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 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-101- 0.42% |
$49.3K - $61K
|
23.7K
$14M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
504+ 0.51% |
$246K - $305K
|
99.3K
$58.7M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
55New |
$26.8K - $33.2K
|
55
$32.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-29- 2.54% |
$14.2K - $17.5K
|
1.11K
$658K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-36- 0.03% |
$17.6K - $21.8K
|
117K
$68.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
9New |
$4.39K - $5.44K
|
9
$5.32K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
148+ 6.87% |
$72.2K - $89.4K
|
2.3K
$1.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
194+ 5.61% |
$94.7K - $117K
|
3.65K
$2.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
621+ 59.09% |
$303K - $375K
|
1.67K
$988K
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
507+ 1.49% |
$247K - $306K
|
34.5K
$20.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
375New |
$183K - $227K
|
375
$222K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
18+ 7.03% |
$8.78K - $10.9K
|
274
$162K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
157+ 16.0% |
$76.6K - $94.9K
|
1.14K
$672K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
238+ 11.18% |
$116K - $144K
|
2.37K
$1.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-239- 17.96% |
$117K - $144K
|
1.09K
$645K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-48- 2.2% |
$23.4K - $29K
|
2.14K
$1.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-349- 5.22% |
$170K - $211K
|
6.34K
$3.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
356+ 30.8% |
$174K - $215K
|
1.51K
$893K
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-93- 0.77% |
$45.4K - $56.2K
|
12K
$7.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
497New |
$243K - $300K
|
497
$294K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
46+ 3.74% |
$22.4K - $27.8K
|
1.28K
$753K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
10.5K+ 12.6% |
$5.1M - $6.32M
|
93.4K
$55.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
390New |
$190K - $236K
|
390
$230K
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
194+ 2.46% |
$94.7K - $117K
|
8.09K
$4.78M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
79+ 5.78% |
$38.6K - $47.7K
|
1.45K
$854K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
57+ 1.7% |
$27.8K - $34.4K
|
3.41K
$2.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-32- 1.82% |
$15.6K - $19.3K
|
1.73K
$1.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
1K+ 130.56% |
$490K - $607K
|
1.77K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-12- 1.1% |
$5.86K - $7.25K
|
1.08K
$635K
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
375New |
$183K - $227K
|
375
$222K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
368New |
$180K - $222K
|
368
$217K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
384New |
$187K - $232K
|
384
$227K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
44+ 1.19% |
$21.5K - $26.6K
|
3.73K
$2.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-15K- 64.0% |
$7.32M - $9.06M
|
8.44K
$4.99M
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
59+ 0.88% |
$28.8K - $35.6K
|
6.79K
$4.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
241+ 32.92% |
$118K - $146K
|
973
$575K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
248+ 3.4% |
$121K - $150K
|
7.55K
$4.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-54- 9.44% |
$26.4K - $32.6K
|
518
$306K
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2.64K+ 24.41% |
$1.29M - $1.59M
|
13.4K
$7.94M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
22+ 1.84% |
$10.7K - $13.3K
|
1.22K
$720K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
1.17K+ 2.76% |
$572K - $708K
|
43.6K
$25.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-121- 8.41% |
$59K - $73.1K
|
1.32K
$778K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
396New |
$193K - $239K
|
396
$234K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
576+ 42.17% |
$281K - $348K
|
1.94K
$1.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
50+ 0.79% |
$24.4K - $30.2K
|
6.39K
$3.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-169- 1.68% |
$82.5K - $102K
|
9.9K
$5.85M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
15+ 0.72% |
$7.32K - $9.06K
|
2.1K
$1.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
163+ 3.28% |
$79.5K - $98.5K
|
5.13K
$3.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Trium Capital LLP
London, X0 |
SELL
|
- |
-2.18K- 18.88% |
$1.06M - $1.32M
|
9.35K
$5.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-151- 2.55% |
$73.7K - $91.2K
|
5.78K
$3.41M
|