
$67.3K - $83.4K
|
6.61K
$4.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
408New |
$199K - $247K
|
408
$248K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-288- 1.74% |
$141K - $174K
|
16.3K
$9.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
757+ 116.28% |
$369K - $457K
|
1.41K
$857K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
5+ 0.46% |
$2.44K - $3.02K
|
1.09K
$661K
|
|
|
Oct 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-191- 0.63% |
$93.2K - $115K
|
30.1K
$18.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-29- 11.46% |
$14.2K - $17.5K
|
224
$136K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-834- 10.66% |
$407K - $504K
|
6.99K
$4.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
697+ 1.97% |
$340K - $421K
|
36K
$21.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
58+ 4.01% |
$28.3K - $35K
|
1.5K
$915K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-143- 3.27% |
$69.8K - $86.4K
|
4.23K
$2.57M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
196+ 28.2% |
$95.6K - $118K
|
891
$542K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
SELL
|
- |
-20.2K- 88.69% |
$9.87M - $12.2M
|
2.58K
$1.57M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-358- 12.21% |
$175K - $216K
|
2.57K
$1.57M
|
|
|
Oct 09, 2024
Q3 2024
|
Sarasin & Partners LLP
|
BUY
|
- |
526KNew |
$257M - $318M
|
526K
$320M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
91+ 12.15% |
$44.4K - $55K
|
840
$511K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-498- 42.56% |
$243K - $301K
|
672
$409K
|
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-303- 22.39% |
$148K - $183K
|
1.05K
$639K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
498+ 20.23% |
$243K - $301K
|
2.96K
$1.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-9- 0.84% |
$4.39K - $5.44K
|
1.07K
$649K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
380New |
$185K - $230K
|
380
$231K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
74+ 13.94% |
$36.1K - $44.7K
|
605
$368K
|
|
|
Oct 09, 2024
Q3 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1+ 0.05% |
$488 - $604
|
1.84K
$1.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-2.39K- 11.41% |
$1.17M - $1.45M
|
18.6K
$11.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
5.31K+ 80.6% |
$2.59M - $3.21M
|
11.9K
$7.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
37+ 1.07% |
$18.1K - $22.4K
|
3.48K
$2.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-32- 0.28% |
$15.6K - $19.3K
|
11.2K
$6.84M
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-46- 2.35% |
$22.4K - $27.8K
|
1.91K
$1.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-37.3K- 85.33% |
$18.2M - $22.5M
|
6.41K
$3.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-22- 6.57% |
$10.7K - $13.3K
|
313
$190K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
22+ 1.42% |
$10.7K - $13.3K
|
1.57K
$955K
|
|
|
Oct 08, 2024
Q3 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-5.03K- 7.45% |
$2.45M - $3.04M
|
62.5K
$38M
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-70- 0.72% |
$34.2K - $42.3K
|
9.69K
$5.89M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
90+ 1.35% |
$43.9K - $54.4K
|
6.76K
$4.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
4.97KNew |
$2.42M - $3M
|
4.97K
$3.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-231- 3.28% |
$113K - $140K
|
6.82K
$4.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
177+ 4.16% |
$86.4K - $107K
|
4.43K
$2.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
50+ 5.13% |
$24.4K - $30.2K
|
1.03K
$624K
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-399- 4.54% |
$195K - $241K
|
8.38K
$5.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-36- 0.57% |
$17.6K - $21.8K
|
6.26K
$3.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
139+ 2.51% |
$67.8K - $84K
|
5.68K
$3.45M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
89+ 0.39% |
$43.4K - $53.8K
|
23.2K
$14.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-11- 1.11% |
$5.37K - $6.65K
|
984
$599K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
68+ 3.98% |
$33.2K - $41.1K
|
1.78K
$1.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-17- 0.66% |
$8.3K - $10.3K
|
2.56K
$1.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.34K+ 12.24% |
$653K - $809K
|
12.3K
$7.47M
|