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 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
126+ 4.69% |
$61.5K - $76.1K
|
2.81K
$1.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-48- 0.15% |
$23.4K - $29K
|
31.9K
$18.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
235+ 2.22% |
$115K - $142K
|
10.8K
$6.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
136+ 11.18% |
$66.4K - $82.2K
|
1.35K
$799K
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
169+ 1.46% |
$82.5K - $102K
|
11.8K
$6.95M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-438- 0.51% |
$214K - $265K
|
85.9K
$50.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.23K- 12.64% |
$1.58M - $1.95M
|
22.3K
$13.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-2- 0.19% |
$976 - $1.21K
|
1.02K
$605K
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-86- 3.2% |
$42K - $52K
|
2.6K
$1.54M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-35- 4.47% |
$17.1K - $21.1K
|
748
$442K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-85- 5.0% |
$41.5K - $51.4K
|
1.62K
$955K
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-2- 0.28% |
$976 - $1.21K
|
709
$419K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.51K- 25.66% |
$1.71M - $2.12M
|
10.2K
$6.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-28- 4.49% |
$13.7K - $16.9K
|
596
$352K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-231- 3.74% |
$113K - $140K
|
5.95K
$3.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
153+ 17.83% |
$74.7K - $92.4K
|
1.01K
$597K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-384- 2.34% |
$187K - $232K
|
16K
$9.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
25+ 1.22% |
$12.2K - $15.1K
|
2.08K
$1.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
BUY
|
- |
3+ 0.03% |
$1.46K - $1.81K
|
10.4K
$6.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
60+ 5.95% |
$29.3K - $36.3K
|
1.07K
$632K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-92- 18.11% |
$44.9K - $55.6K
|
416
$246K
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-226- 1.15% |
$110K - $137K
|
19.5K
$11.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-200- 4.33% |
$97.6K - $121K
|
4.41K
$2.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
2+ 0.37% |
$976 - $1.21K
|
539
$318K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
11+ 3.01% |
$5.37K - $6.65K
|
376
$222K
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-5.04K- 87.45% |
$2.46M - $3.04M
|
723
$427K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-2.04K- 57.66% |
$994K - $1.23M
|
1.5K
$883K
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
SELL
|
- |
-48- 0.28% |
$23.4K - $29K
|
17.4K
$10.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-42- 3.91% |
$20.5K - $25.4K
|
1.03K
$610K
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
41+ 1.66% |
$20K - $24.8K
|
2.51K
$1.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-282- 5.22% |
$138K - $170K
|
5.12K
$3.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1+ 0.18% |
$488 - $604
|
563
$333K
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
57+ 9.47% |
$27.8K - $34.4K
|
659
$389K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
161+ 20.33% |
$78.6K - $97.3K
|
953
$563K
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-14- 2.99% |
$6.83K - $8.46K
|
455
$269K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
179+ 18.36% |
$87.4K - $108K
|
1.15K
$682K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-2.71K- 12.62% |
$1.32M - $1.64M
|
18.8K
$11.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
963+ 39.55% |
$470K - $582K
|
3.4K
$2.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
46+ 9.0% |
$22.4K - $27.8K
|
557
$329K
|
|
|
Oct 04, 2024
Q3 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
35+ 3.73% |
$17.1K - $21.1K
|
973
$575K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
8.62K+ 0.99% |
$4.21M - $5.21M
|
877K
$518M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
139+ 18.71% |
$67.8K - $84K
|
882
$521K
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-2.99K- 19.78% |
$1.46M - $1.8M
|
12.1K
$7.16M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-4- 3.2% |
$1.95K - $2.42K
|
121
$71.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-65- 6.11% |
$31.7K - $39.3K
|
999
$590K
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
60+ 1.8% |
$29.3K - $36.3K
|
3.39K
$2M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-486- 5.15% |
$237K - $294K
|
8.95K
$5.29M
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-126- 0.86% |
$61.5K - $76.1K
|
14.6K
$8.62M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-407- 3.56% |
$199K - $246K
|
11K
$6.52M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-212- 18.12% |
$103K - $128K
|
958
$566K
|